Civic Intelligence

Victor and Monica Markowicz Charitable Trust

990PF • Fiscal year 2018 • EIN 13-7118108

May 01, 2017 to Apr 30, 2018 • Filed on Sep 11, 2018

Organization Profile
C/O M B Jaffe 1415 Boston Post RdLarchmont, NY 10538

(914) 630-7106

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-4.6%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$566,330

Down $12,108 (-2.1%) from 2017

Net Assets

Down

$566,330

Down $12,108 (-2.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin12th percentile

Revenue

Down

$26,009

Down $1,267 (-4.6%) from 2017

Expenses

Down

$34,000

Down $92,500 (-73%) from 2017

Net Income

Up

-$7,991

Up $91,233 (+92%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2012: $792,471Liabilities 2012: $0Net Assets 2012: $792,4712012Assets 2013: $784,239Liabilities 2013: $0Net Assets 2013: $784,2392013Assets 2014: $784,986Liabilities 2014: $12014Assets 2015: $762,667Liabilities 2015: $0Net Assets 2015: $762,6672015Assets 2016: $691,851Liabilities 2016: $0Net Assets 2016: $691,8512016Assets 2017: $578,438Liabilities 2017: $0Net Assets 2017: $578,4382017Assets 2018: $566,330Liabilities 2018: $0Net Assets 2018: $566,3302018Assets 2019: $513,058Liabilities 2019: $0Net Assets 2019: $513,0582019Assets 2020: $486,493Liabilities 2020: $0Net Assets 2020: $486,4932020Assets 2021: $382,713Liabilities 2021: $0Net Assets 2021: $382,7132021Assets 2022: $350,957Liabilities 2022: $0Net Assets 2022: $350,9572022Assets 2023: $321,253Liabilities 2023: $0Net Assets 2023: $321,2532023Assets 2024: $328,255Liabilities 2024: $12024Assets 2025: $342,757Liabilities 2025: $0Net Assets 2025: $342,7572025

Highlighted filing

2018

Assets$566,330
Liabilities$0
Net Assets$566,330
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$200K$100K$0-$100KExpenses 2012: $61,3002012Expenses 2013: $74,2752013Revenue 2014: $74,693Expenses 2014: $72,488Net Income 2014: $2,2052014Revenue 2015: $82,367Expenses 2015: $104,686Net Income 2015: -$22,3192015Revenue 2016: $46,710Expenses 2016: $117,309Net Income 2016: -$70,5992016Revenue 2017: $27,276Expenses 2017: $126,500Net Income 2017: -$99,2242017Revenue 2018: $26,009Expenses 2018: $34,000Net Income 2018: -$7,9912018Revenue 2019: $14,063Expenses 2019: $65,000Net Income 2019: -$50,9372019Revenue 2020: $33,642Expenses 2020: $55,700Net Income 2020: -$22,0582020Revenue 2021: -$72,249Expenses 2021: $27,100Net Income 2021: -$99,3492021Revenue 2022: $23,102Expenses 2022: $55,000Net Income 2022: -$31,8982022Revenue 2023: $19,761Expenses 2023: $48,890Net Income 2023: -$29,1292023Revenue 2024: $22,433Expenses 2024: $15,001Net Income 2024: $7,4322024Revenue 2025: $23,782Expenses 2025: $9,280Net Income 2025: $14,5022025

Highlighted filing

2018

Revenue$26,009
Expenses$34,000
Net Income-$7,991
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTOR MARKOWICZTrustee-$0--
MONICA MARKOWICZTrustee-$0--
CLARA MARKOWICZTrustee-$0--
MARTIN B JAFFETrust Administrator-$0--
Filing and Contact Details

Filer

Filer Name
Victor & Monica Markowicz Charitable Tr
EIN
13-7118108
Phone
9146307106
Address
C/O M B JAFFE 1415 BOSTON POST RD, LARCHMONT, NY 10538

Signing Officer

Name
Martin Jaffe
Title
Administrator
Phone
9146307106
Signed
2018-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Andsager Bartlett & Pieroni Llp
Address
1275 WAMPANOAG TRAIL, EAST PROVIDENCE, RI 02915
Preparer
Christopher Bartlett CPA CFP
Phone
4012729100
Raw XML Appendix354 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FEDERATION OF SOUTH BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE BROTHERHOOD SISTERSOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE KOSCIUSZKO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SCENARIOS USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09901 DONNA KLEIN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1512 WEST 143RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215 EAST 65TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt380 HANSON PLACE SUITE 305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROOKLYN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033428
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311217
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025339
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt094121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt077737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt063442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033098
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033098
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0277911
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt094121
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt077737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt063442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037450
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05161
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0311009
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0305848
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0599
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13518
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INOME TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT - INVESTMENT MANAGERS SER TR
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN JAFFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09146307106
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VICTOR & MONICA MARKOWICZ CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0VICT
ReturnHeader/Filer/EIN0137118108
ReturnHeader/Filer/PhoneNum09146307106
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O M B JAFFE 1415 BOSTON POST RD
ReturnHeader/Filer/USAddress/CityNm0LARCHMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010538
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0229E3B8F572FFC672A504ADA78A0B24EB81A3F48
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6F424F1E90091D4766D9910809A06A5322349E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.191.58.143
ReturnHeader/FilingSecurityInformation/IPDt02018-09-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:55:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050479760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDSAGER BARTLETT & PIERONI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01275 WAMPANOAG TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002915
ReturnHeader/PreparerPersonGrp/PhoneNum04012729100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Bartlett CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-13T14:05:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$566,330
Liabilities
$0
Net assets
$566,330
Revenue
$26,009
Expenses
$34,000
Net income
-$7,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.24$0.09$0.15
2024Summary only. Only limited summary data is available for this year.$3.28$0.00$0.22$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.20$0.49$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.23$0.55$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.72$0.27$0.99
2020Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.34$0.56$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.00$5.13$0.14$0.65$0.51
2018Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.26$0.34$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.00$5.78$0.27$1.27$0.99
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.00$6.92$0.47$1.17$0.71
2015Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.82$1.05$0.22
2014Summary only. Only limited summary data is available for this year.$7.85$0.00$0.75$0.72$0.02
2013Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.74
2012Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.61
Peer Organizations

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