Civic Intelligence

Altmankazickas Foundation C/O Resnick Vergos LLC

990PF • Fiscal year 2019 • EIN 13-3944577

May 01, 2018 to Apr 30, 2019 • Filed on Sep 15, 2019

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

67th percentile

0.00x

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

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Net Margin

2nd percentile

-1412%

Higher net margin than 2% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Asset Growth

1st percentile

-40%

Faster asset growth than 1% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$6,085,112

Up $5,661,302 (+1336%) from 2016

Net Assets

Up

$6,085,112

Up $5,661,302 (+1336%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$274,260

Down $1,885,573 (-87%) from 2016

Expenses

Up

$4,146,460

Up $1,455,925 (+54%) from 2016

Net Income

Down

-$3,872,200

Down $3,341,498 (-630%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st 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 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

2019

Assets$6,085,112
Liabilities$0
Net Assets$6,085,112
Open 2019 Filing

Operations Trend

Revenue Growth1st 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 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

2019

Revenue$274,260
Expenses$4,146,460
Net Income-$3,872,200
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay72nd 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
2019-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Dorian a Vergos & Company LLC
Address
363 7th Avenue - 13th Floor, NEW YORK, NY 10001
Preparer
dorian a vergos
Phone
2123074800
Raw XML Appendix288 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/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05685329
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03651729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02033600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04041800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03651729
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05685329
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02033600
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01832975
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EVERCORE TRA VALUE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01709215
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01709215
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0123761
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPT OF LAW - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY LAW JOURNAL-ADVERTISING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2160
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX OVERPAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1evercore tra
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0137717
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt032364
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1137717
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0911
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0US TRUST CUSTODIAN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0911
TaxesSchedule/TaxesDetail/Amt0102364
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER C ALTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02123074800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-15
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/AtSubmissionCreationDeviceId04CBCEC3FBFF9E7384D19212A94B386528AD665B1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04CBCEC3FBFF9E7384D19212A94B386528AD665B1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013762020192255000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.154.219.130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DORIAN A VERGOS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0363 7th Avenue - 13th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02123074800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0dorian a vergos
ReturnHeader/ReturnTs02019-08-13T07:40:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,085,112
Liabilities
$0
Net assets
$6,085,112
Revenue
$274,260
Expenses
$4,146,460
Net income
-$3,872,200
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
2019Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.27$4.15$3.87
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