Civic Intelligence

John Ulbrich Charitable Trust Inc.

990PF • Fiscal year 2022 • EIN 82-3470733

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 25, 2023

Organization Profile
888 S Andrews Avenue Suite 302Fort Lauderdale, FL 33316

(954) 351-9000

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

10th percentile

-84%

Higher net margin than 10% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

68th percentile

$77,400

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 53.7% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-64%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$4,198,539

Down $121,421 (-2.8%) from 2021

Net Assets

Down

$4,196,942

Down $121,413 (-2.8%) from 2021

Liabilities

Down

$1,597

Down $8 (-0.5%) from 2021

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin10th percentile

Revenue

Down

$144,221

Down $260,440 (-64%) from 2021

Expenses

Down

$265,634

Down $268,078 (-50%) from 2021

Net Income

Up

-$121,413

Up $7,638 (+5.9%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $4,548,798Liabilities 2019: $1,5562019Assets 2020: $4,448,960Liabilities 2020: $1,554Net Assets 2020: $4,447,4062020Assets 2021: $4,319,960Liabilities 2021: $1,605Net Assets 2021: $4,318,3552021Assets 2022: $4,198,539Liabilities 2022: $1,597Net Assets 2022: $4,196,9422022Assets 2023: $4,120,952Liabilities 2023: $1,597Net Assets 2023: $4,119,3552023Assets 2024: $3,843,488Liabilities 2024: $1,612Net Assets 2024: $3,841,8762024

Highlighted filing

2022

Assets$4,198,539
Liabilities$1,597
Net Assets$4,196,942
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $73,556Expenses 2019: $237,358Net Income 2019: -$163,8022019Revenue 2020: $147,666Expenses 2020: $247,502Net Income 2020: -$99,8362020Revenue 2021: $404,661Expenses 2021: $533,712Net Income 2021: -$129,0512021Revenue 2022: $144,221Expenses 2022: $265,634Net Income 2022: -$121,4132022Revenue 2023: $148,812Expenses 2023: $226,399Net Income 2023: -$77,5872023Revenue 2024: $106,705Expenses 2024: $384,184Net Income 2024: -$277,4792024

Highlighted filing

2022

Revenue$144,221
Expenses$265,634
Net Income-$121,413
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK STORRSSecretary-$77,400-$77,400
ANDREW STORCHPresident-$0--
JACK LOVINGVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
John Ulbrich Charitable Trust Inc
EIN
82-3470733
Address
888 S ANDREWS AVENUE SUITE 302, FORT LAUDERDALE, FL 33316

Signing Officer

Name
Andrew Storch
Title
President
Signed
2023-04-25

Preparer

Firm
Weinstein Zugman LLC
Address
6301 NW 5TH WAY STE 4200, FT LAUDERDALE, FL 33309-2045
Preparer
Steven M Borisman
Phone
9543519000
Raw XML Appendix324 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/RecipientBusinessName/BusinessNameLine2Txt0PEGGY ADAMS ANIMAL RESCUE LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1LAUDERDALE YACHT CLUB SAILING CONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2PACE CENTER FOR GIRLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3ADOPT A FAMILY OF THE PALM BEACHES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt4MEALS ON WHEELS SF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5COMMUNITY FOUNDATION OF WEST KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03100 N MILITARY TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11725 SE 12TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22225 N ANDREW AV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31712 SECOND AV NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4451 NORTH STATE ROAD 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5333 BROADWAY STE 530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt03100 N MILITARY TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt11725 SE 12TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt22225 N ANDRE4W AV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt31712 SECOND AV NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4451 NORTH STATE ROAD 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5333 BROADWAY STE 530
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT LAUDERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKE WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PLANTATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PADUCAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033409
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433317
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd542001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0136220
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/AppliedToCurrentYearAmt0187668
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt031922
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0250059
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0219590
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062391
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt031922
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0551
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0551
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2319
TaxesSchedule/TaxesDetail/Amt01304
TaxesSchedule/TaxesDetail/Amt15970
TaxesSchedule/TaxesDetail/Amt261
TaxesSchedule/TaxesDetail/Amt35029
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL TAXES - PRIOR YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05970
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01304
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt161
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW STORCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN ULBRICH CHARITABLE TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0823470733
ReturnHeader/Filer/USAddress/AddressLine1Txt0888 S ANDREWS AVENUE SUITE 302
ReturnHeader/Filer/USAddress/CityNm0FORT LAUDERDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033316
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200453834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINSTEIN ZUGMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06301 NW 5TH WAY STE 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333092045
ReturnHeader/PreparerPersonGrp/PhoneNum09543519000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M BORISMAN
ReturnHeader/ReturnTs02023-05-08T10:52:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STORCH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,198,539
Liabilities
$1,597
Net assets
$4,196,942
Revenue
$144,221
Expenses
$265,634
Net income
-$121,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.11$0.38$0.28
2023Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.15$0.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.14$0.27$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.40$0.53$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.15$0.25$0.10
2019Summary only. Only limited summary data is available for this year.$4.55$0.00$0.07$0.24$0.16