Civic Intelligence

D Sterling Margolis Family Foundation

990PF • Fiscal year 2016 • EIN 31-6068719

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
121 N Post Oak Lane No 1306Houston, TX 77024

(917) 355-2626

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

58th percentile

0.00x

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

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

Net Margin

6th percentile

-131%

Higher net margin than 6% 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.

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

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

Asset Growth

49th percentile

0.1%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$149,009

Up $170 (+0.1%) from 2015

Net Assets

Up

$149,009

Up $170 (+0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Up

$1,156

Up $115 (+11%) from 2015

Expenses

Down

$2,667

Down $5,557 (-68%) from 2015

Net Income

Up

-$1,511

Up $5,672 (+79%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2012: $176,743Liabilities 2012: $0Net Assets 2012: $176,7432012Assets 2013: $170,669Liabilities 2013: $0Net Assets 2013: $170,6692013Assets 2014: $156,458Liabilities 2014: $0Net Assets 2014: $156,4582014Assets 2015: $148,839Liabilities 2015: $0Net Assets 2015: $148,8392015Assets 2016: $149,009Liabilities 2016: $0Net Assets 2016: $149,0092016Assets 2017: $138,151Liabilities 2017: $0Net Assets 2017: $138,1512017Assets 2020: $132,869Liabilities 2020: $20,000Net Assets 2020: $112,8692020Assets 2021: $306,012Liabilities 2021: $132,511Net Assets 2021: $173,5012021Assets 2022: $55,978Liabilities 2022: $2,300Net Assets 2022: $53,6782022Assets 2023: $39,408Liabilities 2023: $0Net Assets 2023: $39,4082023Assets 2024: $75,649Liabilities 2024: $0Net Assets 2024: $75,6492024

Highlighted filing

2016

Assets$149,009
Liabilities$0
Net Assets$149,009
Open 2016 Filing

Operations Trend

Revenue Growth67th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $4,5582012Revenue 2013: $791Expenses 2013: $6,045Net Income 2013: -$5,2542013Revenue 2014: $716Expenses 2014: $15,113Net Income 2014: -$14,3972014Revenue 2015: $1,041Expenses 2015: $8,224Net Income 2015: -$7,1832015Revenue 2016: $1,156Expenses 2016: $2,667Net Income 2016: -$1,5112016Revenue 2017: $51,465Expenses 2017: $62,323Net Income 2017: -$10,8582017Revenue 2020: $511,463Expenses 2020: $360,762Net Income 2020: $150,7012020Revenue 2021: $519,321Expenses 2021: $381,279Net Income 2021: $138,0422021Revenue 2022: $158,136Expenses 2022: $279,687Net Income 2022: -$121,5512022Revenue 2023: $335,125Expenses 2023: $348,395Net Income 2023: -$13,2702023Revenue 2024: $392,305Expenses 2024: $360,845Net Income 2024: $31,4602024

Highlighted filing

2016

Revenue$1,156
Expenses$2,667
Net Income-$1,511
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONIQUE MARGOLISManagerPT$0--
MICHAEL MARGOLISPresident-$0--
Filing and Contact Details

Filer

Filer Name
Abe & Sterling Margolis Foundation
EIN
31-6068719
Phone
9173552626
Address
121 N POST OAK LANE NO 1306, HOUSTON, TX 77024

Signing Officer

Name
Michael Margolis
Title
President
Phone
9173552626
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
3601 RIGBY ROAD SUITE 400, DAYTON, OH 45342
Preparer
Thomas J Gmeiner CPA
Phone
9372235247
Raw XML Appendix272 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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TaxesSchedule/TaxesDetail/Amt0100
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TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MARGOLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09173552626
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ABE & STERLING MARGOLIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ABE&
ReturnHeader/Filer/EIN0316068719
ReturnHeader/Filer/PhoneNum09173552626
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 N POST OAK LANE NO 1306
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E9882ADB54F6AA7FFC1590FE8A1DC211680A3D95
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.66.132.202
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:14:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351476702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADY WARE & SCHOENFELD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03601 RIGBY ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372235247
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J GMEINER CPA
ReturnHeader/ReturnTs02017-05-09T15:45:25-05:00
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
$149,009
Liabilities
$0
Net assets
$149,009
Revenue
$1,156
Expenses
$2,667
Net income
-$1,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$3.92$3.61$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$3.35$3.48$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.02$0.54$1.58$2.80$1.22
2021Detailed filing. Detailed filing data is available for this year.$3.06$1.33$1.74$5.19$3.81$1.38
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.20$1.13$5.11$3.61$1.51
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.51$0.62$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.01$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.01$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.01$0.15$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.01$0.06$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.05