Civic Intelligence

Milton and Margie Ruben Charitable

EIN 26-2569721 • Augusta, GA

3514 Washington RoadAugusta, GA 30907
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

88th percentile

34%

Faster asset growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1101%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,149,946

Up $289,927 (+34%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,149,946

Up $289,927 (+34%) from 2023

Revenue

Up

$320,584

Up $293,896 (+1101%) from 2023

Expenses

Down

$55,493

Down $30,709 (-36%) from 2023

Net Income

Up

$265,091

Up $324,605 (+545%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $124,649Liabilities 2011: $0Net Assets 2011: $124,6492011Assets 2016: $235,856Liabilities 2016: $0Net Assets 2016: $235,8562016Assets 2017: $246,559Liabilities 2017: $0Net Assets 2017: $246,5592017Assets 2018: $232,283Liabilities 2018: $0Net Assets 2018: $232,2832018Assets 2019: $242,840Liabilities 2019: $0Net Assets 2019: $242,8402019Assets 2020: $228,688Liabilities 2020: $0Net Assets 2020: $228,6882020Assets 2021: $232,242Liabilities 2021: $0Net Assets 2021: $232,2422021Assets 2022: $919,533Liabilities 2022: $0Net Assets 2022: $919,5332022Assets 2023: $860,019Liabilities 2023: $0Net Assets 2023: $860,0192023Assets 2024: $1,149,946Liabilities 2024: $0Net Assets 2024: $1,149,9462024

Highlighted filing

2024

Assets$1,149,946
Liabilities$0
Net Assets$1,149,946

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $7,5252011Revenue 2016: $78,622Expenses 2016: $33,808Net Income 2016: $44,8142016Revenue 2017: $40,599Expenses 2017: $39,035Net Income 2017: $1,5642017Revenue 2018: $32,195Expenses 2018: $46,471Net Income 2018: -$14,2762018Revenue 2019: $53,181Expenses 2019: $42,624Net Income 2019: $10,5572019Revenue 2020: $31,853Expenses 2020: $46,005Net Income 2020: -$14,1522020Revenue 2021: $51,766Expenses 2021: $48,212Net Income 2021: $3,5542021Revenue 2022: $725,825Expenses 2022: $38,534Net Income 2022: $687,2912022Revenue 2023: $26,688Expenses 2023: $86,202Net Income 2023: -$59,5142023Revenue 2024: $320,584Expenses 2024: $55,493Net Income 2024: $265,0912024

Highlighted filing

2024

Revenue$320,584
Expenses$55,493
Net Income$265,091

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 25, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY BERNSTEINTrustee-$0--
JODY COHENTrustee-$0--
MARJORIE RUBENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Milton and Margie Ruben Charitable
EIN
26-2569721
Phone
7068685454
Address
3514 WASHINGTON ROAD, AUGUSTA, GA 30907

Signing Officer

Name
Amy Bernstein
Title
Trustee
Phone
7068685454
Signed
2025-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Serotta Maddocks Evans & Co
Address
2743 PERIMETER PKWY, AUGUSTA, GA 30909
Preparer
Michelle Bennett
Phone
7067225337
Raw XML Appendix344 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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AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION MANAGER OF MILTON AND MARGIE RUBEN CHARITABLE FOUNDATION, INC., HEREBY DECLARES UNDER PENALTIES OF PERJURY THAT THE FOUNDATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY A PORTION OF ITS CURRENT YEAR'S QUALIFYING DISTRIBUTIONS TO SATISFY UNDISTRIBUTED INCOME FROM PRIOR TAXABLE YEARS, AS DETAILED BELOW. FOR THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION MADE QUALIFYING DISTRIBUTIONS TOTALING $43,817. THESE DISTRIBUTIONS EXCEED THE DISTRIBUTABLE AMOUNT FOR THE CURRENT TAXABLE YEAR. THE FOUNDATION HAS UNDISTRIBUTED INCOME FROM THE FOLLOWING PRIOR TAXABLE YEARS:TAXABLE YEAR 2021: $17,143 TAXABLE YEAR 2019: $2,492 THE FOUNDATION ELECTS TO TREAT THE FOLLOWING PORTIONS OF ITS CURRENT YEAR'S QUALIFYING DISTRIBUTIONS AS MADE OUT OF UNDISTRIBUTED INCOME FOR THE DESIGNATED PRIOR TAXABLE YEARS: $7,155 OUT OF UNDISTRIBUTED INCOME FOR THE TAXABLE YEAR 2021. $2,492 OUT OF UNDISTRIBUTED INCOME FOR THE TAXABLE YEAR 2019.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTER FOR LIFE ENRICHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HIGHLANDS PERFORMING ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HIGHLANDS CASHIERS CHAMBER MUSIC FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MOUNTAIN THEATER CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MORRIS MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TULANE UNIVERSITY BOOKFEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6JEWISH COMMUNITY CENTER AND FEDERATION OF AUGUSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ADAS YESHURUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt025701 SCIENCE PARK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1507 CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2507 CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3507 CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 10TH ST 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51555 POYDRAS ST STE 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6209 PITCARIN WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7935 JOHNS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HIGHLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HIGHLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HIGHLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AUGUSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6AUGUSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7AUGUSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd570112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd630909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd730904
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043817
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt09647
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034170
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt09988
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043817
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt09988
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt019635
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052518
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034170
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08957
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08957
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024836
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt08676
TaxesSchedule/TaxesDetail/CategoryTxt0IRS PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07068685454
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON AND MARGIE RUBEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0262569721
ReturnHeader/Filer/PhoneNum07068685454
ReturnHeader/Filer/USAddress/AddressLine1Txt03514 WASHINGTON ROAD
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030907
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581107697
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEROTTA MADDOCKS EVANS & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02743 PERIMETER PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUGUSTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030909
ReturnHeader/PreparerPersonGrp/PhoneNum07067225337
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE BENNETT
ReturnHeader/ReturnTs02025-10-15T13:16:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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