Civic Intelligence

S & a Agate Foundation Inc.

990PF • Fiscal year 2016 • EIN 13-6109670

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

c/o anchin - 1375 BroadwayNew York, NY 10018-7001

(212) 840-3456

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-1986%

Higher net margin than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-7.0%

Faster asset growth than 16% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$4,023,568

Down $303,605 (-7.0%) from 2015

Net Assets

$4,023,568

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$15,284

Down $416,134 (-96%) from 2015

Expenses

Down

$318,889

Down $91,901 (-22%) from 2015

Net Income

Down

-$303,605

Down $324,233 (-1572%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,959,369Liabilities 2011: $02011Assets 2012: $3,946,006Liabilities 2012: $02012Assets 2013: $3,705,292Liabilities 2013: $02013Assets 2014: $4,306,545Liabilities 2014: $02014Assets 2015: $4,327,173Liabilities 2015: $02015Assets 2016: $4,023,568Liabilities 2016: $0Net Assets 2016: $4,023,5682016Assets 2019: $4,041,638Liabilities 2019: $0Net Assets 2019: $4,041,6382019Assets 2020: $3,629,018Liabilities 2020: $0Net Assets 2020: $3,629,0182020Assets 2021: $3,827,894Liabilities 2021: $0Net Assets 2021: $3,827,8942021Assets 2022: $3,503,539Liabilities 2022: $0Net Assets 2022: $3,503,5392022Assets 2023: $3,256,888Liabilities 2023: $0Net Assets 2023: $3,256,8882023Assets 2024: $3,403,332Liabilities 2024: $0Net Assets 2024: $3,403,3322024

Highlighted filing

2016

Assets$4,023,568
Liabilities$0
Net Assets$4,023,568

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $318,639Expenses 2011: $273,434Net Income 2011: $45,2052011Revenue 2012: $297,990Expenses 2012: $311,353Net Income 2012: -$13,3632012Revenue 2013: $115,665Expenses 2013: $355,971Net Income 2013: -$240,3062013Revenue 2014: $959,719Expenses 2014: $367,568Net Income 2014: $592,1512014Revenue 2015: $431,418Expenses 2015: $410,790Net Income 2015: $20,6282015Revenue 2016: $15,284Expenses 2016: $318,889Net Income 2016: -$303,6052016Revenue 2019: $267,670Expenses 2019: $324,719Net Income 2019: -$57,0492019Revenue 2020: -$109,010Expenses 2020: $303,610Net Income 2020: -$412,6202020Revenue 2021: $556,664Expenses 2021: $357,788Net Income 2021: $198,8762021Revenue 2022: $44,799Expenses 2022: $369,154Net Income 2022: -$324,3552022Revenue 2023: $125,776Expenses 2023: $372,427Net Income 2023: -$246,6512023Revenue 2024: $533,087Expenses 2024: $386,643Net Income 2024: $146,4442024

Highlighted filing

2016

Revenue$15,284
Expenses$318,889
Net Income-$303,605
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANITA DANN FRIEDMANPresident/Treasurer-$0--
ADAM B FRIEDMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
S & a Agate Foundation Inc
EIN
13-6109670
In Care Of
% C/O ANCHIN BLOCK & ANCHIN L
Phone
2128403456
Address
c/o anchin - 1375 Broadway, NEW YORK, NY 10018-7001

Signing Officer

Name
Anita Dann Friedman
Title
Pres/Treas
Phone
2128403456
Signed
2017-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Anchin Block & Anchin Llp
Address
1375 BROADWAY, NEW YORK, NY 10018-7001
Preparer
E Richard Baum
Phone
2128403456
Raw XML Appendix316 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1& CONSULTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02998682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04170570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PERSHING-SEE ATTACHED STMTS
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IRS990PF/DistributableAmountGrp/TotalTaxAmt033
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014301
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03809854
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073606
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANITA DANN FRIEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ADAM B FRIEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0625 North Hillcrest Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1625 NORTH HILLCREST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Beverly Hills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BEVERLY HILLS
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0256010
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/AppliedToCurrentYearAmt0918
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0257456
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0241640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0258374
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0240722
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0257456
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt068807
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BROOKFIELD PROPERTY PARTNERS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INSTITUTIONAL DIVERSIFIED ARB.
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01063814
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS-BROOKFIELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0474
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1223
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0474
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2223
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Income from Brookfield-k-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Ordinary earnings -PFIC- Brookfield- k-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02321
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11427
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02321
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11427
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt056598
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt056598
TaxesSchedule/TaxesDetail/Amt021
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt021
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANITA DANN FRIEDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Treas
ReturnHeader/BusinessOfficerGrp/PhoneNum02128403456
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S & A AGATE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0S&AA
ReturnHeader/Filer/EIN0136109670
ReturnHeader/Filer/InCareOfNm0% C/O ANCHIN BLOCK & ANCHIN L
ReturnHeader/Filer/PhoneNum02128403456
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o anchin - 1375 Broadway
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100187001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F28F754E0BD59DA3A8DF405F9D1A84A03D48FE2A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0605F7005174A608186DBEA72F2107212DB7AF958
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013087820171285000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.221.150.5
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100187001
ReturnHeader/PreparerPersonGrp/PhoneNum02128403456
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E RICHARD BAUM
ReturnHeader/ReturnTs02017-05-08T13:43:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.53$0.39$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.13$0.37$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.04$0.37$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$0.56$0.36$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.11$0.30$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.27$0.32$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.02$0.32$0.30
2015Summary only. Only limited summary data is available for this year.$4.33$0.00$0.43$0.41$0.02
2014Summary only. Only limited summary data is available for this year.$4.31$0.00$0.96$0.37$0.59
2013Summary only. Only limited summary data is available for this year.$3.71$0.00$0.12$0.36$0.24
2012Summary only. Only limited summary data is available for this year.$3.95$0.00$0.30$0.31$0.01
2011Summary only. Only limited summary data is available for this year.$3.96$0.00$0.32$0.27$0.05