Civic Intelligence

The Beth Ann Margolis Charitable Foundation

990PF • Fiscal year 2020 • EIN 37-6552218

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 13, 2021

12 Lingert AvenueClinton, NJ 08809

(908) 399-2552

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.00x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Net Margin

26th percentile

-71%

Higher net margin than 26% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

81st percentile

$3,052

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Asset Growth

31st percentile

-4.7%

Faster asset growth than 31% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-9.2%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$504,877

Down $24,728 (-4.7%) from 2019

Net Assets

Down

$504,877

Down $24,728 (-4.7%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

$26,571

Down $2,708 (-9.2%) from 2019

Expenses

Down

$45,361

Down $19,425 (-30%) from 2019

Net Income

Up

-$18,790

Up $16,717 (+47%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $150,120Liabilities 2014: $02014Assets 2015: $149,228Liabilities 2015: $02015Assets 2016: $630,287Liabilities 2016: $0Net Assets 2016: $630,2872016Assets 2017: $575,772Liabilities 2017: $0Net Assets 2017: $575,7722017Assets 2018: $566,020Liabilities 2018: $1Net Assets 2018: $566,0192018Assets 2019: $529,605Liabilities 2019: $0Net Assets 2019: $529,6052019Assets 2020: $504,877Liabilities 2020: $1Net Assets 2020: $504,8772020Assets 2021: $509,848Liabilities 2021: $0Net Assets 2021: $509,8482021Assets 2022: $494,599Liabilities 2022: $0Net Assets 2022: $494,5992022Assets 2023: $488,867Liabilities 2023: $0Net Assets 2023: $488,8672023Assets 2024: $492,405Liabilities 2024: $0Net Assets 2024: $492,4052024

Highlighted filing

2020

Assets$504,877
Liabilities$1
Net Assets$504,877

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $150,610Expenses 2014: $490Net Income 2014: $150,1202014Revenue 2015: $4,168Expenses 2015: $5,060Net Income 2015: -$8922015Revenue 2016: $508,582Expenses 2016: $27,670Net Income 2016: $480,9122016Revenue 2017: $22,272Expenses 2017: $68,496Net Income 2017: -$46,2242017Revenue 2018: $19,745Expenses 2018: $34,013Net Income 2018: -$14,2682018Revenue 2019: $29,279Expenses 2019: $64,786Net Income 2019: -$35,5072019Revenue 2020: $26,571Expenses 2020: $45,361Net Income 2020: -$18,7902020Revenue 2021: $15,177Expenses 2021: $10,219Net Income 2021: $4,9582021Revenue 2022: $20,538Expenses 2022: $34,801Net Income 2022: -$14,2632022Revenue 2023: $4,721Expenses 2023: $6,928Net Income 2023: -$2,2072023Revenue 2024: $17,374Expenses 2024: $12,084Net Income 2024: $5,2902024

Highlighted filing

2020

Revenue$26,571
Expenses$45,361
Net Income-$18,790
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 13, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha SchneiderhanTrustee-$3,052-$3,052
Filing and Contact Details

Filer

Filer Name
The Beth Ann Margolis Charitable
EIN
37-6552218
Phone
9083992552
Address
12 Lingert Avenue, Clinton, NJ 08809

Signing Officer

Name
Martha Schneiderhan
Title
Trustee
Signed
2021-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Valicenti Advisory Services Inc
Address
400 East Water St, Elmira, NY 14901
Preparer
Elizabeth A Zarnoch EA
Phone
6077339022
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03052
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Martha Schneiderhan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012 Lingert Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Clinton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd008809
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt034741
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt034741
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt034741
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt038
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income is derived from routine investments of funds awaiting disbursement as grants to various not-for-profit organizations and entities.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012 Lingert Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Clinton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008809
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Martha Schneiderhan
IRS990PF/StatementsRegardingActyGrp/PhoneNum09083992552
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter Request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Martha Schneiderhan
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09083992552
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt012 Lingert Avenue
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Clinton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd008809
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Assistance for charitable purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Purpose of grant was to provide ICU baby video monitors for Covid-19 rooms and meals for medical staff during Covid.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NJSH Pet Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Hunterdon Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt095 West Main St STE 5-226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12100 Wescott Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Flemington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108822
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034741
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/AppliedToCurrentYearAmt025584
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040653
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08499
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034741
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09157
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040653
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031496
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05937
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Change in basis- amortized bonds
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Rounding
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15598
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Charlwes Schwab Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15598
TaxesSchedule/TaxesDetail/Amt0204
TaxesSchedule/TaxesDetail/Amt1233
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax credit
TaxesSchedule/TaxesDetail/CategoryTxt1United States Treasury 2019 Form 990PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0204
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/PersonNm0Martha Schneiderhan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Beth Ann Margolis Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0376552218
ReturnHeader/Filer/PhoneNum09083992552
ReturnHeader/Filer/USAddress/AddressLine1Txt012 Lingert Avenue
ReturnHeader/Filer/USAddress/CityNm0Clinton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008809
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161268242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valicenti Advisory Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 East Water St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elmira
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014901
ReturnHeader/PreparerPersonGrp/PhoneNum06077339022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Zarnoch EA
ReturnHeader/ReturnTs02021-09-13T08:06:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Martha
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schneiderhan
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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