Civic Intelligence

Bn Maltz Foundation C/O MM Maltz

990PF • Fiscal year 2023 • EIN 95-3952641

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 15, 2024

Organization Profile

Refreshing map…

9350 Wilshire Blvd 302Beverly Hills, CA 90212

(310) 888-6080

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

61st percentile

9.9%

Higher net margin than 61% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

150%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$2,362,942

Flat from 2023

Net Assets

$2,362,942

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin61st percentile

Revenue

Flat

$170,213

Flat from 2023

Expenses

Flat

$153,391

Flat from 2023

Net Income

Flat

$16,822

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $249,580Liabilities 2011: $02011Assets 2012: $221,682Liabilities 2012: $02012Assets 2013: $215,989Liabilities 2013: $02013Assets 2014: $227,463Liabilities 2014: $0Net Assets 2014: $227,4632014Assets 2015: $332,923Liabilities 2015: $0Net Assets 2015: $332,9232015Assets 2016: $323,261Liabilities 2016: $0Net Assets 2016: $323,2612016Assets 2017: $209,303Liabilities 2017: $0Net Assets 2017: $209,3032017Assets 2018: $275,435Liabilities 2018: $0Net Assets 2018: $275,4352018Assets 2019: $371,177Liabilities 2019: $0Net Assets 2019: $371,1772019Assets 2020: $467,417Liabilities 2020: $0Net Assets 2020: $467,4172020Assets 2021: $2,330,953Liabilities 2021: $0Net Assets 2021: $2,330,9532021Assets 2022: $2,346,120Liabilities 2022: $0Net Assets 2022: $2,346,1202022Assets 2023: $2,362,942Liabilities 2023: $0Net Assets 2023: $2,362,9422023Assets 2023: $2,362,942Liabilities 2023: $12023Assets 2024: $3,956,601Liabilities 2024: $0Net Assets 2024: $3,956,6012024

Highlighted filing

2023

Assets$2,362,942
Liabilities$0
Net Assets$2,362,942
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $44,013Expenses 2011: $180,850Net Income 2011: -$136,8372011Revenue 2012: $77,820Expenses 2012: $105,718Net Income 2012: -$27,8982012Revenue 2013: $117,408Expenses 2013: $123,101Net Income 2013: -$5,6932013Revenue 2014: $67,029Expenses 2014: $55,555Net Income 2014: $11,4742014Revenue 2015: $329,660Expenses 2015: $224,200Net Income 2015: $105,4602015Revenue 2016: $181,830Expenses 2016: $2,618,584Net Income 2016: -$2,436,7542016Revenue 2017: $103,698Expenses 2017: $217,656Net Income 2017: -$113,9582017Revenue 2018: $113,152Expenses 2018: $47,020Net Income 2018: $66,1322018Revenue 2019: $120,866Expenses 2019: $25,124Net Income 2019: $95,7422019Revenue 2020: $124,140Expenses 2020: $27,900Net Income 2020: $96,2402020Revenue 2021: $1,883,022Expenses 2021: $19,486Net Income 2021: $1,863,5362021Revenue 2022: $68,199Expenses 2022: $53,032Net Income 2022: $15,1672022Revenue 2023: $170,213Expenses 2023: $153,391Net Income 2023: $16,8222023Revenue 2023: $170,213Expenses 2023: $153,391Net Income 2023: $16,8222023Revenue 2024: $1,837,631Expenses 2024: $243,972Net Income 2024: $1,593,6592024

Highlighted filing

2023

Revenue$170,213
Expenses$153,391
Net Income$16,822
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL GOLDSMITHPresident-$0--
BRIAN GOLDSMITHVice President/Secretary/CFO-$0--
Filing and Contact Details

Filer

Filer Name
Bn Maltz Foundation
EIN
95-3952641
In Care Of
% HCVT LLP
Phone
3108886080
Address
9350 WILSHIRE BLVD 302, BEVERLY HILLS, CA 90212

Signing Officer

Name
Russell Goldsmith
Title
President
Phone
8053748555
Signed
2024-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Greggory J Hutchins
Phone
8053748555
Raw XML Appendix309 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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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02343
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TaxesSchedule/TaxesDetail/Amt150
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TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010891
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ReturnHeader/Filer/PhoneNum03108886080
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ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091361
ReturnHeader/PreparerPersonGrp/PhoneNum08053748555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGGORY J HUTCHINS
ReturnHeader/ReturnTs02024-04-17T15:10:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RUSSELL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDSMITH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,362,942
Liabilities
$0
Net assets
$2,362,942
Revenue
$170,213
Expenses
$153,391
Net income
$16,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$1.84$0.24$1.59
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.17$0.15$0.02
2023Summary only. Only limited summary data is available for this year.$2.36$0.00$0.17$0.15$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.07$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.88$0.02$1.86
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.12$0.03$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.12$0.03$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.11$0.05$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.10$0.22$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.18$2.62$2.44
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.33$0.22$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.07$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.12$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.08$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.04$0.18$0.14