Civic Intelligence

Bais Ephraim Charitable Foundation Trust

990PF • Fiscal year 2020 • EIN 11-6548272

Oct 01, 2019 to Sep 30, 2020 • Filed on May 31, 2022

8 Boxwood Lane CO MarguliesMonsey, NY 10952

(973) 227-2800

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Net Margin

72nd percentile

71%

Higher net margin than 72% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

25%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$23,383,111

Up $4,622,012 (+25%) from 2019

Net Assets

$23,368,666

No earlier filing loaded for comparison.

Liabilities

Up

$14,445

Up $9,835 (+213%) from 2019

Revenue

Up

$7,037,777

Up $1,402,226 (+25%) from 2019

Expenses

Down

$2,067,301

Down $175,077 (-7.8%) from 2019

Net Income

Up

$4,970,476

Up $1,577,303 (+46%) from 2019

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $4,338,383Liabilities 2011: $02011Assets 2012: $4,656,256Liabilities 2012: $02012Assets 2013: $4,875,624Liabilities 2013: $02013Assets 2014: $5,573,403Liabilities 2014: $02014Assets 2015: $6,252,949Liabilities 2015: $02015Assets 2019: $18,761,099Liabilities 2019: $4,6102019Assets 2020: $23,383,111Liabilities 2020: $14,445Net Assets 2020: $23,368,6662020Assets 2021: $30,882,848Liabilities 2021: $215,497Net Assets 2021: $30,667,3512021Assets 2022: $37,082,842Liabilities 2022: $159,958Net Assets 2022: $36,922,8842022Assets 2023: $46,506,498Liabilities 2023: $5,777,654Net Assets 2023: $40,728,8442023Assets 2024: $58,814,519Liabilities 2024: $2,522,245Net Assets 2024: $56,292,2742024

Highlighted filing

2020

Assets$23,383,111
Liabilities$14,445
Net Assets$23,368,666

Operations Trend

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

$20M$15M$10M$5.0M$0Revenue 2011: $1,371,047Expenses 2011: $494,522Net Income 2011: $876,5252011Revenue 2012: $638,348Expenses 2012: $483,751Net Income 2012: $154,5972012Revenue 2013: $808,407Expenses 2013: $490,664Net Income 2013: $317,7432013Revenue 2014: $1,288,655Expenses 2014: $590,875Net Income 2014: $697,7802014Revenue 2015: $1,908,490Expenses 2015: $900,946Net Income 2015: $1,007,5442015Revenue 2019: $5,635,551Expenses 2019: $2,242,378Net Income 2019: $3,393,1732019Revenue 2020: $7,037,777Expenses 2020: $2,067,301Net Income 2020: $4,970,4762020Revenue 2021: $8,430,729Expenses 2021: $1,733,228Net Income 2021: $6,697,5012021Revenue 2022: $9,316,791Expenses 2022: $1,959,736Net Income 2022: $7,357,0552022Revenue 2023: $6,479,531Expenses 2023: $2,974,627Net Income 2023: $3,504,9042023Revenue 2024: $19,252,198Expenses 2024: $4,266,604Net Income 2024: $14,985,5942024

Highlighted filing

2020

Revenue$7,037,777
Expenses$2,067,301
Net Income$4,970,476
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
May 31, 2022
Return Version
2019v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARI MARGULIESTrustee-$0--
GOLDY MARGULIESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bais Ephraim Charitable Foundation Trust
EIN
11-6548272
Phone
9732272800
Address
8 BOXWOOD LANE CO MARGULIES, MONSEY, NY 10952

Signing Officer

Name
Allen Margulies
Title
Director
Phone
9732272800
Signed
2022-05-31
Discuss with paid preparer
Yes

Preparer

Firm
HIRSCH OELBAUM BRAM & HANOVER CPA'S
Address
42 WEST 39TH STREET 4TH FLR, NEW YORK, NY 10018
Preparer
Mitchell Lisker
Phone
2122278034
Raw XML AppendixShowing 400 of 930 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/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018761099
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023383111
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08115224
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04610
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt014445
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018761099
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023383111
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018756489
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023368666
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019448107
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03646085
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02559300
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01623997
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt013242722
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0891206
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017824110
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019448107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARI MARGULIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GOLDY MARGULIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08 BOXWOOD LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18 BOXWOOD LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONSEY NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MONSEY NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02267833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02283798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02030746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0852819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0815735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0961360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0858175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.127234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.132662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.091758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.122364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.142048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.147339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017824110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015307684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09294185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06666481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06767836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05824479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01836035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.636171
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01836035
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01836035
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01836035
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt25
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt35
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0TO SUPPORT CHARITABLE AND EDUCATIONAL INSTITUTIONS WITH EMPHASIS ON
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INDIGENT STUDENTS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2TO SUPPORT CHARITABLE AND EDUCATIONAL INSTITUTIONS WITH EMPHASIS ON
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3INDIGENT STUDENTS.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ARI MARGULIES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08 BOXWOOD LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONSEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010952
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08454260071
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATIONAL AND CHARITABLE AID TO 501 C 3 ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ARI MARGULIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09732272800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt08 BOXWOOD LANS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MONSEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010952
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ARI MARGULIES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1GOLDY MARGULIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0210701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt336000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt411000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt617984

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