Civic Intelligence

Bucholtz Family Charitable Trust

990 • Fiscal year 2016 • EIN 51-6506790

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 13, 2016

Organization ProfileN/A
101 Garden Of Eden RoadWilmington, DE 19803

(302) 427-2100

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

30th percentile

-4.2%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

23rd percentile

-5.9%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$510,461

Down $32,059 (-5.9%) from 2015

Net Assets

Down

$510,461

Down $32,059 (-5.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin30th percentile

Revenue

Up

$25,672

Up $4,995 (+24%) from 2015

Expenses

Up

$26,750

Up $667 (+2.6%) from 2015

Net Income

Up

-$1,078

Up $4,328 (+80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $500,339Liabilities 2011: $0Net Assets 2011: $500,3392011Assets 2012: $467,293Liabilities 2012: $0Net Assets 2012: $467,2932012Assets 2013: $500,349Liabilities 2013: $0Net Assets 2013: $500,3492013Assets 2014: $563,740Liabilities 2014: $0Net Assets 2014: $563,7402014Assets 2015: $542,520Liabilities 2015: $0Net Assets 2015: $542,5202015Assets 2016: $510,461Liabilities 2016: $0Net Assets 2016: $510,4612016Assets 2017: $546,837Liabilities 2017: $0Net Assets 2017: $546,8372017Assets 2018: $566,018Liabilities 2018: $0Net Assets 2018: $566,0182018Assets 2019: $569,866Liabilities 2019: $0Net Assets 2019: $569,8662019Assets 2020: $563,340Liabilities 2020: $0Net Assets 2020: $563,3402020Assets 2021: $686,142Liabilities 2021: $0Net Assets 2021: $686,1422021Assets 2022: $554,854Liabilities 2022: $0Net Assets 2022: $554,8542022Assets 2023: $581,993Liabilities 2023: $0Net Assets 2023: $581,9932023Assets 2024: $619,793Liabilities 2024: $0Net Assets 2024: $619,7932024

Highlighted filing

2016

Assets$510,461
Liabilities$0
Net Assets$510,461
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

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

$100K$50K$0-$50KExpenses 2011: $23,4712011Expenses 2012: $23,0482012Expenses 2013: $23,7152013Revenue 2014: $33,976Expenses 2014: $25,549Net Income 2014: $8,4272014Revenue 2015: $20,677Expenses 2015: $26,083Net Income 2015: -$5,4062015Revenue 2016: $25,672Expenses 2016: $26,750Net Income 2016: -$1,0782016Revenue 2017: $22,179Expenses 2017: $27,043Net Income 2017: -$4,8642017Revenue 2018: $26,542Expenses 2018: $28,010Net Income 2018: -$1,4682018Revenue 2019: $31,989Expenses 2019: $27,623Net Income 2019: $4,3662019Revenue 2020: $17,918Expenses 2020: $27,948Net Income 2020: -$10,0302020Revenue 2021: $54,387Expenses 2021: $29,748Net Income 2021: $24,6392021Revenue 2022: $38,026Expenses 2022: $31,574Net Income 2022: $6,4522022Revenue 2023: $23,420Expenses 2023: $30,434Net Income 2023: -$7,0142023Revenue 2024: $97,963Expenses 2024: $30,799Net Income 2024: $67,1642024

Highlighted filing

2016

Revenue$25,672
Expenses$26,750
Net Income-$1,078
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 13, 2016
Return Version
2015v2.1
Gross Receipts
$50,523
Mission and Program Overview

Mission

Administered and operated exclusively for the charitable, scientific, and literary purposes of the jewish federation of delaware.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$542,520$510,461▼ $32,059
Rtn Earn Endowment Incm Other Fnds$542,520$510,461▼ $32,059
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$542,520$510,461▼ $32,059
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$542,520$510,461▼ $32,059
Total Liabilities and Net Assets / Fund Balance$542,520$510,461▼ $32,059

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$510,461--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,672
Other Revenue
$0
Change in Net Assets
$-1,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,827
Other Expenses$10,923
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,827--$15,827
Fees for Service Investment Mgmnt Fees-$10,223-$10,223
Fees for Services Accounting-$700-$700
Total Functional Expenses$15,827$10,923$0$26,750
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bernard and Ruth Siegel Jewish Community CenterWilmington, DE501(c)(3)Agency Allocation$6,761
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust has delegated control of management duties to the jewish federation of delaware.”

Form 990, Part VI, Section B, Line 11

“The associate director of the fund and the cfo of the trustee are provided with a draft copy of the federal form 990 for review and approval before it is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request on an individual basis.”

Filing and Contact Details

Filer

Filer Name
Bucholtz Family Charitable Trust
EIN
51-6506790
Phone
3024272100
Address
101 GARDEN OF EDEN ROAD, WILMINGTON, DE 19803

Signing Officer

Name
Seth Katzen
Title
CEO
Phone
3024272100
Signed
2016-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Seth Katzen
Formed
1999
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Belfint Lyons & Shuman Pa
Address
1011 CENTRE RD STE 310, WILMINGTON, DE 19805
Preparer
Jonathan D Moll CPA
Phone
3022250600
Raw XML Appendix323 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0AGENCIES RECEIVING GRANT FUNDS ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE ONGOING PROJECTS IN ORDER TO BE CONSIDERED FOR FUTURE FUNDING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS DELEGATED CONTROL OF MANAGEMENT DUTIES TO THE JEWISH FEDERATION OF DELAWARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATE DIRECTOR OF THE FUND AND THE CFO OF THE TRUSTEE ARE PROVIDED WITH A DRAFT COPY OF THE FEDERAL FORM 990 FOR REVIEW AND APPROVAL BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST ON AN INDIVIDUAL BASIS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/USAddress/CityNm0WILMINGTON
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019803
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SETH KATZEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03024272100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUCHOLTZ FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BUCH
ReturnHeader/Filer/EIN0516506790
ReturnHeader/Filer/PhoneNum03024272100
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 GARDEN OF EDEN ROAD
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510232399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BELFINT LYONS & SHUMAN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 CENTRE RD STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019805
ReturnHeader/PreparerPersonGrp/PhoneNum03022250600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN D MOLL CPA
ReturnHeader/ReturnTs02016-09-21T11:08:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$510,461
Liabilities
$0
Net assets
$510,461
Revenue
$25,672
Expenses
$26,750
Net income
-$1,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$6.20$0.00$6.20$0.98$0.31$0.67
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.00$5.82$0.23$0.30$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.38$0.32$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$0.00$6.86$0.54$0.30$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.18$0.28$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.70$0.00$5.70$0.32$0.28$0.04
2018Summary only. Only limited summary data is available for this year.$5.66$0.00$5.66$0.27$0.28$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.22$0.27$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.26$0.27$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.21$0.26$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.34$0.26$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.00$4.67$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits