Civic Intelligence

Harold Plotnek Charitable Foundation Inc.

990PF • Fiscal year 2023 • EIN 26-3355557

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 24, 2024

Organization Profile
6701 Democracy Blvd Suite 300Bethesda, MD 20817

(301) 807-4826

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

1.6%

Faster asset growth than 55% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

50%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$467,351

Up $7,199 (+1.6%) from 2022

Net Assets

Up

$467,351

Up $7,199 (+1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin78th percentile

Revenue

Up

$28,598

Up $9,507 (+50%) from 2022

Expenses

Up

$21,399

Up $3,008 (+16%) from 2022

Net Income

Up

$7,199

Up $6,499 (+928%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2011: $520,172Liabilities 2011: $0Net Assets 2011: $520,1722011Assets 2012: $515,663Liabilities 2012: $0Net Assets 2012: $515,6632012Assets 2013: $506,195Liabilities 2013: $0Net Assets 2013: $506,1952013Assets 2014: $522,990Liabilities 2014: $0Net Assets 2014: $522,9902014Assets 2015: $541,593Liabilities 2015: $0Net Assets 2015: $541,5932015Assets 2016: $544,638Liabilities 2016: $0Net Assets 2016: $544,6382016Assets 2017: $518,760Liabilities 2017: $0Net Assets 2017: $518,7602017Assets 2018: $503,857Liabilities 2018: $0Net Assets 2018: $503,8572018Assets 2019: $484,675Liabilities 2019: $0Net Assets 2019: $484,6752019Assets 2020: $466,940Liabilities 2020: $0Net Assets 2020: $466,9402020Assets 2021: $446,452Liabilities 2021: $0Net Assets 2021: $446,4522021Assets 2022: $460,152Liabilities 2022: $0Net Assets 2022: $460,1522022Assets 2023: $467,351Liabilities 2023: $0Net Assets 2023: $467,3512023Assets 2024: $474,067Liabilities 2024: $0Net Assets 2024: $474,0672024

Highlighted filing

2023

Assets$467,351
Liabilities$0
Net Assets$467,351
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$100K$50K$0-$50KExpenses 2011: $26,6102011Expenses 2012: $25,1872012Revenue 2013: $20,957Expenses 2013: $30,425Net Income 2013: -$9,4682013Revenue 2014: $48,614Expenses 2014: $31,819Net Income 2014: $16,7952014Revenue 2015: $56,208Expenses 2015: $37,605Net Income 2015: $18,6032015Revenue 2016: $47,072Expenses 2016: $44,027Net Income 2016: $3,0452016Revenue 2017: $22,096Expenses 2017: $47,974Net Income 2017: -$25,8782017Revenue 2018: $26,431Expenses 2018: $41,334Net Income 2018: -$14,9032018Revenue 2019: $29,612Expenses 2019: $48,794Net Income 2019: -$19,1822019Revenue 2020: $22,939Expenses 2020: $40,674Net Income 2020: -$17,7352020Revenue 2021: $41,752Expenses 2021: $62,240Net Income 2021: -$20,4882021Revenue 2022: $19,091Expenses 2022: $18,391Net Income 2022: $7002022Revenue 2023: $28,598Expenses 2023: $21,399Net Income 2023: $7,1992023Revenue 2024: $39,667Expenses 2024: $32,951Net Income 2024: $6,7162024

Highlighted filing

2023

Revenue$28,598
Expenses$21,399
Net Income$7,199
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 24, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AVRIL PLOTNEKPres/Director-$0--
DAVID PLOTNEKVP/Director-$0--
BERNICE KAUFMANVP/Director-$0--
JAY KAUFMANVP/Dir/S/TPT$0--
Filing and Contact Details

Filer

Filer Name
Harold Plotnek Charitable Foundatio
EIN
26-3355557
Phone
3018074826
Address
6701 DEMOCRACY BLVD SUITE 300, BETHESDA, MD 20817

Signing Officer

Name
Jay Kaufman
Title
VP/dir/s/t
Signed
2024-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Dipasquale & Associates Pa
Address
14345 SUNSET LANE, FORT LAUDERDALE, FL 33330
Preparer
Tara a Dipasquale
Phone
9542527200
Raw XML Appendix310 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4CLEARBRIDGE LARGE CAP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5FIRST EAGLE GLOBAL FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0420634
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMER'S DRUG DISCOVERY FOUNDATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TULANE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MARYLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHARLES E SMITH LIFE COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt057 W 57TH STREET STE 904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16823 ST CHARLES AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21113 MITCHELL BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36121 MONTROSE RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ROCKVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320852
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt015000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06551
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010790
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027803
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07991
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09984
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045778
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056568
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03222
TaxesSchedule/TaxesDetail/Amt0177
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0177
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY KAUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/DIR/S/T
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD PLOTNEK CHARITABLE FOUNDATIO
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0263355557
ReturnHeader/Filer/PhoneNum03018074826
ReturnHeader/Filer/USAddress/AddressLine1Txt06701 DEMOCRACY BLVD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020817
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650878181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIPASQUALE & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014345 SUNSET LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033330
ReturnHeader/PreparerPersonGrp/PhoneNum09542527200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TARA A DIPASQUALE
ReturnHeader/ReturnTs02024-03-04T18:43:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAUFMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$467,351
Liabilities
$0
Net assets
$467,351
Revenue
$28,598
Expenses
$21,399
Net income
$7,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.40$0.33$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.29$0.21$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.19$0.18$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.42$0.62$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.23$0.41$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.30$0.49$0.19
2018Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.26$0.41$0.15
2017Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.22$0.48$0.26
2016Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.47$0.44$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.56$0.38$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.49$0.32$0.17
2013Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.21$0.30$0.09
2012Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.25
2011Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.27