Civic Intelligence

Matan Inc.

990 • Fiscal year 2021 • EIN 13-4174834

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

520 Eighth Ave 15flNew York, NY 10018-6507

(866) 410-5600

Siviq Scores

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

Liabilities / Assets

61st percentile

0.11x

Higher debt load relative to assets than 61% of similar nonprofits.

2021 filings • NTEE P • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.07x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • NTEE P • $500k-$1M nonprofits • Source year 2021

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

2021 filings • NTEE P • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

84th percentile

$92,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2021 filings • NTEE P • $500k-$1M nonprofits • Source year 2021

Asset Growth

96th percentile

363%

Faster asset growth than 96% of similar nonprofits.

2021 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

84%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$535,660

Up $419,903 (+363%) from 2020

Net Assets

Up

$474,502

Up $425,546 (+869%) from 2020

Liabilities

Down

$61,158

Down $5,643 (-8.4%) from 2020

Revenue

Up

$872,857

Up $397,858 (+84%) from 2020

Expenses

Up

$442,886

Up $28,195 (+6.8%) from 2020

Net Income

Up

$429,971

Up $369,663 (+613%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $21,813Liabilities 2011: $40,915Net Assets 2011: -$19,1022011Assets 2012: $8,864Liabilities 2012: $27,891Net Assets 2012: -$19,0272012Assets 2013: $4,066Liabilities 2013: $35,422Net Assets 2013: -$31,3562013Assets 2014: $4,715Liabilities 2014: $6,622Net Assets 2014: -$1,9072014Assets 2015: $25,324Liabilities 2015: $22,617Net Assets 2015: $2,7072015Assets 2016: $51,073Liabilities 2016: $18,783Net Assets 2016: $32,2902016Assets 2017: $101,160Liabilities 2017: $59,061Net Assets 2017: $42,0992017Assets 2018: $92,339Liabilities 2018: $40,640Net Assets 2018: $51,6992018Assets 2019: $22,590Liabilities 2019: $33,942Net Assets 2019: -$11,3522019Assets 2020: $115,757Liabilities 2020: $66,801Net Assets 2020: $48,9562020Assets 2021: $535,660Liabilities 2021: $61,158Net Assets 2021: $474,5022021Assets 2022: $559,855Liabilities 2022: $23,867Net Assets 2022: $535,9882022Assets 2023: $742,370Liabilities 2023: $17,465Net Assets 2023: $724,9052023Assets 2024: $451,590Liabilities 2024: $99,276Net Assets 2024: $352,3142024

Highlighted filing

2021

Assets$535,660
Liabilities$61,158
Net Assets$474,502

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $227,8102011Expenses 2012: $256,3402012Expenses 2013: $295,7942013Revenue 2014: $323,797Expenses 2014: $294,348Net Income 2014: $29,4492014Revenue 2015: $354,293Expenses 2015: $335,063Net Income 2015: $19,2302015Revenue 2016: $404,832Expenses 2016: $375,249Net Income 2016: $29,5832016Revenue 2017: $442,774Expenses 2017: $432,965Net Income 2017: $9,8092017Revenue 2018: $563,280Expenses 2018: $553,680Net Income 2018: $9,6002018Revenue 2019: $484,416Expenses 2019: $547,467Net Income 2019: -$63,0512019Revenue 2020: $474,999Expenses 2020: $414,691Net Income 2020: $60,3082020Revenue 2021: $872,857Expenses 2021: $442,886Net Income 2021: $429,9712021Revenue 2022: $520,873Expenses 2022: $455,607Net Income 2022: $65,2662022Revenue 2023: $748,295Expenses 2023: $559,378Net Income 2023: $188,9172023Revenue 2024: $458,642Expenses 2024: $830,790Net Income 2024: -$372,1482024

Highlighted filing

2021

Revenue$872,857
Expenses$442,886
Net Income$429,971
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$888,515
Mission and Program Overview

Mission

Matan trains directors, teachers and educational leadership on how to be inclusive of all kinds of learners. Matan consults with communities and organizations across north america so that the jewish communal opportunities are available to all.

Create & sustain inclusive settings in educational, communal & spiritual aspects of jewish life

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$37,930$282,783▲ $244,853
Accounts Receivable$70,837$247,000▲ $176,163
Prepaid Expenses and Deferred Charges$3,841$3,728▼ $113
Land, Buildings, and Equipment, Net$1,833$833▼ $1,000
Total Assets$115,757$535,660▲ $419,903
Other Assets Total$1,316$1,316→ $0
Liabilities
Deferred Revenue$61,457$56,730▼ $4,727
Accounts Payable and Accrued Expenses$5,344$4,428▼ $916
Total Liabilities$66,801$61,158▼ $5,643
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$48,956$245,502▲ $196,546
Net Assets With Donor Restrictions-$229,000-
Total Net Assets Fund Balance$48,956$474,502▲ $425,546
Total Liabilities and Net Assets / Fund Balance$115,757$535,660▲ $419,903

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$23,267$23,267
Equipment$833$2,555$3,388
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dori KirshnerExecutive DirectorFT$92,000$92,000

