Civic Intelligence

The Jonathan Sobel and Marcia Dunn Foundation

EIN 13-4050663 • New York, NY

740 Park Avenue Apt 4/5CNew York, NY 10022
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 2015

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2015

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

$500k-$1M nonprofits • Source year 2015

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 2015

Asset Growth

99th percentile

1075%

Faster asset growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

770485%

Faster revenue growth than 100% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$58,225

Up $53,268 (+1075%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$58,225

Up $53,268 (+1075%) from 2014

Revenue

Up

$523,998

Up $523,930 (+770485%) from 2014

Expenses

Up

$406,688

Up $362,227 (+815%) from 2014

Net Income

Up

$117,310

Up $161,703 (+364%) from 2014

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,290,813Liabilities 2011: $02011Assets 2012: $823,959Liabilities 2012: $02012Assets 2013: $49,350Liabilities 2013: $02013Assets 2014: $4,957Liabilities 2014: $0Net Assets 2014: $4,9572014Assets 2015: $58,225Liabilities 2015: $0Net Assets 2015: $58,2252015

Highlighted filing

2015

Assets$58,225
Liabilities$0
Net Assets$58,225

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $1,046,060Expenses 2011: $452,439Net Income 2011: $593,6212011Revenue 2012: $748,627Expenses 2012: $1,215,481Net Income 2012: -$466,8542012Revenue 2013: $111,801Expenses 2013: $886,410Net Income 2013: -$774,6092013Revenue 2014: $68Expenses 2014: $44,461Net Income 2014: -$44,3932014Revenue 2015: $523,998Expenses 2015: $406,688Net Income 2015: $117,3102015

Highlighted filing

2015

Revenue$523,998
Expenses$406,688
Net Income$117,310

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Apr 15, 2015
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN SOBELTrustee-$0--
MARCIA DUNNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jonathan Sobel and Marcia Dunn Foundation
EIN
13-4050663
In Care Of
% MARCUM LLP
Phone
6462177562
Address
740 PARK AVENUE APT 4/5C, NEW YORK, NY 10022

Signing Officer

Name
Jonathan Sobel
Title
Trustee
Phone
6462177562
Signed
2015-04-15

Preparer

Firm
Marcum Llp
Address
10 MELVILLE PARK RD, MELVILLE, NY 11747
Raw XML Appendix296 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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0685353
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02798014
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0401203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035163
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0866898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01132076
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0362674
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0402025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0401203
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03483367
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03082164
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jonathan Sobel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0740 Park Avenue Apt 4/5C
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010022
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0454542
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0454542
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc015620SH US BANCORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-06-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt064042
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ TO FUND BALANCE FOR DONATED STK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07617
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN SOBEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06462177562
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JONATHAN SOBEL AND MARCIA DUNN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0134050663
ReturnHeader/Filer/InCareOfNm0% MARCUM LLP
ReturnHeader/Filer/PhoneNum06462177562
ReturnHeader/Filer/USAddress/AddressLine1Txt0740 PARK AVENUE APT 4/5C
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 MELVILLE PARK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/ReturnTs02016-03-31T10:15:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

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