Civic Intelligence

Alan D and Marsha W Bramowitz Charitable Trust

990PF • Fiscal year 2018 • EIN 25-6232163

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

5430 Forbes AvenuePittsburgh, PA 15217-1106

(412) 521-0240

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

94th percentile

64%

Higher net margin than 94% 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

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

96th percentile

189%

Faster revenue growth than 96% of similar nonprofits.

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

Assets

Up

$359,338

Up $42,351 (+13%) from 2017

Net Assets

Up

$359,338

Up $42,351 (+13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$66,625

Up $43,569 (+189%) from 2017

Expenses

Up

$24,274

Up $1,741 (+7.7%) from 2017

Net Income

Up

$42,351

Up $41,828 (+7998%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $316,564Liabilities 2011: $0Net Assets 2011: $316,5642011Assets 2012: $313,885Liabilities 2012: $0Net Assets 2012: $313,8852012Assets 2013: $317,325Liabilities 2013: $0Net Assets 2013: $317,3252013Assets 2014: $327,595Liabilities 2014: $0Net Assets 2014: $327,5952014Assets 2015: $329,068Liabilities 2015: $0Net Assets 2015: $329,0682015Assets 2016: $316,464Liabilities 2016: $0Net Assets 2016: $316,4642016Assets 2017: $316,987Liabilities 2017: $0Net Assets 2017: $316,9872017Assets 2018: $359,338Liabilities 2018: $0Net Assets 2018: $359,3382018Assets 2019: $353,216Liabilities 2019: $0Net Assets 2019: $353,2162019Assets 2020: $337,369Liabilities 2020: $0Net Assets 2020: $337,3692020Assets 2021: $399,279Liabilities 2021: $0Net Assets 2021: $399,2792021Assets 2022: $387,071Liabilities 2022: $0Net Assets 2022: $387,0712022Assets 2023: $357,303Liabilities 2023: $0Net Assets 2023: $357,3032023Assets 2024: $356,230Liabilities 2024: $0Net Assets 2024: $356,2302024

Highlighted filing

2018

Assets$359,338
Liabilities$0
Net Assets$359,338

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $10,1012011Expenses 2012: $17,6992012Revenue 2013: $21,038Expenses 2013: $17,598Net Income 2013: $3,4402013Revenue 2014: $33,594Expenses 2014: $23,324Net Income 2014: $10,2702014Revenue 2015: $24,776Expenses 2015: $23,303Net Income 2015: $1,4732015Revenue 2016: $10,436Expenses 2016: $23,040Net Income 2016: -$12,6042016Revenue 2017: $23,056Expenses 2017: $22,533Net Income 2017: $5232017Revenue 2018: $66,625Expenses 2018: $24,274Net Income 2018: $42,3512018Revenue 2019: $19,068Expenses 2019: $25,190Net Income 2019: -$6,1222019Revenue 2020: $8,548Expenses 2020: $24,395Net Income 2020: -$15,8472020Revenue 2021: $88,267Expenses 2021: $26,357Net Income 2021: $61,9102021Revenue 2022: $18,296Expenses 2022: $30,504Net Income 2022: -$12,2082022Revenue 2023: -$2,224Expenses 2023: $27,544Net Income 2023: -$29,7682023Revenue 2024: $24,345Expenses 2024: $25,418Net Income 2024: -$1,0732024

Highlighted filing

2018

Revenue$66,625
Expenses$24,274
Net Income$42,351
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN D MARSHA BRAMOWITZTrustee-$0--
MELISSA BRAMOWITZTrustee-$0--
CRAIG A KORYAKTrustee-$0--
EMILY A BRAMOWITZTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPITTSBURGH SYMPHONY ORCHEDONATIONPUBLICPITTSBURGH, PA, US$20,009
Filing and Contact Details

Filer

Filer Name
Alan D and Marsha W Bramowitz
EIN
25-6232163
Phone
4125210240
Address
5430 FORBES AVENUE, PITTSBURGH, PA 15217-1106

Signing Officer

Name
Alan D Marsha Bramowitz
Title
Trustee
Phone
4125210240
Signed
2019-04-30

Preparer

Firm
Kline Keppel & Koryak Pc
Address
611 WILLIAM PENN PLACE STE 302, PITTSBURGH, PA 15219-1815
Preparer
Craig a Koryak CPA
Phone
4122811901
Raw XML Appendix361 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd215219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd315217
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt019299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt018606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt019319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt018158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.035328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0420167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0402882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0376092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0401316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0380704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0373135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.228123
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019880
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020009
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0129
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020009
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALAN D BRAMOWITZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05430 FORBES AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04125210240
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PITTSBURGH SYMPHONY ORCHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 PENN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015222
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020009
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/AppliedToYear1Amt020009
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020879
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020009
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020879
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020009
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0133
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt148
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0133
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02376
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02376
TaxesSchedule/TaxesDetail/Amt0155
TaxesSchedule/TaxesDetail/Amt1159
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1IRS TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0155
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1159
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN D MARSHA BRAMOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04125210240
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAN D AND MARSHA W BRAMOWITZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0256232163
ReturnHeader/Filer/PhoneNum04125210240
ReturnHeader/Filer/USAddress/AddressLine1Txt05430 FORBES AVENUE
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152171106
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C259F94390343F037580AB5AB9D773F69421FCE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C259F94390343F037580AB5AB9D773F69421FCE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.182.205.13
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm006:17:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251400745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLINE KEPPEL & KORYAK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0611 WILLIAM PENN PLACE STE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152191815
ReturnHeader/PreparerPersonGrp/PhoneNum04122811901
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG A KORYAK CPA
ReturnHeader/ReturnTs02019-05-13T06:17:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.24$0.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.02$0.28$0.30
2022Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.18$0.31$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.88$0.26$0.62
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.09$0.24$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.19$0.25$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.67$0.24$0.42
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.23$0.23$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.10$0.23$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.25$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.34$0.23$0.10
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.21$0.18$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.10
Peer Organizations

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