Civic Intelligence

Monheit Foundation

990PF • Fiscal year 2018 • EIN 23-2967908

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 15, 2019

Organization Profile
54 SW Boca Raton BlvdBoca Raton, FL 33432

(561) 361-9600

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

-167%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

79th percentile

$1,878

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

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

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

37th percentile

-6.8%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$276,943

Down $27,054 (-8.9%) from 2016

Net Assets

Down

$276,943

Down $27,054 (-8.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$8,464

Down $1,277 (-13%) from 2016

Expenses

Down

$22,606

Down $8,628 (-28%) from 2016

Net Income

Up

-$14,142

Up $7,351 (+34%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$400K$300K$200K$100K$0Assets 2011: $380,846Liabilities 2011: $02011Assets 2012: $370,818Liabilities 2012: $02012Assets 2013: $345,939Liabilities 2013: $02013Assets 2014: $336,018Liabilities 2014: $02014Assets 2015: $325,589Liabilities 2015: $0Net Assets 2015: $325,5892015Assets 2016: $303,997Liabilities 2016: $0Net Assets 2016: $303,9972016Assets 2018: $276,943Liabilities 2018: $0Net Assets 2018: $276,9432018Assets 2019: $275,455Liabilities 2019: $0Net Assets 2019: $275,4552019Assets 2020: $11,260Liabilities 2020: $0Net Assets 2020: $11,2602020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$276,943
Liabilities$0
Net Assets$276,943
Open 2018 Filing

Operations Trend

Revenue Growth37th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $21,749Expenses 2011: $17,614Net Income 2011: $4,1352011Revenue 2012: $17,511Expenses 2012: $28,598Net Income 2012: -$11,0872012Revenue 2013: $9,356Expenses 2013: $25,945Net Income 2013: -$16,5892013Revenue 2014: $12,038Expenses 2014: $18,475Net Income 2014: -$6,4372014Revenue 2015: $9,066Expenses 2015: $27,568Net Income 2015: -$18,5022015Revenue 2016: $9,741Expenses 2016: $31,234Net Income 2016: -$21,4932016Revenue 2018: $8,464Expenses 2018: $22,606Net Income 2018: -$14,1422018Revenue 2019: $7,587Expenses 2019: $9,222Net Income 2019: -$1,6352019Revenue 2020: -$9,254Expenses 2020: $254,941Net Income 2020: -$264,1952020Revenue 2021: $0Expenses 2021: $11,260Net Income 2021: -$11,2602021

Highlighted filing

2018

Revenue$8,464
Expenses$22,606
Net Income-$14,142
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL KOTLERTrustee-$1,878-$1,878
MICHAEL MONHEITTrustee-$1,878-$1,878
MARYANN MONHEITTrustee-$1,878-$1,878
Filing and Contact Details

Filer

Filer Name
Monheit Foundation
EIN
23-2967908
Phone
5613619600
Address
54 SW BOCA RATON BLVD, BOCA RATON, FL 33432

Signing Officer

Name
Michael Monheit
Title
Trustee
Phone
5613619600
Signed
2019-04-15

Preparer

Firm
Wolfson CPA Firm
Address
2801 N UNIVERSITY DRIVE SUITE 306, CORAL SPRINGS, FL 33065
Preparer
Stephanie Birkholz CPA
Phone
9543416265
Raw XML Appendix314 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GOLF SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHABAD LUBAVITCH JEWISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RUTGERS TEAM SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0CHABAD LUBAVITCH JEWISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1RUTGERS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0515 MEETINGHOUSE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0515 MEETINGHOUSE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt17 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JENKINTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013600
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019100
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013600
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019100
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0309
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012902
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02096
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02096
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0142
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MONHEIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05613619600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONHEIT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONH
ReturnHeader/Filer/EIN0232967908
ReturnHeader/Filer/PhoneNum05613619600
ReturnHeader/Filer/USAddress/AddressLine1Txt054 SW BOCA RATON BLVD
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033432
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId067230CC400BB23F1FE92A45E7CEEFAE9C7197272
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0061F162D7B65D69498472D5BA1B5C9B3D1B420E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-04-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:32:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650151345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOLFSON CPA FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02801 N UNIVERSITY DRIVE SUITE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033065
ReturnHeader/PreparerPersonGrp/PhoneNum09543416265
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE BIRKHOLZ CPA
ReturnHeader/ReturnTs02019-04-15T11:32:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$276,943
Liabilities
$0
Net assets
$276,943
Revenue
$8,464
Expenses
$22,606
Net income
-$14,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.11$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.09$2.55$2.64
2019Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.08$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.08$0.23$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.10$0.31$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.09$0.28$0.19
2014Summary only. Only limited summary data is available for this year.$3.36$0.00$0.12$0.18$0.06
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$0.09$0.26$0.17
2012Summary only. Only limited summary data is available for this year.$3.71$0.00$0.18$0.29$0.11
2011Summary only. Only limited summary data is available for this year.$3.81$0.00$0.22$0.18$0.04