Civic Intelligence

Project Ezra

990 • Fiscal year 2014 • EIN 13-2739211

Sep 01, 2013 to Aug 31, 2014 • Filed on Dec 11, 2014

465 Grand Street - 4th floorNew York, NY 10002

(212) 982-4124

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$952,538

Down $221,750 (-19%) from 2013

Net Assets

Down

$942,518

Down $221,719 (-19%) from 2013

Liabilities

Down

$10,020

Down $31 (-0.3%) from 2013

Revenue And Expenses

Revenue

Down

$317,236

Down $169,886 (-35%) from 2013

Expenses

Down

$525,163

Down $25,106 (-4.6%) from 2013

Net Income

Down

-$207,927

Down $144,780 (-229%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,276,584Liabilities 2011: $9,052Net Assets 2011: $1,267,5322011Assets 2012: $1,138,038Liabilities 2012: $20,782Net Assets 2012: $1,117,2562012Assets 2013: $1,174,288Liabilities 2013: $10,051Net Assets 2013: $1,164,2372013Assets 2014: $952,538Liabilities 2014: $10,020Net Assets 2014: $942,5182014Assets 2015: $873,935Liabilities 2015: $11,163Net Assets 2015: $862,7722015Assets 2016: $715,264Liabilities 2016: $1,372Net Assets 2016: $713,8922016Assets 2017: $715,312Liabilities 2017: $1,446Net Assets 2017: $713,8662017Assets 2018: $778,998Liabilities 2018: $19,150Net Assets 2018: $759,8482018Assets 2019: $695,318Liabilities 2019: $3,641Net Assets 2019: $691,6772019Assets 2020: $651,133Liabilities 2020: $16,500Net Assets 2020: $634,6332020Assets 2021: $734,530Liabilities 2021: $5,150Net Assets 2021: $729,3802021Assets 2022: $683,804Liabilities 2022: $10,838Net Assets 2022: $672,9662022Assets 2023: $1,109,800Liabilities 2023: $334,080Net Assets 2023: $775,7202023Assets 2024: $1,026,984Liabilities 2024: $288,941Net Assets 2024: $738,0432024Assets 2025: $893,351Liabilities 2025: $231,756Net Assets 2025: $661,5952025

Highlighted filing

2014

Assets$952,538
Liabilities$10,020
Net Assets$942,518

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $581,6382011Revenue 2012: $410,472Expenses 2012: $568,774Net Income 2012: -$158,3022012Revenue 2013: $487,122Expenses 2013: $550,269Net Income 2013: -$63,1472013Revenue 2014: $317,236Expenses 2014: $525,163Net Income 2014: -$207,9272014Revenue 2015: $491,195Expenses 2015: $490,598Net Income 2015: $5972015Revenue 2016: $367,653Expenses 2016: $530,196Net Income 2016: -$162,5432016Revenue 2017: $460,449Expenses 2017: $508,931Net Income 2017: -$48,4822017Revenue 2018: $532,894Expenses 2018: $479,500Net Income 2018: $53,3942018Revenue 2019: $389,277Expenses 2019: $472,655Net Income 2019: -$83,3782019Revenue 2020: $372,241Expenses 2020: $459,956Net Income 2020: -$87,7152020Revenue 2021: $479,550Expenses 2021: $433,235Net Income 2021: $46,3152021Revenue 2022: $442,160Expenses 2022: $418,500Net Income 2022: $23,6602022Revenue 2023: $515,781Expenses 2023: $431,676Net Income 2023: $84,1052023Revenue 2024: $361,441Expenses 2024: $474,684Net Income 2024: -$113,2432024Revenue 2025: $344,623Expenses 2025: $476,039Net Income 2025: -$131,4162025

Highlighted filing

2014

Revenue$317,236
Expenses$525,163
Net Income-$207,927
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Dec 11, 2014
Return Version
2013v3.1
Gross Receipts
$487,693
Mission and Program Overview