Board Members and Trustees

NameTitle
Suzanne AisenbergPresident
Laurie PhillipsVice President
Eileen LiebermanDirector
Kenneth PlevanDirector
Leslie Epstein-pearsonDirector
Rachel OrgelDirector
Tami ReissSecretary
Craig MaurerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$747,589
Program Service Revenue
$125,239
Investment Income
$29
Other Revenue
$0
All Other Contributions
$544,427
Change in Net Assets
$429,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$292,826
Other Expenses$150,060
Total Fundraising Expense$50,422
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$147,400$18,360$12,240$178,000
Current Officers, Directors, Trustees, and Key Employees$75,040$11,256$7,504$93,800
Fees for Services Other$58,100$5,239$19,407$82,746
Office Expenses$5,742$18,821$4,550$29,113
Payroll Taxes$17,207$2,291$1,528$21,026
Information Technology-$4,887$2,996$7,883
Fees for Services Accounting-$6,000-$6,000
Insurance$2,227$3,093$485$5,805
Advertising$52$2,393$1,712$4,157
Depreciation Depletion-$1,000-$1,000
Other Expenses$614$1,761-$614
Total Functional Expenses$317,363$75,101$50,422$442,886
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,658
Fundraising Gross Income$15,658
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$157,363$15,658$14,325$1,333
Total Events$157,363$15,658$15,658$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 has been reviewed by a group of persons authorized to review financial and audit matters prior to filing. The final 990 (filed with the irs) will be available at the next meeting of the board for inspection. In addition, upon request of any boardmember, a copy will be provided. If there are any material changes, an amended 990 will be filed.

Form 990, Part VI, Section B, Line 12C

Matan has a written coi statement- signed by the board member every year and monitored by the bod.

Form 990, Part VI, Section C, Line 19

These documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Matan Inc
EIN
13-4174834
Phone
8664105600
Address
520 EIGHTH AVE 15FL, NEW YORK, NY 10018-6507

Signing Officer

Name
Craig Maurer
Title
Treasurer
Phone
8664105600
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dori Kirshner
Formed
2001
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
0

Preparer

Firm
Skody Scot & Co Cpas Pc
Address
520 EIGHTH AVE SUITE 2200, NEW YORK, NY 10018
Preparer
William Skody
Phone
2129671100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultants - other: program service expenses 58,100. Management and general expenses 5,239. Fundraising expenses 19,407. Total expenses 82,746.

FORM 990, PART XI, LINE 9:

Uncollectable accounts -4,425.

FORM 990. PART XII, LINE 2C:

The process has not changed from prior year.

Raw XML AppendixShowing 400 of 435 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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IRS990/PYSalariesCompEmpBnftPaidAmt0294126
IRS990/PYTotalExpensesAmt0414691
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0474999
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0429971
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0125239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0747589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0312613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0299141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0300996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0296717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01957056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt044
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0631677
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76530
IRS990ScheduleA/PublicSupportPY170Pct00.56230
IRS990ScheduleA/PublicSupportTotal170Amt01497766
IRS990ScheduleA/SubstantialContributorsTotAmt0459290
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0747589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0312613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0299141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0300996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0296717
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01957056
IRS990ScheduleA/TotalSupportAmt01957100
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0833
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02555
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03388
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023267
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt023267
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0833
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0141705
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0141705
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015658
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01333
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0157363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0157363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015658
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014325
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014325
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 HAS BEEN REVIEWED BY A GROUP OF PERSONS AUTHORIZED TO REVIEW FINANCIAL AND AUDIT MATTERS PRIOR TO FILING. THE FINAL 990 (FILED WITH THE IRS) WILL BE AVAILABLE AT THE NEXT MEETING OF THE BOARD FOR INSPECTION. IN ADDITION, UPON REQUEST OF ANY BOARDMEMBER, A COPY WILL BE PROVIDED. IF THERE ARE ANY MATERIAL CHANGES, AN AMENDED 990 WILL BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MATAN HAS A WRITTEN COI STATEMENT- SIGNED BY THE BOARD MEMBER EVERY YEAR AND MONITORED BY THE BOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTANTS - OTHER: PROGRAM SERVICE EXPENSES 58,100. MANAGEMENT AND GENERAL EXPENSES 5,239. FUNDRAISING EXPENSES 19,407. TOTAL EXPENSES 82,746.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNCOLLECTABLE ACCOUNTS -4,425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990. PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0115757
IRS990/TotalAssetsEOYAmt0535660
IRS990/TotalAssetsGrp/BOYAmt0115757
IRS990/TotalAssetsGrp/EOYAmt0535660
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0747589
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt050422
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075101
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0317363
IRS990/TotalFunctionalExpensesGrp/TotalAmt0442886
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt066801
IRS990/TotalLiabilitiesEOYAmt061158
IRS990/TotalLiabilitiesGrp/BOYAmt066801
IRS990/TotalLiabilitiesGrp/EOYAmt061158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt048956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0474502
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0317363
IRS990/TotalProgramServiceRevenueAmt0125239
IRS990/TotalReportableCompFromOrgAmt092000
IRS990/TotalRevenueGrp/ExclusionAmt029
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0125239
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0872857
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115757
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0535660
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0520 EIGHTH AVE 15FL
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0100186507
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.52$0.99$3.52$4.59$8.31$3.72
2023Detailed filing. Detailed filing data is available for this year.$7.42$0.17$7.25$7.48$5.59$1.89
2022Detailed filing. Detailed filing data is available for this year.$5.60$0.24$5.36$5.21$4.56$0.65
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.61$4.75$8.73$4.43$4.30
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.67$0.49$4.75$4.15$0.60
2019Summary only. Only limited summary data is available for this year.$0.23$0.34$0.11$4.84$5.47$0.63
2018Summary only. Only limited summary data is available for this year.$0.92$0.41$0.52$5.63$5.54$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.59$0.42$4.43$4.33$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.19$0.32$4.05$3.75$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.23$0.03$3.54$3.35$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.07$0.02$3.24$2.94$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.35$0.31$2.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.28$0.19$2.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.41$0.19$2.28