Civic Intelligence

J Samuel Harwit Z L & Manya Harwit Aviv Charitable Tr 101892

990PF • Fiscal year 2018 • EIN 95-6949206

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization Profile
6310 San Vicente Boulevard No 250Los Angeles, CA 90048

(323) 934-0200

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.29x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

13th percentile

-25%

Higher net margin than 13% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$80,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

42nd percentile

-0.2%

Faster asset growth than 42% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2016 to 2018

Revenue Growth

86th percentile

47%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$8,324,159

Down $31,837 (-0.4%) from 2016

Net Assets

$8,154,809

No earlier filing loaded for comparison.

Liabilities

Up

$169,350

Up $169,350 from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Up

$578,851

Up $309,894 (+115%) from 2016

Expenses

Down

$724,076

Down $28,953 (-3.8%) from 2016

Net Income

Up

-$145,225

Up $338,847 (+70%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$10M$5.0M$0Assets 2011: $9,820,116Liabilities 2011: $02011Assets 2012: $9,032,421Liabilities 2012: $02012Assets 2013: $8,978,565Liabilities 2013: $02013Assets 2014: $8,578,063Liabilities 2014: $02014Assets 2015: $8,840,076Liabilities 2015: $02015Assets 2016: $8,355,996Liabilities 2016: $02016Assets 2018: $8,324,159Liabilities 2018: $169,350Net Assets 2018: $8,154,8092018Assets 2019: $8,113,496Liabilities 2019: $172,342Net Assets 2019: $7,941,1542019Assets 2020: $7,849,682Liabilities 2020: $174,113Net Assets 2020: $7,675,5692020Assets 2021: $7,221,003Liabilities 2021: $240,561Net Assets 2021: $6,980,4422021Assets 2022: $7,349,885Liabilities 2022: $240,194Net Assets 2022: $7,109,6912022Assets 2023: $6,914,471Liabilities 2023: $236,840Net Assets 2023: $6,677,6312023Assets 2024: $7,007,011Liabilities 2024: $580,112Net Assets 2024: $6,426,8992024Assets 2025: $6,972,588Liabilities 2025: $435,842Net Assets 2025: $6,536,7462025

Highlighted filing

2018

Assets$8,324,159
Liabilities$169,350
Net Assets$8,154,809
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $145,487Expenses 2011: $654,001Net Income 2011: -$508,5142011Revenue 2012: -$100,125Expenses 2012: $687,570Net Income 2012: -$787,6952012Revenue 2013: $616,569Expenses 2013: $670,425Net Income 2013: -$53,8562013Revenue 2014: $315,152Expenses 2014: $715,654Net Income 2014: -$400,5022014Revenue 2015: $998,568Expenses 2015: $736,555Net Income 2015: $262,0132015Revenue 2016: $268,957Expenses 2016: $753,029Net Income 2016: -$484,0722016Revenue 2018: $578,851Expenses 2018: $724,076Net Income 2018: -$145,2252018Revenue 2019: $493,963Expenses 2019: $707,618Net Income 2019: -$213,6552019Revenue 2020: $479,156Expenses 2020: $744,741Net Income 2020: -$265,5852020Revenue 2021: $76,720Expenses 2021: $771,847Net Income 2021: -$695,1272021Revenue 2022: $858,099Expenses 2022: $728,850Net Income 2022: $129,2492022Revenue 2023: $374,943Expenses 2023: $807,003Net Income 2023: -$432,0602023Revenue 2024: $604,556Expenses 2024: $855,288Net Income 2024: -$250,7322024Revenue 2025: $910,313Expenses 2025: $800,466Net Income 2025: $109,8472025

Highlighted filing

2018

Revenue$578,851
Expenses$724,076
Net Income-$145,225
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK LEE CPACo-TrusteePT$80,000-$80,000
JOEL A LEVINE ESQCo-TrusteePT$36,667-$36,667
E NORA HARWIT AMRANICo-Trustee-$0--
STEVEN HARWITCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
J Samuel Harwit Zl and
EIN
95-6949206
Phone
3239340200
Address
6310 SAN VICENTE BOULEVARD NO 250, LOS ANGELES, CA 90048

