Civic Intelligence

The Widgeon Point Charitable Foundation F/K/A the Beinecke Foundation Inc

990PF • Fiscal year 2017 • EIN 13-6201175

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile

View Organization Page

Csv 50 Chas Lindbergh Blvd Ste 605Uniondale, NY 11553

(516) 483-5800

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.14x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

4th percentile

-75%

Higher net margin than 4% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$380,290

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

17th percentile

-2.7%

Faster asset growth than 17% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$44,902,043

Down $1,268,032 (-2.7%) from 2016

Net Assets

Down

$44,571,166

Down $1,498,493 (-3.3%) from 2016

Liabilities

Up

$330,877

Up $230,461 (+230%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin4th percentile

Revenue

Up

$2,437,399

Up $689,129 (+39%) from 2016

Expenses

Up

$4,274,797

Up $342,838 (+8.7%) from 2016

Net Income

Up

-$1,837,398

Up $346,291 (+16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$60M$40M$20M$0Assets 2010: $55,761,945Liabilities 2010: $397,9892010Assets 2011: $53,340,673Liabilities 2011: $4552011Assets 2012: $50,785,175Liabilities 2012: $21,121Net Assets 2012: $50,764,0542012Assets 2013: $51,362,050Liabilities 2013: $74,3682013Assets 2014: $50,912,927Liabilities 2014: $56,939Net Assets 2014: $50,855,9882014Assets 2015: $46,532,127Liabilities 2015: $37,049Net Assets 2015: $46,495,0782015Assets 2016: $46,170,075Liabilities 2016: $100,416Net Assets 2016: $46,069,6592016Assets 2017: $44,902,043Liabilities 2017: $330,877Net Assets 2017: $44,571,1662017Assets 2019: $43,189,749Liabilities 2019: $215,177Net Assets 2019: $42,974,5722019Assets 2020: $54,098,548Liabilities 2020: $21,523Net Assets 2020: $54,077,0252020Assets 2021: $59,391,423Liabilities 2021: $21,523Net Assets 2021: $59,369,9002021Assets 2022: $36,123,248Liabilities 2022: $0Net Assets 2022: $36,123,2482022Assets 2023: $39,239,046Liabilities 2023: $0Net Assets 2023: $39,239,0462023Assets 2024: $36,355,122Liabilities 2024: $1,046Net Assets 2024: $36,354,0762024

Highlighted filing

2017

Assets$44,902,043
Liabilities$330,877
Net Assets$44,571,166
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $1,748,371Expenses 2010: $4,301,047Net Income 2010: -$2,552,6762010Revenue 2011: $2,414,890Expenses 2011: $3,990,556Net Income 2011: -$1,575,6662011Expenses 2012: $4,053,1052012Revenue 2013: $2,654,138Expenses 2013: $4,266,724Net Income 2013: -$1,612,5862013Revenue 2014: $4,516,752Expenses 2014: $3,626,699Net Income 2014: $890,0532014Revenue 2015: $2,701,378Expenses 2015: $4,133,223Net Income 2015: -$1,431,8452015Revenue 2016: $1,748,270Expenses 2016: $3,931,959Net Income 2016: -$2,183,6892016Revenue 2017: $2,437,399Expenses 2017: $4,274,797Net Income 2017: -$1,837,3982017Revenue 2019: $1,505,933Expenses 2019: $3,184,552Net Income 2019: -$1,678,6192019Revenue 2020: $2,038,410Expenses 2020: $3,607,078Net Income 2020: -$1,568,6682020Revenue 2021: $5,948,377Expenses 2021: $4,344,390Net Income 2021: $1,603,9872021Revenue 2022: $837,789Expenses 2022: $4,942,010Net Income 2022: -$4,104,2212022Revenue 2023: $8,120,922Expenses 2023: $5,005,124Net Income 2023: $3,115,7982023Revenue 2024: $4,181,706Expenses 2024: $7,066,676Net Income 2024: -$2,884,9702024

Highlighted filing

2017

Revenue$2,437,399
Expenses$4,274,797
Net Income-$1,837,398
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R ROBINSONPresidentFT$380,290-$380,290
ROWLAND P ROBINSONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Widgeon Point Charitable Foundation
EIN
13-6201175
Phone
5164835800
Address
CSV 50 CHAS LINDBERGH BLVD STE 605, UNIONDALE, NY 11553

