Civic Intelligence

David and Deena Fishman Charitable Foundation

990PF • Fiscal year 2014 • EIN 38-2188360

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 07, 2015

121 W Long Lake Rd- 3rd FloorBloomfield Hills, MI 48304

(248) 433-7320

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

26th percentile

-9.5%

Higher net margin than 26% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$125,028

Down $2,219 (-1.7%) from 2013

Net Assets

Down

$125,028

Down $2,219 (-1.7%) from 2013

Liabilities

Up

$1

Up $1 from 2013

Revenue

Up

$23,373

Up $6,319 (+37%) from 2013

Expenses

Up

$25,592

Up $602 (+2.4%) from 2013

Net Income

Up

-$2,219

Up $5,717 (+72%) from 2013

Historical Trend

Balance Sheet Trend

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: $1Net 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

2014

Assets$125,028
Liabilities$1
Net Assets$125,028

Operations Trend

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

2014

Revenue$23,373
Expenses$25,592
Net Income-$2,219
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 7, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FISHMANPresident-$0--
DEENA FISHMANVice-Pres.-$0--
Filing and Contact Details

Filer

Filer Name
David and Deena Fishman Charitable
EIN
38-2188360
Phone
2484337320
Address
121 W LONG LAKE RD- 3RD FLOOR, BLOOMFIELD HILLS, MI 48304

Signing Officer

Name
David Fishman
Title
President
Phone
2484337320
Signed
2015-08-07

Preparer

Firm
Montgomery Wiethorn & Burke Pc
Address
20704 GILL RD STE 100, FARMINGTON HILLS, MI 48335
Preparer
Lawrence D Wiethorn
Phone
2484420777
Raw XML Appendix278 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID FISHMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0820 E GLENGARRY CIRCLE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043650
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07702
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024104
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024104
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060344
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036240
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0248
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0248
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05023
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05023
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID DEENA FISHMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0121 W LONG LAKE RD- 3RD FLOOR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BLOOMFIELD HILLS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd048304
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0MICH ANNUAL REPORT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02484337320
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND DEENA FISHMAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0382188360
ReturnHeader/Filer/PhoneNum02484337320
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 W LONG LAKE RD- 3RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048304
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/PreparationDt02015-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE D WIETHORN
ReturnHeader/ReturnTs02015-08-07T10:15:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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