Civic Intelligence

The Edward & Iliana Blumberg

EIN 65-6332537 • Miami, FL

9441 Journeys End RoadMiami, FL 33156
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

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

64th percentile

4.3%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

7.4%

Faster revenue growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$708

Up $29 (+4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$708

Up $29 (+4.3%) from 2023

Revenue

Up

$29

Up $2 (+7.4%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Up

$29

Up $2 (+7.4%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $7,490Liabilities 2011: $02011Assets 2012: $7,817Liabilities 2012: $12012Assets 2013: $437Liabilities 2013: $02013Assets 2014: $552Liabilities 2014: $0Net Assets 2014: $5522014Assets 2015: $581Liabilities 2015: $0Net Assets 2015: $5812015Assets 2016: $507Liabilities 2016: $0Net Assets 2016: $5072016Assets 2017: $538Liabilities 2017: $0Net Assets 2017: $5382017Assets 2018: $556Liabilities 2018: $0Net Assets 2018: $5562018Assets 2019: $576Liabilities 2019: $0Net Assets 2019: $5762019Assets 2020: $599Liabilities 2020: $0Net Assets 2020: $5992020Assets 2021: $626Liabilities 2021: $0Net Assets 2021: $6262021Assets 2022: $652Liabilities 2022: $0Net Assets 2022: $6522022Assets 2023: $679Liabilities 2023: $0Net Assets 2023: $6792023Assets 2024: $708Liabilities 2024: $0Net Assets 2024: $7082024

Highlighted filing

2024

Assets$708
Liabilities$0
Net Assets$708

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $240Expenses 2011: $0Net Income 2011: $2402011Revenue 2012: $327Expenses 2012: $0Net Income 2012: $3272012Revenue 2013: $473Expenses 2013: $9,020Net Income 2013: -$8,5472013Revenue 2014: $23Expenses 2014: $12Net Income 2014: $112014Revenue 2015: $29Expenses 2015: $0Net Income 2015: $292015Revenue 2016: $19Expenses 2016: $0Net Income 2016: $192016Revenue 2017: $31Expenses 2017: $0Net Income 2017: $312017Revenue 2018: $18Expenses 2018: $0Net Income 2018: $182018Revenue 2019: $20Expenses 2019: $0Net Income 2019: $202019Revenue 2020: $23Expenses 2020: $0Net Income 2020: $232020Revenue 2021: $27Expenses 2021: $0Net Income 2021: $272021Revenue 2022: $26Expenses 2022: $0Net Income 2022: $262022Revenue 2023: $27Expenses 2023: $0Net Income 2023: $272023Revenue 2024: $29Expenses 2024: $0Net Income 2024: $292024

Highlighted filing

2024

Revenue$29
Expenses$0
Net Income$29

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 11, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD R BLUMBERGTrustee-$0--
ILIANA P BLUMBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Edward & Iliana Blumberg
EIN
65-6332537
Phone
3056674884
Address
9441 JOURNEYS END ROAD, MIAMI, FL 33156

Signing Officer

Name
Edward R Blumberg
Title
Trustee
Phone
3056674884
Signed
2025-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Ksdt & Co LLC
Address
9300 S DADELAND BLVD STE 600, MIAMI, FL 33156
Preparer
Danny Garcia CPA
Phone
3056703370
Raw XML Appendix180 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.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SDY
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt029
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0708
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0679
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0708
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt059
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt059
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt059
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt01206
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01141
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0679
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0708
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0679
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0708
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01206
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0679
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0708
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0679
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0708
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01203
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt065
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01138
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt059
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01185
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD R BLUMBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ILIANA P BLUMBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09441 JOURNEYS END ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19441 JOURNEYS END ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIAMI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIAMI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133156
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02023
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02022
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY3Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY4Yr02020
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EDWARD BLUMBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09441 JOURNEYS END ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIAMI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033156
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03056674884
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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/DistributableAsAdjustedAmt059
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0181
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0181
IRS990PF/UndistributedIncomeGrp/Taxable2Amt053
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0181
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt059
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD R BLUMBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03056674884
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDWARD & ILIANA BLUMBERG
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0656332537
ReturnHeader/Filer/PhoneNum03056674884
ReturnHeader/Filer/USAddress/AddressLine1Txt09441 JOURNEYS END ROAD
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033156
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260547877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSDT & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 S DADELAND BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033156
ReturnHeader/PreparerPersonGrp/PhoneNum03056703370
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANNY GARCIA CPA
ReturnHeader/ReturnTs02025-04-11T17:55:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.