Civic Intelligence

Long Island Charities Foundation Inc.

990 • Fiscal year 2014 • EIN 11-2398991

Oct 01, 2013 to Sep 30, 2014 • Filed on May 12, 2015

585 Broad Hollow RoadMelville, NY 11747

(631) 777-6272

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.00x

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

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Net Margin

43rd percentile

-0.9%

Higher net margin than 43% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

-0.8%

Faster asset growth than 48% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

-2.6%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$160,308

Down $1,335 (-0.8%) from 2013

Net Assets

Down

$160,308

Down $1,335 (-0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$146,562

Down $3,909 (-2.6%) from 2013

Expenses

Up

$147,897

Up $26,350 (+22%) from 2013

Net Income

Down

-$1,335

Down $30,259 (-105%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $111,742Liabilities 2010: $0Net Assets 2010: $111,7422010Assets 2011: $92,625Liabilities 2011: $0Net Assets 2011: $92,6252011Assets 2012: $132,719Liabilities 2012: $0Net Assets 2012: $132,7192012Assets 2013: $161,643Liabilities 2013: $0Net Assets 2013: $161,6432013Assets 2014: $160,308Liabilities 2014: $0Net Assets 2014: $160,3082014Assets 2015: $137,268Liabilities 2015: $0Net Assets 2015: $137,2682015Assets 2016: $122,142Liabilities 2016: $0Net Assets 2016: $122,1422016Assets 2017: $104,065Liabilities 2017: $0Net Assets 2017: $104,0652017Assets 2018: $101,229Liabilities 2018: $0Net Assets 2018: $101,2292018Assets 2019: $152,859Liabilities 2019: $0Net Assets 2019: $152,8592019Assets 2020: $53,450Liabilities 2020: $0Net Assets 2020: $53,4502020Assets 2021: $124,563Liabilities 2021: $0Net Assets 2021: $124,5632021Assets 2022: $134,746Liabilities 2022: $0Net Assets 2022: $134,7462022Assets 2023: $175,407Liabilities 2023: $0Net Assets 2023: $175,4072023Assets 2024: $182,543Liabilities 2024: $0Net Assets 2024: $182,5432024Assets 2025: $151,175Liabilities 2025: $0Net Assets 2025: $151,1752025

Highlighted filing

2014

Assets$160,308
Liabilities$0
Net Assets$160,308

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $130,1042010Expenses 2011: $114,9112011Expenses 2012: $107,1002012Revenue 2013: $150,471Expenses 2013: $121,547Net Income 2013: $28,9242013Revenue 2014: $146,562Expenses 2014: $147,897Net Income 2014: -$1,3352014Revenue 2015: $149,731Expenses 2015: $172,771Net Income 2015: -$23,0402015Revenue 2016: $116,028Expenses 2016: $131,154Net Income 2016: -$15,1262016Revenue 2017: $110,154Expenses 2017: $128,231Net Income 2017: -$18,0772017Revenue 2018: $112,738Expenses 2018: $115,574Net Income 2018: -$2,8362018Revenue 2019: $158,238Expenses 2019: $106,608Net Income 2019: $51,6302019Revenue 2020: $11,598Expenses 2020: $111,007Net Income 2020: -$99,4092020Revenue 2021: $84,399Expenses 2021: $13,286Net Income 2021: $71,1132021Revenue 2022: $134,738Expenses 2022: $124,555Net Income 2022: $10,1832022Revenue 2023: $163,206Expenses 2023: $122,545Net Income 2023: $40,6612023Revenue 2024: $142,453Expenses 2024: $135,317Net Income 2024: $7,1362024Revenue 2025: $136,262Expenses 2025: $167,630Net Income 2025: -$31,3682025

Highlighted filing

2014

Revenue$146,562
Expenses$147,897
Net Income-$1,335
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$265,695
Mission and Program Overview

Mission

To provide cash donations to charities in the li area

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$161,643$160,308▼ $1,335
Total Assets$161,643$160,308▼ $1,335
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$161,643$160,308▼ $1,335
Total Net Assets Fund Balance$161,643$160,308▼ $1,335
Total Liabilities and Net Assets / Fund Balance$161,643$160,308▼ $1,335
Compensation and Service Providers

Board Members and Trustees

NameTitle
George WaldbauerChairman of
Peter VolbergPresident
EUGENE O'NEIL1st Vice Pre
Nicholas Bartolomeo2nd Vice Pre
Henry HeissenbuttelSecretary
Thomas MagnoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,989
Program Service Revenue
$0
Investment Income
$59
Other Revenue
$54,514
All Other Contributions
$18,175
Change in Net Assets
$-1,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$128,070
Other Expenses$19,827
Total Fundraising Expense$6,105
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$128,070--$128,070
Conferences and Meetings$2,655$8,249-$10,904
Fees for Services Accounting-$1,800-$1,800
All Other Expenses-$582$90$672
Other Expenses-$377$782$377
Office Expenses-$59-$59
Total Functional Expenses$130,725$11,067$6,105$147,897
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13-5562976---$15,000
13-3133923---$10,000
23-7356002---$9,100
11-2777066---$8,000
11-2164434---$6,500
11-3386742---$5,500
11-2468104---$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$144,277
Fundraising Direct Expenses$98,440
Gaming Gross Income$29,370
Gaming Direct Expenses$20,693
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$181,876$126,713$81,154$45,559
Event 2$36,215$17,564$17,286$278
Total Events$218,091$144,277$98,440$45,837
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is presented to board along with annual financial statement prior submission.