Signing Officer

Name
Jeffrey S Coopersmith
Title
CFO
Phone
5164835800
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Coopersmith Simon & Vogel Pc
Address
50 CHARLES LINDBERGH BLVD STE 605, UNIONDALE, NY 11553
Preparer
Jeff Coopersmith
Phone
5164835800
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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12176960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0118990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1415049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt345757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-158657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9559994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-32686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-52015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12176960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01066926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13974492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2134879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3111840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt619215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7559994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8176960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt913167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERIPRISE #6408 VARIOUS TRADES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BNY MELLON #6830 VARIOUS TRADES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY #0156 VARIOUS TRADES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIDELITY #0156-BRITISH/REYNOLDS MERGER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELITY #0156 VARIOUS TRADES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LOSS IN B&T ACQUISITION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GAIN IN BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GAIN IN ENTERPRISE PRODUCT PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GAIN IN OAKTREE CAPITAL PARTNERS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ROYCE SMALL CAP LEADERS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ROYCE INSTITUTIONAL LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11WESTBURY EQUITY PARTNERS II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12WESTBURY INVESTMENT PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GAIN IN KKR CO LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01077239
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1837398
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0338905
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt044571166
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt046069659
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt044571166
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02683885
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02683885
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02683885
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02707733
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023848
IRS990PF/DistributableAmountGrp/TotalTaxAmt023848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0119714
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt088562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0119714
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0143562
IRS990PF/FMVAssetsEOYAmt055103823
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt035806
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt072374
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt043883
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt036568
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt036568
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt035395392
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt040274930
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt050476710
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0100416
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0330877
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02898
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02898
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt046069659
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt044571166
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010725675
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04582522
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04582522
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt046170075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt044902043
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt055103823
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0100416
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0330877
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt046170075
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt044902043
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt046069659
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt044571166
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt054979353
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07809849
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt047169504
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0824690
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02707733
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt054154663
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt054979353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt235.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0168593
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1108378
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt256297
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt16500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt26500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JEFFREY COOPERSMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1ANN BOLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2LILLIAN MAHONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0C/O CSV 50 CHAS LINDBERGH STE 605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1C/O CSV 50 CHAS LINDBERGH STE 605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2C/O CSV 50 CHAS LINDBERGH STE 605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd011553
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd111553
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd211553
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0COOPERSMITH SIMON & VOGEL PC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0239428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING AND TAX SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt050 CHARLES LINDBERGH BLVD STE 605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0UNIONDALE

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,902,043
Liabilities
$330,877
Net assets
$44,571,166
Revenue
$2,437,399
Expenses
$4,274,797
Net income
-$1,837,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$4.18$7.07$2.88
2023Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$8.12$5.01$3.12
2022Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$0.84$4.94$4.10
2021Detailed filing. Detailed filing data is available for this year.$59.4$0.02$59.4$5.95$4.34$1.60
2020Detailed filing. Detailed filing data is available for this year.$54.1$0.02$54.1$2.04$3.61$1.57
2019Detailed filing. Detailed filing data is available for this year.$43.2$0.22$43.0$1.51$3.18$1.68
2017Detailed filing. Detailed filing data is available for this year.$44.9$0.33$44.6$2.44$4.27$1.84
2016Detailed filing. Detailed filing data is available for this year.$46.2$0.10$46.1$1.75$3.93$2.18
2015Detailed filing. Detailed filing data is available for this year.$46.5$0.04$46.5$2.70$4.13$1.43
2014Detailed filing. Detailed filing data is available for this year.$50.9$0.06$50.9$4.52$3.63$0.89
2013Summary only. Only limited summary data is available for this year.$51.4$0.07$2.65$4.27$1.61
2012Detailed filing. Detailed filing data is available for this year.$50.8$0.02$50.8$4.05
2011Summary only. Only limited summary data is available for this year.$53.3$0.00$2.41$3.99$1.58
2010Summary only. Only limited summary data is available for this year.$55.8$0.40$1.75$4.30$2.55