Civic Intelligence

Samuel and Bernice Shapiro Charitable Trust

990PF • Fiscal year 2016 • EIN 65-6316045

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 21, 2017

Organization Profile
101 Terra Linda PlacePalm Beach Gardens, FL 33418

(781) 235-0404

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

58th percentile

0.00x

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

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

Net Margin

4th percentile

-246%

Higher net margin than 4% 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.

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

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

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

15th percentile

-37%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$45,693

Down $14,773 (-24%) from 2015

Net Assets

Down

$45,693

Down $14,773 (-24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$6,737

Down $4,034 (-37%) from 2015

Expenses

Up

$23,339

Up $256 (+1.1%) from 2015

Net Income

Down

-$16,602

Down $4,290 (-35%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$200K$150K$100K$50K$0Assets 2010: $190,850Liabilities 2010: $0Net Assets 2010: $190,8502010Assets 2011: $148,778Liabilities 2011: $0Net Assets 2011: $148,7782011Assets 2012: $113,606Liabilities 2012: $0Net Assets 2012: $113,6062012Assets 2013: $77,049Liabilities 2013: $0Net Assets 2013: $77,0492013Assets 2014: $71,446Liabilities 2014: $0Net Assets 2014: $71,4462014Assets 2015: $60,466Liabilities 2015: $0Net Assets 2015: $60,4662015Assets 2016: $45,693Liabilities 2016: $0Net Assets 2016: $45,6932016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$45,693
Liabilities$0
Net Assets$45,693
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50KExpenses 2010: $64,8842010Expenses 2011: $69,8832011Expenses 2012: $47,8782012Revenue 2013: $4,837Expenses 2013: $41,034Net Income 2013: -$36,1972013Revenue 2014: $4,358Expenses 2014: $10,030Net Income 2014: -$5,6722014Revenue 2015: $10,771Expenses 2015: $23,083Net Income 2015: -$12,3122015Revenue 2016: $6,737Expenses 2016: $23,339Net Income 2016: -$16,6022016Revenue 2017: $35,542Expenses 2017: $82,437Net Income 2017: -$46,8952017

Highlighted filing

2016

Revenue$6,737
Expenses$23,339
Net Income-$16,602
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDI COHENTrustee-$0--
DONALD SHAPIROTrustee-$0--
CINDI SHAPIROTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Samuel and Bernice Shapiro Charitable Trust
EIN
65-6316045
In Care Of
% BETTY OZOLINS
Address
101 TERRA LINDA PLACE, PALM BEACH GARDENS, FL 33418

Signing Officer

Name
Donald Shapiro
Title
Trustee
Phone
7812350404
Signed
2017-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Steven J Cohen CPA
Address
20 WALNUT STREET STE 200, WELLESLEY, MA 02481
Preparer
Steven J Cohen
Phone
7814896970
Raw XML Appendix297 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/UndistributedIncomeGrp/ExcessFromYear1Amt014967
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036998
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016097
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0155523
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0139426
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0251
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ICAHN ENTERPRISES LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0251
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0251
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0109
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ICAHN ENTERPRISES LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0109
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0109
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01829
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PARTNERSHIP DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0859
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0859
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MRM-HORIZON GROUP, INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0859
TaxesSchedule/TaxesDetail/Amt0154
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812350404
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL AND BERNICE SHAPIRO CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0656316045
ReturnHeader/Filer/InCareOfNm0% BETTY OZOLINS
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 TERRA LINDA PLACE
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033418
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId040192D118FA27742E8158BD897ADD48EA960E928
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId040192D118FA27742E8158BD897ADD48EA960E928
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId004665820171115000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-04-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.104.187.189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN J COHEN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 WALNUT STREET STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07814896970
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J COHEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-21T14:37:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$45,693
Liabilities
$0
Net assets
$45,693
Revenue
$6,737
Expenses
$23,339
Net income
-$16,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.36$0.82$0.47
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.07$0.23$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.11$0.23$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.05$0.41$0.36
2012Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.48
2011Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.70
2010Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.65