Signing Officer

Name
Frank Lee
Title
Trustee
Phone
3239340200
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Kales Accountancy Corp
Address
6310 SAN VICENTE BLVD SUITE 250, LOS ANGELES, CA 90048
Preparer
Orit Amit
Phone
3239340200
Raw XML AppendixShowing 400 of 1,250 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0FRANK LEE
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOEL LEVINE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0A CPA AND AN OFFICER AND SHAREHOLDER OF SCHWARTZ KALES ACCOUNTANCY CORPORATION (SKAC), FRANK LEE IS A CO-TRUSTEE OF THE FOUNDATION AND WAS PAID ANNUAL COMPENSATION OF $80,000 FOR THE FISCAL YEAR ENDED 6/30/2018. THE COMPENSATION WAS PAID TO SKAC IN CONSIDERATION OF TRUSTEE SERVICES RENDERED, AND FOR ACCOUNTING, BOOKKEEPING AND TAX RETURNS PREPARATION.AN INDEPENDENT THIRD-PARTY CONSULTING FIRM WAS ENGAGED TO DETERMINE THE REASONABLENESS OF THE TRUSTEES' COMPENSATION. THEY CONCLUDED THAT THE FEES PAID TO THE CO-TRUSTEE WERE CONSIDERABLY LOWER THAN WHAT IS REGARDED AS "REASONABLE COMPENSATION UNDER THE CIRCUMSTANCES" PER CALIFORNIA PROBATE CODE SECTION 15681.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1JOEL LEVINE, ESQ WAS PAID ANNUAL COMPENSATION OF $36,667 FOR THE FISCAL YEAR ENDED 6/30/2018. THE COMPENSATION WAS PAID IN CONSIDERATION OF TRUSTEE SERVICES RENDERED.AN INDEPENDENT THIRD-PARTY CONSULTING FIRM WAS ENGAGED TO DETERMINE THE REASONABLENESS OF THE TRUSTEES' COMPENSATION. THEY CONCLUDED THAT THE FEES PAID TO THE CO-TRUSTEE WERE CONSIDERABLY LOWER THAN WHAT IS REGARDED AS "REASONABLE COMPENSATION UNDER THE CIRCUMSTANCES" PER CALIFORNIA PROBATE CODE SECTION 15681.
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII - A QUESTION 11
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1VII-B; QUESTION 3A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ADDITIONAL DISCLOSURE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1ADDITIONAL INFORMATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE J. SAMUEL HARWIT Z"L AND MANYA HARWIT-AVIV CHARITABLE TRUST ("THE FOUNDATION") HAS A SHARE OF 34.21% AND DOES NOT OTHERWISE CONTROL THE HARWIT KLARIS JOINT VENTURE # 95-2920176 (HKJV). ADDITIONAL DISCLOSURES REGARDING OWNERSHIP OF HKJV:AS OF JUNE 30, 2018, THE ELIAS, GENEVIEVE AND GEORGIANNA ATOL CHARITABLE TRUST FEIN # 51-6590472 OWNS 15.835% OF HKJV.AS OF JUNE 30, 2018, ESTELLE NORA HARWIT AMRANI 2003 IRREVOCABLE FAMILY TRUST; FEIN: #68-6231448 ("NORA'S TRUST ") OWNS 9.19% OF HKJV. ESTELLE NORA HARWIT AMRANI IS THE SOLE BENEFICIARY OF NORA'S TRUST.AS OF JUNE 30, 2018, STEVEN HARWIT 2003 IRREVOCABLE FAMILY TRUST ("STEVEN'S TRUST") # 68-6231447 OWNS 9.19% OF HKJV. STEVEN HARWIT IS THE SOLE BENEFICIARY OF STEVEN'S TRUST.AS OF JUNE 30, 2018, THE MONICA LESTER CHARITABLE TRUST FEIN: #81-1000768 OWNS 15.83% OF HKJV. THE MAILING ADDRESS OF BOTH THE FOUNDATION AND THE MONICA LESTER CHARITABLE TRUST IS: 6310 SAN VICENTE BLVD # 250 LOS ANGELES CALIFORNIA 90048.ONE OF FOUR CO-TRUSTEES OF THE FOUNDATION, FRANK LEE, CPA, HAS ADDITIONAL TRUSTEE DUTIES AS FOLLOWS: 1. CO-TRUSTEE OF THE ELIAS, GENEVIEVE AND GEORGIANNA ATOL CHARITABLE TRUST. 2. SOLE TRUSTEE OF NORA'S TRUST.3. SOLE TRUSTEE OF STEVEN'S TRUST.4. CO-TRUSTEE OF THE MONICA LESTER CHARITABLE TRUST.DURING THE FISCAL YEAR ENDED JUNE 30, 2018, THE FOUNDATION DID NOT MAKE ANY CASH CAPITAL CONTRIBUTIONS TO HKJV AND DID NOT RECEIVE ANY CASH DISTRIBUTIONS FROM HKJV.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE FOUNDATION OWNS A 34.21% SHARE OF HARWIT KLARIS JOINT VENTURE (HKJV).PER IRC SECTION 4943(D)(3), HKJV IS NOT CONSIDERED A BUSINESS ENTERPRISE SINCE MORE THAN 95% OF ITS INCOME IS DERIVED FROM PASSIVE SOURCES (PER DEFINITION UNDER IRC SECTION 512(B)(1),(2),(3)).
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2198610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2271623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2366877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2415108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2556655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2658320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2765621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28112499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2975179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3078760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3155020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3263375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3374865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3483139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35120600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3696607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3791897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38201324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3966853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4018281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4143875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42131625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4332952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4432952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4510984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4637071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4754760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4820535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4936963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5027500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5113750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5213750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt537260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt545500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5611467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5716033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5848125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01625 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1650 ALIBABA GROUP HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2105 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3775 AMERICAN TOWER REIT COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4650 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5550 ANHEUSER BUSCH INBEV SA SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6800 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7898 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86250 BANCO BILBAO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96250 BANK OF AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101000 BERKSHIRE HATHAWAY INC NEWCL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11450 BERKSHIRE HATHAWAY INC NEWCL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121875 BP PLC ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131425 CHINA MOBILE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14575 DIAGEO PLC SPON ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15310 DOW CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16975 DOW CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172500 HONDA MOTOR COMPANY LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181200 J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191975 KONINKLIJKE PHIL EL SP ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20300 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211000 MICROSOFT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22925 NESTLE SPON ADR REP REG SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231475 NIPPON TELEGRAPH & TELEPHONE ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24200 NOVARTIS AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25750 NOVARTIS AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261000 R M P INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm272375 ROCHE HOLDINGS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281625 ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29650 SAP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301175 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm312000 SCHNEIDER NATIONAL INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm324225 SEA LIMITED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm332100 SOFTBANK CORP UNSPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3410700 SUMITOMO MITSUI FINL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm352400 TENCENT HLDGS LTD UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36750 TOYOTA MOTOR CP ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37735 UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381520 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm392750 VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40125 WD 40 CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41300 WD 40 CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42900 WD 40 CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431200 CITIGROUP INC PREFERRED 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441200 CITIGROUP INC PREFERRED 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45400 CITIGROUP INC PREFERRED 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461350 CITIGROUP INC PREFERRED 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472000 MORGAN STANLEY 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48750 MORGAN STANLEY 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491350 MORGAN STANLEY 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501000 WELLS FARGO & COMPANY NEW PREFERRED 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51500 WELLS FARGO & COMPANY NEW PREFERRED 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52500 WELLS FARGO & COMPANY NEW PREFERRED 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53264 WELLS FARGO & COMPANY NEW PREFERRED 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54200 WELLS FARGO & COMPANY NEW PREFERRED 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5536 WELLS FARGO & COMPANY NEW PREFERRED 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56417 WELLS FARGO & COMPANY NEW PREFERRED 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57583 WELLS FARGO & COMPANY NEW PREFERRED 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581750 WELLS FARGO & COMPANY NEW PREFERRED 6.625%
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt0186471
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt27623
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt33285
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt47420
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0582429
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1387000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt213172
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt37666
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt47420
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2ROOFING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3ROOFING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4LEASE COSTS
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0768900
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1387000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt220795
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt310951
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt414840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02116634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt034.21% SHARE HARWIT KLARIS JOINT VENTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0166478
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0262169
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0155
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0150979
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1531120
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0INVESTMENT INCOME (LOSS) FROM HARWIT KLARIS JOINT VENTURE #95-2920176 UBTI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1INVESTMENT INCOME FROM WATSEKA PARTNERS #95-4417720 UBTI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-10581
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-23291
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt15424
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0569200
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-17867
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0551333
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0262169
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt054667
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt058000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0116667
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0569900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0569900
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt021831
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt021831
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0166478
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0166478
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-145225
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0178497
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0178497
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02010813
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0155
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0155
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0262169
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0502294
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0150979
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03265
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-10581
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-28448
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08078
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0625352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt094424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0724076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0596718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0578851
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt055452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt094424
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0154176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt151994-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202009-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212004-01-24

