Civic Intelligence

Waserstein Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-0527133

Dec 01, 2017 to Nov 30, 2018 • Filed on Sep 17, 2019

5901 NW 151st Street 126Miami Lakes, FL 33014

(305) 827-8373

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

157%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$52,622

Down $1,923 (-3.5%) from 2017

Net Assets

Down

$52,622

Down $1,923 (-3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$15,900

Up $9,720 (+157%) from 2017

Expenses

Down

$17,823

Down $1,091 (-5.8%) from 2017

Net Income

Up

-$1,923

Up $10,811 (+85%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $53,737Liabilities 2011: $0Net Assets 2011: $53,7372011Assets 2012: $69,587Liabilities 2012: $02012Assets 2013: $93,729Liabilities 2013: $0Net Assets 2013: $93,7292013Assets 2014: $92,235Liabilities 2014: $0Net Assets 2014: $92,2352014Assets 2015: $80,203Liabilities 2015: $0Net Assets 2015: $80,2032015Assets 2016: $67,279Liabilities 2016: $0Net Assets 2016: $67,2792016Assets 2017: $54,545Liabilities 2017: $0Net Assets 2017: $54,5452017Assets 2018: $52,622Liabilities 2018: $0Net Assets 2018: $52,6222018Assets 2019: $56,701Liabilities 2019: $0Net Assets 2019: $56,7012019Assets 2020: $55,177Liabilities 2020: $0Net Assets 2020: $55,1772020Assets 2021: $58,304Liabilities 2021: $0Net Assets 2021: $58,3042021Assets 2022: $54,712Liabilities 2022: $0Net Assets 2022: $54,7122022Assets 2023: $173,635Liabilities 2023: $0Net Assets 2023: $173,6352023Assets 2024: $288,288Liabilities 2024: $0Net Assets 2024: $288,2882024

Highlighted filing

2018

Assets$52,622
Liabilities$0
Net Assets$52,622

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $11,1962011Revenue 2012: $33,800Expenses 2012: $17,950Net Income 2012: $15,8502012Expenses 2013: $25,8582013Revenue 2014: $1,806Expenses 2014: $3,300Net Income 2014: -$1,4942014Revenue 2015: $5,000Expenses 2015: $17,032Net Income 2015: -$12,0322015Revenue 2016: $0Expenses 2016: $12,924Net Income 2016: -$12,9242016Revenue 2017: $6,180Expenses 2017: $18,914Net Income 2017: -$12,7342017Revenue 2018: $15,900Expenses 2018: $17,823Net Income 2018: -$1,9232018Revenue 2019: $60,900Expenses 2019: $56,821Net Income 2019: $4,0792019Revenue 2020: $0Expenses 2020: $1,524Net Income 2020: -$1,5242020Revenue 2021: $5,300Expenses 2021: $2,173Net Income 2021: $3,1272021Revenue 2022: $6,000Expenses 2022: $9,592Net Income 2022: -$3,5922022Revenue 2023: $131,500Expenses 2023: $12,577Net Income 2023: $118,9232023Revenue 2024: $116,588Expenses 2024: $1,935Net Income 2024: $114,6532024

Highlighted filing

2018

Revenue$15,900
Expenses$17,823
Net Income-$1,923
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Sep 17, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN WASERSTEINPresident-$0--
TRACI WASERSTEINDirector-$0--
STEVE WASERSTEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Waserstein Foundation
EIN
20-0527133
Phone
3058278373
Address
5901 NW 151ST STREET 126, MIAMI LAKES, FL 33014

Signing Officer

Name
Alan Waserstein
Title
President
Phone
3058278373
Signed
2019-09-17

Preparer

Firm
Turner & Associates Llp
Address
200 SOUTH BISCAYNE BLVD SUITE 177, MIAMI, FL 33131
Preparer
Stephen C Enriquez
Phone
3053770777
Raw XML Appendix252 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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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WASERSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WASE
ReturnHeader/Filer/EIN0200527133
ReturnHeader/Filer/PhoneNum03058278373
ReturnHeader/Filer/USAddress/AddressLine1Txt05901 NW 151ST STREET 126
ReturnHeader/Filer/USAddress/CityNm0MIAMI LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0446DB22637B5BA324A5929301641C438596A179E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0446DB22637B5BA324A5929301641C438596A179E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.84.17.169
ReturnHeader/FilingSecurityInformation/IPDt02019-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:26:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650688598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SOUTH BISCAYNE BLVD SUITE 177
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033131
ReturnHeader/PreparerPersonGrp/PhoneNum03053770777
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C ENRIQUEZ
ReturnHeader/ReturnTs02019-10-03T10:26:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$1.17$0.02$1.15
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.32$0.13$1.19
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.05$0.02$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.61$0.57$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.16$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.06$0.19$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.00$0.13$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.05$0.17$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.26
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$0.34$0.18$0.16
2011Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.11