Civic Intelligence

Needham September 11Th Scholarship Fund C/O Needham & Company LLC

990PF • Fiscal year 2019 • EIN 13-4196881

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

250 Park Avenue 10th FLNew York, NY 10177

(212) 705-0363

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • NTEE B • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.57x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • NTEE B • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-772%

Higher net margin than 1% of similar nonprofits.

2019 filings • NTEE B • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2019 filings • NTEE B • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Down

$651,644

Down $246,158 (-27%) from 2015

Net Assets

$640,144

No earlier filing loaded for comparison.

Liabilities

Up

$11,500

Up $11,500 from 2015

Revenue

Down

$20,018

Down $36,219 (-64%) from 2015

Expenses

Up

$174,610

Up $40,585 (+30%) from 2015

Net Income

Down

-$154,592

Down $76,804 (-99%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,307,805Liabilities 2010: $0Net Assets 2010: $1,307,8052010Assets 2011: $1,143,549Liabilities 2011: $0Net Assets 2011: $1,143,5492011Assets 2012: $1,146,027Liabilities 2012: $02012Assets 2013: $1,087,320Liabilities 2013: $02013Assets 2014: $1,139,590Liabilities 2014: $02014Assets 2015: $897,802Liabilities 2015: $02015Assets 2019: $651,644Liabilities 2019: $11,500Net Assets 2019: $640,1442019Assets 2020: $354,523Liabilities 2020: $12,050Net Assets 2020: $342,4732020Assets 2021: $367,181Liabilities 2021: $11,500Net Assets 2021: $355,6812021Assets 2022: $256,235Liabilities 2022: $6,500Net Assets 2022: $249,7352022Assets 2023: $217,591Liabilities 2023: $13,5752023Assets 2024: $202,549Liabilities 2024: $6,750Net Assets 2024: $195,7992024

Highlighted filing

2019

Assets$651,644
Liabilities$11,500
Net Assets$640,144

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $102,5002010Expenses 2011: $70,3302011Revenue 2012: $168,234Expenses 2012: $72,166Net Income 2012: $96,0682012Revenue 2013: $63,422Expenses 2013: $104,579Net Income 2013: -$41,1572013Revenue 2014: $60,138Expenses 2014: $132,025Net Income 2014: -$71,8872014Revenue 2015: $56,237Expenses 2015: $134,025Net Income 2015: -$77,7882015Revenue 2019: $20,018Expenses 2019: $174,610Net Income 2019: -$154,5922019Revenue 2020: $13,207Expenses 2020: $132,747Net Income 2020: -$119,5402020Revenue 2021: $11,075Expenses 2021: $122,525Net Income 2021: -$111,4502021Revenue 2022: $2,945Expenses 2022: $115,125Net Income 2022: -$112,1802022Revenue 2023: $4,106Expenses 2023: $88,725Net Income 2023: -$84,6192023Revenue 2024: -$21,341Expenses 2024: $79,212Net Income 2024: -$100,5532024

Highlighted filing

2019

Revenue$20,018
Expenses$174,610
Net Income-$154,592
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE A NEEDHAMChairman/Director-$0--
JOHN J PRIOR JRPresident/Director-$0--
KATHLEEN MUMMASecy/Treas/Director-$0--
CHARLES S STRAUCHOutside Director-$0--
Filing and Contact Details

Filer

Filer Name
Needham September 11th Scholarship Fund
EIN
13-4196881
Phone
2127050363
Address
250 PARK AVENUE 10TH FL, NEW YORK, NY 10177

Signing Officer

Name
George a Needham
Title
Chairman
Phone
2127050363
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022
Preparer
Garrett M Higgins
Phone
2122862600
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHARLES S STRAUCH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O THE NEEDHAM GROUP INC 250 PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O NEEDHAM CO LLC 250 PARK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O NEEDHAM ASSET MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O GA SERVICE LLC 1681 KETTERING
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3IRVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010177
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110177
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210177
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0111306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0165429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0135738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0203068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0131758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0129200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.152815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.190385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.136134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.201151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.123875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.112530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0868918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0997090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01009531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01063634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01148142
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT FIORDALISO MANAGING DIRECTO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O NEEDHAM COLLC 250 PARK AVE 10TH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010177
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127050363
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD INCLUDE ACCEPTANCE FROM AN ACCREDITED EDUCATIONAL INSTITUTION, STATEMENT OF RELATIONSHIP TO VICTIM, CURRENT GRADES AND CERTIFICATION OF INCOME (TAX RETURN).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KATHLEEN MUMMA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02127050293
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O NEEDHAM ASSET MANAGEMENT LLC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0250 PARK AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010177
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO SURVIVORS OF VICTIMS OF 9/11 AND WARS IN IRAQ AND AFGHANISTAN AS WELL AS CHILDREN OF RESCUE WORKERS DISABLED BY THE EVENTS OF 9/11.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt152500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt322500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt423500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt432500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt442000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt462000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt472000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt511500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt613500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt622000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24SCHOLARSHIP

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