Civic Intelligence

Bms Family Foundation

990PF • Fiscal year 2016 • EIN 46-1082072

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
125 Jericho Turnpike No 300Jericho, NY 11753

(516) 333-6881

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Net Margin

15th percentile

-163%

Higher net margin than 15% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Asset Growth

2nd percentile

-27%

Faster asset growth than 2% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-60%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$11,049,843

Down $4,061,539 (-27%) from 2015

Net Assets

Down

$11,049,818

Down $4,061,564 (-27%) from 2015

Liabilities

Up

$25

Up $25 from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$2,493,551

Down $3,764,279 (-60%) from 2015

Expenses

Down

$6,555,115

Down $1,867,232 (-22%) from 2015

Net Income

Down

-$4,061,564

Down $1,897,047 (-88%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$150M$100M$50M$0Assets 2012: $15,100,191Liabilities 2012: $02012Assets 2013: $15,099,050Liabilities 2013: $0Net Assets 2013: $15,099,0502013Assets 2014: $17,275,899Liabilities 2014: $0Net Assets 2014: $17,275,8992014Assets 2015: $15,111,382Liabilities 2015: $0Net Assets 2015: $15,111,3822015Assets 2016: $11,049,843Liabilities 2016: $25Net Assets 2016: $11,049,8182016Assets 2017: $48,600,301Liabilities 2017: $25Net Assets 2017: $48,600,2762017Assets 2018: $99,027,845Liabilities 2018: $25Net Assets 2018: $99,027,8202018Assets 2019: $107,116,206Liabilities 2019: $25Net Assets 2019: $107,116,1812019Assets 2020: $93,599,837Liabilities 2020: $25Net Assets 2020: $93,599,8122020Assets 2021: $91,058,687Liabilities 2021: $25Net Assets 2021: $91,058,6622021Assets 2022: $88,673,363Liabilities 2022: $25Net Assets 2022: $88,673,3382022Assets 2023: $86,508,310Liabilities 2023: $25Net Assets 2023: $86,508,2852023Assets 2024: $81,855,661Liabilities 2024: $25Net Assets 2024: $81,855,6362024

Highlighted filing

2016

Assets$11,049,843
Liabilities$25
Net Assets$11,049,818
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2012: $16,100,191Expenses 2012: $1,000,000Net Income 2012: $15,100,1912012Revenue 2013: $2,000,050Expenses 2013: $2,001,191Net Income 2013: -$1,1412013Revenue 2014: $3,677,286Expenses 2014: $1,500,437Net Income 2014: $2,176,8492014Revenue 2015: $6,257,830Expenses 2015: $8,422,347Net Income 2015: -$2,164,5172015Revenue 2016: $2,493,551Expenses 2016: $6,555,115Net Income 2016: -$4,061,5642016Revenue 2017: $42,621,730Expenses 2017: $5,071,272Net Income 2017: $37,550,4582017Revenue 2018: $65,938,227Expenses 2018: $14,986,422Net Income 2018: $50,951,8052018Revenue 2019: $11,020,299Expenses 2019: $2,931,938Net Income 2019: $8,088,3612019Revenue 2020: -$10,700,523Expenses 2020: $2,814,372Net Income 2020: -$13,514,8952020Revenue 2021: -$1,088,700Expenses 2021: $1,450,621Net Income 2021: -$2,539,3212021Revenue 2022: $2,261,305Expenses 2022: $4,644,480Net Income 2022: -$2,383,1752022Revenue 2023: $5,239,672Expenses 2023: $7,404,068Net Income 2023: -$2,164,3962023Revenue 2024: $7,946,875Expenses 2024: $12,596,077Net Income 2024: -$4,649,2022024

Highlighted filing

2016

Revenue$2,493,551
Expenses$6,555,115
Net Income-$4,061,564
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M SILVERPresident & Treasurer-$0--
B SILVERVice President-$0--
JAY D WAXENBERGSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bms Family Foundation
EIN
46-1082072
Phone
5163336881
Address
125 JERICHO TURNPIKE NO 300, JERICHO, NY 11753

Signing Officer

Name
M Silver
Title
Foundation Manager
Phone
5163336881
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
KWM CPA'S LLP
Address
125 JERICHO TURNPIKE - STE 300, JERICHO, NY 11753
Preparer
Paul a Moeller
Phone
5163336881
Raw XML Appendix324 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0EXPLANATION CONCERNING PART VII-A, LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISTRIBUTION TO DONOR ADVISED FUND
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION MADE A $6,500,000 GIFT TO FIDELITY CHARITABLE GIVING FUND, A QUALIFIED 501(C)(3) CHARITABLE ORGANIZATION OVER WHICH MR. SILVER AND MRS. SILVER (DISQUALIFIED PERSONS) HAVE ADVISORY PRIVILEGES. THE DISTRIBUTION HAS BEEN CLASSIFIED AS A QUALIFYING DISTRIBUTION SINCE IT IS UNDERSTOOD AND FULLY INTENDED THAT DISTRIBUTIONS FROM THE FIDELITY CHARITABLE GIVING TRUST BE MADE ONLY TO ORGANIZATIONS DESCRIBED IN SECTION 170(C)(2)(B).
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010928588
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MCI LTD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M SILVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1B SILVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAY D WAXENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0125 JERICHO TURNPIKE - STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1125 JERICHO TURNPIKE - STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O PROSKAUER - 11 TIMES SQUARE
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL A MOELLER
ReturnHeader/ReturnTs02017-05-12T10:11:12-05:00
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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,049,843
Liabilities
$25
Net assets
$11,049,818
Revenue
$2,493,551
Expenses
$6,555,115
Net income
-$4,061,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$81.9$0.00$81.9$7.95$12.6$4.65
2023Detailed filing. Detailed filing data is available for this year.$86.5$0.00$86.5$5.24$7.40$2.16
2022Detailed filing. Detailed filing data is available for this year.$88.7$0.00$88.7$2.26$4.64$2.38
2021Detailed filing. Detailed filing data is available for this year.$91.1$0.00$91.1$1.09$1.45$2.54
2020Detailed filing. Detailed filing data is available for this year.$93.6$0.00$93.6$10.7$2.81$13.5
2019Detailed filing. Detailed filing data is available for this year.$107$0.00$107$11.0$2.93$8.09
2018Detailed filing. Detailed filing data is available for this year.$99.0$0.00$99.0$65.9$15.0$51.0
2017Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$42.6$5.07$37.6
2016Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$2.49$6.56$4.06
2015Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$6.26$8.42$2.16
2014Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$3.68$1.50$2.18
2013Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$2.00$2.00$0.00
2012Summary only. Only limited summary data is available for this year.$15.1$0.00$16.1$1.00$15.1