Civic Intelligence

The Volpert Foundation

EIN 13-3802670 • New York, NY

48 East 92nd SteetNew York, NY 10128
Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

7th percentile

-98%

Higher net margin than 7% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

31st percentile

-3.1%

Faster asset growth than 31% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$688,461

Down $165,697 (-19%) from 2023

Liabilities

Up

$200,000

Up $200,000 from 2023

Net Assets

Down

$488,461

Down $365,697 (-43%) from 2023

Revenue

Down

$710,501

Down $4,055 (-0.6%) from 2023

Expenses

Up

$1,597,535

Up $179,282 (+13%) from 2023

Net Income

Down

-$887,034

Down $183,337 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,953,951Liabilities 2011: $02011Assets 2012: $2,032,973Liabilities 2012: $02012Assets 2013: $1,852,219Liabilities 2013: $02013Assets 2014: $1,222,875Liabilities 2014: $02014Assets 2015: $814,783Liabilities 2015: $02015Assets 2019: $508,665Liabilities 2019: $0Net Assets 2019: $508,6652019Assets 2020: $569,340Liabilities 2020: $0Net Assets 2020: $569,3402020Assets 2021: $259,019Liabilities 2021: $0Net Assets 2021: $259,0192021Assets 2022: $881,205Liabilities 2022: $0Net Assets 2022: $881,2052022Assets 2023: $854,158Liabilities 2023: $0Net Assets 2023: $854,1582023Assets 2024: $688,461Liabilities 2024: $200,000Net Assets 2024: $488,4612024

Latest loaded filing

2024

Assets$688,461
Liabilities$200,000
Net Assets$488,461

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $724,629Expenses 2011: $873,988Net Income 2011: -$149,3592011Revenue 2012: $358,966Expenses 2012: $323,179Net Income 2012: $35,7872012Revenue 2013: $491,137Expenses 2013: $671,890Net Income 2013: -$180,7532013Revenue 2014: $132,713Expenses 2014: $762,059Net Income 2014: -$629,3462014Revenue 2015: $261,470Expenses 2015: $669,563Net Income 2015: -$408,0932015Revenue 2019: $509,595Expenses 2019: $735,194Net Income 2019: -$225,5992019Revenue 2020: $1,512,587Expenses 2020: $465,281Net Income 2020: $1,047,3062020Revenue 2021: $629,238Expenses 2021: $1,272,475Net Income 2021: -$643,2372021Revenue 2022: $6,580,208Expenses 2022: $1,863,595Net Income 2022: $4,716,6132022Revenue 2023: $714,556Expenses 2023: $1,418,253Net Income 2023: -$703,6972023Revenue 2024: $710,501Expenses 2024: $1,597,535Net Income 2024: -$887,0342024

Latest loaded filing

2024

Revenue$710,501
Expenses$1,597,535
Net Income-$887,034

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Feb 18, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY S VOLPERTTrustee-$0--
TERI C VOLPERTTrustee-$0--
MICHAEL L VOLPERTTrustee-$0--
STEVEN C VOLPERTTrustee-$0--
LAUREN G VOLPERTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTGENERAL SUPPORTPCSEE ATTACHED STATEMENT, NY, US$1,119,540
Paid GrantSEE ATTACHED STATEMENTGENERAL PURPOSEPCSEE ATTACHED STATEMENT, NY, US$409,220
Filing and Contact Details

Filer

Filer Name
The Volpert Foundation
EIN
13-3802670
In Care Of
% ERNST & YOUNG LLP
Phone
2129060701
Address
48 EAST 92ND STEET, NEW YORK, NY 10128

Signing Officer

Name
Barry Volpert
Title
Trustee
Phone
2124400839
Signed
2026-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
John D Cook
Phone
2127733000
Raw XML Appendix367 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/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01119540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1409220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110128
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01528760
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0402404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01312217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01256135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01712507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01134860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0346247
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0346247
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06828773
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01413054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01312217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01256135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01712507
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01134860
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01413054
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07175020
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05761966
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARRY S VOLPERT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1TERI VOLPERT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt048 EAST 92ND STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt148 EAST 92ND STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110128
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IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02542812
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt132188
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02542813
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt132188
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc039,500 SHS OF VCTR
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1500 SHS OF VCTR
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM OFFICERS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04200
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04200
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02416200
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRAVEL & OTHER RELATED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0279
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1274119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0279
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1274119
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0397
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0397
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0385523
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK DONATED OUT OF THE FOUNDATION
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY VOLPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400839
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Volpert Foundation
ReturnHeader/Filer/BusinessNameControlTxt0VOLP
ReturnHeader/Filer/EIN0133802670
ReturnHeader/Filer/InCareOfNm0% ERNST & YOUNG LLP
ReturnHeader/Filer/PhoneNum02129060701
ReturnHeader/Filer/USAddress/AddressLine1Txt048 EAST 92ND STEET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Cook
ReturnHeader/ReturnTs02026-02-23T02:12:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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