Civic Intelligence

Altmankazickas Foundation C/O Resnick Vergos LLC

990PF • Fiscal year 2023 • EIN 13-3944577

May 01, 2022 to Apr 30, 2023 • Filed on Sep 15, 2023

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

70th percentile

0.00x

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Net Margin

63rd percentile

22%

Higher net margin than 63% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Asset Growth

89th percentile

26%

Faster asset growth than 89% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-26%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Flat

$5,873,937

Flat from 2023

Net Assets

$5,873,937

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin63rd percentile

Revenue

Flat

$5,550,545

Flat from 2023

Expenses

Flat

$4,353,487

Flat from 2023

Net Income

Flat

$1,197,058

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth89th 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: $0Net Assets 2023: $5,873,9372023Assets 2023: $5,873,937Liabilities 2023: $12023

Highlighted filing

2023

Assets$5,873,937
Liabilities$0
Net Assets$5,873,937
Open 2023 Filing

Operations Trend

Revenue Growth34th 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: $1,197,0582023Revenue 2023: $5,550,545Expenses 2023: $4,353,487Net Income 2023: $1,197,0582023

Highlighted filing

2023

Revenue$5,550,545
Expenses$4,353,487
Net Income$1,197,058
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Sep 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay70th 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
% RESNICK VERGOS LLC
Phone
2123074800
Address
363 SEVENTH AVENUE - 13TH FL, NEW YORK, NY 10001

Signing Officer

Name
Roger Altman
Title
trustee
Phone
2123074800
Signed
2023-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Resnick Vergos LLC
Address
363 7th Avenue - 13th Floor, NEW YORK, NY 10001
Preparer
Mathew Resnick
Phone
2123074800
Raw XML Appendix319 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.

Path#Value
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04719
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt071920
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EVERCORE TRA
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0265325
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0341964
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0341964
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0668562
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04140761
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04140761
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05208581
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01197058
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05213300
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt071920
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt071920
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04719
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01004896
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05420
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0911
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0167726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0265325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0265325
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04146181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04353487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01005807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05550545
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05420
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0212726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01825896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1149944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32562868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1550116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt238984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt380710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1550116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt238984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt380710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01824648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1700060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt245014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32643578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc020,000 SHS EVERCORE INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17,080 SHS ALPHABET INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2460 SHS ALPHABET INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc320,000 SHS EVERCORE INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0668562
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01197058
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05873937
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04676879
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05873937
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0230624
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0230624
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0230624
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0244592
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013968
IRS990PF/DistributableAmountGrp/TotalTaxAmt013968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt058808
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt072776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt098808
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0112776
IRS990PF/FMVAssetsEOYAmt05873937
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04676879
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05873937
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01901725
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01740378
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01740378
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02775154
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04133559
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04133559
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04676879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05873937
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05873937
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04676879
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05873937
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04676879
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05873937
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04966340
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03145289
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt074495
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01821051
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0244592
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04891845
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04966340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROGER C ALTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JURATE KAZICKAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD M ALTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0363 SEVENTH AVENUE - 13TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1363 SEVENTH AVENUE - 13TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2363 SEVENTH AVENUE - 13TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210001
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04146181
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04146181
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0363 SEVENTH AVENUE - 13TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RESNICK VERGOS LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02123074800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROGER C ALTMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04140761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR THE ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE A ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE A ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE SCHEDULE A ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE A ATT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04140761
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/AppliedToCurrentYearAmt0230624
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0230624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08633172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04825126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01288214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018662069
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03915557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08633172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04825126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01288214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04146181
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03915557
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018662069
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014746512
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROGER C ALTMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O RESNICK VERGOS LLC - 363 7TH AV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010001
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05208581
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01825896
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1698690
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt245395
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt32638600
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc020,000 SHS EVERCORE INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc17,080 SHS ALPHABET INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2460 SHS ALPHABET INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc320,000 SHS EVERCORE INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-09-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12022-10-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22022-10-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32023-02-08
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01901725
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EVERCORE TRA VALUE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01740378
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01740378
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPT OF LAW - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY LAW JOURNAL-ADVERTISING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRA DECREASE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0911
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15959
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3161347
OtherIncomeSchedule2/OtherIncomeDetail/Desc0evercore tra
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0265325
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0265325
TaxesSchedule/TaxesDetail/Amt045000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER ALTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02123074800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTMANKAZICKAS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RESNICK VERGOS LLC
ReturnHeader/Filer/BusinessNameControlTxt0ALTM
ReturnHeader/Filer/EIN0133944577
ReturnHeader/Filer/InCareOfNm0% RESNICK VERGOS 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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RESNICK VERGOS 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/PreparationDt02024-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATHEW RESNICK
ReturnHeader/ReturnTs02024-03-15T13:47:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALTMAN
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,873,937
Liabilities
$0
Net assets
$5,873,937
Revenue
$5,550,545
Expenses
$4,353,487
Net income
$1,197,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$5.55$4.35$1.20
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
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