Civic Intelligence

The David Joseph Foundation

990PF • Fiscal year 2022 • EIN 06-1565092

Nov 01, 2021 to Oct 31, 2022 • Filed on Feb 23, 2023

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

72nd percentile

0.00x

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

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

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

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-219%

Higher net margin than 19% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

-1.8%

Faster asset growth than 54% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-58%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$288,768

Down $5,376 (-1.8%) from 2021

Net Assets

Down

$288,768

Down $5,376 (-1.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin19th percentile

Revenue

Down

$7,518

Down $10,576 (-58%) from 2021

Expenses

Down

$23,945

Down $17,352 (-42%) from 2021

Net Income

Up

-$16,427

Up $6,776 (+29%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$288,768
Liabilities$0
Net Assets$288,768
Open 2022 Filing

Operations Trend

Revenue Growth27th 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

2022

Revenue$7,518
Expenses$23,945
Net Income-$16,427
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Feb 23, 2023
Return Version
2021v4.1
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 SCHEDULEvariousTAX EXEMPTBROOKLYN, NY, US$20,232
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
2023-02-23

Preparer

Firm
Ben Epstein and Associates
Address
1455 E 15TH ST, BROOKLYN, NY 11230
Preparer
Ben Epstein CPA
Phone
7183369502
Raw XML Appendix273 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt010292
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1759
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN DISTRIBUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NON DIVIDEND DISTRIBUTION
TaxesSchedule/TaxesDetail/Amt0224
TaxesSchedule/TaxesDetail/Amt12280
TaxesSchedule/TaxesDetail/Amt2109
TaxesSchedule/TaxesDetail/Amt3200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ADVISORY FEES
TaxesSchedule/TaxesDetail/CategoryTxt2SAFE DEPOSIT BOX
TaxesSchedule/TaxesDetail/CategoryTxt3OFFICE
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON GERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07189516619
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID JOSEPH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0061565092
ReturnHeader/Filer/PhoneNum07189516619
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 OCEAN AVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264004403
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/PreparationDt02023-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEN EPSTEIN CPA
ReturnHeader/ReturnTs02023-05-17T07:47:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AARON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERTZ
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$288,768
Liabilities
$0
Net assets
$288,768
Revenue
$7,518
Expenses
$23,945
Net income
-$16,427
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