Civic Intelligence

Samuel and Helen S Bookatz Foundation

990PF • Fiscal year 2016 • EIN 26-3515702

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 19, 2017

Organization Profile
50 W Edmonston DriveRockville, MD 20852

(301) 738-8800

Siviq Scores

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

Liabilities / Assets

99th percentile

11.89x

Higher debt load relative to assets than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

14.06x

Higher debt load relative to revenue than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-347%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

91st percentile

81%

Faster asset growth than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-86%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$23,660

Up $10,583 (+81%) from 2015

Net Assets

Down

-$257,556

Down $69,417 (-37%) from 2015

Liabilities

Up

$281,216

Up $80,000 (+40%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin3rd percentile

Revenue

Down

$20,000

Down $125,000 (-86%) from 2015

Expenses

Down

$89,417

Down $48,208 (-35%) from 2015

Net Income

Down

-$69,417

Down $76,792 (-1041%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2015: $13,077Liabilities 2015: $201,216Net Assets 2015: -$188,1392015Assets 2016: $23,660Liabilities 2016: $281,216Net Assets 2016: -$257,5562016Assets 2017: $2,422Liabilities 2017: $311,216Net Assets 2017: -$308,7942017Assets 2018: $6,010Liabilities 2018: $381,216Net Assets 2018: -$375,2062018Assets 2019: $7,665Liabilities 2019: $438,216Net Assets 2019: -$430,5512019Assets 2020: $33,871Liabilities 2020: $543,216Net Assets 2020: -$509,3452020Assets 2021: $10,546Liabilities 2021: $583,216Net Assets 2021: -$572,6702021Assets 2022: $17,302Liabilities 2022: $649,216Net Assets 2022: -$631,9142022Assets 2023: $489Liabilities 2023: $684,216Net Assets 2023: -$683,7272023Assets 2024: $11,589Liabilities 2024: $754,216Net Assets 2024: -$742,6272024

Highlighted filing

2016

Assets$23,660
Liabilities$281,216
Net Assets-$257,556
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100KRevenue 2015: $145,000Expenses 2015: $137,625Net Income 2015: $7,3752015Revenue 2016: $20,000Expenses 2016: $89,417Net Income 2016: -$69,4172016Revenue 2017: $20,000Expenses 2017: $71,237Net Income 2017: -$51,2372017Revenue 2018: $10,000Expenses 2018: $76,412Net Income 2018: -$66,4122018Revenue 2019: $10,000Expenses 2019: $65,345Net Income 2019: -$55,3452019Revenue 2020: $20,000Expenses 2020: $98,794Net Income 2020: -$78,7942020Revenue 2021: $20,000Expenses 2021: $83,325Net Income 2021: -$63,3252021Revenue 2022: $20,000Expenses 2022: $79,244Net Income 2022: -$59,2442022Revenue 2023: $25,000Expenses 2023: $76,813Net Income 2023: -$51,8132023Revenue 2024: $25,000Expenses 2024: $83,900Net Income 2024: -$58,9002024

Highlighted filing

2016

Revenue$20,000
Expenses$89,417
Net Income-$69,417
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan K HermanPresidentPT$0--
Steven G HirshensonTreasurerPT$0--
Jacqueline PollandSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Samuel and Helen Bookatz Foundation
EIN
26-3515702
Address
50 W Edmonston Drive, Rockville, MD 20852

Signing Officer

Name
Jan K Herman
Title
Secretary
Phone
3017388800
Signed
2017-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Steven G Hirshenson Chartered
Address
50 West Edmonston Drive 603, Rockville, MD 20852
Preparer
Steven G Hirshenson
Phone
3017388803
Raw XML Appendix240 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/PersonNm2Jacqueline Polland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08011 Maple Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt150 W Edmonston Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23413 Shepherd Street
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Steven G Hirshenson
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MR JAN HERMAN
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jacqueline Polland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03413 Shepherd Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Chevy Chase
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt322
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ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0263515702
ReturnHeader/Filer/USAddress/AddressLine1Txt050 W Edmonston Drive
ReturnHeader/Filer/USAddress/CityNm0Rockville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020852
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.83.80.103
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTm012:53:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521757840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven G Hirshenson Chartered
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 West Edmonston Drive 603
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03017388803
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven G Hirshenson
ReturnHeader/ReturnTs02017-11-10T12:52:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,660
Liabilities
$281,216
Net assets
-$257,556
Revenue
$20,000
Expenses
$89,417
Net income
-$69,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$7.54$7.43$0.25$0.84$0.59
2023Detailed filing. Detailed filing data is available for this year.$0.00$6.84$6.84$0.25$0.77$0.52
2022Detailed filing. Detailed filing data is available for this year.$0.17$6.49$6.32$0.20$0.79$0.59
2021Detailed filing. Detailed filing data is available for this year.$0.11$5.83$5.73$0.20$0.83$0.63
2020Detailed filing. Detailed filing data is available for this year.$0.34$5.43$5.09$0.20$0.99$0.79
2019Detailed filing. Detailed filing data is available for this year.$0.08$4.38$4.31$0.10$0.65$0.55
2018Detailed filing. Detailed filing data is available for this year.$0.06$3.81$3.75$0.10$0.76$0.66
2017Detailed filing. Detailed filing data is available for this year.$0.02$3.11$3.09$0.20$0.71$0.51
2016Detailed filing. Detailed filing data is available for this year.$0.24$2.81$2.58$0.20$0.89$0.69
2015Detailed filing. Detailed filing data is available for this year.$0.13$2.01$1.88$1.45$1.38$0.07