Civic Intelligence

The Volpert Foundation

990PF • Fiscal year 2024 • EIN 13-3802670

Sep 01, 2023 to Aug 31, 2024 • Filed on Mar 12, 2025

Organization Profile
48 East 92nd SteetNew York, NY 10128

(212) 906-0701

Siviq Scores

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

Liabilities / Assets

96th percentile

0.29x

Higher debt load relative to assets than 96% of similar nonprofits.

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.28x

Higher debt load relative to revenue than 94% of similar nonprofits.

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Net Margin

13th percentile

-125%

Higher net margin than 13% of similar nonprofits.

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Asset Growth

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

35th percentile

-0.6%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$688,461

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

Net Assets

Down

$488,461

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

Liabilities

Up

$200,000

Up $200,000 from 2023

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin13th percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$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

Highlighted filing

2024

Assets$688,461
Liabilities$200,000
Net Assets$488,461
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

Highlighted filing

2024

Revenue$710,501
Expenses$1,597,535
Net Income-$887,034
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Mar 12, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY S VOLPERTTrustee-$0--
TERI C VOLPERTTrustee-$0--
MICHAEL L VOLPERTTrustee-$0--
STEVEN C VOLPERTTrustee-$0--
LAUREN G VOLPERTTrustee-$0--
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
2025-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Brian Stroh
Phone
2127733000
Raw XML Appendix343 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/Amt0879445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1595401
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEE ATTACHED STATEMENT
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0258945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01256135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01712507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01134860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0346247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0604980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0604980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05761966
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01312217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01256135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01712507
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01134860
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0346247
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01571162
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01312217
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05054729
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRAVEL & ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt090316
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt091
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090316
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt191
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0521337
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCESS OF FMV OVER FOUNDATION COST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BASIS OF SECURITIES DONATED
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06282
TaxesSchedule/TaxesDetail/Amt014000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY VOLPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400839
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-12
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/PreparationDt02025-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Stroh
ReturnHeader/ReturnTs02025-03-12T02:38:48-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$688,461
Liabilities
$200,000
Net assets
$488,461
Revenue
$710,501
Expenses
$1,597,535
Net income
-$887,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.20$0.49$0.71$1.60$0.89
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.71$1.42$0.70
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$6.58$1.86$4.72
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.63$1.27$0.64
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.51$0.47$1.05
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.51$0.74$0.23
2015Summary only. Only limited summary data is available for this year.$0.81$0.00$0.26$0.67$0.41
2014Summary only. Only limited summary data is available for this year.$1.22$0.00$0.13$0.76$0.63
2013Summary only. Only limited summary data is available for this year.$1.85$0.00$0.49$0.67$0.18
2012Summary only. Only limited summary data is available for this year.$2.03$0.00$0.36$0.32$0.04
2011Summary only. Only limited summary data is available for this year.$1.95$0.00$0.72$0.87$0.15