Civic Intelligence

Melvin & Sandra Schifter Foundation Inc.

990PF • Fiscal year 2016 • EIN 11-3380482

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 21, 2017

Organization Profile
C/O A Douglas Esq PO Box 413032Naples, FL 34101

(239) 262-8311

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-55%

Higher net margin than 10% of similar nonprofits.

2016 filings • <$500k 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 • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-8.8%

Faster asset growth than 29% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

7.3%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$223,324

Down $21,511 (-8.8%) from 2015

Net Assets

$223,324

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Up

$26,203

Up $1,792 (+7.3%) from 2015

Expenses

Down

$40,576

Down $6,672 (-14%) from 2015

Net Income

Up

-$14,373

Up $8,464 (+37%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2011: $259,583Liabilities 2011: $02011Assets 2012: $268,490Liabilities 2012: $02012Assets 2013: $264,703Liabilities 2013: $100Net Assets 2013: $264,6032013Assets 2014: $257,546Liabilities 2014: $100Net Assets 2014: $257,4462014Assets 2015: $244,835Liabilities 2015: $12015Assets 2016: $223,324Liabilities 2016: $0Net Assets 2016: $223,3242016Assets 2017: $208,952Liabilities 2017: $0Net Assets 2017: $208,9522017Assets 2019: $675,275Liabilities 2019: $02019Assets 2020: $670,745Liabilities 2020: $0Net Assets 2020: $670,7452020Assets 2021: $658,290Liabilities 2021: $1Net Assets 2021: $658,2902021Assets 2022: $646,633Liabilities 2022: $12022Assets 2023: $663,778Liabilities 2023: $12023

Highlighted filing

2016

Assets$223,324
Liabilities$0
Net Assets$223,324
Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2011: $20,333Expenses 2011: $40,263Net Income 2011: -$19,9302011Revenue 2012: $25,352Expenses 2012: $26,845Net Income 2012: -$1,4932012Revenue 2013: $14,675Expenses 2013: $32,062Net Income 2013: -$17,3872013Revenue 2014: $21,938Expenses 2014: $35,295Net Income 2014: -$13,3572014Revenue 2015: $24,411Expenses 2015: $47,248Net Income 2015: -$22,8372015Revenue 2016: $26,203Expenses 2016: $40,576Net Income 2016: -$14,3732016Revenue 2017: $26,682Expenses 2017: $44,911Net Income 2017: -$18,2292017Revenue 2019: $28,438Expenses 2019: $60,421Net Income 2019: -$31,9832019Revenue 2020: $23,695Expenses 2020: $46,578Net Income 2020: -$22,8832020Revenue 2021: $35,142Expenses 2021: $19,155Net Income 2021: $15,9872021Revenue 2022: $44,519Expenses 2022: $48,528Net Income 2022: -$4,0092022Revenue 2023: $29,809Expenses 2023: $47,949Net Income 2023: -$18,1402023

Highlighted filing

2016

Revenue$26,203
Expenses$40,576
Net Income-$14,373
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra MartinuzziDirector,President, Part T-$0--
Preston T PhillipsDirector , Part Time-$0--
Filing and Contact Details

Filer

Filer Name
The Melvin & Sandra Schifter Foundation
EIN
11-3380482
Phone
2392628311
Address
C/O A DOUGLAS ESQ PO BOX 413032, Naples, FL 34101

Signing Officer

Name
Sandra Martinuzzi
Title
Director
Phone
2394301475
Signed
2017-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Echelon Advisors LLC
Address
63 Taylor Ave, Manasquan, NJ 08736
Preparer
Neil J Tendler
Phone
7329037338
Raw XML Appendix343 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt04825
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt070600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt417637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0188528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3344460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt595940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INTL FLAVORS - 1,600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DEVELOPERS DVSFD RLTY CP - 777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DEVELOPERS DVSFD RLTY CP - 82
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ONEOK INC. - 6,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DIAMOND OFFSHORE DRILLING-500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ONE GAS INC - 1500
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt020877
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PRIOR YEAR OVERPAYMENT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0501
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt021378
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt021378
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04825
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04825
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020877
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020877
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14373
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt040576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020877
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt026203
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05576
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14373
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt042138
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt035000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0265462
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0244835
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0223324
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029587
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029587
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029587
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt030002
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0415
IRS990PF/DistributableAmountGrp/TotalTaxAmt0415
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0415
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0415
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0415
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01001
IRS990PF/FMVAssetsEOYAmt0707063
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0290310
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0290310
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0167737
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0167156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0650895
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-45475
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-66986
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt077098
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt056168
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt056168
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0244835
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0223324
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0707063
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0244835
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0223324
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0244835
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0223324
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0609186
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047598
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0561588
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09138
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030002
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0600048
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0609186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sandra Martinuzzi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Preston T Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director,President, Part T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director , Part Time
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O A DOUGLAS ESQ PO BOX 413032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11093 Sagg Pike Box 3037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NapleS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Bridgehampton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt035012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt035219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt041703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt030100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt021388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.058348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.072844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.077788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0600048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0572494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0686092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0557543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0489903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0442216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt035000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.291742
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt035000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt035000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt035000
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/IndividualWithBooksNm0ALISON DOUGLAS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O A DOUGLAS ESQ PO BOX 413032
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Naples
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02392628311
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Sandra Martinuzzi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0STETSON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0421 NORTH WOODLAND BOULEVARD UNIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt08286
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032723
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
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/AppliedToCurrentYearAmt029587
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0887
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019772
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0887
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05413
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019772
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014359
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt041900
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1238
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Timing Differences
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR YEAR COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MERRILL LYNCH FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0501
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YEAR OVERPAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0501
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Timing Differences
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0501
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR OVERPAYMENT APPLIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandra Martinuzzi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02394301475
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Melvin & Sandra Schifter Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MELV
ReturnHeader/Filer/EIN0113380482
ReturnHeader/Filer/PhoneNum02392628311
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O A DOUGLAS ESQ PO BOX 413032
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B07F44A32B217B6AB421787DC2B34F87448B5486
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.145.43.97
ReturnHeader/FilingSecurityInformation/IPDt02017-08-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:37:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464409177
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ECHELON ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt063 Taylor Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manasquan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008736
ReturnHeader/PreparerPersonGrp/PhoneNum07329037338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Neil J Tendler
ReturnHeader/ReturnTs02017-08-21T08:37:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$223,324
Liabilities
$0
Net assets
$223,324
Revenue
$26,203
Expenses
$40,576
Net income
-$14,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$6.64$0.00$0.30$0.48$0.18
2022Detailed filing. Detailed filing data is available for this year.$6.47$0.00$0.45$0.49$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.00$6.58$0.35$0.19$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.24$0.47$0.23
2019Summary only. Only limited summary data is available for this year.$6.75$0.00$0.28$0.60$0.32
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.27$0.45$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.26$0.41$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$0.24$0.47$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.57$0.22$0.35$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.15$0.32$0.17
2012Summary only. Only limited summary data is available for this year.$2.68$0.00$0.25$0.27$0.01
2011Summary only. Only limited summary data is available for this year.$2.60$0.00$0.20$0.40$0.20