Civic Intelligence

Myriam and Leonard Berkowitz Scholarship Fund

990PF • Fiscal year 2014 • EIN 35-2232150

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile
303 Sunnyside BlvdPlainview, NY 11803

(516) 349-1310

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.00x

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

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Asset Growth

44th percentile

2.3%

Faster asset growth than 44% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-9.0%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$516,771

Up $11,688 (+2.3%) from 2013

Net Assets

Up

$516,771

Up $11,688 (+2.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin84th percentile

Revenue

Down

$39,450

Down $3,878 (-9.0%) from 2013

Expenses

Down

$27,762

Down $71,930 (-72%) from 2013

Net Income

Up

$11,688

Up $68,052 (+121%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2013: $505,083Liabilities 2013: $0Net Assets 2013: $505,0832013Assets 2014: $516,771Liabilities 2014: $0Net Assets 2014: $516,7712014Assets 2015: $523,574Liabilities 2015: $0Net Assets 2015: $523,5742015Assets 2016: $492,732Liabilities 2016: $0Net Assets 2016: $492,7322016Assets 2017: $486,118Liabilities 2017: $0Net Assets 2017: $486,1182017Assets 2018: $496,408Liabilities 2018: $0Net Assets 2018: $496,4082018Assets 2019: $480,842Liabilities 2019: $0Net Assets 2019: $480,8422019Assets 2020: $462,531Liabilities 2020: $0Net Assets 2020: $462,5312020Assets 2021: $461,571Liabilities 2021: $0Net Assets 2021: $461,5712021Assets 2022: $479,233Liabilities 2022: $0Net Assets 2022: $479,2332022Assets 2023: $463,557Liabilities 2023: $0Net Assets 2023: $463,5572023Assets 2024: $468,567Liabilities 2024: $0Net Assets 2024: $468,5672024

Highlighted filing

2014

Assets$516,771
Liabilities$0
Net Assets$516,771
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50K-$100KRevenue 2013: $43,328Expenses 2013: $99,692Net Income 2013: -$56,3642013Revenue 2014: $39,450Expenses 2014: $27,762Net Income 2014: $11,6882014Revenue 2015: $34,086Expenses 2015: $27,283Net Income 2015: $6,8032015Revenue 2016: -$4,150Expenses 2016: $26,692Net Income 2016: -$30,8422016Revenue 2017: $28,094Expenses 2017: $34,708Net Income 2017: -$6,6142017Revenue 2018: $41,606Expenses 2018: $31,316Net Income 2018: $10,2902018Revenue 2019: $17,328Expenses 2019: $32,894Net Income 2019: -$15,5662019Revenue 2020: $12,839Expenses 2020: $31,150Net Income 2020: -$18,3112020Revenue 2021: $33,686Expenses 2021: $34,646Net Income 2021: -$9602021Revenue 2022: $56,311Expenses 2022: $38,649Net Income 2022: $17,6622022Revenue 2023: $17,425Expenses 2023: $33,101Net Income 2023: -$15,6762023Revenue 2024: $40,143Expenses 2024: $35,133Net Income 2024: $5,0102024

Highlighted filing

2014

Revenue$39,450
Expenses$27,762
Net Income$11,688
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORTON ROSENFELDChairman-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATION-SYOSSET, NY, US$5,000
Paid Grant-EDUCATION-SYOSSET, NY, US$5,000
Paid Grant-EDUCATION-OLD BETHPAGE, NY, US$5,000
Paid Grant-EDUCATION-PLAINVIEW, NY, US$5,000
Filing and Contact Details

Filer

Filer Name
Myriam & Leonard Berkowitz
EIN
35-2232150
Phone
5163491310
Address
303 SUNNYSIDE BLVD, PLAINVIEW, NY 11803

Signing Officer

Name
Morton Rosenfeld
Title
Trustee
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Robert J Eckhardt & Co PC
Address
1 Huntington Quad 4 South 14, Melville, NY 11747
Preparer
Harold Tarlow CPA
Phone
6314208100
Raw XML Appendix303 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt579000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164,000 CD DISCOVER BANK 2.15%
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt067 COLONY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1174 THE VALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt217 JANE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt350 SALLY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SYOSSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SYOSSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OLD BETHPAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PLAINVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011791
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111791
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311803
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt013364
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06636
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027146
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013782
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06636
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1945
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHECK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES & MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1945
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22069
TaxesSchedule/TaxesDetail/Amt0753
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX - 990PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0753
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MORTON ROSENFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MYRIAM & LEONARD BERKOWITZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0MYRI
ReturnHeader/Filer/EIN0352232150
ReturnHeader/Filer/PhoneNum05163491310
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 SUNNYSIDE BLVD
ReturnHeader/Filer/USAddress/CityNm0PLAINVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert J Eckhardt & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Huntington Quad 4 South 14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Melville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06314208100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harold Tarlow CPA
ReturnHeader/ReturnTs02015-05-07T10:54:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$516,771
Liabilities
$0
Net assets
$516,771
Revenue
$39,450
Expenses
$27,762
Net income
$11,688
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.40$0.35$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.17$0.33$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.56$0.39$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.34$0.35$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.13$0.31$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.17$0.33$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.42$0.31$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.28$0.35$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.04$0.27$0.31
2015Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.34$0.27$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.39$0.28$0.12
2013Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.43$1.00$0.56