Civic Intelligence

Bruce and Marsha Moskowitz Foundation Inc.

990 • Fiscal year 2014 • EIN 54-2079811

Apr 01, 2013 to Mar 31, 2014 • Filed on Nov 10, 2014

Organization ProfileN/A
223 Sunset Avenue No 20033480

(561) 655-5855

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-6.1%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,915,740

Up $71,649 (+3.9%) from 2013

Net Assets

$1,915,740

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $110,017 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin87th percentile

Revenue

Down

$502,310

Down $32,734 (-6.1%) from 2013

Expenses

Up

$320,644

Up $2,179 (+0.7%) from 2013

Net Income

Down

$181,666

Down $34,913 (-16%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $1,517,494Liabilities 2012: $0Net Assets 2012: $1,517,4942012Assets 2013: $1,844,091Liabilities 2013: $110,0172013Assets 2014: $1,915,740Liabilities 2014: $0Net Assets 2014: $1,915,7402014Assets 2015: $2,514,915Liabilities 2015: $0Net Assets 2015: $2,514,9152015Assets 2016: $2,976,892Liabilities 2016: $0Net Assets 2016: $2,976,8922016Assets 2017: $3,403,863Liabilities 2017: $0Net Assets 2017: $3,403,8632017Assets 2018: $3,715,141Liabilities 2018: $0Net Assets 2018: $3,715,1412018Assets 2019: $3,842,535Liabilities 2019: $0Net Assets 2019: $3,842,5352019Assets 2020: $3,788,865Liabilities 2020: $0Net Assets 2020: $3,788,8652020Assets 2021: $4,599,537Liabilities 2021: $0Net Assets 2021: $4,599,5372021Assets 2022: $5,256,886Liabilities 2022: $0Net Assets 2022: $5,256,8862022Assets 2023: $4,756,405Liabilities 2023: $0Net Assets 2023: $4,756,4052023Assets 2024: $5,586,948Liabilities 2024: $0Net Assets 2024: $5,586,9482024Assets 2025: $6,013,246Liabilities 2025: $0Net Assets 2025: $6,013,2462025

Highlighted filing

2014

Assets$1,915,740
Liabilities$0
Net Assets$1,915,740
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $385,710Expenses 2012: $164,715Net Income 2012: $220,9952012Revenue 2013: $535,044Expenses 2013: $318,465Net Income 2013: $216,5792013Revenue 2014: $502,310Expenses 2014: $320,644Net Income 2014: $181,6662014Revenue 2015: $857,918Expenses 2015: $258,743Net Income 2015: $599,1752015Revenue 2016: $661,613Expenses 2016: $199,636Net Income 2016: $461,9772016Revenue 2017: $447,399Expenses 2017: $235,014Net Income 2017: $212,3852017Revenue 2018: $482,473Expenses 2018: $234,000Net Income 2018: $248,4732018Revenue 2019: $309,885Expenses 2019: $316,742Net Income 2019: -$6,8572019Revenue 2020: $309,102Expenses 2020: $273,178Net Income 2020: $35,9242020Revenue 2021: $394,321Expenses 2021: $329,912Net Income 2021: $64,4092021Revenue 2022: $516,127Expenses 2022: $208,011Net Income 2022: $308,1162022Revenue 2023: $312,403Expenses 2023: $503,726Net Income 2023: -$191,3232023Revenue 2024: $479,953Expenses 2024: $284,675Net Income 2024: $195,2782024Revenue 2025: $522,750Expenses 2025: $332,218Net Income 2025: $190,5322025

Highlighted filing

2014

Revenue$502,310
Expenses$320,644
Net Income$181,666
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$777,523
Mission and Program Overview

Mission

The foundation provides grants to qualified organizations that improve patient safety and the quality of healthcare. It does not participate in any direct charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,734,074$1,915,740▲ $181,666
Investments Other Securities$1,603,593$1,456,593▼ $147,000
Investments in Publicly Traded Securities$240,498$338,448▲ $97,950
Other Notes and Loans Receivable, Net$0$73,089▲ $73,089
Cash and Non-Interest-Bearing Accounts$0$47,610▲ $47,610
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,844,091$1,915,740▲ $71,649
Liabilities
Other Liabilities$110,017--
Total Liabilities$110,017$0▼ $110,017
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,734,074$1,915,740▲ $181,666
Total Liabilities and Net Assets / Fund Balance$1,844,091$1,915,740▲ $71,649

