Civic Intelligence

The Ezrah Charitable Trust

990PF • Fiscal year 2017 • EIN 81-2608588

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
831 E Morehead Street No 940Charlotte, NC 28202

(704) 879-2230

Siviq Scores

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

Liabilities / Assets

80th percentile

0.05x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

$15,665,909

No earlier filing loaded for comparison.

Net Assets

$14,940,909

No earlier filing loaded for comparison.

Liabilities

$725,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin97th percentile

Revenue

$6,449,262

No earlier filing loaded for comparison.

Expenses

$225,076

No earlier filing loaded for comparison.

Net Income

$6,224,186

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.

$600M$400M$200M$0Assets 2017: $15,665,909Liabilities 2017: $725,000Net Assets 2017: $14,940,9092017Assets 2019: $217,556,072Liabilities 2019: $02019Assets 2020: $259,414,844Liabilities 2020: $0Net Assets 2020: $259,414,8442020Assets 2021: $449,425,515Liabilities 2021: $0Net Assets 2021: $449,425,5152021Assets 2022: $463,851,090Liabilities 2022: $0Net Assets 2022: $463,851,0902022Assets 2023: $483,681,336Liabilities 2023: $0Net Assets 2023: $483,681,3362023Assets 2024: $498,336,397Liabilities 2024: $0Net Assets 2024: $498,336,3972024

Highlighted filing

2017

Assets$15,665,909
Liabilities$725,000
Net Assets$14,940,909
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400M$300M$200M$100M$0Revenue 2017: $6,449,262Expenses 2017: $225,076Net Income 2017: $6,224,1862017Revenue 2019: $8,439,371Expenses 2019: $1,641,851Net Income 2019: $6,797,5202019Revenue 2020: $89,054,665Expenses 2020: $12,283,763Net Income 2020: $76,770,9022020Revenue 2021: $316,101,045Expenses 2021: $19,711,443Net Income 2021: $296,389,6022021Revenue 2022: $59,394,348Expenses 2022: $17,115,772Net Income 2022: $42,278,5762022Revenue 2023: $29,342,147Expenses 2023: $9,527,094Net Income 2023: $19,815,0532023Revenue 2024: $37,813,223Expenses 2024: $20,388,388Net Income 2024: $17,424,8352024

Highlighted filing

2017

Revenue$6,449,262
Expenses$225,076
Net Income$6,224,186
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID I COHENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Cohen Charitable Trust
EIN
81-2608588
Phone
7048792230
Address
831 E MOREHEAD STREET NO 940, CHARLOTTE, NC 28202

Signing Officer

Name
David Cohen
Title
Trustee
Phone
7048792230
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
555 MISSION STREET, SAN FRANCISCO, CA 94105
Preparer
Joan S Mcmahon
Phone
4157834000
Raw XML Appendix344 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 FIFTH AVENUE 32ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 ROCKEFELLER PLAZA 16TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27804 FAIRVIEW ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228226
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0282740
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0280303
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0494523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt056931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056931
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt056931
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0280303
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056931
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0157289
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DAVID I COHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0831 E MOREHEAD STREET STE 940
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028202
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09052027
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt09052027
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0NEMETSCHEK (64,575 SH); SPDR S&P 500 (7,750 SH); SAMSUNG ELECTRS LTD (1,990 SH)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-11-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03813
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03813
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
TaxesSchedule/TaxesDetail/Amt0193113
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07048792230
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COHEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COHE
ReturnHeader/Filer/EIN0812608588
ReturnHeader/Filer/PhoneNum07048792230
ReturnHeader/Filer/USAddress/AddressLine1Txt0831 E MOREHEAD STREET NO 940
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01FF0F4E27FDA361ED45120FB6558ED6DD72373C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.219.56.10
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm021:38:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 MISSION STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04157834000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOAN S MCMAHON
ReturnHeader/ReturnTs02018-05-10T01:36:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,665,909
Liabilities
$725,000
Net assets
$14,940,909
Revenue
$6,449,262
Expenses
$225,076
Net income
$6,224,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$498$0.00$498$37.8$20.4$17.4
2023Detailed filing. Detailed filing data is available for this year.$484$0.00$484$29.3$9.53$19.8
2022Detailed filing. Detailed filing data is available for this year.$464$0.00$464$59.4$17.1$42.3
2021Detailed filing. Detailed filing data is available for this year.$449$0.00$449$316$19.7$296
2020Detailed filing. Detailed filing data is available for this year.$259$0.00$259$89.1$12.3$76.8
2019Summary only. Only limited summary data is available for this year.$218$0.00$8.44$1.64$6.80
2017Detailed filing. Detailed filing data is available for this year.$15.7$0.73$14.9$6.45$0.23$6.22