Civic Intelligence

The Steven & Joyce Wolitzer Charitable Foundation

990PF • Fiscal year 2016 • EIN 20-7173036

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 03, 2017

Organization Profile
1185 Park Avenue No 6ANew York, NY 10128-1309

(212) 790-5700

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Net Margin

13th percentile

-231%

Higher net margin than 13% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Asset Growth

35th percentile

-3.2%

Faster asset growth than 35% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

-4.1%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$1,579,150

Down $51,412 (-3.2%) from 2015

Net Assets

Down

$1,579,150

Down $51,412 (-3.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin13th percentile

Revenue

Down

$44,521

Down $1,921 (-4.1%) from 2015

Expenses

Up

$147,548

Up $3,077 (+2.1%) from 2015

Net Income

Down

-$103,027

Down $4,998 (-5.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2016

Assets$1,579,150
Liabilities$0
Net Assets$1,579,150
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

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

2016

Revenue$44,521
Expenses$147,548
Net Income-$103,027
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

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

Filer

Filer Name
The Steven & Joyce Wolitzer
EIN
20-7173036
Phone
2127905700
Address
1185 PARK AVENUE NO 6A, NEW YORK, NY 10128-1309

Signing Officer

Name
Steven B Wolitzer
Title
Trustee
Phone
2127905700
Signed
2017-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
1065 AVENUE OF THE AMERICAS, NEW YORK, NY 10018
Preparer
Adam Dauber
Phone
2127905700
Raw XML Appendix336 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/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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm015,601 SHRS L-3 COMMUNICATIONS HOLDINGS, INC.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CORNELL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NEW YORK UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UJA FEDERATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0410 THURSTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1MASSACHUSETTS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt250 WEST 4TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3130 EAST 59TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0143060
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/AppliedToCurrentYearAmt0122678
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0122678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt069736
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt069736
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072235
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022182
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018928
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0144860
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022182
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0141971
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0119789
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/DisbursementsCharitablePrpsAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt051615
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV VS. BOOK VALUE - SECURITIES DONATED TO CHARITABLE ORGANIZATIONS
TaxesSchedule/TaxesDetail/Amt0424
TaxesSchedule/TaxesDetail/Amt1864
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL P/Y BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN B WOLITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127905700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEVEN & JOYCE WOLITZER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0207173036
ReturnHeader/Filer/PhoneNum02127905700
ReturnHeader/Filer/USAddress/AddressLine1Txt01185 PARK AVENUE NO 6A
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0101281309
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId053982D7F397A57200CCEAC974E09133295FD1DA0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId014E1421A59C33F6CB419890DB3DAE7FB5A2D4673
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.98.67.254
ReturnHeader/FilingSecurityInformation/IPDt02017-02-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:56:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341883473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01065 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127905700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAUBER
ReturnHeader/ReturnTs02017-02-13T12:35:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,579,150
Liabilities
$0
Net assets
$1,579,150
Revenue
$44,521
Expenses
$147,548
Net income
-$103,027
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
2016Detailed filing. Detailed filing data is available for this year.$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