Civic Intelligence

The Joseph & Bernice Margolin Foundation

EIN 76-0463240 • Houston, TX

5620 S Rice AvenueHouston, TX 77081
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

11th percentile

-106%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-6.9%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$294,652

Down $21,709 (-6.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$294,652

Down $21,709 (-6.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$20,323

Up $23,625 (+715%) from 2023

Expenses

Down

$41,878

Down $16,405 (-28%) from 2023

Net Income

Up

-$21,555

Up $40,030 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.0M$500K$0Assets 2011: $907,250Liabilities 2011: $02011Assets 2012: $858,607Liabilities 2012: $02012Assets 2013: $687,603Liabilities 2013: $02013Assets 2014: $566,997Liabilities 2014: $02014Assets 2015: $491,729Liabilities 2015: $02015Assets 2019: $379,277Liabilities 2019: $02019Assets 2020: $393,093Liabilities 2020: $1Net Assets 2020: $393,0932020Assets 2021: $398,585Liabilities 2021: $1Net Assets 2021: $398,5852021Assets 2022: $377,946Liabilities 2022: $1Net Assets 2022: $377,9462022Assets 2023: $316,361Liabilities 2023: $0Net Assets 2023: $316,3612023Assets 2024: $294,652Liabilities 2024: $0Net Assets 2024: $294,6522024

Highlighted filing

2024

Assets$294,652
Liabilities$0
Net Assets$294,652
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $21,338Expenses 2011: $96,925Net Income 2011: -$75,5872011Revenue 2012: $9,943Expenses 2012: $56,420Net Income 2012: -$46,4772012Revenue 2013: $30,726Expenses 2013: $203,905Net Income 2013: -$173,1792013Revenue 2014: $71,052Expenses 2014: $193,795Net Income 2014: -$122,7432014Revenue 2015: $107,267Expenses 2015: $181,275Net Income 2015: -$74,0082015Revenue 2019: $33,407Expenses 2019: $69,700Net Income 2019: -$36,2932019Revenue 2020: $14,499Expenses 2020: $25Net Income 2020: $14,4742020Revenue 2021: $51,185Expenses 2021: $44,880Net Income 2021: $6,3052021Revenue 2022: $32,268Expenses 2022: $52,200Net Income 2022: -$19,9322022Revenue 2023: -$3,302Expenses 2023: $58,283Net Income 2023: -$61,5852023Revenue 2024: $20,323Expenses 2024: $41,878Net Income 2024: -$21,5552024

Highlighted filing

2024

Revenue$20,323
Expenses$41,878
Net Income-$21,555
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$294,652
Liabilities
$0
Net assets
$294,652
Revenue
$20,323
Expenses
$41,878
Net income
-$21,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.20$0.42$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.03$0.58$0.62
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.32$0.52$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.51$0.45$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.14$0.00$0.14
2019Summary only. Only limited summary data is available for this year.$3.79$0.00$0.33$0.70$0.36
2015Summary only. Only limited summary data is available for this year.$4.92$0.00$1.07$1.81$0.74
2014Summary only. Only limited summary data is available for this year.$5.67$0.00$0.71$1.94$1.23
2013Summary only. Only limited summary data is available for this year.$6.88$0.00$0.31$2.04$1.73
2012Summary only. Only limited summary data is available for this year.$8.59$0.00$0.10$0.56$0.46
2011Summary only. Only limited summary data is available for this year.$9.07$0.00$0.21$0.97$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan MargolinTte As Needed-$0--
Filing and Contact Details

Filer

Filer Name
The Joseph & Bernice Margolin Foundation
EIN
76-0463240
Phone
7138718310
Address
5620 S Rice Avenue, Houston, TX 77081

Signing Officer

Name
Allan Margolin
Title
Trustee
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Dmw & Associates Pc
Address
3334 RICHMOND AVE STE 200, HOUSTON, TX 77098
Preparer
Eleanor Moore
Phone
7135282771
Raw XML Appendix263 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/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt050685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt050685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0123130
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033388
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023965
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041878
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024367
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0173815
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0149448
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0309507
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Securities/Equities
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0287948
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0381508
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0154
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Other decrease book/tax
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0226
TaxesSchedule/TaxesDetail/Amt0226
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0226
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0226
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Allan Margolin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Joseph & Bernice Margolin Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0760463240
ReturnHeader/Filer/PhoneNum07138718310
ReturnHeader/Filer/USAddress/AddressLine1Txt05620 S Rice Avenue
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077081
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271423418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DMW & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03334 RICHMOND AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077098
ReturnHeader/PreparerPersonGrp/PhoneNum07135282771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELEANOR MOORE
ReturnHeader/ReturnTs02025-10-15T16:19:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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