Civic Intelligence

The Jeffrey David Walerstein Foundation

EIN 13-3541932 • West Palm Beach, FL

Pub. 78 Eligible
445 Datura Street 719West Palm Beach, FL 33401
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-263%

Higher net margin than 3% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

11th percentile

-22%

Faster asset growth than 11% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

162%

Faster revenue growth than 92% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$526,273

Down $146,103 (-22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$526,273

Down $146,103 (-22%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin3rd percentile

Revenue

Up

$55,647

Up $34,417 (+162%) from 2023

Expenses

Down

$201,750

Down $279,700 (-58%) from 2023

Net Income

Up

-$146,103

Up $314,117 (+68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,533,606Liabilities 2011: $0Net Assets 2011: $1,533,6062011Assets 2012: $1,495,895Liabilities 2012: $0Net Assets 2012: $1,495,8952012Assets 2013: $1,470,174Liabilities 2013: $0Net Assets 2013: $1,470,1742013Assets 2014: $1,451,282Liabilities 2014: $0Net Assets 2014: $1,451,2822014Assets 2015: $1,353,088Liabilities 2015: $0Net Assets 2015: $1,353,0882015Assets 2016: $1,376,761Liabilities 2016: $0Net Assets 2016: $1,376,7612016Assets 2017: $1,330,254Liabilities 2017: $0Net Assets 2017: $1,330,2542017Assets 2018: $1,309,544Liabilities 2018: $0Net Assets 2018: $1,309,5442018Assets 2019: $1,232,883Liabilities 2019: $0Net Assets 2019: $1,232,8832019Assets 2020: $1,254,567Liabilities 2020: $0Net Assets 2020: $1,254,5672020Assets 2021: $1,380,910Liabilities 2021: $0Net Assets 2021: $1,380,9102021Assets 2022: $1,132,771Liabilities 2022: $0Net Assets 2022: $1,132,7712022Assets 2023: $672,376Liabilities 2023: $0Net Assets 2023: $672,3762023Assets 2024: $526,273Liabilities 2024: $0Net Assets 2024: $526,2732024

Highlighted filing

2024

Assets$526,273
Liabilities$0
Net Assets$526,273
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$500K$0-$500KExpenses 2011: $71,0702011Expenses 2012: $106,9762012Revenue 2013: $73,059Expenses 2013: $98,780Net Income 2013: -$25,7212013Revenue 2014: $84,921Expenses 2014: $103,813Net Income 2014: -$18,8922014Revenue 2015: $107,167Expenses 2015: $130,331Net Income 2015: -$23,1642015Revenue 2016: $141,890Expenses 2016: $134,718Net Income 2016: $7,1722016Revenue 2017: $116,870Expenses 2017: $165,072Net Income 2017: -$48,2022017Revenue 2018: $147,935Expenses 2018: $169,534Net Income 2018: -$21,5992018Revenue 2019: $192,937Expenses 2019: $266,162Net Income 2019: -$73,2252019Revenue 2020: $73,159Expenses 2020: $50,250Net Income 2020: $22,9092020Revenue 2021: $180,991Expenses 2021: $52,450Net Income 2021: $128,5412021Revenue 2022: $65,494Expenses 2022: $284,450Net Income 2022: -$218,9562022Revenue 2023: $21,230Expenses 2023: $481,450Net Income 2023: -$460,2202023Revenue 2024: $55,647Expenses 2024: $201,750Net Income 2024: -$146,1032024

Highlighted filing

2024

Revenue$55,647
Expenses$201,750
Net Income-$146,103
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$526,273
Liabilities
$0
Net assets
$526,273
Revenue
$55,647
Expenses
$201,750
Net income
-$146,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.06$0.20$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.02$0.48$0.46
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.28$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.18$0.05$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.19$0.27$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.15$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.12$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.14$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.11$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07$0.10$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL T WALERSTEINDirector-$0--
MARK J WALERSTEINDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CARE & RESEARCH FOR CARDIOVASCULAR DISEASEPCNEW YORK, NY, US$200,000
Filing and Contact Details

Filer

Filer Name
The Jeffrey David Walerstein Foundation
EIN
13-3541932
Phone
8452690109
Address
445 Datura Street 719, West Palm Beach, FL 33401

Signing Officer

Name
Gail T Walerstein
Title
Director
Signed
2025-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rios & Mcgarrigle LLC
Address
100 PARK AVE SUITE 1600, NEW YORK, NY 10017
Preparer
Raymond a Mcgarrigle
Phone
3475154789
Raw XML Appendix245 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/ZIPCd010016
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt091910
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0318701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt094179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0184659
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0184659
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0520970
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0108090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0318701
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt094179
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0108090
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0705629
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0597539
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL T WALERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jeffrey David Walerstein Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0133541932
ReturnHeader/Filer/PhoneNum08452690109
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 Datura Street 719
ReturnHeader/Filer/USAddress/CityNm0West Palm Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273606377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIOS & MCGARRIGLE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 PARK AVE SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum03475154789
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND A MCGARRIGLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-10T12:21:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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