Civic Intelligence

Alan D and Marsha W Bramowitz Charitable Trust

990PF • Fiscal year 2019 • EIN 25-6232163

Jan 01, 2019 to Dec 31, 2019 • Filed on May 29, 2020

Organization Profile
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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-71%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$353,216

Down $6,122 (-1.7%) from 2018

Net Assets

Down

$353,216

Down $6,122 (-1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Down

$19,068

Down $47,557 (-71%) from 2018

Expenses

Up

$25,190

Up $916 (+3.8%) from 2018

Net Income

Down

-$6,122

Down $48,473 (-114%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2019

Assets$353,216
Liabilities$0
Net Assets$353,216
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

2019

Revenue$19,068
Expenses$25,190
Net Income-$6,122
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

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$20,879
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
2020-05-29

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 Appendix357 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/CityNm1PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd015217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd115217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd215219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd315217
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt019514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt019880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt018606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0405044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0420167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0402882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0376092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0401316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0380704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240110
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020816
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020879
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt063
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020879
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/Amt020879
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/TotalGrantOrContriPdDurYrAmt020879
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/AppliedToYear1Amt020879
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020189
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020879
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020189
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020879
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0556
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0556
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02419
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02419
TaxesSchedule/TaxesDetail/Amt0158
TaxesSchedule/TaxesDetail/Amt1109
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1IRS TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0158
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1109
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN D MARSHA BRAMOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04125210240
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-29
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/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/PreparationDt02020-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG A KORYAK CPA
ReturnHeader/ReturnTs02020-06-29T14:14:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,216
Liabilities
$0
Net assets
$353,216
Revenue
$19,068
Expenses
$25,190
Net income
-$6,122
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