Civic Intelligence

Jacob M Wallerstein Foundation Inc.

990PF • Fiscal year 2016 • EIN 13-6059795

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 23, 2017

Organization Profile
10 Elm Hill DriveRye Brook, NY 10573

(718) 402-1200

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-2.5%

Faster asset growth than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

5.7%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$53,255

Down $1,342 (-2.5%) from 2015

Net Assets

Down

$53,255

Down $1,342 (-2.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin23rd percentile

Revenue

Up

$9,755

Up $525 (+5.7%) from 2015

Expenses

Down

$11,097

Down $4,937 (-31%) from 2015

Net Income

Up

-$1,342

Up $5,462 (+80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$80K$60K$40K$20K$0Assets 2010: $60,939Liabilities 2010: $0Net Assets 2010: $60,9392010Assets 2011: $63,280Liabilities 2011: $0Net Assets 2011: $63,2802011Assets 2012: $60,595Liabilities 2012: $0Net Assets 2012: $60,5952012Assets 2013: $63,400Liabilities 2013: $0Net Assets 2013: $63,4002013Assets 2014: $61,401Liabilities 2014: $0Net Assets 2014: $61,4012014Assets 2015: $54,597Liabilities 2015: $0Net Assets 2015: $54,5972015Assets 2016: $53,255Liabilities 2016: $0Net Assets 2016: $53,2552016Assets 2017: $51,734Liabilities 2017: $0Net Assets 2017: $51,7342017Assets 2018: $50,385Liabilities 2018: $0Net Assets 2018: $50,3852018Assets 2019: $49,273Liabilities 2019: $0Net Assets 2019: $49,2732019Assets 2020: $48,996Liabilities 2020: $0Net Assets 2020: $48,9962020Assets 2021: $48,945Liabilities 2021: $0Net Assets 2021: $48,9452021Assets 2022: $47,630Liabilities 2022: $0Net Assets 2022: $47,6302022Assets 2023: $49,488Liabilities 2023: $0Net Assets 2023: $49,4882023Assets 2024: $49,543Liabilities 2024: $0Net Assets 2024: $49,5432024

Highlighted filing

2016

Assets$53,255
Liabilities$0
Net Assets$53,255
Open 2016 Filing

Operations Trend

Revenue Growth60th percentile

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

$20K$10K$0-$10KExpenses 2010: $10,9872010Expenses 2011: $11,0242011Expenses 2012: $11,2992012Revenue 2013: $8,730Expenses 2013: $10,925Net Income 2013: -$2,1952013Revenue 2014: $8,946Expenses 2014: $10,945Net Income 2014: -$1,9992014Revenue 2015: $9,230Expenses 2015: $16,034Net Income 2015: -$6,8042015Revenue 2016: $9,755Expenses 2016: $11,097Net Income 2016: -$1,3422016Revenue 2017: $9,522Expenses 2017: $11,043Net Income 2017: -$1,5212017Revenue 2018: $9,760Expenses 2018: $11,109Net Income 2018: -$1,3492018Revenue 2019: $9,844Expenses 2019: $10,956Net Income 2019: -$1,1122019Revenue 2020: $10,613Expenses 2020: $10,890Net Income 2020: -$2772020Revenue 2021: $11,151Expenses 2021: $11,202Net Income 2021: -$512021Revenue 2022: $9,660Expenses 2022: $10,975Net Income 2022: -$1,3152022Revenue 2023: $13,276Expenses 2023: $11,418Net Income 2023: $1,8582023Revenue 2024: $11,232Expenses 2024: $11,177Net Income 2024: $552024

Highlighted filing

2016

Revenue$9,755
Expenses$11,097
Net Income-$1,342
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY SEDLERTrustee-$0--
JORDAN SEDLERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Jacob Wallerstein Foundation Inc
EIN
13-6059795
Address
10 ELM HILL DRIVE, RYE BROOK, NY 10573

Signing Officer

Name
Jordan Sedler
Title
Trustee
Signed
2017-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Heller & Filippone Llp
Address
235 MAIN ST STE 440, WHITE PLAINS, NY 10601-2421
Preparer
Edward Heller CPA
Phone
9144223344
Raw XML Appendix268 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/TotalCorpusAmt065000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0242
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0242
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0242
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0155
TaxesSchedule/TaxesDetail/Amt0155
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0155
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JORDAN SEDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOB WALLERSTEIN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0136059795
ReturnHeader/Filer/USAddress/AddressLine1Txt010 ELM HILL DRIVE
ReturnHeader/Filer/USAddress/CityNm0RYE BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010573
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09AC2B7322BC42B71FC1D35958F4148AB0D3C815A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09AC2B7322BC42B71FC1D35958F4148AB0D3C815A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133592951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HELLER & FILIPPONE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 MAIN ST STE 440
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0106012421
ReturnHeader/PreparerPersonGrp/PhoneNum09144223344
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD HELLER CPA
ReturnHeader/ReturnTs02017-04-11T23:11:47+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,255
Liabilities
$0
Net assets
$53,255
Revenue
$9,755
Expenses
$11,097
Net income
-$1,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$11.2$11.2$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.5$0.00$49.5$13.3$11.4$1.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$0.00$47.6$9.66$11.0$1.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.9$0.00$48.9$11.2$11.2$0.05
2020Detailed filing. Detailed filing data is available for this year.$49.0$0.00$49.0$10.6$10.9$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.3$0.00$49.3$9.84$11.0$1.11
2018Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$9.76$11.1$1.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.7$0.00$51.7$9.52$11.0$1.52
2016Detailed filing. Detailed filing data is available for this year.$53.3$0.00$53.3$9.76$11.1$1.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.6$0.00$54.6$9.23$16.0$6.80
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.4$0.00$61.4$8.95$10.9$2.00
2013Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$8.73$10.9$2.20
2012Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$11.3
2011Detailed filing. Detailed filing data is available for this year.$63.3$0.00$63.3$11.0
2010Detailed filing. Detailed filing data is available for this year.$60.9$0.00$60.9$11.0