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$100,000--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Dr Bruce MoskowitzPresident/treasurer
Marsha MoskowitzVice President
Sidney KohlSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$465,100
Program Service Revenue
$0
Investment Income
$37,149
Other Revenue
$61
All Other Contributions
$465,100
Change in Net Assets
$181,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$235,000
Other Expenses$85,644
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$235,000--$235,000
Advertising-$34,812-$34,812
Fees for Services Legal-$27,232-$27,232
Fees for Services Accounting-$23,600-$23,600
Total Functional Expenses$235,000$85,644$0$320,644
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
20-0479713-501(c)3Support Research of Biomedical Devices$185,000
16-0743209-501(c)3Support School of Medicine, Cardiology Medical Device Registry$25,000
13-4178911-501(c)3Promoting Excellence in Health Care$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Dr. Bruce moskowitz and marsha moskowitz are married to each other.”

Form 990, Part VI, Section A, Line 8A

“The three members of the board work together closely. Formal actions are limited.”

Form 990, Part VI, Section A, Line 8B

“THERE ARE NO COMMITTEES.”

Form 990, Part VI, Section B, Line 11

“Each member of the board is given a copy of form 990 prior to filing the return. Any questions or issues are resolved prior to filing the return.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, form 990 and financial statements available to the public upon request at the organization's cpa office.”

Filing and Contact Details

Filer

EIN
54-2079811
Phone
5616555855

Signing Officer

Name
Dr Bruce W Moskowitz Md
Title
President/treasurer
Phone
5616555855
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce W Moskowitz Md
Formed
2002
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Preparer
Richard Rampell
Phone
5616555855
Raw XML Appendix363 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROMOTING EXCELLENCE IN HEALTH CARE
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCode119102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode210016
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED TO SMALL NUMBER OF ORGANIZATIONS KNOWN BY THE FOUNDATION. NO FORMAL PROCESS IS USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I; QUESTION 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DR. BRUCE MOSKOWITZ AND MARSHA MOSKOWITZ ARE MARRIED TO EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE THREE MEMBERS OF THE BOARD WORK TOGETHER CLOSELY. FORMAL ACTIONS ARE LIMITED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER OF THE BOARD IS GIVEN A COPY OF FORM 990 PRIOR TO FILING THE RETURN. ANY QUESTIONS OR ISSUES ARE RESOLVED PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S CPA OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01844091
IRS990/TotalAssetsEOYAmt01915740
IRS990/TotalAssetsGrp/BOYAmt01844091
IRS990/TotalAssetsGrp/EOYAmt01915740
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0465100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085644
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0320644
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0110017
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0110017
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01734074
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01915740
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0235000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt037210
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0502310
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01844091
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01915740
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10255 LIST ROAD FL 33480
IRS990/USAddress/City0PALM BEACH
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode033480
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR BRUCE W MOSKOWITZ MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05616555855
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10BRUCE AND MARSHA MOSKOWITZ FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20INC C/O RICHARD RAMPELL
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0542079811
ReturnHeader/Filer/PhoneNum05616555855
ReturnHeader/Filer/USAddress/AddressLine10223 SUNSET AVENUE NO 200
ReturnHeader/Filer/USAddress/City0PALM BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591765873
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RAMPELL & RAMPELL PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10223 SUNSET AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0334803917
ReturnHeader/PreparerPersonGrp/PhoneNum05616555855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RAMPELL
ReturnHeader/ReturnTs02014-11-10T11:34:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,915,740
Liabilities
$0
Net assets
$1,915,740
Revenue
$502,310
Expenses
$320,644
Net income
$181,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.52$0.33$0.19
2024Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.48$0.28$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.31$0.50$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.52$0.21$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.39$0.33$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.31$0.27$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.31$0.32$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.48$0.23$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.45$0.24$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.66$0.20$0.46
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.86$0.26$0.60
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.50$0.32$0.18
2013Summary only. Only limited summary data is available for this year.$1.84$0.11$0.54$0.32$0.22
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.39$0.16$0.22