Civic Intelligence

Max and Sunny Howard Memorial Foundation

990PF • Fiscal year 2016 • EIN 27-3130549

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

355 Lexington Avenue 6th FloorNew York, NY 10017-6603

(212) 557-5666

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Net Margin

13th percentile

-204%

Higher net margin than 13% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

69th percentile

$36,551

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Asset Growth

20th percentile

-4.4%

Faster asset growth than 20% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-39%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$11,353,364

Down $520,752 (-4.4%) from 2015

Net Assets

Down

$11,353,364

Down $520,752 (-4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$255,106

Down $166,358 (-39%) from 2015

Expenses

Down

$775,858

Down $61,943 (-7.4%) from 2015

Net Income

Down

-$520,752

Down $104,415 (-25%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $13,536,040Liabilities 2011: $0Net Assets 2011: $13,536,0402011Assets 2012: $12,954,064Liabilities 2012: $0Net Assets 2012: $12,954,0642012Assets 2013: $12,528,121Liabilities 2013: $0Net Assets 2013: $12,528,1212013Assets 2014: $12,290,453Liabilities 2014: $0Net Assets 2014: $12,290,4532014Assets 2015: $11,874,116Liabilities 2015: $0Net Assets 2015: $11,874,1162015Assets 2016: $11,353,364Liabilities 2016: $0Net Assets 2016: $11,353,3642016Assets 2017: $10,806,631Liabilities 2017: $0Net Assets 2017: $10,806,6312017Assets 2019: $10,235,702Liabilities 2019: $0Net Assets 2019: $10,235,7022019Assets 2020: $9,907,369Liabilities 2020: $0Net Assets 2020: $9,907,3692020Assets 2021: $9,925,256Liabilities 2021: $0Net Assets 2021: $9,925,2562021Assets 2022: $9,290,521Liabilities 2022: $0Net Assets 2022: $9,290,5212022

Highlighted filing

2016

Assets$11,353,364
Liabilities$0
Net Assets$11,353,364

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $327,4752011Expenses 2012: $1,075,7252012Revenue 2013: $448,636Expenses 2013: $874,579Net Income 2013: -$425,9432013Revenue 2014: $584,819Expenses 2014: $822,487Net Income 2014: -$237,6682014Revenue 2015: $421,464Expenses 2015: $837,801Net Income 2015: -$416,3372015Revenue 2016: $255,106Expenses 2016: $775,858Net Income 2016: -$520,7522016Revenue 2017: $183,365Expenses 2017: $730,098Net Income 2017: -$546,7332017Revenue 2019: $313,670Expenses 2019: $682,285Net Income 2019: -$368,6152019Revenue 2020: $340,761Expenses 2020: $669,094Net Income 2020: -$328,3332020Revenue 2021: $525,392Expenses 2021: $712,791Net Income 2021: -$187,3992021Revenue 2022: $253,719Expenses 2022: $683,168Net Income 2022: -$429,4492022

Highlighted filing

2016

Revenue$255,106
Expenses$775,858
Net Income-$520,752
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NAOMI B SINNREICHPresident-$36,551-$36,551
AARON SCHERERSecretary-$36,551-$36,551
MAURICE ROSENTreasurer-$36,551-$36,551
Filing and Contact Details

Filer

Filer Name
Max and Sunny Howard Memorial Foundation
EIN
27-3130549
Phone
2125575666
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603

Signing Officer

Name
Maurice Rosen
Title
Treasurer
Phone
2125575666
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
Preparer
Ira Strassberg
Phone
2125575666
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0590000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0775858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0393045
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0255106
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0185858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04754387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-280002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt174971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-280002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt174971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04474385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ALL PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-205031
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-520752
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011353364
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011874116
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011353364
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0569303
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0569303
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0569303
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0572856
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03553
IRS990PF/DistributableAmountGrp/TotalTaxAmt03553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05563
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08063
IRS990PF/FMVAssetsEOYAmt011346611
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01451815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01197219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01005350
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08952694
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09262799
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09419329
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt011874116
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt011353364
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0288907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0197530
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0197530
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011874116
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011353364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011346611
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011874116
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011353364
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011874116
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011353364
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01180700
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0695816
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0724402
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011631589
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0499106
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011132483
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0174474
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0572856
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011457115
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011631589
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt036551
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt136551
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt236551
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NAOMI B SINNREICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AARON SCHERER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAURICE ROSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0161 EAST 91ST STREET NO 3F
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11140 OAKLEY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2150 EAST 61ST STREET NO 15B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WINNETKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210065
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0549323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0552876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0621563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0615379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0655396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0891752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0211197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.065246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.025691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011457115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012228207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012785808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt013151366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013667433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08220711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0590000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239732
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0586447
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0590000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03553
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00

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