Civic Intelligence

Jade Foundation

990PF • Fiscal year 2016 • EIN 11-3237282

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 19, 2017

Organization Profile
14 Cabriolet LaneMelville, NY 11747

(631) 367-7446

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

41st percentile

-20%

Higher net margin than 41% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

26th percentile

-4.4%

Faster asset growth than 26% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

2852%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$1,057,246

Down $48,806 (-4.4%) from 2015

Net Assets

Down

$1,057,246

Down $48,806 (-4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin41st percentile

Revenue

Up

$246,712

Up $238,355 (+2852%) from 2015

Expenses

Up

$295,518

Up $48,725 (+20%) from 2015

Net Income

Up

-$48,806

Up $189,630 (+80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,642,823Liabilities 2010: $0Net Assets 2010: $1,642,8232010Assets 2011: $1,647,199Liabilities 2011: $12011Assets 2012: $1,642,728Liabilities 2012: $0Net Assets 2012: $1,642,7282012Assets 2013: $1,558,400Liabilities 2013: $0Net Assets 2013: $1,558,4002013Assets 2014: $1,344,488Liabilities 2014: $0Net Assets 2014: $1,344,4882014Assets 2015: $1,106,052Liabilities 2015: $0Net Assets 2015: $1,106,0522015Assets 2016: $1,057,246Liabilities 2016: $0Net Assets 2016: $1,057,2462016Assets 2017: $852,237Liabilities 2017: $1,875Net Assets 2017: $850,3622017Assets 2018: $676,148Liabilities 2018: $0Net Assets 2018: $676,1482018Assets 2019: $521,305Liabilities 2019: $0Net Assets 2019: $521,3052019Assets 2020: $407,448Liabilities 2020: $0Net Assets 2020: $407,4482020Assets 2021: $297,580Liabilities 2021: $0Net Assets 2021: $297,5802021Assets 2022: $122,115Liabilities 2022: $0Net Assets 2022: $122,1152022Assets 2023: $35,982Liabilities 2023: $0Net Assets 2023: $35,9822023Assets 2024: $125,652Liabilities 2024: $0Net Assets 2024: $125,6522024

Highlighted filing

2016

Assets$1,057,246
Liabilities$0
Net Assets$1,057,246
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $36,3252010Revenue 2011: $123,480Expenses 2011: $119,104Net Income 2011: $4,3762011Expenses 2012: $137,1342012Revenue 2013: $77,374Expenses 2013: $161,704Net Income 2013: -$84,3302013Revenue 2014: $121,018Expenses 2014: $334,931Net Income 2014: -$213,9132014Revenue 2015: $8,357Expenses 2015: $246,793Net Income 2015: -$238,4362015Revenue 2016: $246,712Expenses 2016: $295,518Net Income 2016: -$48,8062016Revenue 2017: $21,972Expenses 2017: $228,856Net Income 2017: -$206,8842017Revenue 2018: $43,662Expenses 2018: $217,878Net Income 2018: -$174,2162018Revenue 2019: $44,763Expenses 2019: $199,608Net Income 2019: -$154,8452019Revenue 2020: $8,528Expenses 2020: $122,383Net Income 2020: -$113,8552020Revenue 2021: $64,971Expenses 2021: $174,839Net Income 2021: -$109,8682021Revenue 2022: $10,912Expenses 2022: $186,377Net Income 2022: -$175,4652022Revenue 2023: $105Expenses 2023: $86,238Net Income 2023: -$86,1332023Revenue 2024: $451,927Expenses 2024: $362,257Net Income 2024: $89,6702024

Highlighted filing

2016

Revenue$246,712
Expenses$295,518
Net Income-$48,806
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID WASSERMANPresident/Director-$0--
ELLEN WASSERMANSec/Tres/Director-$0--
LAWRENCE SIEGELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jade Foundation
EIN
11-3237282
Phone
6313677446
Address
14 CABRIOLET LANE, MELVILLE, NY 11747

Signing Officer

Name
David Wasserman
Title
President
Phone
6313677446
Signed
2017-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Marc R Weissberg CPA
Address
534 Broad Hollow Road - Suite 410, Melville, NY 11747
Preparer
Marc Weissberg
Phone
6314541783
Raw XML AppendixShowing 400 of 725 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1450824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1844435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1913847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2013847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2221956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2310095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt248251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0$30000 Barclays Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1246.154 shares Alger Spectra Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22885.324 shares Alger Spectra Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3402.709 shares Alger Spectra Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc426.444 shares Alger Spectra Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51406.866 shares Alger Spectra Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6433.03 shares Alger Spectra Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71025 shares First Eagle Global Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc844.141 shares First Eagle Global Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc95.916 shares First Eagle Global Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc103.57 shares First Eagle Global Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111.438 shares First Eagle Global Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc120.698 shares First Eagle Global Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310.488 shares First Eagle Global Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141635.794 shares Henderson European Focus
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1525.887 shares Henderson European Focus
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1611.786 shares Henderson European Focus
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17480.538 shares Oakmark International Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc184184.1 shares 361 Managed Futures Strategies Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19100 shares Ishares Core S&P ETF Midcap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20100 shares Ishares Core S&P ETF Midcap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2116 shares Ishares Core S&P ETF Midcap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2287 shares SPDR S&P Midcap 400 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2340 shares SPDR S&P Midcap 400 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-14768
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-5618
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-48806
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01057246
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01106052
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01057246
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt043565
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt043565
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt043565
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt043590
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt025
IRS990PF/DistributableAmountGrp/TotalTaxAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01132
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01132
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01157
IRS990PF/FMVAssetsEOYAmt01061226
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01106052
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01057246
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt034850
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt034850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt070000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt070029
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0870658
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0686956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0690907
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt060394
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0265440
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0265440
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01106052
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01057246
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01061226
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01106052
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01057246
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01106052
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01057246
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0885078
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0182474
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0702604
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013276
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043590
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0871802
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0885078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID WASSERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELLEN WASSERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAWRENCE SIEGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC/TRES/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014 CABRIOLET LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt114 CABRIOLET LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212 SWARTHMORE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MELVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MELVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DIX HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd211746
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0111234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0111259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0235293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0320391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0150544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0129429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0113126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.127591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.198092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.205179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.094229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.070710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0871802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01187799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01561522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01597634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01830427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01622036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0286508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.637953
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0286483
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0286508
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt025
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0286508
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID WASSERMAN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,057,246
Liabilities
$0
Net assets
$1,057,246
Revenue
$246,712
Expenses
$295,518
Net income
-$48,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.45$0.36$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01$0.19$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.06$0.17$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.01$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.20$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.04$0.22$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.23$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.25$0.30$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.01$0.25$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.12$0.33$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.16$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.14
2011Summary only. Only limited summary data is available for this year.$1.65$0.00$0.12$0.12$0.00
2010Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.04