Civic Intelligence

Samuel Burtoff MD Foundation Inc

990PF • Fiscal year 2020 • EIN 65-0303365

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 22, 2020

Organization Profile
5610 Wisconsin AvenueChevy Chase, MD 20815

(954) 567-9594

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

32nd percentile

-8.6%

Higher net margin than 32% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$391,352

Down $3,664 (-0.9%) from 2019

Net Assets

Down

$391,352

Down $3,664 (-0.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin32nd percentile

Revenue

Up

$42,854

Up $10,368 (+32%) from 2019

Expenses

Down

$46,518

Down $13,284 (-22%) from 2019

Net Income

Up

-$3,664

Up $23,652 (+87%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$800K$600K$400K$200K$0Assets 2012: $651,590Liabilities 2012: $0Net Assets 2012: $651,5902012Assets 2013: $625,770Liabilities 2013: $0Net Assets 2013: $625,7702013Assets 2014: $600,328Liabilities 2014: $0Net Assets 2014: $600,3282014Assets 2015: $571,959Liabilities 2015: $0Net Assets 2015: $571,9592015Assets 2016: $545,985Liabilities 2016: $0Net Assets 2016: $545,9852016Assets 2017: $498,951Liabilities 2017: $0Net Assets 2017: $498,9512017Assets 2018: $422,332Liabilities 2018: $0Net Assets 2018: $422,3322018Assets 2019: $395,016Liabilities 2019: $0Net Assets 2019: $395,0162019Assets 2020: $391,352Liabilities 2020: $0Net Assets 2020: $391,3522020Assets 2021: $449,625Liabilities 2021: $0Net Assets 2021: $449,6252021Assets 2022: $396,561Liabilities 2022: $0Net Assets 2022: $396,5612022Assets 2023: $328,459Liabilities 2023: $0Net Assets 2023: $328,4592023Assets 2024: $326,975Liabilities 2024: $0Net Assets 2024: $326,9752024Assets 2025: $317,005Liabilities 2025: $0Net Assets 2025: $317,0052025

Highlighted filing

2020

Assets$391,352
Liabilities$0
Net Assets$391,352
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$100K$0-$100KExpenses 2012: $18,1282012Expenses 2013: $48,2532013Revenue 2014: $25,632Expenses 2014: $51,074Net Income 2014: -$25,4422014Revenue 2015: $46,554Expenses 2015: $74,923Net Income 2015: -$28,3692015Revenue 2016: $81,868Expenses 2016: $107,842Net Income 2016: -$25,9742016Revenue 2017: $56,561Expenses 2017: $103,595Net Income 2017: -$47,0342017Revenue 2018: $3,903Expenses 2018: $80,522Net Income 2018: -$76,6192018Revenue 2019: $32,486Expenses 2019: $59,802Net Income 2019: -$27,3162019Revenue 2020: $42,854Expenses 2020: $46,518Net Income 2020: -$3,6642020Revenue 2021: $25,240Expenses 2021: $17,297Net Income 2021: $7,9432021Revenue 2022: $99,346Expenses 2022: $152,410Net Income 2022: -$53,0642022Revenue 2023: $43,630Expenses 2023: $111,732Net Income 2023: -$68,1022023Revenue 2024: $118,479Expenses 2024: $119,963Net Income 2024: -$1,4842024Revenue 2025: $96,709Expenses 2025: $107,547Net Income 2025: -$10,8382025

Highlighted filing

2020

Revenue$42,854
Expenses$46,518
Net Income-$3,664
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE M BURTOFFPresident-$0--
Filing and Contact Details

Filer

Filer Name
Samuel Burtoff Md Foundation Inc
EIN
65-0303365
Phone
9545679594
Address
5610 WISCONSIN AVENUE, Chevy Chase, MD 20815

Signing Officer

Name
Constance M Burtoff
Title
President
Phone
9545679594
Signed
2020-09-22
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
12 NE 24 AVE, POMPANO BEACH, FL 33062
Preparer
Diane Ciciolla
Phone
9547810812
Raw XML Appendix298 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401541
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040489
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/AppliedToCurrentYearAmt040489
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt039283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041311
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037761
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03550
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040489
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047545
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt085306
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0GUNSTER
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01842
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOOKKEEPING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1STATE ANNUAL REPORT FILING
TaxesSchedule/TaxesDetail/Amt0336
TaxesSchedule/TaxesDetail/Amt1182
TaxesSchedule/TaxesDetail/Amt2640
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1DEPARTMENT OF THE TREASURY TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt2DEPARTMENT OF THE TREASURY ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0336
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1182
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2640
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CONSTANCE M BURTOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09545679594
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL BURTOFF MD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0650303365
ReturnHeader/Filer/PhoneNum09545679594
ReturnHeader/Filer/USAddress/AddressLine1Txt05610 WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0Chevy Chase
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020815
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09FE3F797CA5F655D9ED3675845F49EA6D7B1C60F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09FE3F797CA5F655D9ED3675845F49EA6D7B1C60F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.125.153.133
ReturnHeader/FilingSecurityInformation/IPDt02020-10-12
ReturnHeader/FilingSecurityInformation/IPTm013:30:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 NE 24 AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POMPANO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033062
ReturnHeader/PreparerPersonGrp/PhoneNum09547810812
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane Ciciolla
ReturnHeader/ReturnTs02020-10-12T18:18:13Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$391,352
Liabilities
$0
Net assets
$391,352
Revenue
$42,854
Expenses
$46,518
Net income
-$3,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.97$1.08$0.11
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.18$1.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.44$1.12$0.68
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.99$1.52$0.53
2021Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.25$0.17$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.43$0.47$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.32$0.60$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.04$0.81$0.77
2017Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.57$1.04$0.47
2016Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.82$1.08$0.26
2015Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.47$0.75$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.26$0.51$0.25
2013Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.48
2012Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.18