Civic Intelligence

Milton W Arnold & Josephine Shore Foundation

990PF • Fiscal year 2019 • EIN 65-1062582

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 07, 2020

Organization Profile
PO Box 386Palm Beach, FL 33480

(561) 204-4423

Siviq Scores

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

Liabilities / Assets

89th percentile

0.36x

Higher debt load relative to assets than 89% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

7.91x

Higher debt load relative to revenue than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-260%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

58th percentile

4.7%

Faster asset growth than 58% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$102,320

Up $4,584 (+4.7%) from 2018

Net Assets

Down

$65,711

Down $12,013 (-15%) from 2018

Liabilities

Up

$36,609

Up $16,597 (+83%) from 2018

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin4th percentile

Revenue

Up

$4,628

Up $850 (+22%) from 2018

Expenses

Down

$16,641

Down $19,106 (-53%) from 2018

Net Income

Up

-$12,013

Up $19,956 (+62%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2010: $231,357Liabilities 2010: $0Net Assets 2010: $231,3572010Assets 2011: $228,579Liabilities 2011: $0Net Assets 2011: $228,5792011Assets 2013: $207,586Liabilities 2013: $02013Assets 2014: $203,816Liabilities 2014: $5,3822014Assets 2016: $215,388Liabilities 2016: $43,526Net Assets 2016: $171,8622016Assets 2017: $133,981Liabilities 2017: $24,288Net Assets 2017: $109,6932017Assets 2018: $97,736Liabilities 2018: $20,012Net Assets 2018: $77,7242018Assets 2019: $102,320Liabilities 2019: $36,609Net Assets 2019: $65,7112019Assets 2020: $60,680Liabilities 2020: $1,846Net Assets 2020: $58,8342020Assets 2021: $49,558Liabilities 2021: $1,428Net Assets 2021: $48,1302021Assets 2022: $13,553Liabilities 2022: $0Net Assets 2022: $13,5532022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2019

Assets$102,320
Liabilities$36,609
Net Assets$65,711
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $20,0902010Expenses 2011: $14,4442011Revenue 2013: $8,452Expenses 2013: $16,421Net Income 2013: -$7,9692013Revenue 2014: $13,031Expenses 2014: $22,183Net Income 2014: -$9,1522014Revenue 2016: $5,899Expenses 2016: $25,341Net Income 2016: -$19,4422016Revenue 2017: $6,679Expenses 2017: $67,870Net Income 2017: -$61,1912017Revenue 2018: $3,778Expenses 2018: $35,747Net Income 2018: -$31,9692018Revenue 2019: $4,628Expenses 2019: $16,641Net Income 2019: -$12,0132019Revenue 2020: $7,995Expenses 2020: $8,177Net Income 2020: -$1822020Revenue 2021: $4,942Expenses 2021: $15,644Net Income 2021: -$10,7022021Revenue 2022: $4,394Expenses 2022: $38,784Net Income 2022: -$34,3902022Revenue 2023: $9Expenses 2023: $13,562Net Income 2023: -$13,5532023

Highlighted filing

2019

Revenue$4,628
Expenses$16,641
Net Income-$12,013
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSPHINE SHOREManagerPT$0--
MARTHANN ZMISTOWSKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Milton Arnold & Josephine Shore Fd
EIN
65-1062582
Phone
5612044423
Address
PO BOX 386, PALM BEACH, FL 33480

Signing Officer

Name
Josphine Shore
Title
Manager
Phone
5613195647
Signed
2020-08-07

Preparer

Firm
Mcgill Roselli Ayala & Hoppmann Pa
Address
2135 SOUTH CONGRESS AVE SUITE 1C, WEST PALM BEACH, FL 33406
Preparer
Vega D Girodo
Phone
5619685455
Raw XML Appendix272 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0759
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2354
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32138
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56300
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt020012
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt036609
TaxesSchedule/TaxesDetail/Amt044
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt044
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSPHINE SHORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05613195647
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON ARNOLD & JOSEPHINE SHORE FD
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0651062582
ReturnHeader/Filer/PhoneNum05612044423
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 386
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591986869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGILL ROSELLI AYALA & HOPPMANN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02135 SOUTH CONGRESS AVE SUITE 1C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033406
ReturnHeader/PreparerPersonGrp/PhoneNum05619685455
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VEGA D GIRODO
ReturnHeader/ReturnTs02020-08-12T08:09:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,320
Liabilities
$36,609
Net assets
$65,711
Revenue
$4,628
Expenses
$16,641
Net income
-$12,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.04$0.39$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.48$0.05$0.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.02$0.59$0.08$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.37$0.66$0.05$0.17$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.20$0.78$0.04$0.36$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.24$1.10$0.07$0.68$0.61
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.44$1.72$0.06$0.25$0.19
2014Summary only. Only limited summary data is available for this year.$2.04$0.05$0.13$0.22$0.09
2013Summary only. Only limited summary data is available for this year.$2.08$0.00$0.08$0.16$0.08
2011Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.20