Civic Intelligence

J Weinstein Foundation Inc

EIN 11-6003595 • Carmel, NY

Rockridge Farm 961 Route 52Carmel, NY 10512
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-304%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

16th percentile

-8.7%

Faster asset growth than 16% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,951,539

Down $185,735 (-8.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,951,539

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin2nd percentile

Revenue

Down

$61,025

Down $289,264 (-83%) from 2023

Expenses

Down

$246,760

Down $25,790 (-9.5%) from 2023

Net Income

Down

-$185,735

Down $263,474 (-339%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,592,863Liabilities 2010: $0Net Assets 2010: $3,592,8632010Assets 2011: $3,518,838Liabilities 2011: $0Net Assets 2011: $3,518,8382011Assets 2012: $3,473,413Liabilities 2012: $0Net Assets 2012: $3,473,4132012Assets 2013: $3,334,164Liabilities 2013: $1Net Assets 2013: $3,334,1642013Assets 2014: $3,197,136Liabilities 2014: $0Net Assets 2014: $3,197,1362014Assets 2015: $3,004,470Liabilities 2015: $1Net Assets 2015: $3,004,4702015Assets 2016: $2,631,447Liabilities 2016: $0Net Assets 2016: $2,631,4472016Assets 2017: $2,387,078Liabilities 2017: $0Net Assets 2017: $2,387,0782017Assets 2018: $2,265,816Liabilities 2018: $0Net Assets 2018: $2,265,8162018Assets 2019: $2,184,287Liabilities 2019: $1Net Assets 2019: $2,184,2872019Assets 2020: $2,132,662Liabilities 2020: $1Net Assets 2020: $2,132,6622020Assets 2021: $2,015,593Liabilities 2021: $0Net Assets 2021: $2,015,5932021Assets 2022: $2,059,535Liabilities 2022: $1Net Assets 2022: $2,059,5352022Assets 2023: $2,137,274Liabilities 2023: $12023Assets 2024: $1,951,539Liabilities 2024: $0Net Assets 2024: $1,951,5392024

Highlighted filing

2024

Assets$1,951,539
Liabilities$0
Net Assets$1,951,539
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2010: $214,0662010Expenses 2011: $236,7002011Expenses 2012: $249,7672012Revenue 2013: $120,474Expenses 2013: $256,836Net Income 2013: -$136,3622013Revenue 2014: $212,211Expenses 2014: $349,239Net Income 2014: -$137,0282014Revenue 2015: $217,001Expenses 2015: $409,667Net Income 2015: -$192,6662015Revenue 2016: $26,508Expenses 2016: $399,531Net Income 2016: -$373,0232016Revenue 2017: $104,862Expenses 2017: $349,231Net Income 2017: -$244,3692017Revenue 2018: $221,807Expenses 2018: $343,069Net Income 2018: -$121,2622018Revenue 2019: $213,123Expenses 2019: $294,652Net Income 2019: -$81,5292019Revenue 2020: $324,245Expenses 2020: $375,870Net Income 2020: -$51,6252020Revenue 2021: $230,346Expenses 2021: $347,415Net Income 2021: -$117,0692021Revenue 2022: $359,623Expenses 2022: $317,204Net Income 2022: $42,4192022Revenue 2023: $350,289Expenses 2023: $272,550Net Income 2023: $77,7392023Revenue 2024: $61,025Expenses 2024: $246,760Net Income 2024: -$185,7352024

Highlighted filing

2024

Revenue$61,025
Expenses$246,760
Net Income-$185,735
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,951,539
Liabilities
$0
Net assets
$1,951,539
Revenue
$61,025
Expenses
$246,760
Net income
-$185,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.06$0.25$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$0.35$0.27$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.36$0.32$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.23$0.35$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.32$0.38$0.05
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.18$0.00$2.18$0.21$0.29$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.22$0.34$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.10$0.35$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.03$0.40$0.37
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.22$0.41$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.21$0.35$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.12$0.26$0.14
2012Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.24
2010Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.21
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 25, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL KOSTERVP/Director-$0--
LLOYD J SHULMANPres./Director-$0--
SALVATORE CAPPUZZOSec/Tres-$0--
Filing and Contact Details

Filer

Filer Name
J Weinstein Foundation Inc
EIN
11-6003595
Phone
8452257647
Address
ROCKRIDGE FARM 961 ROUTE 52, CARMEL, NY 10512

Signing Officer

Name
Lloyd Shulman
Title
Director
Phone
8452257647
Signed
2024-07-25
Discuss with paid preparer
Yes

Preparer

Firm
GRASSI & CO CPA'S PC
Address
ONE MAYNARD DRIVE SUITE 2203, PARK RIDGE, NJ 07656
Preparer
Michael Hochman
Phone
2018089800
Raw XML AppendixShowing 400 of 631 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
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1240789
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt254888
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DUKE ENERGY CORP
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0200000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0350289
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1J.W. MAYS, INC. STOCKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LLOYD J SHULMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SALVATORE CAPPUZZO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRES./DIR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt31PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE

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