Civic Intelligence

Fleischner Family Charitable Foundation

990PF • Fiscal year 2021 • EIN 47-1108283

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

Organization Profile
6022 West Chester PikeNewtown Square, PA 19073

(412) 682-3512

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

15th percentile

-7.6%

Higher net margin than 15% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

22nd percentile

-0.2%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$19,691,861

Down $49,175 (-0.2%) from 2020

Net Assets

Down

$19,691,862

Down $49,174 (-0.2%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin15th percentile

Revenue

Down

$858,244

Down $9,520,086 (-92%) from 2020

Expenses

Up

$923,162

Up $70,446 (+8.3%) from 2020

Net Income

Down

-$64,918

Down $9,590,532 (-101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $998,717Liabilities 2015: $1Net Assets 2015: $998,7172015Assets 2016: $1,165,905Liabilities 2016: $0Net Assets 2016: $1,165,9052016Assets 2017: $7,782,784Liabilities 2017: $0Net Assets 2017: $7,783,7842017Assets 2018: $10,572,772Liabilities 2018: $0Net Assets 2018: $10,572,7722018Assets 2019: $10,191,810Liabilities 2019: $1Net Assets 2019: $10,191,8102019Assets 2020: $19,741,036Liabilities 2020: $1Net Assets 2020: $19,741,0362020Assets 2021: $19,691,861Liabilities 2021: $1Net Assets 2021: $19,691,8622021Assets 2022: $17,835,639Liabilities 2022: $1Net Assets 2022: $17,835,6392022Assets 2023: $16,913,244Liabilities 2023: $1Net Assets 2023: $16,913,2442023Assets 2024: $17,638,842Liabilities 2024: $0Net Assets 2024: $17,638,8422024

Highlighted filing

2021

Assets$19,691,861
Liabilities$1
Net Assets$19,691,862
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1,000,255Expenses 2015: $1,538Net Income 2015: $998,7172015Revenue 2016: $244,913Expenses 2016: $77,725Net Income 2016: $167,1882016Revenue 2017: $6,702,784Expenses 2017: $84,905Net Income 2017: $6,617,8792017Revenue 2018: $3,564,212Expenses 2018: $785,513Net Income 2018: $2,778,6992018Revenue 2019: $427,008Expenses 2019: $836,481Net Income 2019: -$409,4732019Revenue 2020: $10,378,330Expenses 2020: $852,716Net Income 2020: $9,525,6142020Revenue 2021: $858,244Expenses 2021: $923,162Net Income 2021: -$64,9182021Revenue 2022: -$209,213Expenses 2022: $1,584,161Net Income 2022: -$1,793,3742022Revenue 2023: $449,802Expenses 2023: $1,419,959Net Income 2023: -$970,1572023Revenue 2024: $1,964,670Expenses 2024: $1,432,376Net Income 2024: $532,2942024

Highlighted filing

2021

Revenue$858,244
Expenses$923,162
Net Income-$64,918
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE A FLEISCHNERPresident/Chairman-$0--
HANS G FLEISCHNERVice President/Director-$0--
Christopher C FleischnerSecretary/Director-$0--
David A FleischnerTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Fleischner Family Charitable Foundation
EIN
47-1108283
In Care Of
% LESLIE FLEISCHNER
Phone
4126823512
Address
6022 West Chester Pike, Newtown Square, PA 19073

Signing Officer

Name
David Fleischner
Title
Officer
Phone
4123649395
Signed
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
30 Isabella Street Suite 107, Pittsburgh, PA 15212-5859
Preparer
Lauren R Denton
Phone
4123649395
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0504375
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0358598
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523920
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENTERPRISE PRODUCTS PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-244
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-4685
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0862729
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-4685
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0858044
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt015704
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015704
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0358598
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0787570
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0787570
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0415082
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0415082
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-64918
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0961018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt089293
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt089293
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0358598
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0727152
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013618
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-4929
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt098258
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt098258
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07997
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0135577
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0923162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0862729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0858244
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0135577
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0135592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0142691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1459729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2318281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3318281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0145495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1497242
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HAWTHORN #8283 LT D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-01-01
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt015744
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019691862
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01372689
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01372689
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01372689
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01382796
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010107
IRS990PF/DistributableAmountGrp/TotalTaxAmt010107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01899
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01899
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt02021-04-30
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012009
IRS990PF/FMVAssetsEOYAmt028584544
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010323250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0154931
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0154931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06708971

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,691,861
Liabilities
$1
Net assets
$19,691,862
Revenue
$858,244
Expenses
$923,162
Net income
-$64,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$1.96$1.43$0.53
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.45$1.42$0.97
2022Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.21$1.58$1.79
2021Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.86$0.92$0.06
2020Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$10.4$0.85$9.53
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.43$0.84$0.41
2018Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$3.56$0.79$2.78
2017Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$6.70$0.08$6.62
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.24$0.08$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.00$0.00$1.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00