Civic Intelligence

Braunstein Charitable Trust

990PF • Fiscal year 2018 • EIN 37-6584337

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 17, 2019

Organization Profile
1500 Jfk Blvd No 840Philadelphia, PA 19102

(215) 972-7022

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$13,414

No earlier filing loaded for comparison.

Net Assets

$13,414

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$25

No earlier filing loaded for comparison.

Net Income

-$25

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2018: $13,414Liabilities 2018: $0Net Assets 2018: $13,4142018Assets 2019: $13,762Liabilities 2019: $1Net Assets 2019: $13,7622019Assets 2020: $13,359Liabilities 2020: $1Net Assets 2020: $13,3592020Assets 2021: $12,911Liabilities 2021: $1Net Assets 2021: $12,9112021Assets 2022: $12,503Liabilities 2022: $1Net Assets 2022: $12,5032022Assets 2023: $62,984Liabilities 2023: $12023

Highlighted filing

2018

Assets$13,414
Liabilities$0
Net Assets$13,414
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2018: $0Expenses 2018: $25Net Income 2018: -$252018Revenue 2019: $4,967Expenses 2019: $675Net Income 2019: $4,2922019Revenue 2020: $347Expenses 2020: $750Net Income 2020: -$4032020Revenue 2021: $352Expenses 2021: $800Net Income 2021: -$4482021Revenue 2022: $392Expenses 2022: $800Net Income 2022: -$4082022Revenue 2023: $51,281Expenses 2023: $800Net Income 2023: $50,4812023

Highlighted filing

2018

Revenue$0
Expenses$25
Net Income-$25
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLIOT BRAUNSTEINTrustee - President-$0--
LORI BRAUNSTEINTrustee - Vice President-$0--
Filing and Contact Details

Filer

Filer Name
Braunstein Charitable Trust
EIN
37-6584337
Phone
2159727022
Address
1500 JFK BLVD NO 840, PHILADELPHIA, PA 19102

Signing Officer

Name
Elliot Braunstein
Title
President
Phone
2159727022
Signed
2019-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Braunstein & Company LLC
Address
1500 JFK BLVD STE 840, PHILADELPHIA, PA 19102
Preparer
Elliot Braunstein
Phone
2159727022
Raw XML Appendix252 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm075 SHS AMGEN INC
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013043
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0210
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0690
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE - PRESIDENT
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02027 FAIRMOUNT AVE
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRAUNSTEIN CHARITABLE TRUST
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ReturnHeader/Filer/EIN0376584337
ReturnHeader/Filer/PhoneNum02159727022
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 JFK BLVD NO 840
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:13:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300007439
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 JFK BLVD STE 840
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019102
ReturnHeader/PreparerPersonGrp/PhoneNum02159727022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIOT BRAUNSTEIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-17T15:16:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,414
Liabilities
$0
Net assets
$13,414
Revenue
$0
Expenses
$25
Net income
-$25
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.0$0.00$51.3$0.80$50.5
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.39$0.80$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$12.9$0.35$0.80$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.00$13.4$0.35$0.75$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$4.97$0.68$4.29
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.00$0.03$0.03