Civic Intelligence

Sidney Krauss Charitable Trust

990PF • Fiscal year 2020 • EIN 46-1349234

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 01, 2021

Organization Profile
420 20th St N No 1400Birmingham, AL 35203

(205) 250-8334

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-10037%

Higher net margin than 1% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$95,112

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 265.6% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-88%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$1

Down $3,082,124 (-100%) from 2019

Net Assets

Down

$0

Down $3,082,125 (-100%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$35,811

Down $273,002 (-88%) from 2019

Expenses

Up

$3,630,012

Up $3,285,993 (+955%) from 2019

Net Income

Down

-$3,594,201

Down $3,558,995 (-10109%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $4,162,124Liabilities 2013: $1Net Assets 2013: $4,162,1242013Assets 2014: $4,078,782Liabilities 2014: $1Net Assets 2014: $4,078,7822014Assets 2015: $3,803,726Liabilities 2015: $1Net Assets 2015: $3,803,7262015Assets 2016: $3,465,063Liabilities 2016: $0Net Assets 2016: $3,465,0632016Assets 2017: $3,283,654Liabilities 2017: $0Net Assets 2017: $3,283,6542017Assets 2018: $3,126,812Liabilities 2018: $0Net Assets 2018: $3,126,8122018Assets 2019: $3,082,125Liabilities 2019: $1Net Assets 2019: $3,082,1252019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020

Highlighted filing

2020

Assets$1
Liabilities$1
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $131,122Expenses 2013: $126,524Net Income 2013: $4,5982013Revenue 2014: $228,733Expenses 2014: $312,075Net Income 2014: -$83,3422014Revenue 2015: $110,618Expenses 2015: $385,674Net Income 2015: -$275,0562015Revenue 2016: -$71,649Expenses 2016: $264,732Net Income 2016: -$336,3812016Revenue 2017: $242,101Expenses 2017: $421,416Net Income 2017: -$179,3152017Revenue 2018: $207,208Expenses 2018: $363,520Net Income 2018: -$156,3122018Revenue 2019: $308,813Expenses 2019: $344,019Net Income 2019: -$35,2062019Revenue 2020: $35,811Expenses 2020: $3,630,012Net Income 2020: -$3,594,2012020

Highlighted filing

2020

Revenue$35,811
Expenses$3,630,012
Net Income-$3,594,201
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 1, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD P MEYERSONTrusteePT$95,112-$95,112
Filing and Contact Details

Filer

Filer Name
Sidney Krauss Charitable Trust
EIN
46-1349234
Phone
2052508334
Address
420 20TH ST N NO 1400, BIRMINGHAM, AL 35203

Signing Officer

Name
Edward P Meyerson
Title
Trustee
Phone
2052508334
Signed
2021-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PLACE, MELBOURNE, FL 32940-8229
Preparer
Juliana Kreul
Phone
3217516200
Raw XML Appendix289 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.

Path#Value
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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0SIDNEY KRAUSS FOUNDATION INC
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt03527223
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CASH $320,165SECURITIES $3,207,058
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt03412 OAK CANYON DR
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0BIRMINGHAM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD P MEYERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03274385
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03527223
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03274385
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03274385
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0207020
LiquidationExplanationStmt/ExplanationTxt0THE SIDNEY KRAUSS CHARITABLE TRUST HAD ASSETS OF CASH AND SECURITIES THAT WERE TRANSFERRED TO SIDNEY KRAUSS FOUNDATION (EIN: 82-3317549) , A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A). THE TRUST AGREEMENT, UNDER ARTICLE XVI, STATES THAT "UPON THE CREATION AND ORGANIZATION OF SUCH CORPORATION (SIDNEY KRAUSS FOUNDATION), THE TRUSTEE IS AUTHORIZED TO CONVEY TO SUCH CORPORATION ALL THE PROPERTY AND ASSETS TO WHICH THE TRUST MAY BE OR MAY BECOME ENTITLED".
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06876
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02156
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UBS - MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02156
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02156
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0518952
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX VALUE OF ASSETS TRANSFERRED TO SIDNEY KRAUSS FOUNDATION, INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07677
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07677
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD P MEYERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02052508334
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIDNEY KRAUSS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SIDN
ReturnHeader/Filer/EIN0461349234
ReturnHeader/Filer/PhoneNum02052508334
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 20TH ST N NO 1400
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07351 OFFICE PARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELBOURNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329408229
ReturnHeader/PreparerPersonGrp/PhoneNum03217516200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIANA KREUL
ReturnHeader/ReturnTs02021-03-11T14:30:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEYERSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1
Liabilities
$1
Net assets
$0
Revenue
$35,811
Expenses
$3,630,012
Net income
-$3,594,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$3.63$3.59
2019Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.31$0.34$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.21$0.36$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.24$0.42$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.07$0.26$0.34
2015Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.11$0.39$0.28
2014Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.23$0.31$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.13$0.13$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00