Civic Intelligence

The Lowenberg Charitable Trust

990PF • Fiscal year 2021 • EIN 58-6202711

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 24, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$16,538

Flat from 2020

Net Assets

Flat

$16,538

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2020

Expenses

Flat

$0

Flat from 2020

Net Income

Flat

$0

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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 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

2021

Assets$16,538
Liabilities$0
Net Assets$16,538
Open 2021 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

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 24, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2022-01-24

Preparer

Firm
Kmetz Elwell Graham & Assoc Pllc
Address
2800 OCEAN DRIVE, VERO BEACH, FL 32963-2064
Preparer
Brian J Elwell CPA
Phone
7722316902
Raw XML Appendix161 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EUROSITE POWER INCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ANIXA BIOSCIENCES INC
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016538
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016538
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016538
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0330
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0330
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0330
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0330
IRS990PF/FMVAssetsEOYAmt06612
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04942
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01670
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01670
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01670
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06612
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016538
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06697
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01670
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05027
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0100
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0330
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06597
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06697
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN D LOWENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/DIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0650 COCONUT PALM ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0JOHNS ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VERO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032963
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRIAN ELWELL CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02800 OCEAN DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VERO BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032963
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07722316902
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010144
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09814
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09814
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010144
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D LOWENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/DIS
ReturnHeader/BusinessOfficerGrp/PhoneNum07722340538
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LOWENBERG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0586202711
ReturnHeader/Filer/PhoneNum07722340538
ReturnHeader/Filer/USAddress/AddressLine1Txt0650 COCONUT PALM ROAD
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271238921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KMETZ ELWELL GRAHAM & ASSOC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02800 OCEAN DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329632064
ReturnHeader/PreparerPersonGrp/PhoneNum07722316902
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J ELWELL CPA
ReturnHeader/ReturnTs02022-02-17T13:29:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOWENBERT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,538
Liabilities
$0
Net assets
$16,538
Revenue
$0
Expenses
$0
Net income
$0
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
2021Detailed filing. Detailed filing data is available for this year.$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. 2021 filings • <$500k nonprofits