Civic Intelligence

The Leonard J Sonnenberg Memorial Fund

990PF • Fiscal year 2017 • EIN 11-3242816

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
C/O Peter Berk 63 Chestnut HillRoslyn, NY 11576

(516) 769-5382

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

7.8%

Faster asset growth than 62% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1191%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$39,339

Up $2,846 (+7.8%) from 2016

Net Assets

Up

$39,339

Up $2,846 (+7.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Up

$4,881

Up $4,503 (+1191%) from 2016

Expenses

Down

$2,035

Down $284 (-12%) from 2016

Net Income

Up

$2,846

Up $4,787 (+247%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$60K$40K$20K$0Assets 2010: $57,601Liabilities 2010: $2802010Assets 2011: $53,898Liabilities 2011: $280Net Assets 2011: $53,6182011Assets 2012: $52,537Liabilities 2012: $280Net Assets 2012: $52,2572012Assets 2013: $50,144Liabilities 2013: $280Net Assets 2013: $49,8642013Assets 2014: $41,627Liabilities 2014: $280Net Assets 2014: $41,3472014Assets 2015: $37,794Liabilities 2015: $0Net Assets 2015: $37,7942015Assets 2016: $36,493Liabilities 2016: $0Net Assets 2016: $36,4932016Assets 2017: $39,339Liabilities 2017: $0Net Assets 2017: $39,3392017Assets 2018: $39,514Liabilities 2018: $0Net Assets 2018: $39,5142018Assets 2019: $30,741Liabilities 2019: $0Net Assets 2019: $30,7412019Assets 2020: $20,660Liabilities 2020: $0Net Assets 2020: $20,6602020Assets 2021: $19,110Liabilities 2021: $0Net Assets 2021: $19,1102021Assets 2022: $14,346Liabilities 2022: $0Net Assets 2022: $14,3462022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$39,339
Liabilities$0
Net Assets$39,339
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$20K$10K$0-$10K-$20KRevenue 2010: $39Expenses 2010: $3,000Net Income 2010: -$2,9612010Expenses 2011: $3,7152011Expenses 2012: $1,3662012Revenue 2013: $5Expenses 2013: $2,398Net Income 2013: -$2,3932013Revenue 2014: $3Expenses 2014: $8,520Net Income 2014: -$8,5172014Revenue 2015: $833Expenses 2015: $3,746Net Income 2015: -$2,9132015Revenue 2016: $378Expenses 2016: $2,319Net Income 2016: -$1,9412016Revenue 2017: $4,881Expenses 2017: $2,035Net Income 2017: $2,8462017Revenue 2018: $3,629Expenses 2018: $3,454Net Income 2018: $1752018Revenue 2019: $2,049Expenses 2019: $10,822Net Income 2019: -$8,7732019Revenue 2020: -$2,697Expenses 2020: $7,384Net Income 2020: -$10,0812020Revenue 2021: $5,643Expenses 2021: $7,193Net Income 2021: -$1,5502021Revenue 2022: $967Expenses 2022: $5,731Net Income 2022: -$4,7642022Revenue 2023: $66Expenses 2023: $5,805Net Income 2023: -$5,7392023

Highlighted filing

2017

Revenue$4,881
Expenses$2,035
Net Income$2,846
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER BERKDirectorPT$0--
SUSAN BERKDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Leonard J Sonnenberg Memorial Fund
EIN
11-3242816
Phone
5167695382
Address
C/O PETER BERK 63 CHESTNUT HILL, ROSLYN, NY 11576

Signing Officer

Name
Peter Berk
Title
Director
Phone
5167695382
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Gettry Marcus CPA Pc
Address
88 FROEHLICH FARM BLVD, WOODBURY, NY 11797
Preparer
Paul Bellacpa
Phone
5163643390
Raw XML Appendix334 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDES RESOURCES, TIME AND OPPORTUNITIES TO TEENAGERS WITH SEVERE LIFE-LIMITING MEDICAL CONDITIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SPREAD THE ESSENCE OF STEVEN'S LIFE AND HIS ZEST FOR FUN-FILLED EXPERIENCES TO OTHER YOUNG PEOPLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0B'NAI BRITH METRO NORTH PROJECT HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE HOPE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WISH UPON A TEEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE STEVEN M PEREZ FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MEMORIAL SLOAN KETTERING CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02020 K STREET NW 7TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ONE SMITH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2261 E MAPLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4885 SECOND AVENUE 7TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MELVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311747
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01883
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02127
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0152
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02127
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01975
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER BERK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05167695382
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEONARD J SONNENBERG MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0113242816
ReturnHeader/Filer/PhoneNum05167695382
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PETER BERK 63 CHESTNUT HILL
ReturnHeader/Filer/USAddress/CityNm0ROSLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011576
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F05A32F85616CD7F9724699601C0BD52FE5DFC8B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:08:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133418879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GETTRY MARCUS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt088 FROEHLICH FARM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05163643390
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL BELLACPA
ReturnHeader/ReturnTs02018-11-15T09:03:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,339
Liabilities
$0
Net assets
$39,339
Revenue
$4,881
Expenses
$2,035
Net income
$2,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$5.81$5.74
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.97$5.73$4.76
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$5.64$7.19$1.55
2020Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$2.70$7.38$10.1
2019Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$2.05$10.8$8.77
2018Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$3.63$3.45$0.18
2017Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$4.88$2.04$2.85
2016Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$0.38$2.32$1.94
2015Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$0.83$3.75$2.91
2014Detailed filing. Detailed filing data is available for this year.$41.6$0.28$41.3$0.00$8.52$8.52
2013Detailed filing. Detailed filing data is available for this year.$50.1$0.28$49.9$0.01$2.40$2.39
2012Detailed filing. Detailed filing data is available for this year.$52.5$0.28$52.3$1.37
2011Detailed filing. Detailed filing data is available for this year.$53.9$0.28$53.6$3.72
2010Summary only. Only limited summary data is available for this year.$57.6$0.28$0.04$3.00$2.96