Civic Intelligence

The Waldman Foundation Inc.

990PF • Fiscal year 2021 • EIN 06-6068746

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 10, 2022

Organization Profile
914 SW 21 WayBoca Raton, FL 33486

(561) 393-8191

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

11%

Faster asset growth than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

89th percentile

157%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$381,803

Up $73,144 (+24%) from 2019

Net Assets

$381,803

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Up

$126,247

Up $107,192 (+563%) from 2019

Expenses

Down

$29,010

Down $25,964 (-47%) from 2019

Net Income

Up

$97,237

Up $133,156 (+371%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$800K$600K$400K$200K$0Assets 2011: $475,957Liabilities 2011: $02011Assets 2012: $491,702Liabilities 2012: $02012Assets 2013: $498,791Liabilities 2013: $02013Assets 2014: $484,574Liabilities 2014: $02014Assets 2015: $460,902Liabilities 2015: $02015Assets 2019: $308,659Liabilities 2019: $02019Assets 2021: $381,803Liabilities 2021: $0Net Assets 2021: $381,8032021Assets 2022: $752,098Liabilities 2022: $1,218Net Assets 2022: $750,8802022Assets 2023: $798,911Liabilities 2023: $0Net Assets 2023: $798,9112023Assets 2024: $738,776Liabilities 2024: $0Net Assets 2024: $738,7762024

Highlighted filing

2021

Assets$381,803
Liabilities$0
Net Assets$381,803
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $72,968Expenses 2011: $67,913Net Income 2011: $5,0552011Revenue 2012: $72,992Expenses 2012: $57,247Net Income 2012: $15,7452012Revenue 2013: $90,027Expenses 2013: $82,938Net Income 2013: $7,0892013Revenue 2014: $86,912Expenses 2014: $91,551Net Income 2014: -$4,6392014Revenue 2015: $71,046Expenses 2015: $95,479Net Income 2015: -$24,4332015Revenue 2019: $19,055Expenses 2019: $54,974Net Income 2019: -$35,9192019Revenue 2021: $126,247Expenses 2021: $29,010Net Income 2021: $97,2372021Revenue 2022: $421,334Expenses 2022: $52,257Net Income 2022: $369,0772022Revenue 2023: $102,741Expenses 2023: $54,710Net Income 2023: $48,0312023Revenue 2024: $46,860Expenses 2024: $106,995Net Income 2024: -$60,1352024

Highlighted filing

2021

Revenue$126,247
Expenses$29,010
Net Income$97,237
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 10, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANA WALDMAN OFFICERPresident-$0--
ANDREW WALDMANDirector-$0--
RISA RUBLOFFDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Waldman Foundation Inc
EIN
06-6068746
Address
914 SW 21 WAY, BOCA RATON, FL 33486

Signing Officer

Name
Ana Waldman Officer
Title
President
Signed
2022-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey Lutin CPA Pa
Address
7284 W PALMETTO PARK RD STE 206, BOCA RATON, FL 33433
Preparer
Jeffrey Lutin
Phone
5613938191
Raw XML Appendix320 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016432
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042964
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042964
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt084413
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020958
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020461
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04029
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0127377
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0123348
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RUBLOFF FAMILY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JAMES WALDMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt027 SMITH FARM ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13404 SE 6 ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Bedford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Pompano Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010506
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133062
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03321
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03321
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES WALDMAN
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1RUBILOFF FAMILY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03404 SE 6 ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt127 SMITH FARM ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Pompano Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Bedford
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033062
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd110506
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0418
TaxesSchedule/TaxesDetail/Amt1112
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ANNUAL REPORT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0418
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1112
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANA WALDMAN OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALDMAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0066068746
ReturnHeader/Filer/USAddress/AddressLine1Txt0914 SW 21 WAY
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033486
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592396649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY LUTIN CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07284 W PALMETTO PARK RD STE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033433
ReturnHeader/PreparerPersonGrp/PhoneNum05613938191
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY LUTIN
ReturnHeader/ReturnTs02022-02-22T13:37:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALDMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$381,803
Liabilities
$0
Net assets
$381,803
Revenue
$126,247
Expenses
$29,010
Net income
$97,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.47$1.07$0.60
2023Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$1.03$0.55$0.48
2022Detailed filing. Detailed filing data is available for this year.$7.52$0.01$7.51$4.21$0.52$3.69
2021Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$1.26$0.29$0.97
2019Summary only. Only limited summary data is available for this year.$3.09$0.00$0.19$0.55$0.36
2015Summary only. Only limited summary data is available for this year.$4.61$0.00$0.71$0.95$0.24
2014Summary only. Only limited summary data is available for this year.$4.85$0.00$0.87$0.92$0.05
2013Summary only. Only limited summary data is available for this year.$4.99$0.00$0.90$0.83$0.07
2012Summary only. Only limited summary data is available for this year.$4.92$0.00$0.73$0.57$0.16
2011Summary only. Only limited summary data is available for this year.$4.76$0.00$0.73$0.68$0.05