Mission

SEE ATTACHED

SEE SCHEDULE A

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$706,264$620,540▼ $85,724
Pledges and Grants Receivable$324,412$234,370▼ $90,042
Savings and Temporary Cash Investments$132,090$85,103▼ $46,987
Prepaid Expenses and Deferred Charges$7,625$7,915▲ $290
Land, Buildings, and Equipment, Net$1,297$2,010▲ $713
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,174,288$952,538▼ $221,750
Other Assets Total$2,600$2,600→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,051$10,020▼ $31
Total Liabilities$10,051$10,020▼ $31
Net Assets / Fund Balance
Unrestricted Net Assets$857,577$692,898▼ $164,679
Temporarily Rstr Net Assets$296,660$239,620▼ $57,040
Permanently Rstr Net Assets$10,000$10,000→ $0
Total Net Assets Fund Balance$1,164,237$942,518▼ $221,719
Total Liabilities and Net Assets / Fund Balance$1,174,288$952,538▼ $221,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$48,598$48,598
Other Land Buildings$2,010$40,028$42,038

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$306,660$52,473-$9,748$249,620
2012$235,359$110,913-$36,912$306,660
2011$254,383$76,186-$95,210$235,359
2010$205,444$128,204-$79,265$254,383
2009$149,609---$205,444
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dalia AbottSecretaryPT$42,680$42,680
Geraldine E MurphyDirectorPT$42,432$42,432
Jayne SkoffVice PresidentPT$40,317$40,317
Misha AvramoffDirectorPT$27,466$27,466

Board Members and Trustees

NameTitle
Rina PiankoPresident
Chana SilbersteinDirector
Harriet KohnDirector
Joan SokotchDirector
Justine FisherDirector
Lois LowensteinDirector
Patricia JayDirector
Rabbi Sean JensonDirector
Sharon SilverDirector
Sheila RubinDirector
Alison AlpertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$304,133
Program Service Revenue
$0
Investment Income
$13,103
Other Revenue
$0
All Other Contributions
$304,133
Change in Net Assets
$-207,927

Audited Revenue Reconciliation

Revenue per Audited Statements
$317,236
Revenue Not Reported on Form 990
$85,973
Total Revenue per Audited Statements
$403,209
Total Revenue per Form 990
$317,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$381,105
Other Expenses$125,245
Total Fundraising Expense$69,146
Grants and Similar Amounts Paid$18,813
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$136,288$11,697$16,453$164,438
Current Officers, Directors, Trustees, and Key Employees$94,107$34,447$24,341$152,895
Occupancy$30,295$9,012$4,908$44,215
Other Employee Benefits$28,104$2,161$6,484$36,749
Payroll Taxes$19,620$3,930$3,473$27,023
Office Expenses$9,571$8,412$7,031$25,014
Grants to Domestic Individuals$18,813--$18,813
Insurance$8,341$3,433$1,234$13,008
Fees for Services Accounting-$11,080-$11,080
Fees for Services Other$6,590--$6,590
Other Expenses$878$134$3,142$4,154
All Other Expenses$2,265--$2,265
Conferences and Meetings-$457$500$957
Depreciation Depletion$342$57$185$584
Total Functional Expenses$369,799$86,218$69,146$525,163

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$525,163
Total Expenses per Audited Statements$525,163
Total Expenses per Form 990$525,163
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Audit committee
Yes
Backup withholding compliance
No
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, Line 11B: Form 990 Review Process

Form 990 is reviewed by a co-director and the Treasurer of the Board of Directors who discusses same with members of the Executive Committee of the Board. The Treasurer and a co-Director, who are empowered to act on behalf of the Board, do a complete review of Form 990 and all its attachments. All distribution and review is completed before the filing of the return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The Board annually reviews all conflicts of interest and has each member of the Board sign a form stating if there is any known conflicts. If there is a conflict, the Board discusses it and the person recuses themselves from any decision pertaining to that conflict.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All information is available upon request from the offices of Project Ezra.

