Civic Intelligence

The Jon Stephen & Mallory Neidich Foundation

990PF • Fiscal year 2019 • EIN 13-4200675

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

Organization Profile
Andersen Tax 1177 6th Ave 18 FLNew York, NY 10036

(646) 213-5100

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

73%

Higher net margin than 85% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Asset Growth

98th percentile

918%

Faster asset growth than 98% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

49267%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$98,714

Up $89,013 (+918%) from 2018

Net Assets

Up

$98,714

Up $89,013 (+918%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin85th percentile

Revenue

Up

$336,192

Up $335,511 (+49267%) from 2018

Expenses

Up

$89,250

Up $27,665 (+45%) from 2018

Net Income

Up

$246,942

Up $307,846 (+505%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$150K$100K$50K$0Assets 2011: $69,622Liabilities 2011: $02011Assets 2012: $29,563Liabilities 2012: $02012Assets 2013: $9,403Liabilities 2013: $0Net Assets 2013: $9,4032013Assets 2014: $68,319Liabilities 2014: $0Net Assets 2014: $68,3192014Assets 2015: $17,813Liabilities 2015: $0Net Assets 2015: $17,8132015Assets 2016: $44,118Liabilities 2016: $0Net Assets 2016: $44,1182016Assets 2017: $70,605Liabilities 2017: $0Net Assets 2017: $70,6052017Assets 2018: $9,701Liabilities 2018: $0Net Assets 2018: $9,7012018Assets 2019: $98,714Liabilities 2019: $0Net Assets 2019: $98,7142019Assets 2020: $37,048Liabilities 2020: $0Net Assets 2020: $37,0482020Assets 2021: $123,762Liabilities 2021: $0Net Assets 2021: $123,7622021Assets 2022: $114,779Liabilities 2022: $0Net Assets 2022: $114,7792022Assets 2023: $6,815Liabilities 2023: $12023

Highlighted filing

2019

Assets$98,714
Liabilities$0
Net Assets$98,714
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200KRevenue 2011: $97Expenses 2011: $23,075Net Income 2011: -$22,9782011Revenue 2012: $1,573Expenses 2012: $41,632Net Income 2012: -$40,0592012Revenue 2013: $77Expenses 2013: $20,237Net Income 2013: -$20,1602013Revenue 2014: $186,494Expenses 2014: $38,760Net Income 2014: $147,7342014Revenue 2015: $10Expenses 2015: $50,516Net Income 2015: -$50,5062015Revenue 2016: $100,035Expenses 2016: $69,715Net Income 2016: $30,3202016Revenue 2017: $93,937Expenses 2017: $46,480Net Income 2017: $47,4572017Revenue 2018: $681Expenses 2018: $61,585Net Income 2018: -$60,9042018Revenue 2019: $336,192Expenses 2019: $89,250Net Income 2019: $246,9422019Revenue 2020: $383Expenses 2020: $62,050Net Income 2020: -$61,6672020Revenue 2021: $313,080Expenses 2021: $70,025Net Income 2021: $243,0552021Revenue 2022: $1,567Expenses 2022: $10,550Net Income 2022: -$8,9832022Revenue 2023: $2,086Expenses 2023: $110,050Net Income 2023: -$107,9642023

Highlighted filing

2019

Revenue$336,192
Expenses$89,250
Net Income$246,942
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL M NEIDICHTrustee - As Needed-$0--
BROOKE GARBER NEIDICHTrustee - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
The Jon Stephen & Mallory Neidich
EIN
13-4200675
Phone
6462135100
Address
ANDERSEN TAX 1177 6TH AVE 18 FL, NEW YORK, NY 10036

Signing Officer

Name
Daniel M Neidich
Title
Trustee
Phone
6462135100
Signed
2020-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Michael Vandeloo
Phone
6462135100
Raw XML Appendix332 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/PersonNm1BROOKE GARBER NEIDICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE - AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE - AS NEEDED
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O ANDERSEN TAX LLC 1177 AVE OF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CREATIVE TIME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 E 56TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt159 E 4TH ST 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt089250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt059087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044639
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt067105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045639
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036972
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036972
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0305720
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt089250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt059087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044639
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067105
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045639
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt089250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt089250
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0342692
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0253442
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DANIEL NEIDICH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O ANDERSEN TAX LLC 1177 AVE OF TH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010036
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0177522
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt074662
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt195334
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt27526
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0520 SHARES OF REINSURANCE GROUP AMERICAN INC. COMMON STOCK.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,833 SHARES OF DELL TECHNOLOGIES INC. COMMON STOCK.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2353 SHARES OF REDFIN CORPORATION COMMON STOCK.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-04-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22019-12-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0157929
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OF FMV OVER COST BASIS OF STOCK CONTRIBUTED TO THE FOUNDATION
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL M NEIDICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06462135100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JON STEPHEN & MALLORY NEIDICH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JONS
ReturnHeader/Filer/EIN0134200675
ReturnHeader/Filer/PhoneNum06462135100
ReturnHeader/Filer/USAddress/AddressLine1Txt0ANDERSEN TAX 1177 6TH AVE 18 FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED4E2DFBC33FF9246A88C3B2AB82DC69469A7659
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.239.73.157
ReturnHeader/FilingSecurityInformation/IPDt02020-06-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:14:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS 18TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL VANDELOO
ReturnHeader/ReturnTs02020-06-10T08:14:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,714
Liabilities
$0
Net assets
$98,714
Revenue
$336,192
Expenses
$89,250
Net income
$246,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.07$0.00$0.02$1.10$1.08
2022Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.02$0.11$0.09
2021Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$3.13$0.70$2.43
2020Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$0.00$0.62$0.62
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$3.36$0.89$2.47
2018Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.01$0.62$0.61
2017Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.94$0.46$0.47
2016Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$1.00$0.70$0.30
2015Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.00$0.51$0.51
2014Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$1.86$0.39$1.48
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$0.00$0.20$0.20
2012Summary only. Only limited summary data is available for this year.$0.30$0.00$0.02$0.42$0.40
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.00$0.23$0.23