Civic Intelligence

Gerald P & Carol D Halpern Foundation Trust

990PF • Fiscal year 2021 • EIN 11-6569810

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

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

76th percentile

0.00x

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

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.00x

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

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Net Margin

26th percentile

-63%

Higher net margin than 26% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

-2.2%

Faster asset growth than 43% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

58%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$304,739

Down $7,009 (-2.2%) from 2020

Net Assets

Down

$304,739

Down $7,009 (-2.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin26th percentile

Revenue

Up

$11,073

Up $4,068 (+58%) from 2020

Expenses

Down

$18,082

Down $1,786 (-9.0%) from 2020

Net Income

Up

-$7,009

Up $5,854 (+46%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$304,739
Liabilities$0
Net Assets$304,739
Open 2021 Filing

Operations Trend

Revenue Growth69th 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

2021

Revenue$11,073
Expenses$18,082
Net Income-$7,009
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.0
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
2021-11-08
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 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92300 SOUTHERN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1040 RECTOR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111300 19TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1277 4TH AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2SUITE 1101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3ST 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4ST 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt55TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt68TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WOODBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BRONX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12NEEDHAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411797
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd819104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1010006
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1202494
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016125
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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/AppliedToCurrentYearAmt016125
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016147
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016125
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt099
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0NYS ATTORNEY GENERAL FILING FEE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD HALPERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05164826755
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
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/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/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART MASCH
ReturnHeader/ReturnTs02021-12-16T10:06:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALPERN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,739
Liabilities
$0
Net assets
$304,739
Revenue
$11,073
Expenses
$18,082
Net income
-$7,009
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