Civic Intelligence

The Phyllis Margolius Family Foundation Inc

EIN 46-5660420 • Washington, DC

4301 Military Road NW 710Washington, DC 20015
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

3.2%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$342,655

Up $10,631 (+3.2%) from 2023

Liabilities

Down

$0

Down $663 (-100%) from 2023

Net Assets

Up

$342,655

Up $11,294 (+3.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin71st percentile

Revenue

Up

$69,291

Up $11,908 (+21%) from 2023

Expenses

Up

$57,997

Up $15,521 (+37%) from 2023

Net Income

Down

$11,294

Down $3,613 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2014: $183,945Liabilities 2014: $02014Assets 2015: $217,090Liabilities 2015: $0Net Assets 2015: $217,0902015Assets 2016: $271,809Liabilities 2016: $0Net Assets 2016: $271,8092016Assets 2017: $371,938Liabilities 2017: $0Net Assets 2017: $371,9382017Assets 2018: $372,036Liabilities 2018: $0Net Assets 2018: $372,0362018Assets 2019: $352,855Liabilities 2019: $0Net Assets 2019: $352,8552019Assets 2020: $314,749Liabilities 2020: $0Net Assets 2020: $314,7492020Assets 2021: $329,205Liabilities 2021: $0Net Assets 2021: $329,2052021Assets 2022: $316,454Liabilities 2022: $0Net Assets 2022: $316,4542022Assets 2023: $332,024Liabilities 2023: $663Net Assets 2023: $331,3612023Assets 2024: $342,655Liabilities 2024: $0Net Assets 2024: $342,6552024

Highlighted filing

2024

Assets$342,655
Liabilities$0
Net Assets$342,655
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2014: $184,905Expenses 2014: $960Net Income 2014: $183,9452014Revenue 2015: $67,652Expenses 2015: $34,507Net Income 2015: $33,1452015Revenue 2016: $76,962Expenses 2016: $22,243Net Income 2016: $54,7192016Revenue 2017: $117,317Expenses 2017: $17,188Net Income 2017: $100,1292017Revenue 2018: $106,813Expenses 2018: $106,715Net Income 2018: $982018Revenue 2019: $73,203Expenses 2019: $92,384Net Income 2019: -$19,1812019Revenue 2020: $9,050Expenses 2020: $47,156Net Income 2020: -$38,1062020Revenue 2021: $21,748Expenses 2021: $7,292Net Income 2021: $14,4562021Revenue 2022: $28,006Expenses 2022: $40,757Net Income 2022: -$12,7512022Revenue 2023: $57,383Expenses 2023: $42,476Net Income 2023: $14,9072023Revenue 2024: $69,291Expenses 2024: $57,997Net Income 2024: $11,2942024

Highlighted filing

2024

Revenue$69,291
Expenses$57,997
Net Income$11,294
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$342,655
Liabilities
$0
Net assets
$342,655
Revenue
$69,291
Expenses
$57,997
Net income
$11,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.69$0.58$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.01$3.31$0.57$0.42$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.28$0.41$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.22$0.07$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.09$0.47$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.73$0.92$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$1.07$1.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$1.17$0.17$1.00
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.77$0.22$0.55
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.68$0.35$0.33
2014Summary only. Only limited summary data is available for this year.$1.84$0.00$1.85$0.01$1.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP N MARGOLIUSPresident-$0--
KENNETH MARGOLIUSSecretary - Treasurer-$0--
DAVID MARGOLIUSVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Phyllis Margolius Family
EIN
46-5660420
Phone
2023326600
Address
4301 MILITARY ROAD NW 710, WASHINGTON, DC 20015

Signing Officer

Name
Philip N Margolius
Title
President
Phone
2023326600
Signed
2025-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Grossberg Company Llp
Address
6500 ROCK SPRING DRIVE SUITE 200, BETHESDA, MD 20817
Preparer
Franklin a Steinko Iii
Phone
3015711900
Raw XML Appendix351 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/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt039 WEST MONTGOMERY AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCKVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020850
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PHILIP N MARGOLIUS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02023326600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.PHYLLISMARGOLIUS.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER, WEBSITE APPLICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PHILIP MARGOLIUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02023326600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt039 WEST MONTGOMERY AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ROCKVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd020850
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3) FOR PUBLIC CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PHILIP N MARGOLIUS
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt019548
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt069368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt069368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt077913
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025353
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052462
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032914
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0147281
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114367
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PHILIP N MARGOLIUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04301 MILITARY ROAD 710
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020015
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE AND SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ASSET MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0403
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2236
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13808
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0403
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13808
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2236
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0663
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt044000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt044000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0102
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0102
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP N MARGOLIUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02023326600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHYLLIS MARGOLIUS FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0465660420
ReturnHeader/Filer/PhoneNum02023326600
ReturnHeader/Filer/USAddress/AddressLine1Txt04301 MILITARY ROAD NW 710
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520807134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSSBERG COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06500 ROCK SPRING DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020817
ReturnHeader/PreparerPersonGrp/PhoneNum03015711900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANKLIN A STEINKO III
ReturnHeader/ReturnTs02025-09-08T17:23:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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