Civic Intelligence

Bogatin Foundation II

990PF • Fiscal year 2016 • EIN 37-6457441

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 19, 2017

Organization Profile
7132 Ayrshire LaneBoca Raton, FL 33496

(856) 354-3100

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

100th percentile

180097500%

Faster asset growth than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

195469600%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,800,976

Up $1,800,975 (+180097500%) from 2015

Net Assets

Up

$1,800,976

Up $1,800,976 from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$1,954,697

Up $1,954,696 (+195469600%) from 2015

Expenses

Up

$10,000

Up $10,000 from 2015

Net Income

Up

$1,944,697

Up $1,944,696 (+194469600%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $1Net Assets 2013: $02013Assets 2014: $1Liabilities 2014: $1Net Assets 2014: $02014Assets 2015: $1Liabilities 2015: $1Net Assets 2015: $02015Assets 2016: $1,800,976Liabilities 2016: $0Net Assets 2016: $1,800,9762016Assets 2017: $2,073,328Liabilities 2017: $0Net Assets 2017: $2,073,3282017Assets 2018: $1,720,295Liabilities 2018: $0Net Assets 2018: $1,720,2952018Assets 2019: $1,725,830Liabilities 2019: $1Net Assets 2019: $1,725,8302019Assets 2020: $1,529,813Liabilities 2020: $1Net Assets 2020: $1,529,8132020Assets 2021: $1,486,029Liabilities 2021: $1Net Assets 2021: $1,486,0292021Assets 2022: $1,137,707Liabilities 2022: $1Net Assets 2022: $1,137,7072022Assets 2023: $1,386,243Liabilities 2023: $12023Assets 2024: $1,564,755Liabilities 2024: $0Net Assets 2024: $1,564,7552024

Highlighted filing

2016

Assets$1,800,976
Liabilities$0
Net Assets$1,800,976
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1Expenses 2011: $100Net Income 2011: -$992011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $1,954,697Expenses 2016: $10,000Net Income 2016: $1,944,6972016Revenue 2017: $172,411Expenses 2017: $157,853Net Income 2017: $14,5582017Revenue 2018: $162,483Expenses 2018: $251,532Net Income 2018: -$89,0492018Revenue 2019: $23,616Expenses 2019: $192,524Net Income 2019: -$168,9082019Revenue 2020: $113,662Expenses 2020: $208,714Net Income 2020: -$95,0522020Revenue 2021: -$1,332Expenses 2021: $96,589Net Income 2021: -$97,9212021Revenue 2022: -$22,209Expenses 2022: $94,393Net Income 2022: -$116,6022022Revenue 2023: $18,975Expenses 2023: $80,211Net Income 2023: -$61,2362023Revenue 2024: $19,366Expenses 2024: $70,846Net Income 2024: -$51,4802024

Highlighted filing

2016

Revenue$1,954,697
Expenses$10,000
Net Income$1,944,697
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA BOGATINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bogatin Foundation Ii
EIN
37-6457441
Phone
8563543100
Address
7132 AYRSHIRE LANE, BOCA RATON, FL 33496

Signing Officer

Name
Lisa Bogatin
Title
Trustee
Phone
8563543100
Signed
2017-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Archer & Greiner Pc
Address
ONE CENTENNIAL SQUARE, HADDONFIELD, NJ 08033-0968
Preparer
Frank R Demmerly Jr
Phone
8567952121
Raw XML Appendix384 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/CityNm0PALM BEACH GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033410
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt03952
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt098
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt098
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06048
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06048
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06048
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06146
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE PHILIP F AND SANDRA BOGATIN CHARITABLE REMAINDER UNITRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1THE PHILIP F AND SANDRA BOGATIN CHARITABLE REMAINDER UNITRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07132 AYRSHIRE LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17132 AYRSHIRE LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOCA RATON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BOCA RATON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033496
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133496
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01810442
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1144255
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum81
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum91
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum101
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum111
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum121
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum131
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum141
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt048510
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt166400
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt225971
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt379050
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4157342
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5215806
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt6127650
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt744600
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt876846
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt9348580
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt10338385
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1152290
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1259504
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1349644
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt14119864
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,050 AGILENT TECHNOLOGIES INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,000 APACHE CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2330 DOLLAR TREE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3850 EDWARDS LIFESCIENCES CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc41,419.922 FIDELITY SELECT RETAILING FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc51,050 HUMANA INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc62,500 LEIDOS HLDGS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc72,000 MAXLINEAR INC CL A
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8700 NVIDIA CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc92,900 POWERSHARES QQQTR UNIT SER 1
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc101,700 SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc111,800 TAIWAN SEMICONDUCTOR MFG CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12800 TEXAS INSTRUMENTS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13350 THERMO FISHER SCIENTIFIC INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14$100,000 UNITED STATES TREAS NTS A-2017 TREAS NTS TIPS 2.375% 01/15/17
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt102016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt112016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt122016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt132016-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt142016-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0143721
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN FMV AND BOOK VALUE ON DATE OF CONTRIBUTION
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA BOGATIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08563543100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BOGATIN FOUNDATION II
ReturnHeader/Filer/BusinessNameControlTxt0BOGA
ReturnHeader/Filer/EIN0376457441
ReturnHeader/Filer/PhoneNum08563543100
ReturnHeader/Filer/USAddress/AddressLine1Txt07132 AYRSHIRE LANE
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033496
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D5F94945F2459F7C387BA559462D86467E0FCFC8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D5F94945F2459F7C387BA559462D86467E0FCFC8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.207.105.238
ReturnHeader/FilingSecurityInformation/IPDt02017-01-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:46:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222092948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARCHER & GREINER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE CENTENNIAL SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HADDONFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0080330968
ReturnHeader/PreparerPersonGrp/PhoneNum08567952121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK R DEMMERLY JR
ReturnHeader/ReturnTs02017-02-13T13:42:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,800,976
Liabilities
$0
Net assets
$1,800,976
Revenue
$1,954,697
Expenses
$10,000
Net income
$1,944,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.02$0.07$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$0.02$0.08$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.02$0.09$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.00$0.10$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.11$0.21$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.02$0.19$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.16$0.25$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.17$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.95$0.01$1.94
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00