Civic Intelligence

Joan and Joseph Birman Foundation

990PF • Fiscal year 2018 • EIN 13-7102282

Dec 01, 2017 to Nov 30, 2018 • Filed on May 12, 2019

11 Riverside Drive Apt 3BWNew York, NY 10023

(914) 285-8112

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

5th percentile

-144%

Higher net margin than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-9.1%

Faster asset growth than 29% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-67%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$341,911

Down $34,089 (-9.1%) from 2017

Net Assets

Down

$341,911

Down $34,089 (-9.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$23,700

Down $48,156 (-67%) from 2017

Expenses

Down

$57,789

Down $128,172 (-69%) from 2017

Net Income

Up

-$34,089

Up $80,016 (+70%) from 2017

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: $535,455Liabilities 2011: $0Net Assets 2011: $535,4552011Assets 2012: $595,696Liabilities 2012: $0Net Assets 2012: $595,6962012Assets 2013: $573,730Liabilities 2013: $0Net Assets 2013: $573,7302013Assets 2014: $613,194Liabilities 2014: $0Net Assets 2014: $613,1942014Assets 2015: $494,687Liabilities 2015: $0Net Assets 2015: $494,6872015Assets 2016: $490,105Liabilities 2016: $0Net Assets 2016: $490,1052016Assets 2017: $376,000Liabilities 2017: $0Net Assets 2017: $376,0002017Assets 2018: $341,911Liabilities 2018: $0Net Assets 2018: $341,9112018Assets 2020: -$17,256Liabilities 2020: $0Net Assets 2020: -$17,2562020Assets 2021: $953Liabilities 2021: $0Net Assets 2021: $9532021

Highlighted filing

2018

Assets$341,911
Liabilities$0
Net Assets$341,911

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $32,6902011Expenses 2012: $39,2172012Expenses 2013: $60,3522013Revenue 2014: $81,775Expenses 2014: $39,542Net Income 2014: $42,2332014Revenue 2015: $49,667Expenses 2015: $139,314Net Income 2015: -$89,6472015Revenue 2016: $13,480Expenses 2016: $36,180Net Income 2016: -$22,7002016Revenue 2017: $71,856Expenses 2017: $185,961Net Income 2017: -$114,1052017Revenue 2018: $23,700Expenses 2018: $57,789Net Income 2018: -$34,0892018Revenue 2020: $12,813Expenses 2020: $335,929Net Income 2020: -$323,1162020Revenue 2021: $18,338Expenses 2021: $129Net Income 2021: $18,2092021

Highlighted filing

2018

Revenue$23,700
Expenses$57,789
Net Income-$34,089
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
May 12, 2019
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joan S BirmanTrusteePT$0--
Kenneth P BirmanTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joan and Joseph Birman Foundation
EIN
13-7102282
Phone
9142858112
Address
11 Riverside Drive Apt 3BW, New York, NY 10023

Signing Officer

Name
Joan S Birman
Title
Trustee
Signed
2019-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Strebel & Strebel CPAs
Address
944 Dryden Road, Ithaca, NY 14850-2915
Preparer
Christopher Strebel CPA
Phone
6072751275
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Joan S Birman
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
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TaxesSchedule/TaxesDetail/Amt0688
TaxesSchedule/TaxesDetail/CategoryTxt02016 Federal excise taxes
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Joan S Birman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-12
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ReturnHeader/Filer/BusinessNameControlTxt0JOAN
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY

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