Civic Intelligence

E Bryce & Harriet Alpern Foundation

990PF • Fiscal year 2022 • EIN 23-7441861

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 08, 2023

Organization Profile
2520 Oakenshield DriveRockville, MD 20854

(301) 279-7565

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

4th percentile

-256%

Higher net margin than 4% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

9th percentile

-22%

Faster asset growth than 9% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$643,294

Down $177,715 (-22%) from 2021

Net Assets

Down

$643,294

Down $177,715 (-22%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin4th percentile

Revenue

Down

$69,520

Down $35,676 (-34%) from 2021

Expenses

Up

$247,235

Up $26,547 (+12%) from 2021

Net Income

Down

-$177,715

Down $62,223 (-54%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2016: $1,457,585Liabilities 2016: $0Net Assets 2016: $1,457,5852016Assets 2017: $1,264,806Liabilities 2017: $0Net Assets 2017: $1,264,8062017Assets 2018: $1,197,338Liabilities 2018: $0Net Assets 2018: $1,197,3382018Assets 2019: $1,093,362Liabilities 2019: $0Net Assets 2019: $1,093,3622019Assets 2020: $936,501Liabilities 2020: $0Net Assets 2020: $936,5012020Assets 2021: $821,009Liabilities 2021: $0Net Assets 2021: $821,0092021Assets 2022: $643,294Liabilities 2022: $0Net Assets 2022: $643,2942022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$643,294
Liabilities$0
Net Assets$643,294
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2016: $32,766Expenses 2016: $107,621Net Income 2016: -$74,8552016Revenue 2017: $70,169Expenses 2017: $147,231Net Income 2017: -$77,0622017Revenue 2018: $105,343Expenses 2018: $161,457Net Income 2018: -$56,1142018Revenue 2019: $57,069Expenses 2019: $170,699Net Income 2019: -$113,6302019Revenue 2020: $24,373Expenses 2020: $170,606Net Income 2020: -$146,2332020Revenue 2021: $105,196Expenses 2021: $220,688Net Income 2021: -$115,4922021Revenue 2022: $69,520Expenses 2022: $247,235Net Income 2022: -$177,7152022Revenue 2023: $17Expenses 2023: $643,311Net Income 2023: -$643,2942023

Highlighted filing

2022

Revenue$69,520
Expenses$247,235
Net Income-$177,715
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABBEY ALPERNTrustee-$0--
DWIGHT ALPERNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
E Bryce & Harriet Alpern Foundation
EIN
23-7441861
Phone
3012797565
Address
2520 OAKENSHIELD DRIVE, ROCKVILLE, MD 20854

Signing Officer

Name
Abbey Alpern
Title
Trustee
Phone
2406206254
Signed
2023-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Dembo Jones Pc
Address
6116 EXECUTIVE BLVD SUITE 500, NORTH BETHESDA, MD 20852
Preparer
Cheryl D Finkelstein CPA
Phone
3017705100
Raw XML Appendix349 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/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ABBEY ALPERN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08809 COLD SPRING ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0POTOMAC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020854
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03012510304
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0235000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0235000
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/AppliedToCurrentYearAmt049805
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0148076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt099413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt092843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt078440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt060122
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt060122
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0603967
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0185195
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0148076
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt099413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt092843
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt078440
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0235000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0185195
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0664089
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0478894
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05353
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05353
TaxesSchedule/TaxesDetail/Amt02492
TaxesSchedule/TaxesDetail/Amt1365
TaxesSchedule/TaxesDetail/Amt2170
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1SCHWAB ACCT 5010- FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2SCHWAB ACCT 7607- FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1365
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2170
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ABBEY ALPERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02406206254
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E BRYCE & HARRIET ALPERN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EBRY
ReturnHeader/Filer/EIN0237441861
ReturnHeader/Filer/PhoneNum03012797565
ReturnHeader/Filer/USAddress/AddressLine1Txt02520 OAKENSHIELD DRIVE
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020854
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521073331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMBO JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06116 EXECUTIVE BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03017705100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL D FINKELSTEIN CPA
ReturnHeader/ReturnTs02023-08-22T09:56:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ABBEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALPERN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$643,294
Liabilities
$0
Net assets
$643,294
Revenue
$69,520
Expenses
$247,235
Net income
-$177,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.64$0.64
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.07$0.25$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.11$0.22$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.02$0.17$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.17$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.11$0.16$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.15$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.03$0.11$0.07