Civic Intelligence

David and Deena Fishman Charitable Foundation

990PF • Fiscal year 2019 • EIN 38-2188360

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 15, 2020

Organization Profile
820 E Glengarry CircleBloomfield Village, MI 48301

(248) 433-7320

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.13x

Higher debt load relative to assets than 83% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.24x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

90%

Faster asset growth than 92% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

149%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$43,281

Up $20,462 (+90%) from 2018

Net Assets

Up

$37,481

Up $14,662 (+64%) from 2018

Liabilities

Up

$5,800

Up $5,800 from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin93rd percentile

Revenue

Up

$23,847

Up $14,271 (+149%) from 2018

Expenses

Down

$9,185

Down $9,694 (-51%) from 2018

Net Income

Up

$14,662

Up $23,965 (+258%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$150K$100K$50K$0Assets 2010: $145,766Liabilities 2010: $0Net Assets 2010: $145,7662010Assets 2011: $134,245Liabilities 2011: $0Net Assets 2011: $134,2452011Assets 2012: $135,183Liabilities 2012: $0Net Assets 2012: $135,1832012Assets 2013: $127,247Liabilities 2013: $0Net Assets 2013: $127,2472013Assets 2014: $125,028Liabilities 2014: $0Net Assets 2014: $125,0282014Assets 2015: $87,672Liabilities 2015: $0Net Assets 2015: $87,6722015Assets 2016: $48,710Liabilities 2016: $0Net Assets 2016: $48,7102016Assets 2017: $32,122Liabilities 2017: $0Net Assets 2017: $32,1222017Assets 2018: $22,819Liabilities 2018: $0Net Assets 2018: $22,8192018Assets 2019: $43,281Liabilities 2019: $5,800Net Assets 2019: $37,4812019Assets 2020: $43,019Liabilities 2020: $13,355Net Assets 2020: $29,6642020Assets 2021: $49,453Liabilities 2021: $12,247Net Assets 2021: $37,2062021Assets 2022: $29,781Liabilities 2022: $9,053Net Assets 2022: $20,7282022Assets 2023: $10,065Liabilities 2023: $8,075Net Assets 2023: $1,9902023Assets 2024: $26,630Liabilities 2024: $10,556Net Assets 2024: $16,0742024

Highlighted filing

2019

Assets$43,281
Liabilities$5,800
Net Assets$37,481
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $38,5592010Expenses 2011: $26,5082011Expenses 2012: $19,3852012Revenue 2013: $17,054Expenses 2013: $24,990Net Income 2013: -$7,9362013Revenue 2014: $23,373Expenses 2014: $25,592Net Income 2014: -$2,2192014Revenue 2015: -$11,416Expenses 2015: $25,940Net Income 2015: -$37,3562015Revenue 2016: -$11,877Expenses 2016: $27,085Net Income 2016: -$38,9622016Revenue 2017: $6,792Expenses 2017: $23,380Net Income 2017: -$16,5882017Revenue 2018: $9,576Expenses 2018: $18,879Net Income 2018: -$9,3032018Revenue 2019: $23,847Expenses 2019: $9,185Net Income 2019: $14,6622019Revenue 2020: $1,390Expenses 2020: $9,207Net Income 2020: -$7,8172020Revenue 2021: $9,546Expenses 2021: $2,004Net Income 2021: $7,5422021Revenue 2022: $10,453Expenses 2022: $26,929Net Income 2022: -$16,4762022Revenue 2023: $17,382Expenses 2023: $36,120Net Income 2023: -$18,7382023Revenue 2024: $35,072Expenses 2024: $20,956Net Income 2024: $14,1162024

Highlighted filing

2019

Revenue$23,847
Expenses$9,185
Net Income$14,662
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEENA FISHMANPresident-$0--
Filing and Contact Details

Filer

Filer Name
David and Deena Fishman Charitable
EIN
38-2188360
Phone
2484337320
Address
820 E GLENGARRY CIRCLE, BLOOMFIELD VILLAGE, MI 48301

Signing Officer

Name
Deena Fishman
Title
President
Phone
2484337320
Signed
2020-09-15

Preparer

Firm
Montgomery Wiethorn & Burke Pc
Address
20704 GILL RD STE 100, FARMINGTON HILLS, MI 48335
Preparer
Lawrence D Wiethorn
Phone
2484420777
Raw XML Appendix322 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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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04522
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04522
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08821
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04043
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09779
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08324
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04522
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038347
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042390
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0103
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt045
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-1473
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt21155
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt38144
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4-1132
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PER K-1S- INTEREST INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PER K-1S- DIVIDEND INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2RECAPTURE ON SALE OF BUCKEYE
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ENERGY TRANSFER PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc4PLAINS ALL AMERICAN
OtherIncomeSchedule2/OtherIncomeDetail/Desc5BUCKEYE PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc6ADJUSTMENT TO BASIS
OtherIncomeSchedule2/OtherIncomeDetail/Desc7NONDEDUCTIBLE EXPENSE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt095
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt172
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt210617
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt095
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt172
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt210617
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt345
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-1473
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt51155
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt68144
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7-1132
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0NEGATIVE BASIS- PSHPS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt05800
TaxesSchedule/TaxesDetail/Amt01862
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1US 990 BALANCE DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01862
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEENA FISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02484337320
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND DEENA FISHMAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0382188360
ReturnHeader/Filer/PhoneNum02484337320
ReturnHeader/Filer/USAddress/AddressLine1Txt0820 E GLENGARRY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02AB9717E7EC4E8872A6A49C57FAD21D6711499CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02AB9717E7EC4E8872A6A49C57FAD21D6711499CC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.78.186.182
ReturnHeader/FilingSecurityInformation/IPDt02020-09-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:43:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382688818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTGOMERY WIETHORN & BURKE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020704 GILL RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048335
ReturnHeader/PreparerPersonGrp/PhoneNum02484420777
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE D WIETHORN
ReturnHeader/ReturnTs02020-09-16T13:43:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,281
Liabilities
$5,800
Net assets
$37,481
Revenue
$23,847
Expenses
$9,185
Net income
$14,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.11$0.16$0.35$0.21$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.08$0.02$0.17$0.36$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.09$0.21$0.10$0.27$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.12$0.37$0.10$0.02$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.13$0.30$0.01$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.06$0.37$0.24$0.09$0.15
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.23$0.00$0.23$0.10$0.19$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.07$0.23$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.12$0.27$0.39
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.11$0.26$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.23$0.26$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.17$0.25$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.19
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.27
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.39