Civic Intelligence

The Eberstadt-Kuffner Fund Inc.

990PF • Fiscal year 2016 • EIN 13-6225395

Jan 01, 2016 to Dec 31, 2016 • Filed on May 25, 2017

Organization Profile
C/O Anchin - 1375 BroadwayNew York, NY 10018

(212) 840-3456

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$12,446,492

Up $2,374,314 (+24%) from 2015

Net Assets

$12,446,492

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin94th percentile

Revenue

Down

$3,398,868

Down $873,372 (-20%) from 2015

Expenses

Up

$1,023,447

Up $67,385 (+7.0%) from 2015

Net Income

Down

$2,375,421

Down $940,757 (-28%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $7,714,005Liabilities 2011: $02011Assets 2012: $7,473,165Liabilities 2012: $02012Assets 2013: $7,778,952Liabilities 2013: $02013Assets 2014: $8,030,496Liabilities 2014: $02014Assets 2015: $10,072,178Liabilities 2015: $02015Assets 2016: $12,446,492Liabilities 2016: $0Net Assets 2016: $12,446,4922016Assets 2019: $14,513,009Liabilities 2019: $02019Assets 2020: $14,685,223Liabilities 2020: $0Net Assets 2020: $14,685,2232020Assets 2021: $14,904,426Liabilities 2021: $0Net Assets 2021: $14,904,4262021Assets 2022: $13,817,883Liabilities 2022: $12022Assets 2023: $16,583,787Liabilities 2023: $12023Assets 2024: $15,881,363Liabilities 2024: $0Net Assets 2024: $15,881,3632024

Highlighted filing

2016

Assets$12,446,492
Liabilities$0
Net Assets$12,446,492
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $495,447Expenses 2011: $492,714Net Income 2011: $2,7332011Revenue 2012: $373,073Expenses 2012: $613,913Net Income 2012: -$240,8402012Revenue 2013: $937,522Expenses 2013: $631,735Net Income 2013: $305,7872013Revenue 2014: $1,094,470Expenses 2014: $842,926Net Income 2014: $251,5442014Revenue 2015: $4,272,240Expenses 2015: $956,062Net Income 2015: $3,316,1782015Revenue 2016: $3,398,868Expenses 2016: $1,023,447Net Income 2016: $2,375,4212016Revenue 2019: $307,843Expenses 2019: $907,304Net Income 2019: -$599,4612019Revenue 2020: $472,942Expenses 2020: $1,034,982Net Income 2020: -$562,0402020Revenue 2021: $771,081Expenses 2021: $1,034,402Net Income 2021: -$263,3212021Revenue 2022: $120,767Expenses 2022: $1,207,310Net Income 2022: -$1,086,5432022Revenue 2023: $3,623,855Expenses 2023: $887,823Net Income 2023: $2,736,0322023Revenue 2024: $327,488Expenses 2024: $1,022,178Net Income 2024: -$694,6902024

Highlighted filing

2016

Revenue$3,398,868
Expenses$1,023,447
Net Income$2,375,421
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL EBERSTADTPresident/Director-$0--
GEORGE EBERSTADTVice Pres/Director-$0--
E RICHARD BAUMTreasurer-$0--
DANIEL L MOSLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Eberstadt-kuffner Fund Inc
EIN
13-6225395
In Care Of
% ANCHIN BLOCK & ANCHIN LLP
Phone
2128403456
Address
C/O ANCHIN - 1375 BROADWAY, NEW YORK, NY 10018

Signing Officer

Name
Michael Eberstadt
Title
President
Phone
2128403456
Signed
2017-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Anchin Block & Anchin Llp
Address
1375 BROADWAY, NEW YORK, NY 10018-7001
Preparer
E Richard Baum
Phone
2128403456
Raw XML Appendix364 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/PersonNm0MICHAEL EBERSTADT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/Director
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010018
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ANCHIN BLOCK & ANCHIN LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128403456
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0878502
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01375 broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0new york
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0878502
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02378
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0884974
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0746016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0743638
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0884974
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Vera Eberstadt Unitrust UAD 31497
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o Anchin - 1375 Broadway
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010018
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0456508
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0135033
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1265125
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN HCP ABSOLUTE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1RETURN FUND OFFSHORE FEEDER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2GOLUB CAPITAL PARTNERS VIII
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3LANSDOWNE DEV MKTS LONG ONLY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0591540
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1268765
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt25000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0925870
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1268765
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt24992207
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01107
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO PRIOR FUND BALANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Golub Capital Partners VIII
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt026316
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt026316
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0126925
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1579
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2FOREIGN CUSTODY FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1579
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt289
TaxesSchedule/TaxesDetail/Amt0602
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0602
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL EBERSTADT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02128403456
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EBERSTADT-KUFFNER FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0EBER
ReturnHeader/Filer/EIN0136225395
ReturnHeader/Filer/InCareOfNm0% ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/Filer/PhoneNum02128403456
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ANCHIN - 1375 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0756AC05317E51ACC0608EC520FFE5BCC7BAD7210
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F301DD25078A28D0AF34B5A4941A59A32BA68044
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013087820171515000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.221.150.5
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100187001
ReturnHeader/PreparerPersonGrp/PhoneNum02128403456
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E RICHARD BAUM
ReturnHeader/ReturnTs02017-05-31T15:25:43-05:00
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
$12,446,492
Liabilities
$0
Net assets
$12,446,492
Revenue
$3,398,868
Expenses
$1,023,447
Net income
$2,375,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$0.33$1.02$0.69
2023Summary only. Only limited summary data is available for this year.$16.6$0.00$3.62$0.89$2.74
2022Summary only. Only limited summary data is available for this year.$13.8$0.00$0.12$1.21$1.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$0.77$1.03$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$0.47$1.03$0.56
2019Summary only. Only limited summary data is available for this year.$14.5$0.00$0.31$0.91$0.60
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$3.40$1.02$2.38
2015Summary only. Only limited summary data is available for this year.$10.1$0.00$4.27$0.96$3.32
2014Summary only. Only limited summary data is available for this year.$8.03$0.00$1.09$0.84$0.25
2013Summary only. Only limited summary data is available for this year.$7.78$0.00$0.94$0.63$0.31
2012Summary only. Only limited summary data is available for this year.$7.47$0.00$0.37$0.61$0.24
2011Summary only. Only limited summary data is available for this year.$7.71$0.00$0.50$0.49$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $10M-$25M nonprofits