Civic Intelligence

The Steven & Joyce Wolitzer Charitable Foundation

990PF • Fiscal year 2013 • EIN 20-7173036

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 05, 2014

Organization Profile
1185 Park Avenue No 6A10128-1309

(212) 790-5700

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

0.00x

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

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Net Margin

15th percentile

-98%

Higher net margin than 15% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Asset Growth

28th percentile

-1.8%

Faster asset growth than 28% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$1,710,517

Down $31,292 (-1.8%) from 2012

Net Assets

Down

$1,710,517

Down $31,292 (-1.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin15th percentile

Revenue

$41,410

No earlier filing loaded for comparison.

Expenses

Up

$81,937

Up $61,369 (+298%) from 2012

Net Income

-$40,527

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2013

Assets$1,710,517
Liabilities$0
Net Assets$1,710,517
Open 2013 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

2013

Revenue$41,410
Expenses$81,937
Net Income-$40,527
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 5, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN B WOLITZERTrustee-$0--
JOYCE L WOLITZERTrustee-$0--
Filing and Contact Details

Filer

EIN
20-7173036
Phone
2127905700

Signing Officer

Name
Steven B Wolitzer
Title
Trustee
Phone
2127905700
Signed
2014-02-05
Discuss with paid preparer
Yes

Preparer

Preparer
Linda Mccarty
Phone
2127905700
Raw XML Appendix320 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/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01400
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
DistributionFromCorpusElection/ElectionDesc0THE STEVEN & JOYCE WOLITZER CHARITABLE FOUNDATIONEIN: 20-7173036ELECTION TO DISTRIBUTE CORPUSYEAR ENDED DECEMBER 31, 2013PURSUANT 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: 2013 $79,046X CORPUS.SIGNED: ____________________________ _____________________________ DATE ____________________________ NAME AND TITLE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0ATTACHMENT TO 990-PF, PART I, LINE 25, COLUMN(A)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0NON-CASH CONTRIBUTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0CORNELL UNIVERSITY - 50 SHS L-3 COMMUNICATIONS HOLDINGS INC ON 4/11/13, VALUED AT: $4,181BOOK VALUE: $3,972METHOD USED TO DETERMINE BOOK VALUE: DONOR COSTMETHOD USED TO DETERMINE FMV: AVG. STOCK MARKET PRICEUJA FEDERATION - 3,143 SHS ENGILITY HOLDINGS INC ON 3/13/13, VALUED AT: $72,077BOOK VALUE: $63,101METHOD USED TO DETERMINE BOOK VALUE: DONOR COSTMETHOD USED TO DETERMINE FMV: AVG. STOCK MARKET PRICEHARVARD UNIVERSITY - 12 SHS L-3 COMMUNICATIONS HOLDINGS INC ON 4/11/13, VALUED AT: $1,003BOOK VALUE: $953METHOD USED TO DETERMINE BOOK VALUE: DONOR COSTMETHOD USED TO DETERMINE FMV: AVG. STOCK MARKET PRICE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm018,798 SHRS L-3 COMMUNICATIONS HOLDINGS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ENGILITY HOLDINGS INC
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt272077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CORNELL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12UJA FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHAR ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHAR ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHAR ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10410 THURSTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11MASSACHUSETTS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12130 EAST 59TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode014850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode210022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077261
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt079046
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt083313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012071
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt090170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018928
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt071242
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079046
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090170
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0102241
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NY LAW JOURNAL AD
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1135
OtherIncreasesSchedule/OtherIncreasesDetail/Amount09235
OtherIncreasesSchedule/OtherIncreasesDetail/Description0FMV VS. BV OF DONATED TO CHARITIES
TaxesSchedule/TaxesDetail/Amt0741
TaxesSchedule/TaxesDetail/Amt1750
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX BALANCE DUE - 2012
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATED TAX PAID - 2013
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN B WOLITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127905700
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE STEVEN & JOYCE WOLITZER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0207173036
ReturnHeader/Filer/PhoneNum02127905700
ReturnHeader/Filer/USAddress/AddressLine101185 PARK AVENUE NO 6A
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0101281309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341883473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101065 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127905700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA MCCARTY
ReturnHeader/ReturnTs02014-02-10T09:47:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,710,517
Liabilities
$0
Net assets
$1,710,517
Revenue
$41,410
Expenses
$81,937
Net income
-$40,527
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $1M-$5M nonprofits