Civic Intelligence

Isidore Margolis & Joel Abe Margolis Foundation Inc

990PF • Fiscal year 2016 • EIN 31-1489926

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization Profile
Mayer Guttman -502 Washington AveTowson, MD 21204

(410) 321-0600

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.

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

760%

Higher net margin than 100% 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.

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

Asset Growth

29th percentile

-8.9%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$67,990

Down $6,668 (-8.9%) from 2015

Net Assets

Down

$67,990

Down $6,668 (-8.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$877

Down $9,239 (-110%) from 2015

Expenses

Down

$5,791

Down $14,163 (-71%) from 2015

Net Income

Up

-$6,668

Up $4,924 (+42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$150K$100K$50K$0Assets 2012: $116,704Liabilities 2012: $0Net Assets 2012: $116,7042012Assets 2013: $97,191Liabilities 2013: $0Net Assets 2013: $97,1912013Assets 2014: $86,250Liabilities 2014: $0Net Assets 2014: $86,2502014Assets 2015: $74,658Liabilities 2015: $0Net Assets 2015: $74,6582015Assets 2016: $67,990Liabilities 2016: $0Net Assets 2016: $67,9902016Assets 2017: $37,014Liabilities 2017: $0Net Assets 2017: $37,0142017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$67,990
Liabilities$0
Net Assets$67,990
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KExpenses 2012: $38,7662012Revenue 2013: $12,127Expenses 2013: $31,640Net Income 2013: -$19,5132013Revenue 2014: $8,443Expenses 2014: $19,384Net Income 2014: -$10,9412014Revenue 2015: $8,362Expenses 2015: $19,954Net Income 2015: -$11,5922015Revenue 2016: -$877Expenses 2016: $5,791Net Income 2016: -$6,6682016Revenue 2017: $9,313Expenses 2017: $40,289Net Income 2017: -$30,9762017Revenue 2018: $12,214Expenses 2018: $49,228Net Income 2018: -$37,0142018

Highlighted filing

2016

Revenue-$877
Expenses$5,791
Net Income-$6,668
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAYER E GUTTMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Isidore Margolis & Joel Abe Margolis
EIN
31-1489926
Phone
4103210600
Address
MAYER GUTTMAN -502 WASHINGTON AVE, TOWSON, MD 21204

Signing Officer

Name
Mayer E Guttman
Title
Director
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Wancowicz & Associates PA
Address
11350 McCormick Rd Ste 406 EP 3, Hunt Valley, MD 21031
Preparer
James S Wancowicz
Phone
4107716510
Raw XML Appendix368 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.18979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.15680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.23693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.31672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.21480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt077145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt088257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt098533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0112597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0115198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0113831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.115045
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0502 WASHINGTON AVENUE 8TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TOWSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MAYER GUTTMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04103210600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTERS INCLUDING REASONS AND DOCUMENTATION OF ACTIVITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MAYER GUTTMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04103210600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0502 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TOWSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd021204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0YESHIVA OF STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01870 DRUMGOOLE ROAD E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010309
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
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/AppliedToCurrentYearAmt02500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030772
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt092517
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093874
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01300
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEVIN & GANN
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01300
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0788
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RBC WEALTH MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0788
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0788
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0103
TaxesSchedule/TaxesDetail/Amt0103
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0103
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAYER E GUTTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISIDORE MARGOLIS & JOEL ABE MARGOLIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ISID
ReturnHeader/Filer/EIN0311489926
ReturnHeader/Filer/PhoneNum04103210600
ReturnHeader/Filer/USAddress/AddressLine1Txt0MAYER GUTTMAN -502 WASHINGTON AVE
ReturnHeader/Filer/USAddress/CityNm0TOWSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wancowicz & Associates PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011350 McCormick Rd Ste 406 EP 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hunt Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021031
ReturnHeader/PreparerPersonGrp/PhoneNum04107716510
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James S Wancowicz
ReturnHeader/ReturnTs02017-05-05T07:49:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$67,990
Liabilities
$0
Net assets
$67,990
Revenue
-$877
Expenses
$5,791
Net income
-$6,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.49$0.37
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.09$0.40$0.31
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.01$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.08$0.20$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.08$0.19$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.12$0.32$0.20
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.39