Civic Intelligence

Jerome and Marlene Brody Foundation Inc.

990PF • Fiscal year 2020 • EIN 14-1736554

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

349 Leggett RoadGhent, NY 12075

(305) 751-3150

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-16%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$658,493

Up $8,182 (+1.3%) from 2019

Net Assets

Up

$658,493

Up $8,182 (+1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$15,593

Down $3,047 (-16%) from 2019

Expenses

Down

$7,411

Down $392 (-5.0%) from 2019

Net Income

Down

$8,182

Down $2,655 (-24%) from 2019

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $563,725Liabilities 2011: $0Net Assets 2011: $563,7252011Assets 2012: $580,306Liabilities 2012: $0Net Assets 2012: $580,3062012Assets 2013: $612,341Liabilities 2013: $12013Assets 2014: $677,021Liabilities 2014: $0Net Assets 2014: $677,0212014Assets 2015: $675,519Liabilities 2015: $12015Assets 2017: $705,431Liabilities 2017: $0Net Assets 2017: $705,4312017Assets 2018: $639,474Liabilities 2018: $0Net Assets 2018: $639,4742018Assets 2019: $650,311Liabilities 2019: $0Net Assets 2019: $650,3112019Assets 2020: $658,493Liabilities 2020: $0Net Assets 2020: $658,4932020Assets 2021: $745,631Liabilities 2021: $0Net Assets 2021: $745,6312021Assets 2022: $8,890,875Liabilities 2022: $0Net Assets 2022: $8,890,8752022Assets 2023: $9,057,311Liabilities 2023: $12023Assets 2024: $8,963,105Liabilities 2024: $0Net Assets 2024: $8,963,1052024

Highlighted filing

2020

Assets$658,493
Liabilities$0
Net Assets$658,493

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $46,5072011Expenses 2012: $29,7882012Revenue 2013: $66,164Expenses 2013: $34,900Net Income 2013: $31,2642013Revenue 2014: $103,522Expenses 2014: $39,364Net Income 2014: $64,1582014Revenue 2015: $46,241Expenses 2015: $49,643Net Income 2015: -$3,4022015Revenue 2017: $70,249Expenses 2017: $40,258Net Income 2017: $29,9912017Revenue 2018: $122,212Expenses 2018: $188,169Net Income 2018: -$65,9572018Revenue 2019: $18,640Expenses 2019: $7,803Net Income 2019: $10,8372019Revenue 2020: $15,593Expenses 2020: $7,411Net Income 2020: $8,1822020Revenue 2021: $95,478Expenses 2021: $8,340Net Income 2021: $87,1382021Revenue 2022: $8,152,178Expenses 2022: $6,934Net Income 2022: $8,145,2442022Revenue 2023: $866,237Expenses 2023: $696,084Net Income 2023: $170,1532023Revenue 2024: $480,633Expenses 2024: $572,830Net Income 2024: -$92,1972024

Highlighted filing

2020

Revenue$15,593
Expenses$7,411
Net Income$8,182
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLENE BRODYPres./Direct-$0--
AMY L EARINGDirector-$0--
CHRISTOPHER HEIDERDirector-$0--
ANN JARDINESecretary Tr-$0--
MARTINA BALLMANDirector-$0--
JOHN H LAVELLEDirector/Mem-$0--
MALLORY MORTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jerome and Marlene Brody Foundation
EIN
14-1736554
Phone
3057513150
Address
349 LEGGETT ROAD, GHENT, NY 12075

Signing Officer

Name
Ann Jardine
Title
Secretary Treasurer
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Lavelle & Finn Llp
Address
29 BRITISH AMERICAN BLVD, LATHAM, NY 12110
Preparer
Amy L Earing
Phone
5188696227
Raw XML Appendix317 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/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0MARLENE BRODY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0349 LEGGETT ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GHENT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0120753712
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03057513150
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt0100
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt032501
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt073350
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt032501
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040849
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040849
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073350
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE DEPT. OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BERNSTEIN ADJUSTMENT-AMORTIZA
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LITIGATION INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt068
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt068
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03722
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BERNSTEIN INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03722
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/Amt1308
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX-PRIOR YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN JARDINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEROME AND MARLENE BRODY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERO
ReturnHeader/Filer/EIN0141736554
ReturnHeader/Filer/PhoneNum03057513150
ReturnHeader/Filer/USAddress/AddressLine1Txt0349 LEGGETT ROAD
ReturnHeader/Filer/USAddress/CityNm0GHENT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012075
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141744374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAVELLE & FINN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 BRITISH AMERICAN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05188696227
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY L EARING
ReturnHeader/ReturnTs02021-05-11T09:51:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JARDINE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.96$0.00$8.96$0.48$0.57$0.09
2023Summary only. Only limited summary data is available for this year.$9.06$0.00$0.87$0.70$0.17
2022Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$8.15$0.01$8.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.10$0.01$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.01$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.02$0.01$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.12$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.07$0.04$0.03
2015Summary only. Only limited summary data is available for this year.$0.68$0.00$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.10$0.04$0.06
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.07$0.03$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.05
Peer Organizations

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