Civic Intelligence

Max and Sunny Howard Memorial Foundation

990PF • Fiscal year 2017 • EIN 27-3130549

Jan 01, 2017 to Dec 31, 2017 • Filed on May 17, 2018

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

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

5th percentile

-298%

Higher net margin than 5% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

71st percentile

$41,423

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

9th percentile

-4.8%

Faster asset growth than 9% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-28%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Down

$10,806,631

Down $546,733 (-4.8%) from 2016

Net Assets

Down

$10,806,631

Down $546,733 (-4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$183,365

Down $71,741 (-28%) from 2016

Expenses

Down

$730,098

Down $45,760 (-5.9%) from 2016

Net Income

Down

-$546,733

Down $25,981 (-5.0%) from 2016

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

2017

Assets$10,806,631
Liabilities$0
Net Assets$10,806,631

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

2017

Revenue$183,365
Expenses$730,098
Net Income-$546,733
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 17, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NAOMI B SINNREICHPresident-$41,423-$41,423
AARON SCHERERSecretary-$41,423-$41,423
MAURICE ROSENTreasurer-$41,423-$41,423
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
2018-05-17
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/GrossSalesPriceAmt02292390
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt016536
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-267995
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0384954
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt040036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt040036
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0530000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0730098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0424990
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0183365
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040036
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0200098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02560385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-378046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1110051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-378046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1110051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02182339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ALL PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-267995
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-546733
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010806631
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011353364
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010806631
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0555726
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0555726
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0555726
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0563425
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07699
IRS990PF/DistributableAmountGrp/TotalTaxAmt07699
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07699
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07699
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07699
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04510
IRS990PF/FMVAssetsEOYAmt011139656
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01197219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0535635
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0512500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt061176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt087544
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09262799
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09293501
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09582092
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt011353364
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010806631
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0197530
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0123592
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0123592
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011353364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010806631
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011139656
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011353364
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010806631
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011353364
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010806631
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0695816
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0792727
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0833928
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011440102
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0316350
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011123752
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0171602
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0563425
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011268500
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011440102
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/CompensationAmt041423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt141423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt241423
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/AdjNetVlNoncharitableAssetsAmt0597738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0601588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0586447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0621563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0615379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0655396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0891752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053045

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