Civic Intelligence

Moskowitz Charitable Trust

990PF • Fiscal year 2023 • EIN 33-6148445

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 13, 2024

Organization Profile
215 North Federal HighwayHallandale Beach, FL 33009-4636

(954) 454-6640

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

25th percentile

-14%

Higher net margin than 25% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-8.4%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$657,282

Down $7,283 (-1.1%) from 2022

Net Assets

Down

$657,282

Down $7,283 (-1.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin25th percentile

Revenue

Down

$51,847

Down $4,774 (-8.4%) from 2022

Expenses

Down

$59,130

Down $6,098 (-9.3%) from 2022

Net Income

Up

-$7,283

Up $1,324 (+15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.0M$500K$0Assets 2014: $771,241Liabilities 2014: $0Net Assets 2014: $771,2412014Assets 2015: $818,769Liabilities 2015: $0Net Assets 2015: $818,7692015Assets 2016: $762,940Liabilities 2016: $0Net Assets 2016: $762,9402016Assets 2017: $812,785Liabilities 2017: $0Net Assets 2017: $812,7852017Assets 2018: $703,389Liabilities 2018: $0Net Assets 2018: $703,3892018Assets 2019: $707,469Liabilities 2019: $15,000Net Assets 2019: $692,4692019Assets 2020: $677,153Liabilities 2020: $0Net Assets 2020: $677,1532020Assets 2021: $673,172Liabilities 2021: $0Net Assets 2021: $673,1722021Assets 2022: $664,565Liabilities 2022: $0Net Assets 2022: $664,5652022Assets 2023: $657,282Liabilities 2023: $0Net Assets 2023: $657,2822023Assets 2024: $640,758Liabilities 2024: $0Net Assets 2024: $640,7582024

Highlighted filing

2023

Assets$657,282
Liabilities$0
Net Assets$657,282
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

$200K$100K$0-$100K-$200KRevenue 2014: $51,142Expenses 2014: $38,876Net Income 2014: $12,2662014Revenue 2015: $53,176Expenses 2015: $5,648Net Income 2015: $47,5282015Revenue 2016: $53,175Expenses 2016: $109,004Net Income 2016: -$55,8292016Revenue 2017: $53,115Expenses 2017: $3,270Net Income 2017: $49,8452017Revenue 2018: $52,760Expenses 2018: $162,156Net Income 2018: -$109,3962018Revenue 2019: $50,455Expenses 2019: $61,375Net Income 2019: -$10,9202019Revenue 2020: $52,853Expenses 2020: $68,169Net Income 2020: -$15,3162020Revenue 2021: $57,634Expenses 2021: $61,615Net Income 2021: -$3,9812021Revenue 2022: $56,621Expenses 2022: $65,228Net Income 2022: -$8,6072022Revenue 2023: $51,847Expenses 2023: $59,130Net Income 2023: -$7,2832023Revenue 2024: $50,997Expenses 2024: $67,521Net Income 2024: -$16,5242024

Highlighted filing

2023

Revenue$51,847
Expenses$59,130
Net Income-$7,283
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEARL PARKERTrusteePT$0--
DAVID MOSKOWITZDirector-$0--
OREN BEN EZRADirector-$0--
LAURIE HIRSCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Moskowitz Charitable Trust
EIN
33-6148445
Phone
9544546640
Address
215 NORTH FEDERAL HIGHWAY, HALLANDALE BEACH, FL 33009-4636

Signing Officer

Name
David Moskowitz
Title
Trustee
Phone
5629243709
Signed
2024-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
36 TECHNOLOGY DRIVE SUITE 100, IRVINE, CA 92618-5307
Preparer
David C Jorgensen
Phone
7145583236
Raw XML Appendix306 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SCHEDULE OF INFORMATION REGARDING TRANSFERS FROM A CONTROLLED ENTITY.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0CHARTER COMMERCE PARTNERS, LTD. #33-05853992152 S. PIONEER BLVD., SUITE 205HAWAIIAN GARDENS, CA 90716PROPORTIONATE DISTRIBUTION FROM PARTNERSHIP OF RESERVES - $56,100
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031557
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032483
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059330
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032483
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058404
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026847
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059330
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032483
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0643413
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CHARTER COMMERCE PARTNERS LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0639158
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0639158
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1240
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1240
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt051845
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST INCOME LESS ORD LOSS - CHARTER COMMERCE, LTD.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt051845
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt051845
TaxesSchedule/TaxesDetail/Amt0726
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MOSKOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05629243709
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOSKOWITZ CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MOSK
ReturnHeader/Filer/EIN0336148445
ReturnHeader/Filer/PhoneNum09544546640
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 NORTH FEDERAL HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0HALLANDALE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0330094636
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 TECHNOLOGY DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926185307
ReturnHeader/PreparerPersonGrp/PhoneNum07145583236
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C JORGENSEN
ReturnHeader/ReturnTs02024-06-25T13:28:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOSKOWITZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$657,282
Liabilities
$0
Net assets
$657,282
Revenue
$51,847
Expenses
$59,130
Net income
-$7,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.51$0.68$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.52$0.59$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.65$0.00$6.65$0.57$0.65$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$0.00$6.73$0.58$0.62$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.00$6.77$0.53$0.68$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$0.15$6.92$0.50$0.61$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$0.00$7.03$0.53$1.62$1.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.00$8.13$0.53$0.03$0.50
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.00$7.63$0.53$1.09$0.56
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.19$0.00$8.19$0.53$0.06$0.48
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.51$0.39$0.12