Form 990, Page 6, Part VI, Line 12C

At a minimum of one meeting per year, disclosure of conflict of interest is requested to be stated, if applicable. Conflict of interest policy is re-affirmed each year.

Form 990, Page 6, Part VI, Line 19

All policies available upon request.

Filing and Contact Details

Filer

EIN
11-2398991
Phone
6317776272

Signing Officer

Name
George Waldbauer
Title
Chairman of the Board
Phone
6317776272
Signed
2015-05-12

Organization Details

Formed
1976
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
15

Preparer

Preparer
Jay L Nathan
Phone
6314245200
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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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12BOYS & GIRLS CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13THE CLARK GILLIES FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14CYSTIC FIBROSIS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15LUPUS ALLIANCE OF AMERICA INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16SCO FAMILY OF SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0112164434
IRS990ScheduleI/RecipientTable/RecipientEIN1237356002
IRS990ScheduleI/RecipientTable/RecipientEIN2135562976
IRS990ScheduleI/RecipientTable/RecipientEIN3113386742
IRS990ScheduleI/RecipientTable/RecipientEIN4133133923
IRS990ScheduleI/RecipientTable/RecipientEIN5112468104
IRS990ScheduleI/RecipientTable/RecipientEIN6112777066
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10442 MORELAND RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11PO BOX 26
IRS990ScheduleI/RecipientTable/USAddress/AddressLine121275 PEACHTREE STREET NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13400 OSER AVENUE SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14424 MADISON AVENUE 6TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine152255 CENTRE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine161 ALEXANDER PL
IRS990ScheduleI/RecipientTable/USAddress/City0COMMACK
IRS990ScheduleI/RecipientTable/USAddress/City1YAPHANK
IRS990ScheduleI/RecipientTable/USAddress/City2ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/City3HAUPPAUGE
IRS990ScheduleI/RecipientTable/USAddress/City4NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/City5BELLMORE
IRS990ScheduleI/RecipientTable/USAddress/City6GLEN COVE
IRS990ScheduleI/RecipientTable/USAddress/State0NY
IRS990ScheduleI/RecipientTable/USAddress/State1NY
IRS990ScheduleI/RecipientTable/USAddress/State2GA
IRS990ScheduleI/RecipientTable/USAddress/State3NY
IRS990ScheduleI/RecipientTable/USAddress/State4NY
IRS990ScheduleI/RecipientTable/USAddress/State5NY
IRS990ScheduleI/RecipientTable/USAddress/State6NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode011725
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode111980
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode230309
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode311788
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode410017
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode511710
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode611542
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE COMMITTEES SELECT LOCAL CHARITABLE ORGANIZATIONS WHO DIRECTLY HELP TO BENEFIT LONG ISLAND CENTERED RESIDENTS. MANY OF THE ORGANIZATIONS HAVE BEEN LONG TIME PUBLIC CHARITIES THEMSELVES AND HAVE LONG STANDING RECORDS OF CHARITABLE WORK ON LONG ISLAND.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO BOARD ALONG WITH ANNUAL FINANCIAL STATEMENT PRIOR SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT A MINIMUM OF ONE MEETING PER YEAR, DISCLOSURE OF CONFLICT OF INTEREST IS REQUESTED TO BE STATED, IF APPLICABLE. CONFLICT OF INTEREST POLICY IS RE-AFFIRMED EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL POLICIES AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0161643
IRS990/TotalAssetsEOYAmt0160308
IRS990/TotalAssetsGrp/BOYAmt0161643
IRS990/TotalAssetsGrp/EOYAmt0160308
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt091989
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06105
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011067
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130725
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147897
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0161643
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0160308
IRS990/TotalProgramServiceExpensesAmt0130725
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08736
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146562
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0161643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160308
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0161643
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0160308
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10585 BROAD HOLLOW ROAD
IRS990/USAddress/City0MELVILLE
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode011747
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE WALDBAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN OF THE BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum06317776272
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10LONG ISLAND CHARITIES FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20INC
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0112398991
ReturnHeader/Filer/PhoneNum06317776272
ReturnHeader/Filer/USAddress/AddressLine10585 BROAD HOLLOW ROAD
ReturnHeader/Filer/USAddress/City0MELVILLE
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011747
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113131187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHWAST & KILBRITH CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1011 PROSPECT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HUNTINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011743
ReturnHeader/PreparerPersonGrp/PhoneNum06314245200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY L NATHAN
ReturnHeader/ReturnTs02015-07-24T09:17:43-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.36$1.68$0.31
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.42$1.35$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$1.63$1.23$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$1.35$1.25$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.84$0.13$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.12$1.11$0.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$1.58$1.07$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$1.13$1.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$1.10$1.28$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.16$1.31$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$1.50$1.73$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$1.47$1.48$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$1.50$1.22$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$1.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$1.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$1.30