Civic Intelligence

The Bernice and Sidney Jacobson Foundation C/O Proskauer Rose LLP J Waxenberg

990PF • Fiscal year 2018 • EIN 20-4727938

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
11 Times SquareNew York, NY 10036

(212) 969-3606

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

0.15x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Net Margin

9th percentile

-230%

Higher net margin than 9% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-6.5%

Faster asset growth than 21% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-45%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$2,219,170

Down $154,562 (-6.5%) from 2017

Net Assets

Down

$2,213,449

Down $160,283 (-6.8%) from 2017

Liabilities

Up

$5,721

Up $5,721 from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin9th percentile

Revenue

Down

$38,673

Down $32,077 (-45%) from 2017

Expenses

Up

$127,621

Up $14,814 (+13%) from 2017

Net Income

Down

-$88,948

Down $46,891 (-111%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,255,250Liabilities 2011: $2502011Assets 2012: $2,275,972Liabilities 2012: $02012Assets 2013: $2,461,172Liabilities 2013: $02013Assets 2014: $2,565,797Liabilities 2014: $3,000Net Assets 2014: $2,562,7972014Assets 2015: $2,369,669Liabilities 2015: $5,000Net Assets 2015: $2,364,6692015Assets 2016: $2,295,920Liabilities 2016: $0Net Assets 2016: $2,295,9202016Assets 2017: $2,373,732Liabilities 2017: $0Net Assets 2017: $2,373,7322017Assets 2018: $2,219,170Liabilities 2018: $5,721Net Assets 2018: $2,213,4492018Assets 2019: $2,437,123Liabilities 2019: $0Net Assets 2019: $2,437,1232019Assets 2020: $2,545,149Liabilities 2020: $5,000Net Assets 2020: $2,540,1492020Assets 2021: $2,546,384Liabilities 2021: $0Net Assets 2021: $2,546,3842021Assets 2022: $1,997,366Liabilities 2022: $0Net Assets 2022: $1,997,3662022Assets 2023: $2,108,401Liabilities 2023: $1,242Net Assets 2023: $2,107,1592023Assets 2024: $1,155,018Liabilities 2024: $540Net Assets 2024: $1,154,4782024

Highlighted filing

2018

Assets$2,219,170
Liabilities$5,721
Net Assets$2,213,449
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: -$10,307Expenses 2011: $101,496Net Income 2011: -$111,8032011Revenue 2012: $630Expenses 2012: $35,462Net Income 2012: -$34,8322012Revenue 2013: -$26,189Expenses 2013: $4,911Net Income 2013: -$31,1002013Revenue 2014: $118,508Expenses 2014: $32,532Net Income 2014: $85,9762014Revenue 2015: $55,552Expenses 2015: $134,986Net Income 2015: -$79,4342015Revenue 2016: $16,610Expenses 2016: $131,881Net Income 2016: -$115,2712016Revenue 2017: $70,750Expenses 2017: $112,807Net Income 2017: -$42,0572017Revenue 2018: $38,673Expenses 2018: $127,621Net Income 2018: -$88,9482018Revenue 2019: $1,489Expenses 2019: $119,631Net Income 2019: -$118,1422019Revenue 2020: $55,565Expenses 2020: $224,801Net Income 2020: -$169,2362020Revenue 2021: $4,044Expenses 2021: $126,057Net Income 2021: -$122,0132021Revenue 2022: -$1,259Expenses 2022: $275,523Net Income 2022: -$276,7822022Revenue 2023: $7,863Expenses 2023: $132,637Net Income 2023: -$124,7742023Revenue 2024: $364,902Expenses 2024: $1,144,287Net Income 2024: -$779,3852024

Highlighted filing

2018

Revenue$38,673
Expenses$127,621
Net Income-$88,948
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL JACOBSONPresident / Director-$0--
MARJORIE GERSHWIND FIVERSONVice President / Director-$0--
ERIK GERSHWINDVice President / Director-$0--
STACEY BENNETTVice President / Director-$0--
J ROBERT SMALLVice President-$0--
JOSHUA JACOBSONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUJA-FEDERATION OF NEW YORKCHARITABLEPCNEW YORK, NY, US$120,000
Filing and Contact Details

Filer

Filer Name
The Bernice and Sidney Jacobson Foundation
EIN
20-4727938
In Care Of
% J ROBERT SMALL
Phone
2129693606
Address
11 TIMES SQUARE, NEW YORK, NY 10036

Signing Officer

Name
J Robert Small
Title
Vice President
Phone
6462135100
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1177 6TH AVE 18TH, New York, NY 10036
Preparer
Peter J Coscia
Phone
6462135100
Raw XML Appendix346 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JFI-AV OFFSHORE, LLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MITCHELL JACOBSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARJORIE GERSHWIND FIVERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERIK GERSHWIND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STACEY BENNETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4J ROBERT SMALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JOSHUA JACOBSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O PROSKAUER ROSE LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O PROSKAUER ROSE LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O PROSKAUER ROSE LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O PROSKAUER ROSE LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O PROSKAUER ROSE LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5C/O PROSKAUER ROSE LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt011 TIMES SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt111 TIMES SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt211 TIMES SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt311 TIMES SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt411 TIMES SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt511 TIMES SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02444564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02262373
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.152963
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0122362
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0123031
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0669
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0123031
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O PROSKAUER ROSE LLP 11 TIMES SQ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0J ROBERT SMALL
IRS990PF/StatementsRegardingActyGrp/PhoneNum02129693606
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UJA-FEDERATION OF NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0130 EAST 59TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
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/AppliedToCurrentYearAmt012639
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0110392
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0115805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0123031
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0103166
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0110392
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0JFI-AV OFFSHORE, LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PUBLICATIONS & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11781
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02845
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21781
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23561
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THRU JFI-AV OFFSHORE, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1THRU JFI-PE OFFSHORE, LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03125
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt12300
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-71335
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED LOSS FROM INVESTMENTS
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1400
TaxesSchedule/TaxesDetail/Amt2250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID - FROM K-1
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF 2017 EXTENSION PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt2990-T 2017 EXTENSION PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt3CT-5 2017 EXTENSION PAYMENT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01124
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1250
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J ROBERT SMALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06462135100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERNICE AND SIDNEY JACOBSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PROSKAUER ROSE LLP J WAXENBERG
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0204727938
ReturnHeader/Filer/InCareOfNm0% J ROBERT SMALL
ReturnHeader/Filer/PhoneNum02129693606
ReturnHeader/Filer/USAddress/AddressLine1Txt011 TIMES SQUARE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId062B5CE2FE4D399107410048B29321392572633AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064D8FBE841E5F71BE518B415B65A872DB0BB012D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026366720193155000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.237.176.59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andersen Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 6TH AVE 18TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J COSCIA
ReturnHeader/ReturnTs02019-11-11T08:34:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,219,170
Liabilities
$5,721
Net assets
$2,213,449
Revenue
$38,673
Expenses
$127,621
Net income
-$88,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.15$0.36$1.14$0.78
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.01$0.13$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.00$0.28$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.00$0.13$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$0.06$0.22$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.00$0.12$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$0.04$0.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.02$0.13$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.01$2.36$0.06$0.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.56$0.12$0.03$0.09
2013Summary only. Only limited summary data is available for this year.$2.46$0.00$0.03$0.00$0.03
2012Summary only. Only limited summary data is available for this year.$2.28$0.00$0.00$0.04$0.03
2011Summary only. Only limited summary data is available for this year.$2.26$0.00$0.01$0.10$0.11