Civic Intelligence

Meridian Capital Foundation

990PF • Fiscal year 2020 • EIN 35-6943076

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

71st percentile

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Net Margin

41st percentile

-0.9%

Higher net margin than 41% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Asset Growth

43rd percentile

0.8%

Faster asset growth than 43% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

0.3%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$21,605,382

Up $161,049 (+0.8%) from 2019

Net Assets

Up

$21,605,382

Up $161,049 (+0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin41st percentile

Revenue

Up

$7,383,180

Up $24,872 (+0.3%) from 2019

Expenses

Up

$7,451,664

Up $4,312,773 (+137%) from 2019

Net Income

Down

-$68,484

Down $4,287,901 (-102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$21,605,382
Liabilities$0
Net Assets$21,605,382
Open 2020 Filing

Operations Trend

Revenue Growth48th 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

2020

Revenue$7,383,180
Expenses$7,451,664
Net Income-$68,484
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay67th 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
2021-11-15
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 Appendix320 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07421922
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/AppliedToCurrentYearAmt01080528
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01080528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02063300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02558283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03258589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03299189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02153239
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02153239
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017520755
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06341394
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02063300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02558283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03258589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03299189
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07421922
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06341394
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019673994
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013332600
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MERIDIAN CAPITAL GROUP LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CLINTON WASHINGTON LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 BATTERY PARK PLAZA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11 BATTERY PARK PLAZA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010004
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110004
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06000000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt192625
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06531939
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15898047
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Loans and Exchanges
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Various INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt07970981
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt16137992
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07970981
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16137992
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08168
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010558
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1465
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2269
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt318450
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010558
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1465
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2269
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt318450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010558
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1465
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2269
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt318450
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0487923
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0487923
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0237701
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET ASSET ADJUSTMENT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH HERZKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/ReturnTs02021-11-15T14:20:28-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RALPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERZKA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,605,382
Liabilities
$0
Net assets
$21,605,382
Revenue
$7,383,180
Expenses
$7,451,664
Net income
-$68,484
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