Civic Intelligence

The Cadenza Charitable Trust

990PF • Fiscal year 2019 • EIN 47-6552675

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 22, 2020

Organization Profile
140 Broadway 4th FloorNew York, NY 10005-1101

(212) 493-8000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

1st percentile

-7101%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

90th percentile

$33,587

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

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

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $9,955,701 (-100%) from 2018

Net Assets

Down

$0

Down $9,955,701 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$140,211

Down $11,266,890 (-99%) from 2018

Expenses

Down

$10,095,912

Down $56,988,392 (-85%) from 2018

Net Income

Up

-$9,955,701

Up $45,721,502 (+82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$80M$60M$40M$20M$0Assets 2014: $10Liabilities 2014: $02014Assets 2015: $62,774,328Liabilities 2015: $0Net Assets 2015: $62,774,3282015Assets 2016: $65,640,701Liabilities 2016: $156,202Net Assets 2016: $65,484,4992016Assets 2017: $65,661,619Liabilities 2017: $0Net Assets 2017: $65,661,6192017Assets 2018: $9,955,701Liabilities 2018: $0Net Assets 2018: $9,955,7012018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$100M$50M$0-$50M-$100MRevenue 2014: $10Expenses 2014: $0Net Income 2014: $102014Revenue 2015: $77,401,160Expenses 2015: $14,626,862Net Income 2015: $62,774,2982015Revenue 2016: $13,859,220Expenses 2016: $11,149,047Net Income 2016: $2,710,1732016Revenue 2017: $2,734,332Expenses 2017: $2,557,212Net Income 2017: $177,1202017Revenue 2018: $11,407,101Expenses 2018: $67,084,304Net Income 2018: -$55,677,2032018Revenue 2019: $140,211Expenses 2019: $10,095,912Net Income 2019: -$9,955,7012019

Highlighted filing

2019

Revenue$140,211
Expenses$10,095,912
Net Income-$9,955,701
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 22, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROWN BROTHERS HARRIMAN TR CO N ATrustee-$33,587-$33,587
Filing and Contact Details

Filer

Filer Name
The Cadenza Charitable Trust
EIN
47-6552675
Phone
2124938000
Address
140 BROADWAY 4TH FLOOR, NEW YORK, NY 10005-1101

Signing Officer

Name
Mark Taccetta
Title
Vice President
Phone
2124938000
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
Raw XML Appendix342 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/UndistributedIncomeGrp/ExcessFromYear1Amt064048988
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08993891
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0YES ACCOUNT CLOSED TO CHARITY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017788
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017788
TaxesSchedule/TaxesDetail/Amt05749
TaxesSchedule/TaxesDetail/Amt12000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK TACCETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02124938000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CADENZA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CADE
ReturnHeader/Filer/EIN0476552675
ReturnHeader/Filer/PhoneNum02124938000
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 BROADWAY 4TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100051101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07B082CC03DB273BAF0B56DBBE0B3BF1362F409CB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId080B31C5AD23B898F175FF351E09BA1342DF769DB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.233.199.145
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 CLARENDON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06175650553
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J GARAND
ReturnHeader/ReturnTs02020-11-10T15:00:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$140,211
Expenses
$10,095,912
Net income
-$9,955,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$10.1$9.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.96$0.00$9.96$11.4$67.1$55.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.7$0.00$65.7$2.73$2.56$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$0.16$65.5$13.9$11.1$2.71
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.8$0.00$62.8$77.4$14.6$62.8
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits