Civic Intelligence

The Rona Jaffe Foundation

990PF • Fiscal year 2024 • EIN 13-3383860

Oct 01, 2023 to Sep 30, 2024 • Filed on Jul 28, 2025

21 Wildwood DriveDix Hills, NY 11746-6039

(631) 491-5340

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Net Margin

7th percentile

-151%

Higher net margin than 7% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$231,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Asset Growth

8th percentile

-6.0%

Faster asset growth than 8% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

19%

Faster revenue growth than 38% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$28,891,483

Down $1,853,038 (-6.0%) from 2023

Net Assets

Down

$28,889,616

Down $1,853,030 (-6.0%) from 2023

Liabilities

Down

$1,867

Down $8 (-0.4%) from 2023

Revenue

Up

$1,226,959

Up $195,354 (+19%) from 2023

Expenses

Up

$3,079,989

Up $81,272 (+2.7%) from 2023

Net Income

Up

-$1,853,030

Up $114,082 (+5.8%) from 2023

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $38,524,114Liabilities 2011: $1,1512011Assets 2012: $36,155,280Liabilities 2012: $8602012Assets 2013: $34,592,620Liabilities 2013: $8552013Assets 2014: $37,143,968Liabilities 2014: $9902014Assets 2015: $35,452,242Liabilities 2015: $1,0172015Assets 2019: $32,966,277Liabilities 2019: $1,9502019Assets 2020: $31,791,659Liabilities 2020: $1,935Net Assets 2020: $31,789,7242020Assets 2021: $31,757,116Liabilities 2021: $1,935Net Assets 2021: $31,755,1812021Assets 2022: $32,713,598Liabilities 2022: $3,840Net Assets 2022: $32,709,7582022Assets 2023: $30,744,521Liabilities 2023: $1,875Net Assets 2023: $30,742,6462023Assets 2024: $28,891,483Liabilities 2024: $1,867Net Assets 2024: $28,889,6162024

Highlighted filing

2024

Assets$28,891,483
Liabilities$1,867
Net Assets$28,889,616

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $905,211Expenses 2011: $2,736,018Net Income 2011: -$1,830,8072011Revenue 2012: $457,560Expenses 2012: $2,826,103Net Income 2012: -$2,368,5432012Revenue 2013: $1,354,246Expenses 2013: $2,916,901Net Income 2013: -$1,562,6552013Revenue 2014: $5,577,264Expenses 2014: $3,026,051Net Income 2014: $2,551,2132014Revenue 2015: $1,416,581Expenses 2015: $3,108,335Net Income 2015: -$1,691,7542015Revenue 2019: $2,584,481Expenses 2019: $3,352,129Net Income 2019: -$767,6482019Revenue 2020: $1,882,804Expenses 2020: $3,057,407Net Income 2020: -$1,174,6032020Revenue 2021: $2,944,285Expenses 2021: $2,978,828Net Income 2021: -$34,5432021Revenue 2022: $4,180,077Expenses 2022: $3,225,500Net Income 2022: $954,5772022Revenue 2023: $1,031,605Expenses 2023: $2,998,717Net Income 2023: -$1,967,1122023Revenue 2024: $1,226,959Expenses 2024: $3,079,989Net Income 2024: -$1,853,0302024

Highlighted filing

2024

Revenue$1,226,959
Expenses$3,079,989
Net Income-$1,853,030
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 28, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT WISHNEWPresident/TreasurerFT$231,000-$231,000
ALAN C ROTHFELDExec VP/ Sec'YFT$175,000-$175,000
BETH MCCABEExecutive DirectorFT$155,000-$155,000
MARC N SIMONTrusteePT$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
The Rona Jaffe Foundation
EIN
13-3383860
Phone
6314915340
Address
21 WILDWOOD DRIVE, DIX HILLS, NY 11746-6039

Signing Officer

Name
Robert Wishnew
Title
President
Phone
6314915340
Signed
2025-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Robert Wishnew CPA Pc
Address
21 WILDWOOD DRIVE, DIX HILLS, NY 11746-6039
Preparer
Robert Wishnew
Phone
6314915340
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12483068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12576354
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm190 SHS ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm279 SHS ADOBE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3314 SHS ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4292 SHS ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm552 SHS META PLATFORMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm690 SHS MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7165 SHS MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8527 SHS NIKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9170 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1037 SHS LUKOIL PJSC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11273 SHS MOBILE TELESYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12704 SHS SPERBANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133000 SHS JP MORGAN CHASE & CO PFD 5.75%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1423 SHS AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1518 SHS ASML HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16292 SHS DEUTSCHE BOERSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17146 SHS HEINEKEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18401 SHS JULIUS BAER GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19154 SHS KBC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2076 SHS KERRY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21302 SHS LONDON STK EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22106 SHS LONZA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2342 SHS NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24154 SHS RELX PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25342 SHS TERUMO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26155 SHS UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271000 SHS VANGUARD SHORT TERM CORP BON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28658 SHS AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29108 SHS MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30601 SHS MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31120 SHS MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32498 SHS TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3350 SHS UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34319 SHS ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35180 SHS SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3656 SHS SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3798 SHS UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38150 SHS ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3941 SHS ADIDAS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4052 SHS SAP SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41221 SHS AIRBNB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42261 SHS AMAZON.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4349 SHS NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44137 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45442 SHS FUJITSU LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4691 SHS SONY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47280 SHS GAZPROM PJSC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm484000 SHS MORGAN STANLEY 6.50% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49482 SHS DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50380 SHS MERCK & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51280 SHS NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52277 SHS PEPSICO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53302 SHS T-MOBILE US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5469 SHS THERMO FISHER SCIENTIFIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56146 SHS ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5768 SHS AUTOLIV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58206 SHS COMPASS GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59237 SHS EXPERIAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6021 SHS ICON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61283 SHS SMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62166 SHS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6372 SHS SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64157 SHS NOVO NORDISK ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6686 SHS THERMO FISHER SCIENTIFIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74409 SHS ING GROEP N V
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8354 SHS MSCI INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86423 SHS SHOPIFY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91313 SHS ADYEN N V
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9322 SHS ASHTEAD GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9410 SHS ASM INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95478 SHS BARCLAYS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9680 SHS BP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97291 SHS BRIDGESTONE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98102 SHS BUREAU VERITAS SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9940 SHS COCA COLA FEMSA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100380 SHS CONVATEC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101424 SHS DAIFUKU CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103521 SHS DSM FIRMENICH AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10476 SHS DSV A/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105117 SHS EMBRAER S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106325 SHS EPIROC AKTIEBOLAG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10797 SHS FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108657 SHS HALEON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109156 SHS LASERTEC CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114100 SHS NOVO NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115200 SHS RENTOKIL INITIAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116122 SHS SAFRAN SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117112 SHS SMURFIT WESTROCK PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21592983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt388943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt424799
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt633312
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8151891
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1283262
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1492144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1550416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1649758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17328149

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