Civic Intelligence

The Jeffrey David Walerstein Foundation

990PF • Fiscal year 2019 • EIN 13-3541932

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

Organization Profile
230 West 56th StreetNew York, NY 10019

(212) 956-2225

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

16th percentile

-5.9%

Faster asset growth than 16% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,232,883

Down $76,661 (-5.9%) from 2018

Net Assets

Down

$1,232,883

Down $76,661 (-5.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Up

$192,937

Up $45,002 (+30%) from 2018

Expenses

Up

$266,162

Up $96,628 (+57%) from 2018

Net Income

Down

-$73,225

Down $51,626 (-239%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$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

2019

Assets$1,232,883
Liabilities$0
Net Assets$1,232,883
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$192,937
Expenses$266,162
Net Income-$73,225
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD M WALERSTEINPresident-$0--
GAIL T WALERSTEINTreasurer-$0--
MARK J WALERSTEIN GUESTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jeffrey David Walerstein Foundation
EIN
13-3541932
Phone
2129562225
Address
230 West 56th Street, New York, NY 10019

Signing Officer

Name
Ronald M Walerstein
Title
President
Signed
2020-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Rios & Mcgarrigle LLC
Address
100 PARK AVE SUITE 1600, NEW YORK, NY 10017-5538
Preparer
Raymond a Mcgarrigle
Phone
2129841057
Raw XML Appendix345 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RONALD M WALERSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAIL T WALERSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK J WALERSTEIN GUEST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2THE SEAGATE 1000 E ATLANTIC AV
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER RE ACTIVITIES OF CHARITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RONALD M WALERSTEIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02129562225
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0230 WEST 56TH STREET 62B
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010019
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RONALD M WALERSTEIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1GAIL T WALERSTEIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2MARK J WALERSTEIN GUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TUITION ASSISTANCE TO CHILDREN ATTENDING THE RELIGIOUS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT RELIGIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CONSTRUCTION OF KULANU, THE WALERSTEIN FAMILY EDUCATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ORANGETOWN JEWISH CENTER WALERSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE NEW YORK BOARD OF RABBIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE METROPOLITAN OPERA FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UJA FEDERATION OF NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ORANGETOWN JEWISH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08 INDEPENDENCE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1136 EAST 39TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2LINCOLN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3130 EAST 59TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48 INDEPENDENCE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORENGEBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ORANGEBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010962
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410962
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0264500
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/AppliedToCurrentYearAmt079841
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0162650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0132300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0127930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0102000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0102000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0616091
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0184659
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0162650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0132300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0127930
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0264500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0184659
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0718091
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0533432
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RONALD GAIL WALERSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0230 WEST 56TH STREET 62B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010019
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt061354
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt061354
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0300 SHARES APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-08-14
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03436
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ASSET BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMERICAN LAWYER MEDIA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt052
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD M WALERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jeffrey David Walerstein Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0133541932
ReturnHeader/Filer/PhoneNum02129562225
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 West 56th Street
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
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/ZIPCd0100175538
ReturnHeader/PreparerPersonGrp/PhoneNum02129841057
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND A MCGARRIGLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-06T15:03:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,232,883
Liabilities
$0
Net assets
$1,232,883
Revenue
$192,937
Expenses
$266,162
Net income
-$73,225
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