Civic Intelligence

Mary Leas Johnson Richards 1997 Charitable Trust

990PF • Fiscal year 2021 • EIN 65-6236791

Dec 01, 2020 to Nov 30, 2021 • Filed on Jul 26, 2023

CO Pkfod 245 Park Ave No 12 FLNew York, NY 10167

(646) 449-6368

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

33rd percentile

3.0%

Higher net margin than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

0.3%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

164%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,043,609

Up $3,283 (+0.3%) from 2020

Net Assets

$1,043,609

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$108,712

Up $67,504 (+164%) from 2020

Expenses

Up

$105,429

Up $18,478 (+21%) from 2020

Net Income

Up

$3,283

Up $49,026 (+107%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,330,984Liabilities 2011: $02011Assets 2012: $853,746Liabilities 2012: $02012Assets 2013: $522,791Liabilities 2013: $02013Assets 2014: $1,051,333Liabilities 2014: $1,0032014Assets 2015: $1,153,972Liabilities 2015: $4,4112015Assets 2019: $1,086,069Liabilities 2019: $02019Assets 2020: $1,040,326Liabilities 2020: $02020Assets 2021: $1,043,609Liabilities 2021: $0Net Assets 2021: $1,043,6092021Assets 2022: $1,002,953Liabilities 2022: $2,319Net Assets 2022: $1,000,6342022Assets 2023: $1,049,837Liabilities 2023: $150,051Net Assets 2023: $899,7862023Assets 2024: $852,395Liabilities 2024: $0Net Assets 2024: $852,3952024

Highlighted filing

2021

Assets$1,043,609
Liabilities$0
Net Assets$1,043,609

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $150,735Expenses 2011: $227,268Net Income 2011: -$76,5332011Revenue 2012: $629,985Expenses 2012: $1,105,123Net Income 2012: -$475,1382012Revenue 2013: $689,710Expenses 2013: $1,020,665Net Income 2013: -$330,9552013Revenue 2014: $540,102Expenses 2014: $12,563Net Income 2014: $527,5392014Revenue 2015: $212,183Expenses 2015: $86,626Net Income 2015: $125,5572015Revenue 2019: $46,669Expenses 2019: $69,222Net Income 2019: -$22,5532019Revenue 2020: $41,208Expenses 2020: $86,951Net Income 2020: -$45,7432020Revenue 2021: $108,712Expenses 2021: $105,429Net Income 2021: $3,2832021Revenue 2022: $70,991Expenses 2022: $113,966Net Income 2022: -$42,9752022Revenue 2023: $22,409Expenses 2023: $123,257Net Income 2023: -$100,8482023Revenue 2024: $83,202Expenses 2024: $130,593Net Income 2024: -$47,3912024

Highlighted filing

2021

Revenue$108,712
Expenses$105,429
Net Income$3,283
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Jul 26, 2023
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH MERSELManager/Trustee-$0--
DIANA ELAINE BEKMYRZAManager/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary Lea Johnson Richards
EIN
65-6236791
Phone
6464496368
Address
CO PKFOD 245 PARK AVE NO 12 FL, NEW YORK, NY 10167

Signing Officer

Name
Kenneth Mersel
Title
Trustee
Phone
6464496368
Signed
2023-07-26
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Kenneth Mersel
Phone
2122862600
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