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,324,159
Liabilities
$169,350
Net assets
$8,154,809
Revenue
$578,851
Expenses
$724,076
Net income
-$145,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.97$0.44$6.54$0.91$0.80$0.11
2024Detailed filing. Detailed filing data is available for this year.$7.01$0.58$6.43$0.60$0.86$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.91$0.24$6.68$0.37$0.81$0.43
2022Detailed filing. Detailed filing data is available for this year.$7.35$0.24$7.11$0.86$0.73$0.13
2021Detailed filing. Detailed filing data is available for this year.$7.22$0.24$6.98$0.08$0.77$0.70
2020Detailed filing. Detailed filing data is available for this year.$7.85$0.17$7.68$0.48$0.74$0.27
2019Detailed filing. Detailed filing data is available for this year.$8.11$0.17$7.94$0.49$0.71$0.21
2018Detailed filing. Detailed filing data is available for this year.$8.32$0.17$8.15$0.58$0.72$0.15
2016Summary only. Only limited summary data is available for this year.$8.36$0.00$0.27$0.75$0.48
2015Summary only. Only limited summary data is available for this year.$8.84$0.00$1.00$0.74$0.26
2014Summary only. Only limited summary data is available for this year.$8.58$0.00$0.32$0.72$0.40
2013Summary only. Only limited summary data is available for this year.$8.98$0.00$0.62$0.67$0.05
2012Summary only. Only limited summary data is available for this year.$9.03$0.00$0.10$0.69$0.79
2011Summary only. Only limited summary data is available for this year.$9.82$0.00$0.15$0.65$0.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $5M-$10M nonprofits