Civic Intelligence

Amalgamated Wc Nursery School

EIN 13-1695557 • 501(c)3 • Bronx, NY

Profile

Pre-school for children aged 2-5

3980 Orloff AvenueBronx, NY 10463

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

59th percentile

9.3%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$68,690

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-5.4%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$0

Down $155,044 (-100%) from 2017

Liabilities

Down

$0

Down $41,710 (-100%) from 2017

Net Assets

Down

$0

Down $113,334 (-100%) from 2017

Revenue

Down

$501,800

Down $28,582 (-5.4%) from 2017

Expenses

Down

$455,234

Down $75,129 (-14%) from 2017

Net Income

Up

$46,566

Up $46,547 (+244984%) from 2017

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $135,253Liabilities 2012: $50,708Net Assets 2012: $84,5452012Assets 2013: $137,363Liabilities 2013: $51,955Net Assets 2013: $85,4082013Assets 2014: $124,506Liabilities 2014: $38,416Net Assets 2014: $86,0902014Assets 2015: $108,233Liabilities 2015: $42,499Net Assets 2015: $65,7342015Assets 2016: $153,502Liabilities 2016: $40,187Net Assets 2016: $113,3152016Assets 2017: $155,044Liabilities 2017: $41,710Net Assets 2017: $113,3342017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $418,425Expenses 2012: $404,475Net Income 2012: $13,9502012Revenue 2013: $427,639Expenses 2013: $426,776Net Income 2013: $8632013Revenue 2014: $436,403Expenses 2014: $435,721Net Income 2014: $6822014Revenue 2015: $451,825Expenses 2015: $472,181Net Income 2015: -$20,3562015Revenue 2016: $570,863Expenses 2016: $523,282Net Income 2016: $47,5812016Revenue 2017: $530,382Expenses 2017: $530,363Net Income 2017: $192017Revenue 2018: $501,800Expenses 2018: $455,234Net Income 2018: $46,5662018

Highlighted filing

2018

Revenue$501,800
Expenses$455,234
Net Income$46,566

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Jun 30, 2018
Signed
Apr 10, 2019
Return Version
2017v2.3
Gross Receipts
$506,661
Mission and Program Overview

Mission

Pre-school for children aged 2-5

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$121,401$0▼ $121,401
Rtn Earn Endowment Incm Other Fnds$113,334$0▼ $113,334
Cash and Non-Interest-Bearing Accounts$23,860$0▼ $23,860
Accounts Receivable$9,783$0▼ $9,783
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$155,044$0▼ $155,044
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$41,710--
Total Liabilities$41,710$0▼ $41,710
Net Assets / Fund Balance
Total Net Assets Fund Balance$113,334$0▼ $113,334
Total Liabilities and Net Assets / Fund Balance$155,044$0▼ $155,044
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa WenzDirectorFT$68,690$68,690

Board Members and Trustees

NameTitle
Robyn SpiegelChairperson
Revenue and Support

Revenue Composition

Contributions and Grants
$3,704
Program Service Revenue
$481,703
Investment Income
$142
Other Revenue
$16,251
All Other Contributions
$1,376
Change in Net Assets
$46,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$410,618
Other Expenses$44,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$308,743--$308,743
Current Officers, Directors, Trustees, and Key Employees$10,357$58,333-$68,690
Payroll Taxes$25,486$4,659-$30,145
Insurance-$13,976-$13,976
Fees for Services Accounting-$3,711-$3,711
Pension Plan Contributions-$3,040-$3,040
All Other Expenses-$2,471-$2,471
Occupancy-$2,356-$2,356
Other Expenses$11,860$2,085-$2,085
Office Expenses-$478-$478
Total Functional Expenses$356,446$98,788$0$455,234
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,112
Fundraising Direct Expenses$4,861
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Related Events$21,112$21,112$4,861$16,251
Total Events$21,112$21,112$4,861$16,251
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committee meetings to document.

Form 990, Part VI, Section B, Line 11B

The form is provided to all board members and is reviewed by the executive director.

Form 990, Part VI, Section B, Line 12C

Each individual shall disclose to the board any personal interest which he or she may have in any matter pending before the board and shall refrain from participation in any decision or vote on such matter

Form 990, Part VI, Section C, Line 19

PROVIDED UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Amalgamated Wc Nursery School
EIN
13-1695557
Phone
7185438688
Address
3980 ORLOFF AVENUE, BRONX, NY 10463
Doing Business As
Amalgamated Nursery School

Signing Officer

Name
Lisa Wenz
Title
Director
Phone
7185438688
Signed
2019-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Wenz
Formed
1929
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
16
Volunteers
3

Preparer

Firm
Jt Shulman & Company Pc
Address
ONE OLD COUNTRY RD, CARLE PLACE, NY 11514
Preparer
Daniel Sackowitz CPA
Phone
5168775900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Final year distributions -159,900.

Raw XML AppendixShowing 400 of 408 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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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE RACIALLY NON-DISCRIMINATORY POLICY IS PASSED AS A LOCAL ADVERTISEMENT IN THE RIVERDALE PRESS, THE LOCAL COMMUNITY NEWSPAPER
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL RECEIVES PARTIAL REIMBURSEMENT OF THE SNACK PROGRAM FROM A GOVERNMENT PROGRAM CALLED CACFP, CHILD AND ADULT CARE FOOD PROGRAM. THE REIMBURSEMENT AMOUNT OF $ 2,328.00 IS STATED ON FORM 990 PART VIII LINE 1E.
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt068626
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1108005
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt2-22760
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt2501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt2BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt03980 ORLOFF AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt13980 ORLOFF AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt23980 ORLOFF AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0BRONX
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1BRONX
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm2BRONX
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd010463
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd110463
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd210463
IRS990ScheduleN/OwnerOfSuccessorInd01
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: LISA WENZ
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: WAS AN EMPLOYEE (ADMINISTRATOR) IN AMALGAMATED W.C. NURSERY SCHOOL. SHE IS NOW AN EMPLOYEE (ADMINISTRATOR) IN THE TRANSFEREE, "AMALGAMATED NURSERY SCHOOL" AS OF JULY 1, 2018.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEE MEETINGS TO DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM IS PROVIDED TO ALL BOARD MEMBERS AND IS REVIEWED BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH INDIVIDUAL SHALL DISCLOSE TO THE BOARD ANY PERSONAL INTEREST WHICH HE OR SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE BOARD AND SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION OR VOTE ON SUCH MATTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINAL YEAR DISTRIBUTIONS -159,900.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0155044
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0155044
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03704
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098788
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0356446
IRS990/TotalFunctionalExpensesGrp/TotalAmt0455234
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041710
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt041710
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0113334
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0356446
IRS990/TotalProgramServiceRevenueAmt0481703
IRS990/TotalReportableCompFromOrgAmt068690
IRS990/TotalRevenueGrp/ExclusionAmt016251
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0481845
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0501800
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0155044
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03980 ORLOFF AVENUE
IRS990/USAddress/CityNm0BRONX
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010463
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA WENZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07185438688
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED WC NURSERY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0131695557
ReturnHeader/Filer/PhoneNum07185438688
ReturnHeader/Filer/USAddress/AddressLine1Txt03980 ORLOFF AVENUE
ReturnHeader/Filer/USAddress/CityNm0BRONX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010463
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02BFB330F0AD665BA80F4711FAA03EC8E69444AC3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AFFC2E115BC972A90A3A546B77E78EE833669F9A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.21.182.211
ReturnHeader/FilingSecurityInformation/IPDt02019-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:12:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112924523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JT SHULMAN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE OLD COUNTRY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLE PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY

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