Civic Intelligence

Judith & David Wachs Family Found Ation Inc.

990PF • Fiscal year 2020 • EIN 22-2682604

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 12, 2021

Organization Profile
215 West Church Road Rm/Ste 108King Of Prussia, PA 19406

(610) 992-0149

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

21st percentile

-21%

Higher net margin than 21% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

-1.0%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,873,191

Down $50,805 (-1.0%) from 2019

Net Assets

$4,873,191

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin21st percentile

Revenue

Up

$244,308

Up $371,329 (+292%) from 2019

Expenses

Down

$295,113

Down $58,858 (-17%) from 2019

Net Income

Up

-$50,805

Up $430,187 (+89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,230,025Liabilities 2011: $02011Assets 2012: $5,221,352Liabilities 2012: $02012Assets 2013: $5,173,880Liabilities 2013: $02013Assets 2014: $5,153,160Liabilities 2014: $02014Assets 2015: $5,019,590Liabilities 2015: $02015Assets 2019: $4,923,996Liabilities 2019: $02019Assets 2020: $4,873,191Liabilities 2020: $0Net Assets 2020: $4,873,1912020Assets 2021: $4,806,285Liabilities 2021: $0Net Assets 2021: $4,806,2852021Assets 2022: $4,565,903Liabilities 2022: $0Net Assets 2022: $4,565,9032022Assets 2023: $4,241,726Liabilities 2023: $0Net Assets 2023: $4,241,7262023Assets 2024: $4,288,358Liabilities 2024: $0Net Assets 2024: $4,288,3582024

Highlighted filing

2020

Assets$4,873,191
Liabilities$0
Net Assets$4,873,191
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $78,282Expenses 2011: $293,388Net Income 2011: -$215,1062011Revenue 2012: $87,949Expenses 2012: $336,167Net Income 2012: -$248,2182012Revenue 2013: $153,617Expenses 2013: $259,725Net Income 2013: -$106,1082013Revenue 2014: $191,430Expenses 2014: $258,240Net Income 2014: -$66,8102014Revenue 2015: $110,216Expenses 2015: $243,786Net Income 2015: -$133,5702015Revenue 2019: -$127,021Expenses 2019: $353,971Net Income 2019: -$480,9922019Revenue 2020: $244,308Expenses 2020: $295,113Net Income 2020: -$50,8052020Revenue 2021: $532,266Expenses 2021: $413,166Net Income 2021: $119,1002021Revenue 2022: $263,979Expenses 2022: $504,361Net Income 2022: -$240,3822022Revenue 2023: $4,494Expenses 2023: $328,671Net Income 2023: -$324,1772023Revenue 2024: $421,208Expenses 2024: $374,576Net Income 2024: $46,6322024

Highlighted filing

2020

Revenue$244,308
Expenses$295,113
Net Income-$50,805
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 12, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL WACHSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Judith & David Wachs
EIN
22-2682604
Phone
6109920149
Address
215 WEST CHURCH ROAD RM/STE 108, KING OF PRUSSIA, PA 19406

Signing Officer

Name
Rachel Wachs
Title
Trustee
Phone
6109920149
Signed
2021-01-12

Preparer

Firm
Wisla & Cohen Llp
Address
4808 RAINBOW RIDGE CIRCLE, SCHWENKSVILLE, PA 19473
Preparer
Gerard T Wisla
Phone
6102870295
Raw XML Appendix291 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt0270427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015313
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0258847
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015313
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026893
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01062885
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LAND/412 CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01062885
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01062885
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EXPENSES INCURRED FOR THE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RESTORATION, CONSERVATION,
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PRESERVATION AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OF FOUNDATION REAL ESTATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0767
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0767
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0767
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01131
TaxesSchedule/TaxesDetail/Amt01131
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL WACHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109920149
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUDITH & DAVID WACHS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JUDI
ReturnHeader/Filer/EIN0222682604
ReturnHeader/Filer/PhoneNum06109920149
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 WEST CHURCH ROAD RM/STE 108
ReturnHeader/Filer/USAddress/CityNm0KING OF PRUSSIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019406
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010761012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WISLA & COHEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04808 RAINBOW RIDGE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHWENKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019473
ReturnHeader/PreparerPersonGrp/PhoneNum06102870295
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERARD T WISLA
ReturnHeader/ReturnTs02021-01-19T12:35:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,873,191
Liabilities
$0
Net assets
$4,873,191
Revenue
$244,308
Expenses
$295,113
Net income
-$50,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.42$0.37$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.00$0.33$0.32
2022Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.26$0.50$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.53$0.41$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.24$0.30$0.05
2019Summary only. Only limited summary data is available for this year.$4.92$0.00$0.13$0.35$0.48
2015Summary only. Only limited summary data is available for this year.$5.02$0.00$0.11$0.24$0.13
2014Summary only. Only limited summary data is available for this year.$5.15$0.00$0.19$0.26$0.07
2013Summary only. Only limited summary data is available for this year.$5.17$0.00$0.15$0.26$0.11
2012Summary only. Only limited summary data is available for this year.$5.22$0.00$0.09$0.34$0.25
2011Summary only. Only limited summary data is available for this year.$5.23$0.00$0.08$0.29$0.22