Civic Intelligence

Milton W Arnold & Josephine Shore Foundation

990PF • Fiscal year 2017 • EIN 65-1062582

Jan 01, 2017 to Dec 31, 2017 • Filed on Jan 07, 2020

Organization Profile
PO Box 623Palm Beach, FL 33480

(561) 204-4423

Siviq Scores

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

Liabilities / Assets

84th percentile

0.18x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

3.64x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-916%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

90th percentile

$34,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 509.1% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$133,981

Down $81,407 (-38%) from 2016

Net Assets

Down

$109,693

Down $62,169 (-36%) from 2016

Liabilities

Down

$24,288

Down $19,238 (-44%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Up

$6,679

Up $780 (+13%) from 2016

Expenses

Up

$67,870

Up $42,529 (+168%) from 2016

Net Income

Down

-$61,191

Down $41,749 (-215%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2017

Assets$133,981
Liabilities$24,288
Net Assets$109,693
Open 2017 Filing

Operations Trend

Revenue Growth67th 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

2017

Revenue$6,679
Expenses$67,870
Net Income-$61,191
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jan 7, 2020
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSPHINE SHORETrusteePT$34,000-$34,000
CARL DAVID WARGOTrustee-$0--
MARTHANN ZMISTOWSKITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Milton W Arnold & Josephine
EIN
65-1062582
Phone
5612044423
Address
PO BOX 623, PALM BEACH, FL 33480

Signing Officer

Name
Josphine Shore
Title
Trustee
Phone
5612044423
Signed
2020-01-07
Discuss with paid preparer
Yes

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 Appendix318 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/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/AppliedToCurrentYearAmt08559
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07261
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06815
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06815
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061119
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04998
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07261
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05140
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044737
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036178
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt067934
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031756
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt03348
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt12028
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt22415
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COMPUTER
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2COMPUTER
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt03348
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt12028
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt22415
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0100
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1100
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2100
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0978
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TAX DIFFERENCE STOCK SALE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DONATED SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SHIPPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6STORAGE DONATED SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7BROKERAGE MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05230
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt186
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt28270
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3456
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt286
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3519
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5456
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6150
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt043526
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt024288
TaxesSchedule/TaxesDetail/Amt01464
TaxesSchedule/TaxesDetail/Amt137
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01464
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt137
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSPHINE SHORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05612044423
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON W ARNOLD & JOSEPHINE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SHORE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0651062582
ReturnHeader/Filer/PhoneNum05612044423
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 623
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/PreparationDt02020-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VEGA D GIRODO
ReturnHeader/ReturnTs02020-01-07T11:53:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,981
Liabilities
$24,288
Net assets
$109,693
Revenue
$6,679
Expenses
$67,870
Net income
-$61,191
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