Civic Intelligence

Jerome a and Estelle R Newman Assistance Fund Inc

EIN 13-6096241 • Carle Place, NY

CO Mgreenberg 43 Appletree LaneCarle Place, NY 11514
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

79th percentile

33%

Higher net margin than 79% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

52nd percentile

4.2%

Faster asset growth than 52% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

80%

Faster revenue growth than 87% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,470,765

Up $378,314 (+4.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$9,470,765

Up $378,314 (+4.2%) from 2024

Operations
Liabilities / Revenue22nd percentileNet Margin79th percentile

Revenue

Up

$1,152,805

Up $513,732 (+80%) from 2024

Expenses

Up

$774,491

Up $56,344 (+7.8%) from 2024

Net Income

Up

$378,314

Up $457,388 (+578%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$10M$5.0M$0Assets 2012: $8,268,090Liabilities 2012: $02012Assets 2013: $7,835,227Liabilities 2013: $02013Assets 2014: $8,048,105Liabilities 2014: $02014Assets 2015: $8,479,743Liabilities 2015: $02015Assets 2016: $8,072,009Liabilities 2016: $02016Assets 2020: $8,131,298Liabilities 2020: $02020Assets 2021: $9,060,749Liabilities 2021: $0Net Assets 2021: $9,060,7492021Assets 2022: $9,750,555Liabilities 2022: $0Net Assets 2022: $9,750,5552022Assets 2023: $9,171,525Liabilities 2023: $0Net Assets 2023: $9,171,5252023Assets 2024: $9,092,451Liabilities 2024: $0Net Assets 2024: $9,092,4512024Assets 2025: $9,470,765Liabilities 2025: $0Net Assets 2025: $9,470,7652025

Highlighted filing

2025

Assets$9,470,765
Liabilities$0
Net Assets$9,470,765
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $247,676Expenses 2012: $472,325Net Income 2012: -$224,6492012Revenue 2013: $47,532Expenses 2013: $480,395Net Income 2013: -$432,8632013Revenue 2014: $704,480Expenses 2014: $491,602Net Income 2014: $212,8782014Revenue 2015: $967,917Expenses 2015: $536,279Net Income 2015: $431,6382015Revenue 2016: $153,673Expenses 2016: $561,407Net Income 2016: -$407,7342016Revenue 2020: $596,098Expenses 2020: $621,197Net Income 2020: -$25,0992020Revenue 2021: $1,572,611Expenses 2021: $643,160Net Income 2021: $929,4512021Revenue 2022: $1,433,028Expenses 2022: $743,222Net Income 2022: $689,8062022Revenue 2023: $195,856Expenses 2023: $774,886Net Income 2023: -$579,0302023Revenue 2024: $639,073Expenses 2024: $718,147Net Income 2024: -$79,0742024Revenue 2025: $1,152,805Expenses 2025: $774,491Net Income 2025: $378,3142025

Highlighted filing

2025

Revenue$1,152,805
Expenses$774,491
Net Income$378,314
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,470,765
Liabilities
$0
Net assets
$9,470,765
Revenue
$1,152,805
Expenses
$774,491
Net income
$378,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$1.15$0.77$0.38
2024Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.64$0.72$0.08
2023Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.20$0.77$0.58
2022Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$1.43$0.74$0.69
2021Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$1.57$0.64$0.93
2020Summary only. Only limited summary data is available for this year.$8.13$0.00$0.60$0.62$0.03
2016Summary only. Only limited summary data is available for this year.$8.07$0.00$0.15$0.56$0.41
2015Summary only. Only limited summary data is available for this year.$8.48$0.00$0.97$0.54$0.43
2014Summary only. Only limited summary data is available for this year.$8.05$0.00$0.70$0.49$0.21
2013Summary only. Only limited summary data is available for this year.$7.84$0.00$0.05$0.48$0.43
2012Summary only. Only limited summary data is available for this year.$8.27$0.00$0.25$0.47$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM C NEWMANDirector/President-$0--
ANDREW H LEVYDirector-$0--
MICHAEL GREENBERGDirector/Treasurer/Secretary-$0--
VICTORIA WOOLNER SAMUELSDirector/Vice-President-$0--
CATHERINE N WOOLNERDirector-$0--
LEAH A NEWMANDirector-$0--
SARAH L SAMUELSDirector-$0--
LUKE RYANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jerome a and Estelle R Newman
EIN
13-6096241
Phone
5162794900
Address
CO MGREENBERG 43 APPLETREE LANE, CARLE PLACE, NY 11514

Signing Officer

Name
Michael Greenberg
Title
Treasurer
Phone
5162794900
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Meyer Handelman Company
Address
P O BOX 817, PURCHASE, NY 10577-0817
Preparer
Elena Lowenthal CPA
Phone
9149394060
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6056178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6172319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6239986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6333232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6425843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6523739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6641656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6727505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6819604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6934420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7048568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7167673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7229429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7344924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7426303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7548052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7625852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7756403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7822925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7923612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80102826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8163406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC. CL. C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMETEK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ANALOG DEVICES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ASML HOLDING, NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BANK OF AMERICA CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BOSTON SCIENTIFIC CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CATERPILLAR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COCA COLA CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COOPER COS. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WALT DISNEY CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EATON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ELI LILLY & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EOG RESOURCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FISERV INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ICU MEDICAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MCDONALDS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25META PLATFORMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MICROSOFT CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NVIDIA CORPORTAION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30TJX COMPANIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNION PACIFIC CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VISA INC. - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ABBVIE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ALPHABET INC. CL. A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ANALOG DEVICES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37APOLLO GLOBAL MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38AVERY DENNISON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BOOZ ALLEN HAMILTON HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BROADCOM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BROADRIDGE FINANCIAL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CARLISLE COS. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CARRIER GLOBAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CBOE GLOBAL MARKETS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CHEVRON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CINTAS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CME GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DR HORTON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ELI LILLY & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ENCOMPASS HEALTH CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52EVERCORE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HARTFORD FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HUBBELL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57KEURIG DR PEPPER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KKR & CO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59META PLATFORMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MONDELEZ INTL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MOTOROLA SOLUTIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ORACLE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PARKER HANNIFIN CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66REINSURANCE GROUP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SNAP-ON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69STRYKER CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TARGA RESOURCES CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TJX COMPANIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TRAVELERS COS. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73UNITEDHEALTH GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WALMART INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WASTE MANAGEMENT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WESTERN DIGITAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WILLIAMS COS. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ZOETIS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MARSH AND MCLENNAN COS.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2925052

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