Civic Intelligence

Altmankazickas Foundation C/O Resnick Vergos LLC

990PF • Fiscal year 2017 • EIN 13-3944577

May 01, 2016 to Apr 30, 2017 • Filed on Mar 15, 2018

Organization Profile
363 Seventh Avenue - 13th FLNew York, NY 10001

(212) 307-4800

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

34%

Higher net margin than 66% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

98th percentile

298%

Faster asset growth than 98% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

71%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$1,686,316

Up $1,262,506 (+298%) from 2016

Net Assets

Up

$1,686,316

Up $1,262,506 (+298%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin66th percentile

Revenue

Up

$3,697,975

Up $1,538,142 (+71%) from 2016

Expenses

Down

$2,435,469

Down $255,066 (-9.5%) from 2016

Net Income

Up

$1,262,506

Up $1,793,208 (+338%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,961,522Liabilities 2011: $02011Assets 2012: $720,408Liabilities 2012: $0Net Assets 2012: $720,4082012Assets 2013: $484,514Liabilities 2013: $0Net Assets 2013: $484,5142013Assets 2014: $723,919Liabilities 2014: $0Net Assets 2014: $723,9192014Assets 2015: $954,512Liabilities 2015: $0Net Assets 2015: $954,5122015Assets 2016: $423,810Liabilities 2016: $0Net Assets 2016: $423,8102016Assets 2017: $1,686,316Liabilities 2017: $0Net Assets 2017: $1,686,3162017Assets 2019: $6,085,112Liabilities 2019: $0Net Assets 2019: $6,085,1122019Assets 2020: $5,633,051Liabilities 2020: $0Net Assets 2020: $5,633,0512020Assets 2021: $6,265,442Liabilities 2021: $0Net Assets 2021: $6,265,4422021Assets 2022: $4,676,879Liabilities 2022: $0Net Assets 2022: $4,676,8792022Assets 2023: $5,873,937Liabilities 2023: $12023

Highlighted filing

2017

Assets$1,686,316
Liabilities$0
Net Assets$1,686,316
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,322,342Expenses 2011: $2,451,420Net Income 2011: $870,9222011Expenses 2012: $2,688,8372012Expenses 2013: $1,812,5382013Revenue 2014: $3,184,556Expenses 2014: $2,945,151Net Income 2014: $239,4052014Revenue 2015: $2,306,702Expenses 2015: $2,076,109Net Income 2015: $230,5932015Revenue 2016: $2,159,833Expenses 2016: $2,690,535Net Income 2016: -$530,7022016Revenue 2017: $3,697,975Expenses 2017: $2,435,469Net Income 2017: $1,262,5062017Revenue 2019: $274,260Expenses 2019: $4,146,460Net Income 2019: -$3,872,2002019Revenue 2020: $2,876,139Expenses 2020: $3,204,439Net Income 2020: -$328,3002020Revenue 2021: $5,805,002Expenses 2021: $5,048,851Net Income 2021: $756,1512021Revenue 2022: $7,476,425Expenses 2022: $8,941,227Net Income 2022: -$1,464,8022022Revenue 2023: $5,550,545Expenses 2023: $4,353,487Net Income 2023: $1,197,0582023

Highlighted filing

2017

Revenue$3,697,975
Expenses$2,435,469
Net Income$1,262,506
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Mar 15, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER C ALTMANTrustee-$0--
JURATE KAZICKASTrustee-$0--
RICHARD M ALTMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Altmankazickas Foundation
EIN
13-3944577
In Care Of
% DORIAN A VERGOS & CO LLC
Phone
2123074800
Address
363 SEVENTH AVENUE - 13TH FL, NEW YORK, NY 10001

Signing Officer

Name
Roger C Altman
Title
Trustee
Phone
2123074800
Signed
2018-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Dorian a Vergos & Company LLC
Address
352 7TH AVE - SUITE 1501, NEW YORK, NY 10001
Preparer
dorian a vergos
Phone
2123074800
Raw XML Appendix362 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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02656148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02021385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02851495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01730255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02574423
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010683817
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02374359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02656148
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02021385
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02851495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01730255
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011833706
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROGER C ALTMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ROGER C ALTMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ROGER C ALTMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O DORIAN VERGOS CO - 352 7TH AV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O DORIAN VERGOS CO - 352 7TH AV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2C/O DORIAN VERGOS CO - 352 7TH AV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110001
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd210001
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0998000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1178448
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt22347800
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt017973
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt017973
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EVERCORE TRA VALUE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0351520
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0351520
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPT OF LAW - FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY LAW JOURNAL-ADVERTISING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX OVERPAYMENT
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt176525
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03765
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt176525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0US TRUST CUSTODIAN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0625
TaxesSchedule/TaxesDetail/Amt020765
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER C ALTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123074800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTMANKAZICKAS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DORIAN ALEX VERGOS & COMPANY LLC
ReturnHeader/Filer/BusinessNameControlTxt0ALTM
ReturnHeader/Filer/EIN0133944577
ReturnHeader/Filer/InCareOfNm0% DORIAN A VERGOS & CO LLC
ReturnHeader/Filer/PhoneNum02123074800
ReturnHeader/Filer/USAddress/AddressLine1Txt0363 SEVENTH AVENUE - 13TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B4762860DAA678FE3AACEFF7687593638D942CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04CBCEC3FBFF9E7384D19212A94B386528AD665B1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013762020180735000012
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-03-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.213.180.246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DORIAN A VERGOS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0352 7TH AVE - SUITE 1501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02123074800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0dorian a vergos
ReturnHeader/ReturnTs02018-03-14T15:22:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,686,316
Liabilities
$0
Net assets
$1,686,316
Revenue
$3,697,975
Expenses
$2,435,469
Net income
$1,262,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.87$0.00$5.55$4.35$1.20
2022Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$7.48$8.94$1.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.00$6.27$5.81$5.05$0.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$2.88$3.20$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$0.27$4.15$3.87
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$3.70$2.44$1.26
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$2.16$2.69$0.53
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.31$2.08$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$3.18$2.95$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.81
2012Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$2.69
2011Summary only. Only limited summary data is available for this year.$1.96$0.00$3.32$2.45$0.87