Civic Intelligence

The Ostberg Foundation Inc

990PF • Fiscal year 2014 • EIN 13-2963335

Dec 01, 2013 to Nov 30, 2014 • Filed on Aug 10, 2015

87 Ruckman Road - PO Box 1098Alpine, NJ 07620

(201) 767-8000

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$865,970

Up $180,926 (+26%) from 2013

Net Assets

$865,970

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$343,200

Down $242,384 (-41%) from 2013

Expenses

Up

$212,054

Up $53,041 (+33%) from 2013

Net Income

Down

$131,146

Down $295,425 (-69%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $483,242Liabilities 2010: $02010Assets 2011: $342,667Liabilities 2011: $02011Assets 2012: $258,473Liabilities 2012: $02012Assets 2013: $685,044Liabilities 2013: $02013Assets 2014: $865,970Liabilities 2014: $0Net Assets 2014: $865,9702014Assets 2015: $2,432,448Liabilities 2015: $02015Assets 2018: $3,180,383Liabilities 2018: $0Net Assets 2018: $3,180,3832018Assets 2019: $3,559,369Liabilities 2019: $0Net Assets 2019: $3,559,3692019Assets 2020: $3,970,312Liabilities 2020: $0Net Assets 2020: $3,970,3122020

Highlighted filing

2014

Assets$865,970
Liabilities$0
Net Assets$865,970

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $56,839Expenses 2010: $139,746Net Income 2010: -$82,9072010Revenue 2011: $12,686Expenses 2011: $153,261Net Income 2011: -$140,5752011Revenue 2012: $85,797Expenses 2012: $169,991Net Income 2012: -$84,1942012Revenue 2013: $585,584Expenses 2013: $159,013Net Income 2013: $426,5712013Revenue 2014: $343,200Expenses 2014: $212,054Net Income 2014: $131,1462014Revenue 2015: $2,025,470Expenses 2015: $361,589Net Income 2015: $1,663,8812015Revenue 2018: $640,658Expenses 2018: $341,320Net Income 2018: $299,3382018Revenue 2019: $737,000Expenses 2019: $348,220Net Income 2019: $388,7802019Revenue 2020: $778,037Expenses 2020: $362,241Net Income 2020: $415,7962020

Highlighted filing

2014

Revenue$343,200
Expenses$212,054
Net Income$131,146
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Aug 10, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY D OSTBERGDirectorPT$0--
CHRISTINE DINEENDirectorPT$0--
BRENT BURNSDirector-$0--
NEAL OSTBERGDirector-$0--
SYDELLE OSTBERGDirector-$0--
Filing and Contact Details

Filer

EIN
13-2963335
Phone
2017678000

Signing Officer

Name
Henry Ostberg
Title
Director
Phone
2017678000
Signed
2015-08-10
Discuss with paid preparer
Yes

Preparer

Preparer
Lawrence L Katz CPA
Phone
2123820404
Raw XML Appendix388 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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DistributionFromCorpusElection/ElectionDesc0ELECTION PURSUANT TO REG 53.4942(A)-3(D)(2)FOUNDATION HEREBY ELECTS UNDER REG 53.4942(A)-3(D)(2)TO TREAT ITS QUALIFYING DISTRIBUTIONS FOR 2013 TO BE MADE OUT OF CORPUS.
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1087 RUCKMAN ROAD ALPINE NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0ALPINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode007620
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02017678000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.NONPROFITDATA.COM/07620/OSTBERG-FOUNDATION
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED INFORMATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HENRY OSTBERG THE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02017678000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1087 RUCKMAN ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0ALPINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode007620
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0206871
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED RECEIPIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1087 RUCKMAN ROAD - PO BOX 1098
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ALPINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode007620
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0206871
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0149977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0163905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0143238
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0132952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0114459
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037013
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt077446
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0796943
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0206871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0149977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0163905
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0143238
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0132952
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0206871
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0874389
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0704531
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt0206871
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL FUCHS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ABY J ROSEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10390 PARK AVENUE 6TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine11390 PARK AVENUE 6TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode010022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode110022
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt012900
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM HENRY OSTBERG
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM BARBARA JAMES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DUE FROM GARY HOHMANN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt012900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt22000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt012900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt22000
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01220
OtherDecreasesSchedule/OtherDecreasesDetail/Description0FEDERAL INCOME TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ANNUAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01293
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
OtherIncreasesSchedule/OtherIncreasesDetail/Amount051000
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAIN/LOSS ON SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03650
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY OSTBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02017678000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE OSTBERG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OSTB
ReturnHeader/Filer/EIN0132963335
ReturnHeader/Filer/PhoneNum02017678000
ReturnHeader/Filer/USAddress/AddressLine1087 RUCKMAN ROAD - PO BOX 1098
ReturnHeader/Filer/USAddress/City0ALPINE
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007620
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132608630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ADELMAN KATZ & MOND LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10230 WEST 41ST - SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0100364015
ReturnHeader/PreparerPersonGrp/PhoneNum02123820404
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE L KATZ CPA
ReturnHeader/ReturnTs02015-08-10T10:12:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

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