Civic Intelligence

John S and Amy S Weinberg Foundation

990PF • Fiscal year 2020 • EIN 13-3749671

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 15, 2021

Organization Profile
PO Box 73 Bowling Green StationNew York, NY 10274-0073

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

9th percentile

-67%

Higher net margin than 9% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

32nd percentile

0.1%

Faster asset growth than 32% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$24,680,390

Up $23,933 (+0.1%) from 2019

Net Assets

Up

$24,680,390

Up $23,933 (+0.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin9th percentile

Revenue

Down

$664,037

Down $163,572 (-20%) from 2019

Expenses

Up

$1,108,772

Up $1,032,394 (+1352%) from 2019

Net Income

Down

-$444,735

Down $1,195,966 (-159%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$30M$20M$10M$0Assets 2011: $9,616,277Liabilities 2011: $02011Assets 2012: $12,402,702Liabilities 2012: $02012Assets 2013: $13,808,902Liabilities 2013: $02013Assets 2014: $15,418,285Liabilities 2014: $02014Assets 2015: $17,389,280Liabilities 2015: $02015Assets 2016: $17,877,984Liabilities 2016: $02016Assets 2019: $24,656,457Liabilities 2019: $0Net Assets 2019: $24,656,4572019Assets 2020: $24,680,390Liabilities 2020: $0Net Assets 2020: $24,680,3902020Assets 2021: $24,537,253Liabilities 2021: $1Net Assets 2021: $24,537,2532021Assets 2022: $24,153,399Liabilities 2022: $1Net Assets 2022: $24,153,3992022Assets 2023: $24,235,911Liabilities 2023: $12023Assets 2024: $24,192,487Liabilities 2024: $0Net Assets 2024: $24,192,4872024Assets 2025: $24,007,575Liabilities 2025: $0Net Assets 2025: $24,007,5752025

Highlighted filing

2020

Assets$24,680,390
Liabilities$0
Net Assets$24,680,390
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $431,924Expenses 2011: $383,875Net Income 2011: $48,0492011Revenue 2012: $5,420,800Expenses 2012: $455,000Net Income 2012: $4,965,8002012Revenue 2013: $1,894,058Expenses 2013: $436,635Net Income 2013: $1,457,4232013Revenue 2014: $1,947,926Expenses 2014: $338,543Net Income 2014: $1,609,3832014Revenue 2015: $4,263,518Expenses 2015: $2,018,940Net Income 2015: $2,244,5782015Revenue 2016: $1,701,112Expenses 2016: $1,929,386Net Income 2016: -$228,2742016Revenue 2019: $827,609Expenses 2019: $76,378Net Income 2019: $751,2312019Revenue 2020: $664,037Expenses 2020: $1,108,772Net Income 2020: -$444,7352020Revenue 2021: $1,213,492Expenses 2021: $1,356,629Net Income 2021: -$143,1372021Revenue 2022: $1,138,298Expenses 2022: $1,522,152Net Income 2022: -$383,8542022Revenue 2023: $831,175Expenses 2023: $1,565,144Net Income 2023: -$733,9692023Revenue 2024: $675,447Expenses 2024: $1,419,981Net Income 2024: -$744,5342024Revenue 2025: $894,648Expenses 2025: $3,141,957Net Income 2025: -$2,247,3092025

Highlighted filing

2020

Revenue$664,037
Expenses$1,108,772
Net Income-$444,735
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 15, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN S WEINBERGTrustee-$0--
AMY S WEINBERGTrustee-$0--
ROBERT S KAPLANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John S and Amy S Weinberg Foundation
EIN
13-3749671
In Care Of
% C/0 AYCO COMPANY LP - NTG
Phone
5186405000
Address
PO Box 73 Bowling Green Station, New York, NY 10274-0073

Signing Officer

Name
John S Weinberg
Title
Trustee
Phone
5186405000
Signed
2021-06-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO BOX 15201, Albany, NY 12212-5201
Preparer
Christine DiIonna
Phone
5186405000
Raw XML Appendix327 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/PersonNm0JOHN S WEINBERG
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 COLISEUM DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cohoes
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012047
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0C0 AYCO COMPANY LP - NTG
IRS990PF/StatementsRegardingActyGrp/PhoneNum05186405000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN S WEINBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt086800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1950165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none 501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01036965
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/AppliedToCurrentYearAmt0149897
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0887068
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01321226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01036965
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01171329
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0887068
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021978
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021978
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1468668
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK DONATED OUT OF THE FOUDATION
TaxesSchedule/TaxesDetail/Amt030838
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030838
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN S WEINBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John S and Amy S Weinberg Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0133749671
ReturnHeader/Filer/InCareOfNm0% C/0 AYCO COMPANY LP - NTG
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 73 Bowling Green Station
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0102740073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02021-06-10T09:36:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,680,390
Liabilities
$0
Net assets
$24,680,390
Revenue
$664,037
Expenses
$1,108,772
Net income
-$444,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$0.89$3.14$2.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$0.68$1.42$0.74
2023Detailed filing. Detailed filing data is available for this year.$24.2$0.00$0.83$1.57$0.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$1.14$1.52$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$0.00$24.5$1.21$1.36$0.14
2020Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$0.66$1.11$0.44
2019Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$0.83$0.08$0.75
2016Summary only. Only limited summary data is available for this year.$17.9$0.00$1.70$1.93$0.23
2015Summary only. Only limited summary data is available for this year.$17.4$0.00$4.26$2.02$2.24
2014Summary only. Only limited summary data is available for this year.$15.4$0.00$1.95$0.34$1.61
2013Summary only. Only limited summary data is available for this year.$13.8$0.00$1.89$0.44$1.46
2012Summary only. Only limited summary data is available for this year.$12.4$0.00$5.42$0.46$4.97
2011Summary only. Only limited summary data is available for this year.$9.62$0.00$0.43$0.38$0.05
Peer Organizations

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