Civic Intelligence

The Joseph & Bernice Tanenbaum Foundation

990PF • Fiscal year 2017 • EIN 11-3300825

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

43-29 Bell BlvdBayside, NY 11361

(718) 224-6300

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.

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

Liabilities / Revenue

82nd percentile

0.00x

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

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

Net Margin

69th percentile

24%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

61st percentile

3.0%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

47th percentile

2.5%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$312,372

Up $9,065 (+3.0%) from 2016

Net Assets

Up

$312,372

Up $9,065 (+3.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$39,142

Up $942 (+2.5%) from 2016

Expenses

Up

$29,875

Up $332 (+1.1%) from 2016

Net Income

Up

$9,267

Up $610 (+7.0%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $300,333Liabilities 2010: $0Net Assets 2010: $300,3332010Assets 2011: $285,970Liabilities 2011: $0Net Assets 2011: $285,9702011Assets 2012: $287,627Liabilities 2012: $12012Assets 2013: $290,581Liabilities 2013: $0Net Assets 2013: $290,5812013Assets 2014: $304,951Liabilities 2014: $0Net Assets 2014: $304,9512014Assets 2015: $294,831Liabilities 2015: $0Net Assets 2015: $294,8312015Assets 2016: $303,307Liabilities 2016: $0Net Assets 2016: $303,3072016Assets 2017: $312,372Liabilities 2017: $0Net Assets 2017: $312,3722017Assets 2018: $261,650Liabilities 2018: $0Net Assets 2018: $261,6502018Assets 2019: $256,111Liabilities 2019: $0Net Assets 2019: $256,1112019Assets 2020: $249,904Liabilities 2020: $0Net Assets 2020: $249,9042020Assets 2021: $252,899Liabilities 2021: $0Net Assets 2021: $252,8992021Assets 2022: $342,467Liabilities 2022: $0Net Assets 2022: $342,4672022Assets 2023: $558,015Liabilities 2023: $0Net Assets 2023: $558,0152023Assets 2024: $557,461Liabilities 2024: $0Net Assets 2024: $557,4612024Assets 2025: $514,372Liabilities 2025: $0Net Assets 2025: $514,3722025

Highlighted filing

2017

Assets$312,372
Liabilities$0
Net Assets$312,372

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $9,5482010Expenses 2011: $26,5502011Revenue 2012: $28,465Expenses 2012: $26,808Net Income 2012: $1,6572012Revenue 2013: $34,586Expenses 2013: $31,628Net Income 2013: $2,9582013Revenue 2014: $46,153Expenses 2014: $31,710Net Income 2014: $14,4432014Revenue 2015: $22,224Expenses 2015: $32,260Net Income 2015: -$10,0362015Revenue 2016: $38,200Expenses 2016: $29,543Net Income 2016: $8,6572016Revenue 2017: $39,142Expenses 2017: $29,875Net Income 2017: $9,2672017Revenue 2018: $4,142Expenses 2018: $54,646Net Income 2018: -$50,5042018Revenue 2019: $31,645Expenses 2019: $37,087Net Income 2019: -$5,4422019Revenue 2020: $60,953Expenses 2020: $67,053Net Income 2020: -$6,1002020Revenue 2021: $38,029Expenses 2021: $34,921Net Income 2021: $3,1082021Revenue 2022: $145,340Expenses 2022: $55,572Net Income 2022: $89,7682022Revenue 2023: $322,174Expenses 2023: $102,766Net Income 2023: $219,4082023Revenue 2024: $120,701Expenses 2024: $114,409Net Income 2024: $6,2922024Revenue 2025: $12,884Expenses 2025: $55,973Net Income 2025: -$43,0892025

Highlighted filing

2017

Revenue$39,142
Expenses$29,875
Net Income$9,267
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH TANENBAUMTrustee-$0--
BERNICE TANENBAUMTrustee-$0--
RICHARD TANENBAUMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Joseph & Bernice Tanenbaum
EIN
11-3300825
Phone
7182246300
Address
43-29 BELL BLVD, BAYSIDE, NY 11361

Signing Officer

Name
Richard Tanenbaum
Title
Trustee
Phone
7182246300
Signed
2017-10-26

Preparer

Firm
Weisberg Mole Krantz & Goldfarb Llp
Address
185 CROSSWAYS PARK DRIVE, WOODBURY, NY 11797-2040
Preparer
RICHARD A MOLE'
Phone
5169333800
Raw XML Appendix348 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/PersonNm2RICHARD TANENBAUM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MEDICAL CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CIVIL LIBERTIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JBBBS RIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAMUEL FIELD Y
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNION COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HEAD INJURY ASOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST MARYS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BRAIN TUMOR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NATIONAL TAY-SACHS & ALLIED DISEASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ACLU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8UJA FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0333 NAHANTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt158-20 LITTLE NECK PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ALUMNI OFFICE LAMONT HOU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 KENNEDY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42-01 216TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt525 W 45TH ST STE 405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62001 BEACON ST STE 204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7125 BROAD ST 18TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8130 E 59TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LITTLE NECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SCHENECTADY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HAUPPAUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BAYSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111362
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311788
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810022
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026170
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024516
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01654
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032527
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026170
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08011
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01654
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOSEPH TANENBAUM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt018 LIGHTHOUSE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREAT NECK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011024
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0202
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03105
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03105
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0162
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0162
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0NYS TAX
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD TANENBAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07182246300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEPH & BERNICE TANENBAUM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0113300825
ReturnHeader/Filer/PhoneNum07182246300
ReturnHeader/Filer/USAddress/AddressLine1Txt043-29 BELL BLVD
ReturnHeader/Filer/USAddress/CityNm0BAYSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011361
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06CDDB022319C45695BE3F3519CBD4C70ECEA9F8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC6AD02A126DFC9E0505AB4E05697F97D0E3A3D5
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113619178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEISBERG MOLE KRANTZ & GOLDFARB LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 CROSSWAYS PARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117972040
ReturnHeader/PreparerPersonGrp/PhoneNum05169333800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A MOLE'
ReturnHeader/ReturnTs02017-11-03T10:54:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$5.14$0.00$5.14$0.13$0.56$0.43
2024Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$1.21$1.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$3.22$1.03$2.19
2022Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$1.45$0.56$0.90
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.38$0.35$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.61$0.67$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.32$0.37$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.04$0.55$0.51
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.39$0.30$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.38$0.30$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.22$0.32$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.46$0.32$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.35$0.32$0.03
2012Summary only. Only limited summary data is available for this year.$2.88$0.00$0.28$0.27$0.02
2011Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.27
2010Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • NTEE T99J • <$500k nonprofits