Civic Intelligence

Jefferson Owners Foundation Inc

EIN 20-5265920 • 501(c)3 • Yorktown Heights, NY

Pub. 78 EligibleNTEE P20

Profile

To provide transportation services to senior citizens in the community.

225 Veterans RdYorktown Heights, NY 10598

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$6,438

Down $1,047 (-14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$6,438

Down $1,047 (-14%) from 2023

Operations

Revenue

Up

$38,687

Up $10,061 (+35%) from 2023

Expenses

Up

$39,734

Up $9,875 (+33%) from 2023

Net Income

Up

-$1,047

Up $186 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2023: $7,485Net Assets 2023: $7,4852023Assets 2024: $6,438Net Assets 2024: $6,4382024

Highlighted filing

2024

Assets$6,438
Liabilities-
Net Assets$6,438
Open 2024 Filing

Operations Trend

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

$40K$20K$0-$20KRevenue 2023: $28,626Expenses 2023: $29,859Net Income 2023: -$1,2332023Revenue 2024: $38,687Expenses 2024: $39,734Net Income 2024: -$1,0472024

Highlighted filing

2024

Revenue$38,687
Expenses$39,734
Net Income-$1,047
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,438
Liabilities
-
Net assets
$6,438
Revenue
$38,687
Expenses
$39,734
Net income
-$1,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.44$6.44$38.7$39.7$1.05
2023Detailed filing. Detailed filing data is available for this year.$7.49$7.49$28.6$29.9$1.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.0
Gross Receipts
$38,687
Mission and Program Overview

Mission

To provide transportation services to senior citizens in the community.

Program Services

DescriptionGrantsExpenses
PROVIDE TRANSPORTATION SERVICES TO SENIOR CITIZENS IN THE COMMUNITY.-$39,734
PROVIDE TRANSPORTATION SERVICES TO SENIOR CITIZENS IN THE COMMUNITY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM HIGGINSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Jefferson Owners Foundation Inc
EIN
20-5265920
Phone
9142340300
Address
225 VETERANS RD, YORKTOWN HEIGHTS, NY 10598

Signing Officer

Name
Jim Higgins
Title
President
Phone
9142340300
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Heller & Filippone Llp
Address
925 WESTCHESTER AVE STE 103, WHITE PLAINS, NY 10604
Preparer
Edward Heller CPA
Phone
9144223344
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses program services 39,084 total 39,084”

Form 990-ez, Part III, Line 31

“Provide transportation services to senior citizens in the community.”

Raw XML Appendix115 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HUDSON VALLEY COMMUNITY MGMT
IRS990EZ/BooksInCareOfDetail/PhoneNum09142340300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 VETERANS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YORKTOWN HEIGHTS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010598
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07485
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06438
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038682
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1047
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07485
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06438
IRS990EZ/GrossReceiptsAmt038687
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07485
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06438
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07485
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06438
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM HIGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039084
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TRANSPORTATION SERVICES TO SENIOR CITIZENS IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TRANSPORTATION SERVICES TO SENIOR CITIZENS IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE TRANSPORTATION SERVICES TO SENIOR CITIZENS IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039734
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039734
IRS990EZ/TotalProgramServiceExpensesAmt039734
IRS990EZ/TotalRevenueAmt038687
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0198532
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt035
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0198532
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038682
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt095010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06544
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0198532
IRS990ScheduleA/TotalSupportAmt0198532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM SERVICES 39,084 TOTAL 39,084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE TRANSPORTATION SERVICES TO SENIOR CITIZENS IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM HIGGINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09142340300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON OWNERS FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HUDSON VALLEY COMMUNITY MGMT
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0205265920
ReturnHeader/Filer/PhoneNum09142340300
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 VETERANS RD
ReturnHeader/Filer/USAddress/CityNm0YORKTOWN HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010598
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133592951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HELLER & FILIPPONE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 WESTCHESTER AVE STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010604
ReturnHeader/PreparerPersonGrp/PhoneNum09144223344
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD HELLER CPA
ReturnHeader/ReturnTs02025-05-02T14:19:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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