Civic Intelligence

Shirley & Louis Matkoff Charitable Trust

990PF • Fiscal year 2013 • EIN 45-6925175

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 14, 2014

Organization Profile
C/O Diamond Associates 3 FriendsLane No 10018940

(215) 497-8888

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

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.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$255,527

Up $5,778 (+2.3%) from 2012

Net Assets

Up

$255,527

Up $5,778 (+2.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

$11,503

No earlier filing loaded for comparison.

Expenses

Up

$5,725

Up $3,225 (+129%) from 2012

Net Income

$5,778

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2012: $249,749Liabilities 2012: $0Net Assets 2012: $249,7492012Assets 2013: $255,527Liabilities 2013: $0Net Assets 2013: $255,5272013Assets 2014: $256,031Liabilities 2014: $0Net Assets 2014: $256,0312014Assets 2015: $253,537Liabilities 2015: $0Net Assets 2015: $253,5372015Assets 2016: $364,325Liabilities 2016: $0Net Assets 2016: $364,3252016Assets 2017: $361,532Liabilities 2017: $0Net Assets 2017: $361,5322017Assets 2019: $358,208Liabilities 2019: $20,000Net Assets 2019: $338,2082019Assets 2020: $509,680Liabilities 2020: $30,000Net Assets 2020: $479,6802020Assets 2021: $497,276Liabilities 2021: $10,000Net Assets 2021: $487,2762021Assets 2022: $504,805Liabilities 2022: $33,520Net Assets 2022: $471,2852022Assets 2023: $533,450Liabilities 2023: $145,205Net Assets 2023: $388,2452023Assets 2024: $307,176Liabilities 2024: $0Net Assets 2024: $307,1762024

Highlighted filing

2013

Assets$255,527
Liabilities$0
Net Assets$255,527
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2012: $2,5002012Revenue 2013: $11,503Expenses 2013: $5,725Net Income 2013: $5,7782013Revenue 2014: $11,504Expenses 2014: $11,000Net Income 2014: $5042014Revenue 2015: $11,506Expenses 2015: $14,000Net Income 2015: -$2,4942015Revenue 2016: $155,745Expenses 2016: $15,000Net Income 2016: $140,7452016Revenue 2017: $13,639Expenses 2017: $16,432Net Income 2017: -$2,7932017Revenue 2019: $14,001Expenses 2019: $26,396Net Income 2019: -$12,3952019Revenue 2020: $213,570Expenses 2020: $31,485Net Income 2020: $182,0852020Revenue 2021: $19,158Expenses 2021: $11,562Net Income 2021: $7,5962021Revenue 2022: $17,717Expenses 2022: $33,708Net Income 2022: -$15,9912022Revenue 2023: $63,588Expenses 2023: $146,628Net Income 2023: -$83,0402023Revenue 2024: $26,220Expenses 2024: $107,289Net Income 2024: -$81,0692024

Highlighted filing

2013

Revenue$11,503
Expenses$5,725
Net Income$5,778
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 14, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA SANDLERTrustee-$0--
Filing and Contact Details

Filer

EIN
45-6925175
Phone
2154978888

Signing Officer

Name
Lisa Sandler
Title
Trustee
Phone
2154978888
Signed
2014-03-14
Discuss with paid preparer
Yes

Preparer

Preparer
Mark S Jaffe
Phone
2154978888
Raw XML Appendix265 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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ReturnHeader/BuildTS02015-12-30 17:16:21Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SANDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02154978888
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHIRLEY & LOUIS MATKOFF CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHIR
ReturnHeader/Filer/EIN0456925175
ReturnHeader/Filer/PhoneNum02154978888
ReturnHeader/Filer/USAddress/AddressLine10C/O DIAMOND ASSOCIATES 3 FRIENDS
ReturnHeader/Filer/USAddress/AddressLine20LANE NO 100
ReturnHeader/Filer/USAddress/City0NEWTOWN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233064611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DIAMOND & ASSOCIATES PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103 FRIENDS LANE - STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEWTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode018940
ReturnHeader/PreparerPersonGrp/PhoneNum02154978888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S JAFFE
ReturnHeader/ReturnTs02014-04-13T10:09:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,527
Liabilities
$0
Net assets
$255,527
Revenue
$11,503
Expenses
$5,725
Net income
$5,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.26$1.07$0.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$1.45$3.88$0.64$1.47$0.83
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.34$4.71$0.18$0.34$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.10$4.87$0.19$0.12$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.30$4.80$2.14$0.31$1.82
2019Detailed filing. Detailed filing data is available for this year.$3.58$0.20$3.38$0.14$0.26$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.14$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$1.56$0.15$1.41
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.12$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.12$0.06$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits