Civic Intelligence

The Beth Ann Margolis Charitable Foundation

990PF • Fiscal year 2024 • EIN 37-6552218

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

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

75th percentile

0.00x

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

2024 filings • NTEE T99 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.00x

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

2024 filings • NTEE T99 • <$500k nonprofits • Source year 2024

Net Margin

66th percentile

30%

Higher net margin than 66% of similar nonprofits.

2024 filings • NTEE T99 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$4,769

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 27.4% of source-year revenue.

2024 filings • NTEE T99 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

0.7%

Faster asset growth than 57% of similar nonprofits.

2024 filings • NTEE T99 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

268%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • NTEE T99 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$492,405

Up $3,538 (+0.7%) from 2023

Net Assets

Up

$492,405

Up $3,538 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin66th percentile

Revenue

Up

$17,374

Up $12,653 (+268%) from 2023

Expenses

Up

$12,084

Up $5,156 (+74%) from 2023

Net Income

Up

$5,290

Up $7,497 (+340%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th 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: $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

2024

Assets$492,405
Liabilities$0
Net Assets$492,405
Open 2024 Filing

Operations Trend

Revenue Growth91st 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

2024

Revenue$17,374
Expenses$12,084
Net Income$5,290
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha SchneiderhanTrustee-$4,769-$4,769
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
2025-05-12
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc430000 Constellation Br
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5150 Invsc KBW Bank ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc675 Medtronic PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc775 Nextera Energy Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc825000 The PNC FINL SERV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950 Vaneck Pharmaceutical ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-410
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1390
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05290
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01752
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0494157
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0488867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0492405
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028439
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028439
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028439
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028606
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0167
IRS990PF/DistributableAmountGrp/TotalTaxAmt0167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0167
IRS990PF/FMVAssetsEOYAmt0585905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0310249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0303296
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0304793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0151300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0166100
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0242369
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0488867
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0492405
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt020093
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt011791
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027528
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07223
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011215
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011215
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0488867
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0492405
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0585905
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0488867
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0492405
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0488867
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0492405
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0580829
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0580829
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08712
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028606
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0572117
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0580829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04769
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
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/UndistributedIncomePY1Yr02023
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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/DistributableAsAdjustedAmt028439
IRS990PF/UndistributedIncomeGrp/Taxable2Amt011728
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028439
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011728
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01752
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized Loss
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt036
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt036
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15584
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Charles Schwab Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15584
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/Amt1143
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/CategoryTxt1United States Treasury 2023 Form 990PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1143
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,405
Liabilities
$0
Net assets
$492,405
Revenue
$17,374
Expenses
$12,084
Net income
$5,290
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • <$500k nonprofits