Civic Intelligence

The Beth Ann Margolis Charitable Foundation

990PF • Fiscal year 2021 • EIN 37-6552218

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
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.

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.00x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Net Margin

65th percentile

33%

Higher net margin than 65% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

81st percentile

$2,529

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-43%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$509,848

Up $4,971 (+1.0%) from 2020

Net Assets

Up

$509,848

Up $4,971 (+1.0%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin65th percentile

Revenue

Down

$15,177

Down $11,394 (-43%) from 2020

Expenses

Down

$10,219

Down $35,142 (-77%) from 2020

Net Income

Up

$4,958

Up $23,748 (+126%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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: $0Net Assets 2020: $504,8772020Assets 2021: $509,848Liabilities 2021: $1Net 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

2021

Assets$509,848
Liabilities$1
Net Assets$509,848
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

2021

Revenue$15,177
Expenses$10,219
Net Income$4,958
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha SchneiderhanTrustee-$2,529-$2,529
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
2022-05-12
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/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/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/DistributableAsAdjustedAmt025151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025151
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06345
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015502
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040653
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Rounding
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15631
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Charlwes Schwab Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15631
TaxesSchedule/TaxesDetail/Amt0234
TaxesSchedule/TaxesDetail/Amt1289
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax credit
TaxesSchedule/TaxesDetail/CategoryTxt1United States Treasury 2019 Form 990PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0234
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1289
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/SignatureDt02022-05-12
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/ReturnTs02022-05-12T05:25:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Martha
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schneiderhan
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$509,848
Liabilities
$1
Net assets
$509,848
Revenue
$15,177
Expenses
$10,219
Net income
$4,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.17$0.12$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.00$4.89$0.05$0.07$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$0.00$4.95$0.21$0.35$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.15$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.27$0.45$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.29$0.65$0.36
2018Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.20$0.34$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.22$0.68$0.46
2016Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$5.09$0.28$4.81
2015Summary only. Only limited summary data is available for this year.$1.49$0.00$0.04$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$1.50$0.00$1.51$0.00$1.50
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

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