Civic Intelligence

The David Joseph Foundation

990PF • Fiscal year 2020 • EIN 06-1565092

Nov 01, 2019 to Oct 31, 2020 • Filed on Sep 03, 2020

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

75th percentile

0.00x

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.00x

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

23%

Higher net margin than 66% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

0.7%

Faster asset growth than 66% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$358,378

Up $2,476 (+0.7%) from 2019

Net Assets

Up

$358,378

Up $2,476 (+0.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin66th percentile

Revenue

Up

$45,234

Up $4,915 (+12%) from 2019

Expenses

Up

$34,686

Up $6,547 (+23%) from 2019

Net Income

Down

$10,548

Down $1,632 (-13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2020

Assets$358,378
Liabilities$0
Net Assets$358,378
Open 2020 Filing

Operations Trend

Revenue Growth71st 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

2020

Revenue$45,234
Expenses$34,686
Net Income$10,548
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Sep 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON GERTZTrusteePT$0--
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
2020-09-03

Preparer

Firm
Ben Epstein and Associates
Address
1455 E 15TH ST, BROOKLYN, NY 11230
Preparer
Ben Epstein CPA
Phone
7183369502
Raw XML Appendix276 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/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AARON GERTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01401 OCEAN EVENUE APT 14-I
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Brooklyn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011230
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08072
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CAPITAL GAIN DISTRIBUTION
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/CategoryTxt0SAFE DEPOSIT BOX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON GERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07189516619
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-03
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/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/PreparationDt02021-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEN EPSTEIN CPA
ReturnHeader/ReturnTs02021-07-20T10:51:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$358,378
Liabilities
$0
Net assets
$358,378
Revenue
$45,234
Expenses
$34,686
Net income
$10,548
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