Civic Intelligence

The Steven & Joyce Wolitzer Charitable Foundation

990PF • Fiscal year 2012 • EIN 20-7173036

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 12, 2013

Organization Profile
1185 Park Avenue No 6A10128-1309
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2012 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2012 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2012

Asset Growth

56th percentile

1.0%

Faster asset growth than 56% of similar nonprofits.

2012 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,741,809

Up $17,554 (+1.0%) from 2011

Net Assets

Up

$1,741,809

Up $17,554 (+1.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$20,568

Down $100,002 (-83%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,724,255Liabilities 2011: $0Net Assets 2011: $1,724,2552011Assets 2012: $1,741,809Liabilities 2012: $0Net Assets 2012: $1,741,8092012Assets 2013: $1,710,517Liabilities 2013: $0Net Assets 2013: $1,710,5172013Assets 2014: $1,674,408Liabilities 2014: $0Net Assets 2014: $1,674,4082014Assets 2015: $1,630,562Liabilities 2015: $0Net Assets 2015: $1,630,5622015Assets 2016: $1,579,150Liabilities 2016: $0Net Assets 2016: $1,579,1502016Assets 2017: $1,545,945Liabilities 2017: $0Net Assets 2017: $1,545,9452017Assets 2018: $1,539,252Liabilities 2018: $0Net Assets 2018: $1,539,2522018Assets 2019: $1,544,727Liabilities 2019: $0Net Assets 2019: $1,544,7272019Assets 2020: $1,541,051Liabilities 2020: $0Net Assets 2020: $1,541,0512020Assets 2021: $1,545,400Liabilities 2021: $0Net Assets 2021: $1,545,4002021Assets 2022: $1,555,557Liabilities 2022: $0Net Assets 2022: $1,555,5572022Assets 2023: $1,519,003Liabilities 2023: $0Net Assets 2023: $1,519,0032023Assets 2024: $1,536,850Liabilities 2024: $0Net Assets 2024: $1,536,8502024

Highlighted filing

2012

Assets$1,741,809
Liabilities$0
Net Assets$1,741,809
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $120,5702011Expenses 2012: $20,5682012Revenue 2013: $41,410Expenses 2013: $81,937Net Income 2013: -$40,5272013Revenue 2014: $43,426Expenses 2014: $114,917Net Income 2014: -$71,4912014Revenue 2015: $46,442Expenses 2015: $144,471Net Income 2015: -$98,0292015Revenue 2016: $44,521Expenses 2016: $147,548Net Income 2016: -$103,0272016Revenue 2017: $44,011Expenses 2017: $151,081Net Income 2017: -$107,0702017Revenue 2018: $52,203Expenses 2018: $145,746Net Income 2018: -$93,5432018Revenue 2019: $59,140Expenses 2019: $147,517Net Income 2019: -$88,3772019Revenue 2020: $67,526Expenses 2020: $183,331Net Income 2020: -$115,8052020Revenue 2021: $71,127Expenses 2021: $173,747Net Income 2021: -$102,6202021Revenue 2022: $79,540Expenses 2022: $202,796Net Income 2022: -$123,2562022Revenue 2023: $77,965Expenses 2023: $234,002Net Income 2023: -$156,0372023Revenue 2024: $80,327Expenses 2024: $207,387Net Income 2024: -$127,0602024

Highlighted filing

2012

Revenue-
Expenses$20,568
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 12, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN B WOLITZERTrustee-$0--
JOYCE L WOLITZERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUJA FEDERATIONCHARITABLECHAR ORGNEW YORK, NY, US$17,248
Filing and Contact Details

Filer

EIN
20-7173036
Raw XML Appendix312 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
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01300
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0NONE
DistributionFromCorpusElection/Election0THE STEVEN & JOYCE WOLITZER CHARITABLE FOUNDATIONEIN: 20-7173036ELECTION TO DISTRIBUTE CORPUSYEAR ENDED DECEMBER 31, 2012PURSUANT TO IRC SEC. 494(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF (CHECK ONE):__ UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING: TAX YEAR: AMOUNT: 2012 $18,928X CORPUS.SIGNED: ____________________________ _____________________________ DATE ____________________________ NAME AND TITLE
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV160534
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock018,860 SHRS L-3 COMMUNICATIONS HOLDINGS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13,143 SHRS ENGILITY HOLDINGS INC
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice05
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03320
IRS990PF/BalanceSheets/CapitalStockBOY00
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IRS990PF/BalanceSheets/RetainedEarningsBOY01724255
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01724255
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome05
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset00.165 SHS ENGILITY HOLDINGS INC (CIL)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss05
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted075495
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj075495
IRS990PF/DistributableAmount/DistributableAmountBeforeDed075495
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0734
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01547787
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0158520
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01389267
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable023217
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01524570
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOYCE L WOLITZER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111185 PARK AVENUE APT 6A
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NEW YORK
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions018928
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0102241
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0158808
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus018928
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount02457
OtherDecreasesSchedule/OtherDecreases/Description0FMV VS. BV/238 SHS L-3 DONATED TO CHARITIES
OtherExpensesSchedule/OtherExpenses/Description0NYS FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1NY LAW JOURNAL AD
OtherExpensesSchedule/OtherExpenses/Description2OTHER EXPENSES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0250
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1130
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1130
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks27
TaxesSchedule/Taxes/Amount0333
TaxesSchedule/Taxes/Category0FEDERAL TAX BALANCE DUE - 2011
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0207173036
ReturnHeader/Filer/Name/BusinessNameLine10THE STEVEN & JOYCE WOLITZER CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0STEV
ReturnHeader/Filer/Phone02127905700
ReturnHeader/Filer/USAddress/AddressLine101185 PARK AVENUE NO 6A
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0101281309
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-12
ReturnHeader/Officer/Name0STEVEN B WOLITZER
ReturnHeader/Officer/Phone02127905700
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0341883473
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CBIZ MHM LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101065 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010018
ReturnHeader/Preparer/Name0LINDA MCCARTY
ReturnHeader/Preparer/Phone02127905700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-15T10:28:35-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,741,809
Liabilities
$0
Net assets
$1,741,809
Revenue
-
Expenses
$20,568
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.08$0.21$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.08$0.23$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.20$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.07$0.17$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.07$0.18$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.06$0.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.05$0.15$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.04$0.15$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.04$0.15$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.05$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.04$0.11$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.08$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.12