Civic Intelligence

Sydney & Betty Horwitz Charitable Foundation

EIN 31-1660667 • Silver Spring, MD

C/O L Kest 1110 Bonifant St 401Silver Spring, MD 20910-3655
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.00x

Higher debt load relative to assets than 44% of similar nonprofits.

$500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

$500k-$1M nonprofits • Source year 2015

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

$500k-$1M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2015

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

96%

Faster revenue growth than 87% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$566,557

Up $40,028 (+7.6%) from 2014

Liabilities

Up

$118

Up $118 from 2014

Net Assets

Up

$566,439

Up $39,910 (+7.6%) from 2014

Revenue

Up

$73,768

Up $36,049 (+96%) from 2014

Expenses

Up

$35,958

Up $7,169 (+25%) from 2014

Net Income

Up

$37,810

Up $28,880 (+323%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $526,529Liabilities 2014: $0Net Assets 2014: $526,5292014Assets 2015: $566,557Liabilities 2015: $118Net Assets 2015: $566,4392015

Highlighted filing

2015

Assets$566,557
Liabilities$118
Net Assets$566,439

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2014: $37,719Expenses 2014: $28,789Net Income 2014: $8,9302014Revenue 2015: $73,768Expenses 2015: $35,958Net Income 2015: $37,8102015

Highlighted filing

2015

Revenue$73,768
Expenses$35,958
Net Income$37,810

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 21, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RABBI HILLEL KLAVANDirector-$0--
LOUIS SHRENSKYDirector-$0--
LEWIS K KESTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sydney & Betty Horwitz Charitable
EIN
31-1660667
Phone
3015871120
Address
C/O L KEST 1110 BONIFANT ST 401, SILVER SPRING, MD 20910-3655

Signing Officer

Name
Lewis K Kest
Title
Director
Phone
3015871120
Signed
2015-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Kest Forte & Rottenberg Pa
Address
1110 BONIFANT ST STE 401, SILVER SPRING, MD 20910-3654
Preparer
Lewis K Kest CPA
Phone
3015871120
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CON EDISON CO. HOLDIIINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COSTCO WHOLESALENCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COCA COLA CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DOMINION RESOURCES INC VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EVERSOURCE ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FIDUS INVESTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GENERAL MILLS,INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HERCULES TECHN.GROWTH CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30KLA TENCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31KRAFT FOODS INC CLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LORILLARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NATIONAL GRID PLC NEW SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NORTHEAST UTILITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PAYCHEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PPL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PROCTOR & GAMBEL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STATOIL ASA SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SVENSKA CELLULOSA AB SCA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNILEVER NV NY SHS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WASTE MANAGMENT INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WESTAR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WHIRLPOOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5348903200-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt011114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ENTERPRISE PRODUCTS PARTNER LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MAGELLAN MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AMERICAN PARTNERS L P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SPECTRA ENERGY PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLACKSTONE GROUP LP/THE UNIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt029890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt036033
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt037426
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0309
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt073768
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt073768
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt020480
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt020480
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt020480
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt015654
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015270
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015270
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt036033
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036033
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036033
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt037810
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0107574
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0309
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0309
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0309
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037426
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015654
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0208
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt036342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt020688
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020688
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035958
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt073768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt020688
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020688
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020688
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt037810
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02100
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0566439
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0526529
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0566439
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt044636
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt044636
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt044636
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt044949
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0313
IRS990PF/DistributableAmountGrp/TotalTaxAmt0313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0143
IRS990PF/FMVAssetsEOYAmt0968859
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt010412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010164
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0471317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0497871
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0871683
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0203
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt039358
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt056077
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt084815
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0118
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05239
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02197
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0526529
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0566557
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0968859
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0118
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0526529
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0566557
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0526529
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0566439
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0526529
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0566439
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0912668
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010098
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0902570
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013690
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt044949
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0898978
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0912668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00

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