Civic Intelligence

Jkw Foundation Tr Ua 092597

990PF • Fiscal year 2013 • EIN 13-7127165

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 04, 2014

Organization Profile
C/O Jean Stein 10 Gracie Square10028

(212) 249-4471

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2013 filings • NTEE T • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

64th percentile

0.00x

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

2013 filings • NTEE T • $10M-$25M nonprofits • Source year 2013

Net Margin

66th percentile

41%

Higher net margin than 66% of similar nonprofits.

2013 filings • NTEE T • $10M-$25M nonprofits • Source year 2013

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.

2013 filings • NTEE T • $10M-$25M nonprofits • Source year 2013

Asset Growth

41st percentile

1.7%

Faster asset growth than 41% of similar nonprofits.

2013 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$12,827,354

Up $214,644 (+1.7%) from 2012

Net Assets

Up

$12,827,354

Up $214,644 (+1.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin66th percentile

Revenue

$561,376

No earlier filing loaded for comparison.

Expenses

Up

$333,451

Up $75,052 (+29%) from 2012

Net Income

$227,925

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$60M$40M$20M$0Assets 2010: $11,231,976Liabilities 2010: $0Net Assets 2010: $11,231,9762010Assets 2011: $11,878,983Liabilities 2011: $0Net Assets 2011: $11,878,9832011Assets 2012: $12,612,710Liabilities 2012: $0Net Assets 2012: $12,612,7102012Assets 2013: $12,827,354Liabilities 2013: $0Net Assets 2013: $12,827,3542013Assets 2014: $12,991,044Liabilities 2014: $0Net Assets 2014: $12,991,0442014Assets 2015: $13,162,962Liabilities 2015: $0Net Assets 2015: $13,162,9622015Assets 2016: $12,529,732Liabilities 2016: $0Net Assets 2016: $12,529,7322016Assets 2017: $12,097,222Liabilities 2017: $0Net Assets 2017: $12,097,2222017Assets 2018: $14,780,953Liabilities 2018: $0Net Assets 2018: $14,780,9532018Assets 2019: $39,545,939Liabilities 2019: $0Net Assets 2019: $39,545,9392019Assets 2020: $40,917,583Liabilities 2020: $14,275Net Assets 2020: $40,903,3082020Assets 2021: $38,873,662Liabilities 2021: $14,275Net Assets 2021: $38,859,3872021Assets 2022: $38,317,824Liabilities 2022: $0Net Assets 2022: $38,317,8242022Assets 2023: $37,160,760Liabilities 2023: $12023Assets 2024: $35,596,844Liabilities 2024: $0Net Assets 2024: $35,596,8442024

Highlighted filing

2013

Assets$12,827,354
Liabilities$0
Net Assets$12,827,354
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $605,0592010Expenses 2011: $359,7122011Expenses 2012: $258,3992012Revenue 2013: $561,376Expenses 2013: $333,451Net Income 2013: $227,9252013Revenue 2014: $499,582Expenses 2014: $335,892Net Income 2014: $163,6902014Revenue 2015: $584,415Expenses 2015: $412,497Net Income 2015: $171,9182015Revenue 2016: $361,459Expenses 2016: $994,689Net Income 2016: -$633,2302016Revenue 2017: $597,407Expenses 2017: $1,029,917Net Income 2017: -$432,5102017Revenue 2018: $4,254,102Expenses 2018: $1,570,371Net Income 2018: $2,683,7312018Revenue 2019: $25,933,478Expenses 2019: $2,413,802Net Income 2019: $23,519,6762019Revenue 2020: $3,183,893Expenses 2020: $1,826,524Net Income 2020: $1,357,3692020Revenue 2021: $1,124,358Expenses 2021: $3,168,279Net Income 2021: -$2,043,9212021Revenue 2022: $3,149,671Expenses 2022: $3,678,993Net Income 2022: -$529,3222022Revenue 2023: $2,365,275Expenses 2023: $3,507,717Net Income 2023: -$1,142,4422023Revenue 2024: $2,472,146Expenses 2024: $4,023,609Net Income 2024: -$1,551,4632024

Highlighted filing

2013

Revenue$561,376
Expenses$333,451
Net Income$227,925
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 4, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN STEINTtee-As Req-$0--
Filing and Contact Details

Filer

EIN
13-7127165
Phone
2122494471

Signing Officer

Name
Jean Stein
Title
Trustee
Signed
2014-09-04
Discuss with paid preparer
Yes

Preparer

Preparer
Steven J Ader
Phone
2126870050
Raw XML Appendix325 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012799352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012246452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011931251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011573679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt013729290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0280260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.27720
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0280260
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0280260
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0280260
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1012-55 GEORGE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0FAIR LAWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode007410
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10PAT LAZAK
IRS990PF/StatementsRegardingActyGrp/PhoneNum02123195079
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0269700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR THE ORGANIZATION'S CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode010028
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0269700
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/AppliedToCurrentYearAmt0280260
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0644858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0364598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0529850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0619988
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0364598
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0255390
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0529850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0529850
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0280260
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0785240
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01149838
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount013281
OtherDecreasesSchedule/OtherDecreasesDetail/Description0NON DEDUCTIBLE CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19810
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt053191
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt053191
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt29810
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10JKW FOUNDATION TR UA 092597
ReturnHeader/Filer/BusinessNameControlTxt0JKWF
ReturnHeader/Filer/EIN0137127165
ReturnHeader/Filer/PhoneNum02122494471
ReturnHeader/Filer/USAddress/AddressLine10C/O JEAN STEIN 10 GRACIE SQUARE
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Wilfred Wyler & Co CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1014 Penn Plaza Suite 1706
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0101221012
ReturnHeader/PreparerPersonGrp/PhoneNum02126870050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J ADER
ReturnHeader/ReturnTs02014-09-08T06:03:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,827,354
Liabilities
$0
Net assets
$12,827,354
Revenue
$561,376
Expenses
$333,451
Net income
$227,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$2.47$4.02$1.55
2023Summary only. Only limited summary data is available for this year.$37.2$0.00$2.37$3.51$1.14
2022Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$3.15$3.68$0.53
2021Detailed filing. Detailed filing data is available for this year.$38.9$0.01$38.9$1.12$3.17$2.04
2020Detailed filing. Detailed filing data is available for this year.$40.9$0.01$40.9$3.18$1.83$1.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.5$0.00$39.5$25.9$2.41$23.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$4.25$1.57$2.68
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.60$1.03$0.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$0.36$0.99$0.63
2015Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.58$0.41$0.17
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.50$0.34$0.16
2013Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.56$0.33$0.23
2012Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.26
2011Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.36
2010Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.61