Civic Intelligence

D Sterling Margolis Family Foundation

990PF • Fiscal year 2017 • EIN 31-6068719

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

31st percentile

-7.3%

Faster asset growth than 31% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

4352%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$138,151

Down $10,858 (-7.3%) from 2016

Net Assets

Down

$138,151

Down $10,858 (-7.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$51,465

Up $50,309 (+4352%) from 2016

Expenses

Up

$62,323

Up $59,656 (+2237%) from 2016

Net Income

Down

-$10,858

Down $9,347 (-619%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2017

Assets$138,151
Liabilities$0
Net Assets$138,151
Open 2017 Filing

Operations Trend

Revenue Growth100th 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

2017

Revenue$51,465
Expenses$62,323
Net Income-$10,858
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-05-10
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 Appendix297 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MONIQUE MARGOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL MARGOLIS
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059829
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053002
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06827
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053002
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059829
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06827
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MICHAEL MARGOLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0121 N POST OAK LANE SUITE 1306
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077024
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt123
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MARGOLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09173552626
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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/AtSubmissionCreationDeviceId039E90CBB44B41E0C3D082B7A69A63BDC1055460A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E229CD9B282782AD548762838A8F5FAFCCA0F510
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.141.187.4
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:17:39
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/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J GMEINER CPA
ReturnHeader/ReturnTs02018-05-14T08:46:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,151
Liabilities
$0
Net assets
$138,151
Revenue
$51,465
Expenses
$62,323
Net income
-$10,858
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