Civic Intelligence

The David Joseph Foundation

990PF • Fiscal year 2018 • EIN 06-1565092

Nov 01, 2017 to Oct 31, 2018 • Filed on Jun 11, 2019

Organization Profile
1401 Ocean AveBrooklyn, NY 11230

(718) 951-6619

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.00x

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

36%

Higher net margin than 73% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Asset Growth

73rd percentile

5.3%

Faster asset growth than 73% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

23%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$343,722

Up $17,252 (+5.3%) from 2017

Net Assets

Up

$343,722

Up $17,252 (+5.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin73rd percentile

Revenue

Up

$47,690

Up $8,908 (+23%) from 2017

Expenses

Down

$30,438

Down $4,009 (-12%) from 2017

Net Income

Up

$17,252

Up $12,917 (+298%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $292,291Liabilities 2011: $02011Assets 2012: $284,570Liabilities 2012: $02012Assets 2013: $308,006Liabilities 2013: $02013Assets 2014: $301,264Liabilities 2014: $0Net Assets 2014: $301,2642014Assets 2015: $316,298Liabilities 2015: $02015Assets 2016: $313,433Liabilities 2016: $0Net Assets 2016: $313,4332016Assets 2017: $326,470Liabilities 2017: $0Net Assets 2017: $326,4702017Assets 2018: $343,722Liabilities 2018: $0Net Assets 2018: $343,7222018Assets 2019: $355,902Liabilities 2019: $0Net Assets 2019: $355,9022019Assets 2020: $358,378Liabilities 2020: $0Net Assets 2020: $358,3782020Assets 2021: $294,144Liabilities 2021: $0Net Assets 2021: $294,1442021Assets 2022: $288,768Liabilities 2022: $0Net Assets 2022: $288,7682022Assets 2023: $289,619Liabilities 2023: $0Net Assets 2023: $289,6192023Assets 2024: $295,877Liabilities 2024: $0Net Assets 2024: $295,8772024

Highlighted filing

2018

Assets$343,722
Liabilities$0
Net Assets$343,722
Open 2018 Filing

Operations Trend

Revenue Growth68th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $13,173Expenses 2011: $15,066Net Income 2011: -$1,8932011Revenue 2012: $14,922Expenses 2012: $22,643Net Income 2012: -$7,7212012Revenue 2013: $52,289Expenses 2013: $29,028Net Income 2013: $23,2612013Revenue 2014: $12Expenses 2014: $6,754Net Income 2014: -$6,7422014Revenue 2015: $32,357Expenses 2015: $32,261Net Income 2015: $962015Revenue 2016: $8,170Expenses 2016: $20,777Net Income 2016: -$12,6072016Revenue 2017: $38,782Expenses 2017: $34,447Net Income 2017: $4,3352017Revenue 2018: $47,690Expenses 2018: $30,438Net Income 2018: $17,2522018Revenue 2019: $40,319Expenses 2019: $28,139Net Income 2019: $12,1802019Revenue 2020: $45,234Expenses 2020: $34,686Net Income 2020: $10,5482020Revenue 2021: $18,094Expenses 2021: $41,297Net Income 2021: -$23,2032021Revenue 2022: $7,518Expenses 2022: $23,945Net Income 2022: -$16,4272022Revenue 2023: $15,613Expenses 2023: $24,439Net Income 2023: -$8,8262023Revenue 2024: $8,012Expenses 2024: $17,066Net Income 2024: -$9,0542024

Highlighted filing

2018

Revenue$47,690
Expenses$30,438
Net Income$17,252
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Jun 11, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON GERTZTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULEvariousTAXEXEMPTBROOKLYN, NY, US$26,138
Filing and Contact Details

Filer

Filer Name
The David Joseph Foundation
EIN
06-1565092
Phone
7189516619
Address
1401 OCEAN AVE, BROOKLYN, NY 11230

Signing Officer

Name
Aaron Gertz
Title
Trustee
Phone
7189516619
Signed
2019-06-11

Preparer

Firm
Ben Epstein and Associates
Address
1455 E 15TH ST, BROOKLYN, NY 11230
Preparer
Ben Epstein CPA
Phone
7183369502
Raw XML Appendix230 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PER PERSHING STATEMENT
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IRS990PF/FMVAssetsEOYAmt0318416
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02251
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0326470
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.073755
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025687
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0170
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/Amt21954
TaxesSchedule/TaxesDetail/Amt31076
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ADVISORY FEES
TaxesSchedule/TaxesDetail/CategoryTxt3MISC
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON GERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07189516619
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID JOSEPH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0061565092
ReturnHeader/Filer/PhoneNum07189516619
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 OCEAN AVE
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011230
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB047A4976138DAAE35D86FE34CA395C67D3F0D4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D75D430CBEB073A73652524308EE92159F3593F1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.56.118.122
ReturnHeader/FilingSecurityInformation/IPDt02019-07-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:13:44
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEN EPSTEIN AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01455 E 15TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011230
ReturnHeader/PreparerPersonGrp/PhoneNum07183369502
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEN EPSTEIN CPA
ReturnHeader/ReturnTs02019-07-22T11:13:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$343,722
Liabilities
$0
Net assets
$343,722
Revenue
$47,690
Expenses
$30,438
Net income
$17,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.08$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.16$0.24$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.08$0.24$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.18$0.41$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.45$0.35$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.40$0.28$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.48$0.30$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.39$0.34$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.08$0.21$0.13
2015Summary only. Only limited summary data is available for this year.$3.16$0.00$0.32$0.32$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.00$0.07$0.07
2013Summary only. Only limited summary data is available for this year.$3.08$0.00$0.52$0.29$0.23
2012Summary only. Only limited summary data is available for this year.$2.85$0.00$0.15$0.23$0.08
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$0.13$0.15$0.02