Civic Intelligence

Meridian Capital Foundation

990PF • Fiscal year 2017 • EIN 35-6943076

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 18, 2018

Organization Profile
1 Battery Park Plaza 26th FloorNew York, NY 10004

(212) 972-3600

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.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

24th percentile

-23%

Higher net margin than 24% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

5th percentile

-10%

Faster asset growth than 5% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-7.7%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$14,214,542

Down $1,640,785 (-10%) from 2016

Net Assets

Down

$14,214,542

Down $1,640,785 (-10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin24th percentile

Revenue

Down

$3,211,413

Down $268,415 (-7.7%) from 2016

Expenses

Down

$3,948,237

Down $118,260 (-2.9%) from 2016

Net Income

Down

-$736,824

Down $150,155 (-26%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$30M$20M$10M$0Assets 2012: $5,833,230Liabilities 2012: $0Net Assets 2012: $5,833,2302012Assets 2013: $13,344,508Liabilities 2013: $0Net Assets 2013: $13,344,5082013Assets 2014: $14,496,102Liabilities 2014: $0Net Assets 2014: $14,496,1022014Assets 2015: $16,499,084Liabilities 2015: $0Net Assets 2015: $16,499,0842015Assets 2016: $15,855,327Liabilities 2016: $0Net Assets 2016: $15,855,3272016Assets 2017: $14,214,542Liabilities 2017: $0Net Assets 2017: $14,214,5422017Assets 2018: $16,968,315Liabilities 2018: $0Net Assets 2018: $16,968,3152018Assets 2019: $21,444,333Liabilities 2019: $0Net Assets 2019: $21,444,3332019Assets 2020: $21,605,382Liabilities 2020: $0Net Assets 2020: $21,605,3822020Assets 2021: $25,873,223Liabilities 2021: $0Net Assets 2021: $25,873,2232021Assets 2022: $25,417,251Liabilities 2022: $0Net Assets 2022: $25,417,2512022Assets 2023: $21,105,052Liabilities 2023: $0Net Assets 2023: $21,105,0522023Assets 2024: $17,148,827Liabilities 2024: $0Net Assets 2024: $17,148,8272024

Highlighted filing

2017

Assets$14,214,542
Liabilities$0
Net Assets$14,214,542
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2012: $329,5202012Revenue 2013: $7,794,642Expenses 2013: $302,161Net Income 2013: $7,492,4812013Revenue 2014: $4,035,697Expenses 2014: $2,527,241Net Income 2014: $1,508,4562014Revenue 2015: $5,288,337Expenses 2015: $3,112,249Net Income 2015: $2,176,0882015Revenue 2016: $3,479,828Expenses 2016: $4,066,497Net Income 2016: -$586,6692016Revenue 2017: $3,211,413Expenses 2017: $3,948,237Net Income 2017: -$736,8242017Revenue 2018: $6,904,808Expenses 2018: $3,423,045Net Income 2018: $3,481,7632018Revenue 2019: $7,358,308Expenses 2019: $3,138,891Net Income 2019: $4,219,4172019Revenue 2020: $7,383,180Expenses 2020: $7,451,664Net Income 2020: -$68,4842020Revenue 2021: $9,454,150Expenses 2021: $5,787,480Net Income 2021: $3,666,6702021Revenue 2022: $8,012,725Expenses 2022: $7,753,959Net Income 2022: $258,7662022Revenue 2023: $294,979Expenses 2023: $3,959,023Net Income 2023: -$3,664,0442023Revenue 2024: $850,309Expenses 2024: $4,799,609Net Income 2024: -$3,949,3002024

Highlighted filing

2017

Revenue$3,211,413
Expenses$3,948,237
Net Income-$736,824
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 18, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH HERZKATrustee-$0--
ABRAHAM WEINSTOCKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Meridian Capital Foundation
EIN
35-6943076
Phone
2129723600
Address
1 BATTERY PARK PLAZA 26TH FLOOR, NEW YORK, NY 10004

Signing Officer

Name
Ralph Herzka
Title
Trustee
Signed
2018-10-18
Discuss with paid preparer
Yes

Preparer

Firm
M Friedman CPA
Address
18 HEYWARD ST 5TH FL, BROOKLYN, NY 11249
Preparer
Michael Friedman CPA
Phone
7188529200
Raw XML Appendix256 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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OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0291889
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0291889
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH HERZKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERIDIAN CAPITAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MERI
ReturnHeader/Filer/EIN0356943076
ReturnHeader/Filer/PhoneNum02129723600
ReturnHeader/Filer/USAddress/AddressLine1Txt01 BATTERY PARK PLAZA 26TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010004
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113108982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M FRIEDMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 HEYWARD ST 5TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011249
ReturnHeader/PreparerPersonGrp/PhoneNum07188529200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL FRIEDMAN CPA
ReturnHeader/ReturnTs02018-10-18T09:17:12-07:00
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
$14,214,542
Liabilities
$0
Net assets
$14,214,542
Revenue
$3,211,413
Expenses
$3,948,237
Net income
-$736,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.85$4.80$3.95
2023Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.29$3.96$3.66
2022Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$8.01$7.75$0.26
2021Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$9.45$5.79$3.67
2020Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$7.38$7.45$0.07
2019Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$7.36$3.14$4.22
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$6.90$3.42$3.48
2017Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$3.21$3.95$0.74
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$3.48$4.07$0.59
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$5.29$3.11$2.18
2014Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$4.04$2.53$1.51
2013Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$7.79$0.30$7.49
2012Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.33