Civic Intelligence

The Jeff a Epstein & Roberta G Epstein Family Foundation

990PF • Fiscal year 2023 • EIN 20-5799520

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 22, 2024

Organization Profile
3900 Hamilton Boulevard Suite 208Allentown, PA 18103

(610) 432-4321

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-58%

Higher net margin than 12% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

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.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-1.3%

Faster asset growth than 46% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

249%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$175,742

Down $2,383 (-1.3%) from 2022

Net Assets

Down

$175,742

Down $2,383 (-1.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin12th percentile

Revenue

Up

$4,094

Up $2,921 (+249%) from 2022

Expenses

Up

$6,477

Up $105 (+1.6%) from 2022

Net Income

Up

-$2,383

Up $2,816 (+54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$300K$200K$100K$0Assets 2010: $13,857Liabilities 2010: $0Net Assets 2010: $13,8572010Assets 2011: $16,810Liabilities 2011: $02011Assets 2012: $14,060Liabilities 2012: $02012Assets 2013: $12,853Liabilities 2013: $0Net Assets 2013: $12,8532013Assets 2014: $10,578Liabilities 2014: $0Net Assets 2014: $10,5782014Assets 2015: $9,298Liabilities 2015: $0Net Assets 2015: $9,2982015Assets 2016: $12,319Liabilities 2016: $0Net Assets 2016: $12,3192016Assets 2017: $55,507Liabilities 2017: $0Net Assets 2017: $55,5072017Assets 2018: $52,362Liabilities 2018: $0Net Assets 2018: $52,3622018Assets 2019: $208,018Liabilities 2019: $0Net Assets 2019: $208,0182019Assets 2020: $195,795Liabilities 2020: $0Net Assets 2020: $195,7952020Assets 2021: $183,324Liabilities 2021: $0Net Assets 2021: $183,3242021Assets 2022: $178,125Liabilities 2022: $0Net Assets 2022: $178,1252022Assets 2023: $175,742Liabilities 2023: $0Net Assets 2023: $175,7422023Assets 2024: $189,660Liabilities 2024: $0Net Assets 2024: $189,6602024

Highlighted filing

2023

Assets$175,742
Liabilities$0
Net Assets$175,742
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $6002010Revenue 2011: $5,005Expenses 2011: $2,052Net Income 2011: $2,9532011Revenue 2012: $0Expenses 2012: $2,750Net Income 2012: -$2,7502012Revenue 2013: $0Expenses 2013: $1,207Net Income 2013: -$1,2072013Revenue 2014: $0Expenses 2014: $2,275Net Income 2014: -$2,2752014Revenue 2015: $20Expenses 2015: $1,300Net Income 2015: -$1,2802015Revenue 2016: $6,686Expenses 2016: $3,665Net Income 2016: $3,0212016Revenue 2017: $41,994Expenses 2017: $3,534Net Income 2017: $38,4602017Revenue 2018: $399Expenses 2018: $3,544Net Income 2018: -$3,1452018Revenue 2019: $167,038Expenses 2019: $11,382Net Income 2019: $155,6562019Revenue 2020: $287Expenses 2020: $12,510Net Income 2020: -$12,2232020Revenue 2021: $208Expenses 2021: $12,679Net Income 2021: -$12,4712021Revenue 2022: $1,173Expenses 2022: $6,372Net Income 2022: -$5,1992022Revenue 2023: $4,094Expenses 2023: $6,477Net Income 2023: -$2,3832023Revenue 2024: $176,511Expenses 2024: $13,100Net Income 2024: $163,4112024

Highlighted filing

2023

Revenue$4,094
Expenses$6,477
Net Income-$2,383
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF A EPSTEINPresident-$0--
ROBERTA G EPSTEINVice Pres-$0--
JONATHAN EPSTEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Jeff a Epstein & Roberta G
EIN
20-5799520
Phone
6104324321
Address
3900 HAMILTON BOULEVARD SUITE 208, ALLENTOWN, PA 18103

Signing Officer

Name
Jeff a Epstein
Title
President
Phone
6104324321
Signed
2024-07-22

Preparer

Firm
Buckno Lisicky & Company Pc
Address
645 HAMILTON ST SUITE 204, ALLENTOWN, PA 18101
Preparer
John S Lisicky
Phone
6108218580
Raw XML Appendix241 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0173460
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03089
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFF A EPSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERTA G EPSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JONATHAN EPSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JEFF A EPSTEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LEHIGH VALLEY HOSPITAL NETWORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FAMILY SERVICES
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TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF A EPSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06104324321
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JEFF A EPSTEIN & ROBERTA G
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EPSTEIN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0205799520
ReturnHeader/Filer/PhoneNum06104324321
ReturnHeader/Filer/USAddress/AddressLine1Txt03900 HAMILTON BOULEVARD SUITE 208
ReturnHeader/Filer/USAddress/CityNm0ALLENTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232426656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCKNO LISICKY & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0645 HAMILTON ST SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLENTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018101
ReturnHeader/PreparerPersonGrp/PhoneNum06108218580
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S LISICKY
ReturnHeader/ReturnTs02024-09-06T14:33:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,742
Liabilities
$0
Net assets
$175,742
Revenue
$4,094
Expenses
$6,477
Net income
-$2,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.77$0.13$1.63
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.01$0.06$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.00$0.13$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.00$0.13$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.67$0.11$1.56
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.00$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.42$0.04$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.02$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.00$0.03$0.03
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.05$0.02$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01