Civic Intelligence

Gerald P & Carol D Halpern Foundation Trust

990PF • Fiscal year 2019 • EIN 11-6569810

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 19, 2019

Organization Profile
20 Canterbury Road 3PGreat Neck, NY 11021

(516) 482-6755

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

96%

Higher net margin than 92% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

156%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$324,611

Up $64,438 (+25%) from 2018

Net Assets

Up

$324,611

Up $64,488 (+25%) from 2018

Liabilities

Down

$0

Down $50 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin92nd percentile

Revenue

Up

$67,415

Up $41,045 (+156%) from 2018

Expenses

Down

$2,927

Down $1,365 (-32%) from 2018

Net Income

Up

$64,488

Up $42,410 (+192%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $172,301Liabilities 2011: $600Net Assets 2011: $171,7012011Assets 2012: $185,349Liabilities 2012: $1502012Assets 2013: $179,661Liabilities 2013: $3252013Assets 2014: $167,415Liabilities 2014: $9002014Assets 2015: $199,586Liabilities 2015: $2602015Assets 2017: $238,070Liabilities 2017: $25Net Assets 2017: $238,0452017Assets 2018: $260,173Liabilities 2018: $50Net Assets 2018: $260,1232018Assets 2019: $324,611Liabilities 2019: $0Net Assets 2019: $324,6112019Assets 2020: $311,748Liabilities 2020: $0Net Assets 2020: $311,7482020Assets 2021: $304,739Liabilities 2021: $0Net Assets 2021: $304,7392021Assets 2022: $309,467Liabilities 2022: $0Net Assets 2022: $309,4672022Assets 2023: $294,064Liabilities 2023: $0Net Assets 2023: $294,0642023Assets 2024: $281,024Liabilities 2024: $0Net Assets 2024: $281,0242024Assets 2025: $273,845Liabilities 2025: $13,010Net Assets 2025: $260,8352025

Highlighted filing

2019

Assets$324,611
Liabilities$0
Net Assets$324,611
Open 2019 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KExpenses 2011: $18,0682011Revenue 2012: $28,317Expenses 2012: $14,819Net Income 2012: $13,4982012Revenue 2013: $15,300Expenses 2013: $21,163Net Income 2013: -$5,8632013Revenue 2014: $11,222Expenses 2014: $24,043Net Income 2014: -$12,8212014Revenue 2015: $52,147Expenses 2015: $13,226Net Income 2015: $38,9212015Revenue 2017: $36,750Expenses 2017: $17,077Net Income 2017: $19,6732017Revenue 2018: $26,370Expenses 2018: $4,292Net Income 2018: $22,0782018Revenue 2019: $67,415Expenses 2019: $2,927Net Income 2019: $64,4882019Revenue 2020: $7,005Expenses 2020: $19,868Net Income 2020: -$12,8632020Revenue 2021: $11,073Expenses 2021: $18,082Net Income 2021: -$7,0092021Revenue 2022: $7,122Expenses 2022: $2,394Net Income 2022: $4,7282022Revenue 2023: $6,898Expenses 2023: $22,301Net Income 2023: -$15,4032023Revenue 2024: $7,172Expenses 2024: $20,212Net Income 2024: -$13,0402024Revenue 2025: $6,813Expenses 2025: $27,002Net Income 2025: -$20,1892025

Highlighted filing

2019

Revenue$67,415
Expenses$2,927
Net Income$64,488
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 19, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD HALPERNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gerald & Carol Halpern
EIN
11-6569810
Phone
5164826755
Address
20 CANTERBURY ROAD 3P, GREAT NECK, NY 11021

Signing Officer

Name
Gerald Halpern
Title
Trustee
Phone
5164826755
Signed
2019-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Masch & Company LLC
Address
4581 WESTON RD STE 168, WESTON, FL 33331-3141
Preparer
Stuart Masch
Phone
9032001040
Raw XML Appendix337 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/RecipientBusinessName/BusinessNameLine1Txt4SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SPRINGS FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WILDERNESS SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 MAIDEN LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt226 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3110 NORTH CARPENTER STREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4400 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5179 FORT POND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61615 M STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt016 FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt111TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt214TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5EAST HAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd436104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd511937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620036
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0440
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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/AppliedToCurrentYearAmt0440
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015259
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014924
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014924
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0440
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014924
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030183
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0133
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1169
TaxesSchedule/TaxesDetail/CategoryTxt0NYS ATTORNEY GENERAL FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD HALPERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05164826755
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERALD & CAROL HALPERN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0116569810
ReturnHeader/Filer/PhoneNum05164826755
ReturnHeader/Filer/USAddress/AddressLine1Txt020 CANTERBURY ROAD 3P
ReturnHeader/Filer/USAddress/CityNm0GREAT NECK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011021
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B5E1DEADAC8F8551557FAF44B04540D984B0136
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B5E1DEADAC8F8551557FAF44B04540D984B0136
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.38.224.159
ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:33:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134203252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASCH & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04581 WESTON RD STE 168
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333313141
ReturnHeader/PreparerPersonGrp/PhoneNum09032001040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART MASCH
ReturnHeader/ReturnTs02019-11-04T11:33:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,611
Liabilities
$0
Net assets
$324,611
Revenue
$67,415
Expenses
$2,927
Net income
$64,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.74$0.13$2.61$0.07$0.27$0.20
2024Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.07$0.20$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.07$0.22$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.07$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.11$0.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.07$0.20$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.67$0.03$0.64
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.26$0.04$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.37$0.17$0.20
2015Summary only. Only limited summary data is available for this year.$2.00$0.00$0.52$0.13$0.39
2014Summary only. Only limited summary data is available for this year.$1.67$0.01$0.11$0.24$0.13
2013Summary only. Only limited summary data is available for this year.$1.80$0.00$0.15$0.21$0.06
2012Summary only. Only limited summary data is available for this year.$1.85$0.00$0.28$0.15$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.72$0.18