Civic Intelligence

The Lowenberg Charitable Trust

990PF • Fiscal year 2016 • EIN 58-6202711

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 04, 2017

Organization Profile
650 Coconut Palm RoadVero Beach, FL 32963

(772) 234-0538

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

99th percentile

159%

Higher net margin than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

5th percentile

-64%

Faster asset growth than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$16,537

Down $29,724 (-64%) from 2015

Net Assets

Down

$16,537

Down $29,724 (-64%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$18,699

Down $20,199 (-1347%) from 2015

Expenses

Up

$11,025

Up $11,005 (+55025%) from 2015

Net Income

Down

-$29,724

Down $31,204 (-2108%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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 2016: $16,537Liabilities 2016: $0Net Assets 2016: $16,5372016Assets 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

2016

Assets$16,537
Liabilities$0
Net Assets$16,537
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$0-$20K-$40KExpenses 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 2016: -$18,699Expenses 2016: $11,025Net Income 2016: -$29,7242016Revenue 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

2016

Revenue-$18,699
Expenses$11,025
Net Income-$29,724
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
The Lowenberg Charitable Trust
EIN
58-6202711
Phone
7722340538
Address
650 COCONUT PALM ROAD, VERO BEACH, FL 32963

Signing Officer

Name
John D Lowenberg
Title
Trustee/dis
Phone
7722340538
Signed
2017-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Kmetz Nuttall Elwell Graham Pllc
Address
2800 OCEAN DRIVE, VERO BEACH, FL 32963-2064
Preparer
Brian J Elwell CPA
Phone
7722316902
Raw XML Appendix228 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/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07722340538
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ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0586202711
ReturnHeader/Filer/PhoneNum07722340538
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ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
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ReturnHeader/Filer/USAddress/ZIPCd032963
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271238921
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329632064
ReturnHeader/PreparerPersonGrp/PhoneNum07722316902
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J ELWELL CPA
ReturnHeader/ReturnTs02017-11-17T10:15:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,537
Liabilities
$0
Net assets
$16,537
Revenue
-$18,699
Expenses
$11,025
Net income
-$29,724
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
2016Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$18.7$11.0$29.7
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