Civic Intelligence

Joseph & Laura Wortman Fdn Co Citibank Na

EIN 13-6919339 • New York, NY

388 Greenwich St Tax 19th FLNew York, NY 10013
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 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

45th percentile

3.3%

Higher net margin than 45% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$54,201

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

37th percentile

0.3%

Faster asset growth than 37% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

68%

Faster revenue growth than 83% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,715,217

Up $22,140 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,715,217

Up $22,140 (+0.3%) from 2023

Revenue

Up

$712,728

Up $289,182 (+68%) from 2023

Expenses

Up

$689,398

Up $39,172 (+6.0%) from 2023

Net Income

Up

$23,330

Up $250,010 (+110%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $5,197,810Liabilities 2011: $02011Assets 2012: $5,039,113Liabilities 2012: $02012Assets 2013: $5,164,882Liabilities 2013: $02013Assets 2014: $5,593,955Liabilities 2014: $02014Assets 2015: $5,448,479Liabilities 2015: $02015Assets 2019: $5,986,223Liabilities 2019: $02019Assets 2020: $5,932,924Liabilities 2020: $0Net Assets 2020: $5,932,9242020Assets 2021: $9,010,767Liabilities 2021: $0Net Assets 2021: $9,010,7672021Assets 2022: $8,919,508Liabilities 2022: $0Net Assets 2022: $8,919,5082022Assets 2023: $8,693,077Liabilities 2023: $0Net Assets 2023: $8,693,0772023Assets 2024: $8,715,217Liabilities 2024: $0Net Assets 2024: $8,715,2172024

Highlighted filing

2024

Assets$8,715,217
Liabilities$0
Net Assets$8,715,217

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $363,085Expenses 2011: $328,999Net Income 2011: $34,0862011Revenue 2012: $211,243Expenses 2012: $369,940Net Income 2012: -$158,6972012Revenue 2013: $524,744Expenses 2013: $398,975Net Income 2013: $125,7692013Revenue 2014: $825,636Expenses 2014: $421,563Net Income 2014: $404,0732014Revenue 2015: $366,638Expenses 2015: $512,114Net Income 2015: -$145,4762015Revenue 2019: $888,282Expenses 2019: $558,064Net Income 2019: $330,2182019Revenue 2020: $547,849Expenses 2020: $601,181Net Income 2020: -$53,3322020Revenue 2021: $3,695,665Expenses 2021: $617,668Net Income 2021: $3,077,9972021Revenue 2022: $643,734Expenses 2022: $734,686Net Income 2022: -$90,9522022Revenue 2023: $423,546Expenses 2023: $650,226Net Income 2023: -$226,6802023Revenue 2024: $712,728Expenses 2024: $689,398Net Income 2024: $23,3302024

Highlighted filing

2024

Revenue$712,728
Expenses$689,398
Net Income$23,330

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CITIBANK N ATrustee, As Req'D-$54,201-$54,201
ALBERT L LINGELBACH ESQCo-Ttee, As Req'D-$16,878-$16,878
Filing and Contact Details

Filer

Filer Name
Joseph & Laura Wortman Fdn Co Citibank Na
EIN
13-6919339
Phone
8002853000
Address
388 GREENWICH ST TAX 19TH FL, NEW YORK, NY 10013

Signing Officer

Name
Michael J Carolan
Title
Trustee
Phone
8002853000
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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