Civic Intelligence

Evelyn B Kaufman Foundation

990PF • Fiscal year 2017 • EIN 27-1841470

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
c/o E David Margolis 301 Grant St 2Pittsburgh, PA 15219

(412) 562-8497

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

2.2%

Faster asset growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$352,172

Up $7,435 (+2.2%) from 2016

Net Assets

Up

$352,172

Up $7,435 (+2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Up

$23,596

Up $8,546 (+57%) from 2016

Expenses

Down

$16,161

Down $4,955 (-23%) from 2016

Net Income

Up

$7,435

Up $13,501 (+223%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2011: $306,643Liabilities 2011: $0Net Assets 2011: $306,6432011Assets 2012: $298,598Liabilities 2012: $0Net Assets 2012: $298,5982012Assets 2013: $329,611Liabilities 2013: $0Net Assets 2013: $329,6112013Assets 2014: $412,747Liabilities 2014: $0Net Assets 2014: $412,7472014Assets 2015: $350,803Liabilities 2015: $0Net Assets 2015: $350,8032015Assets 2016: $344,737Liabilities 2016: $0Net Assets 2016: $344,7372016Assets 2017: $352,172Liabilities 2017: $0Net Assets 2017: $352,1722017Assets 2019: $400,656Liabilities 2019: $0Net Assets 2019: $400,6562019Assets 2020: $350,979Liabilities 2020: $0Net Assets 2020: $350,9792020Assets 2021: $339,123Liabilities 2021: $0Net Assets 2021: $339,1232021Assets 2022: $389,908Liabilities 2022: $0Net Assets 2022: $389,9082022

Highlighted filing

2017

Assets$352,172
Liabilities$0
Net Assets$352,172
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $12,0982011Expenses 2012: $17,5432012Revenue 2013: $49,434Expenses 2013: $19,304Net Income 2013: $30,1302013Revenue 2014: $84,541Expenses 2014: $1,524Net Income 2014: $83,0172014Revenue 2015: -$27,414Expenses 2015: $34,361Net Income 2015: -$61,7752015Revenue 2016: $15,050Expenses 2016: $21,116Net Income 2016: -$6,0662016Revenue 2017: $23,596Expenses 2017: $16,161Net Income 2017: $7,4352017Revenue 2019: $19,653Expenses 2019: $46,776Net Income 2019: -$27,1232019Revenue 2020: -$18,248Expenses 2020: $31,429Net Income 2020: -$49,6772020Revenue 2021: $52,445Expenses 2021: $64,301Net Income 2021: -$11,8562021Revenue 2022: $79,712Expenses 2022: $28,927Net Income 2022: $50,7852022

Highlighted filing

2017

Revenue$23,596
Expenses$16,161
Net Income$7,435
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E DAVID MARGOLISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Evelyn B Kaufman Foundation
EIN
27-1841470
Phone
4125628497
Address
c/o E David Margolis 301 Grant St 2, Pittsburgh, PA 15219

Signing Officer

Name
E David Margolis
Title
Trustee
Phone
4125628497
Signed
2018-05-10

Preparer

Firm
PC Accounting & Tax Service
Address
225 Roberts Lane, Baden, PA 15005
Preparer
Michelle Lapinski
Phone
7246226276
Raw XML Appendix336 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11,400 shs, Sector SPDR Tr Fnl
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2400 shs, Verizon Communications
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3ALPS - adjustment to basis
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500 shs, Time Warner Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3700 shs, IShares Select Dividend ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4600 shs, Mosaic Co
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12300 shs, JP Morgan Chase & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13200 shs, Nextera Energy Inc
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0E DAVID MARGOLIS TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0301 Grant Street 20th Flr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Pittsburgh
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015219
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04125628497
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Seton Hill University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PublicCharity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0One Seton Hill Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Greensburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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/DistributableAsAdjustedAmt025295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt034078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017488
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017488
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt091334
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034078
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019207
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016006
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016006
IRS990PF/UndistributedIncomeGrp/Taxable2Amt022205
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0108822
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt092816
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025295
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022205
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Buchanan Ingersoll & Rooney PC legal fees
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0980
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Transaction fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Fidelity - nondividend income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01178
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01178
TaxesSchedule/TaxesDetail/Amt0155
TaxesSchedule/TaxesDetail/CategoryTxt02016 Excise Tax
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0E DAVID MARGOLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04125628497
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Evelyn B Kaufman Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EVEL
ReturnHeader/Filer/EIN0271841470
ReturnHeader/Filer/PhoneNum04125628497
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o E David Margolis 301 Grant St 2
ReturnHeader/Filer/USAddress/CityNm0Pittsburgh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AD06FBF5AC1214235783A3D6425271553897AD6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD06FBF5AC1214235783A3D6425271553897AD6E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.61.6.52
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:19:13
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PC Accounting & Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 Roberts Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015005
ReturnHeader/PreparerPersonGrp/PhoneNum07246226276
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE LAPINSKI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-10T10:19:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,172
Liabilities
$0
Net assets
$352,172
Revenue
$23,596
Expenses
$16,161
Net income
$7,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.80$0.29$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.52$0.64$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.18$0.31$0.50
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.20$0.47$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.24$0.16$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.15$0.21$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.27$0.34$0.62
2014Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.85$0.02$0.83
2013Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.49$0.19$0.30
2012Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.12