Civic Intelligence

The Lowenberg Charitable Trust

990PF • Fiscal year 2010 • EIN 58-6202711

Jan 01, 2010 to Dec 31, 2010 • Filed on Aug 05, 2011

Organization Profile
650 Coconut Palm Road32963
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$31,275

No earlier filing loaded for comparison.

Net Assets

$31,275

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2010: $31,275Liabilities 2010: $0Net Assets 2010: $31,2752010Assets 2011: $33,675Liabilities 2011: $0Net Assets 2011: $33,6752011Assets 2012: $45,425Liabilities 2012: $0Net Assets 2012: $45,4252012Assets 2013: $52,075Liabilities 2013: $0Net Assets 2013: $52,0752013Assets 2014: $44,781Liabilities 2014: $0Net Assets 2014: $44,7812014Assets 2015: $46,261Liabilities 2015: $0Net Assets 2015: $46,2612015Assets 2017: $16,537Liabilities 2017: $0Net Assets 2017: $16,5372017Assets 2018: $16,537Liabilities 2018: $0Net Assets 2018: $16,5372018Assets 2019: $16,538Liabilities 2019: $0Net Assets 2019: $16,5382019Assets 2020: $16,538Liabilities 2020: $0Net Assets 2020: $16,5382020Assets 2021: $16,538Liabilities 2021: $0Net Assets 2021: $16,5382021Assets 2022: $16,538Liabilities 2022: $0Net Assets 2022: $16,5382022Assets 2023: $16,538Liabilities 2023: $12023

Highlighted filing

2010

Assets$31,275
Liabilities$0
Net Assets$31,275
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $02010Expenses 2011: $1,6022011Expenses 2012: $1,2502012Revenue 2013: $8,500Expenses 2013: $1,850Net Income 2013: $6,6502013Revenue 2014: $1,731Expenses 2014: $9,025Net Income 2014: -$7,2942014Revenue 2015: $1,500Expenses 2015: $20Net Income 2015: $1,4802015Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $1Expenses 2023: $0Net Income 2023: $12023

Highlighted filing

2010

Revenue-
Expenses$0
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Aug 5, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D LOWENBERGTrustee/Dis-$0--
Filing and Contact Details

Filer

EIN
58-6202711
Raw XML Appendix191 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
CompensationExplanation/Compensation/PersonName0JOHN D LOWENBERG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue027545
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03990
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COPYTEL INC
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome01
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY027545
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY027545
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV03990
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY031274
IRS990PF/BalanceSheets/RetainedEarningsEOY031275
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY03729
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03730
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03730
IRS990PF/BalanceSheets/TotalAssetsBOY031274
IRS990PF/BalanceSheets/TotalAssetsEOY031275
IRS990PF/BalanceSheets/TotalAssetsEOYFMV07720
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY031274
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY031275
IRS990PF/BalanceSheets/TotalNetAssetsBOY031274
IRS990PF/BalanceSheets/TotalNetAssetsEOY031275
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal031275
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY031274
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY031275
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0581
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0581
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0581
IRS990PF/DistributableAmount/MinimumInvestmentReturn0581
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY07720
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets011805
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03730
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities08075
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0177
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0581
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets011628
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets011805
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN D LOWENBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE/DIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10650 COCONUT PALM ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20JOHNS ISLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0VERO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode032963
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0283
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0283
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.024332
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.034124
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.021623
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.017280
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.021808
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.026824
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets011628
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1013920
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2021967
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3027488
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4021781
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5016403
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10475
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20475
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30475
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40475
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50440
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.121659
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BRIAN ELWELL CPA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07722316902
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102800 OCEAN DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0VERO BEACH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode032963
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0GA
IRS990PF/StatementsRegardingActivities/StatesFiledWith1FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102008
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202009
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0JOHN D LOWENBERG
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0581
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome0251
IRS990PF/UndistributedIncome/TaxableAmount10251
IRS990PF/UndistributedIncome/TaxableAmount20696
IRS990PF/UndistributedIncome/TotalForPriorYears0251
IRS990PF/UndistributedIncome/UndistributedIncomeCY0581
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0696
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0586202711
ReturnHeader/Filer/Name/BusinessNameLine10THE LOWENBERG CHARITABLE TRUST
ReturnHeader/Filer/NameControl0LOWE
ReturnHeader/Filer/Phone07722340538
ReturnHeader/Filer/USAddress/AddressLine10650 COCONUT PALM ROAD
ReturnHeader/Filer/USAddress/City0VERO BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032963
ReturnHeader/Officer/DateSigned02011-08-05
ReturnHeader/Officer/Name0JOHN D LOWENBERG
ReturnHeader/Officer/Phone07722340538
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-08-05
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KMETZ NUTTALL ELWELL GRAHAM PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102800 OCEAN DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0VERO BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0329632064
ReturnHeader/Preparer/Name0BRIAN J ELWELL
ReturnHeader/Preparer/Phone07722316902
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-08-08T16:34:37-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,275
Liabilities
$0
Net assets
$31,275
Revenue
-
Expenses
$0
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$16.5$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$1.50$0.02$1.48
2014Detailed filing. Detailed filing data is available for this year.$44.8$0.00$44.8$1.73$9.03$7.29
2013Detailed filing. Detailed filing data is available for this year.$52.1$0.00$52.1$8.50$1.85$6.65
2012Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$1.25
2011Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$1.60
2010Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2010 filings • <$500k nonprofits