Filing and Contact Details

Filer

EIN
13-2739211
Phone
2129824124

Signing Officer

Name
Alison Alpert
Title
Treasurer
Signed
2014-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rina Pianko
Formed
1974
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
15
Volunteers
3

Preparer

Preparer
Ellyn A Sosin CPA
Phone
5165704600
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Increase in fair market value-receivable = $39723

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Temporarily restricted funds are held for use in the homemaker program, transportation of elders, and direct relief for food for our elders.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Increase in fair market value-receivable $39723

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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0170000
IRS990/GrossReceiptsAmt0487693
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt01234
IRS990/InsuranceGrp/ManagementAndGeneralAmt03433
IRS990/InsuranceGrp/ProgramServicesAmt08341
IRS990/InsuranceGrp/TotalAmt013008
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt013560
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013560
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0706264
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0620540
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt088626
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01297
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02010
IRS990/LandBldgEquipCostOrOtherBssAmt090636
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0170457
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE A
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01164237
IRS990/NetAssetsOrFundBalancesEOYAmt0942518
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-457
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-457
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt046250
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04908
IRS990/OccupancyGrp/ManagementAndGeneralAmt09012
IRS990/OccupancyGrp/ProgramServicesAmt030295
IRS990/OccupancyGrp/TotalAmt044215
IRS990/OfficeExpensesGrp/FundraisingAmt07031
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08412
IRS990/OfficeExpensesGrp/ProgramServicesAmt09571
IRS990/OfficeExpensesGrp/TotalAmt025014
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt02600
IRS990/OtherAssetsTotalGrp/EOYAmt02600
IRS990/OtherChangesInNetAssetsAmt039723
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06484
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02161
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028104
IRS990/OtherEmployeeBenefitsGrp/TotalAmt036749
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/Desc1Equipment rent & maintenance
IRS990/OtherExpensesGrp/Desc2TRANSPORT EQUIP COSTS
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt0659
IRS990/OtherExpensesGrp/FundraisingAmt1736
IRS990/OtherExpensesGrp/FundraisingAmt23142
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0640
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1758
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2134
IRS990/OtherExpensesGrp/ProgramServicesAmt04791
IRS990/OtherExpensesGrp/ProgramServicesAmt14542
IRS990/OtherExpensesGrp/ProgramServicesAmt25252
IRS990/OtherExpensesGrp/ProgramServicesAmt3878
IRS990/OtherExpensesGrp/TotalAmt06090
IRS990/OtherExpensesGrp/TotalAmt16036
IRS990/OtherExpensesGrp/TotalAmt25252
IRS990/OtherExpensesGrp/TotalAmt34154
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016453
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011697
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0136288
IRS990/OtherSalariesAndWagesGrp/TotalAmt0164438
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03473
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03930
IRS990/PayrollTaxesGrp/ProgramServicesAmt019620
IRS990/PayrollTaxesGrp/TotalAmt027023
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0324412
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0234370
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07625
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07915
IRS990/PrincipalOfficerNm0Rina Pianko
IRS990/PriorPeriodAdjustmentsAmt0-99765
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0471123
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt016450
IRS990/PYInvestmentIncomeAmt015746
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0134325
IRS990/PYOtherRevenueAmt0253
IRS990/PYRevenuesLessExpensesAmt0-63147
IRS990/PYSalariesCompEmpBnftPaidAmt0399494
IRS990/PYTotalExpensesAmt0550269
IRS990/PYTotalRevenueAmt0487122
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-207927
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0132090
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0304133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0487122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0389364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0414643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01513282
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03108544
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015635
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021108
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014721
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt092139

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.89$0.23$0.66$0.34$0.48$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.29$0.74$0.36$0.47$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.33$0.78$0.52$0.43$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.44$0.42$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.73$0.48$0.43$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.37$0.46$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.69$0.39$0.47$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$0.53$0.48$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.71$0.46$0.51$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.71$0.37$0.53$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.49$0.49$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.32$0.53$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.01$1.16$0.49$0.55$0.06
2012Summary only. Only limited summary data is available for this year.$1.14$0.02$1.12$0.41$0.57$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.01$1.27$0.58