Civic Intelligence

Ubocharto Bachaim Funds Inc

EIN 22-2913463 • 501(c)3 • New York, NY

Profile

To help support various charitable organizations

PO Box 205New York, NY 10185-0205

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.46x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

4th percentile

-81%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-7.1%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$3,018,478

Down $232,431 (-7.1%) from 2024

Liabilities

Up

$92,819

Up $40,984 (+79%) from 2024

Net Assets

Down

$2,925,659

Down $273,415 (-8.5%) from 2024

Revenue

Down

$201,226

Down $25,536 (-11%) from 2024

Expenses

Up

$365,025

Up $2,070 (+0.6%) from 2024

Net Income

Down

-$163,799

Down $27,606 (-20%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,120,307Liabilities 2011: $0Net Assets 2011: $4,120,3072011Assets 2012: $4,093,275Liabilities 2012: $0Net Assets 2012: $4,093,2752012Assets 2013: $4,115,924Liabilities 2013: $0Net Assets 2013: $4,115,9242013Assets 2014: $4,135,643Liabilities 2014: $0Net Assets 2014: $4,135,6432014Assets 2015: $4,225,685Liabilities 2015: $0Net Assets 2015: $4,225,6852015Assets 2016: $4,249,177Liabilities 2016: $0Net Assets 2016: $4,249,1772016Assets 2017: $4,306,557Liabilities 2017: $0Net Assets 2017: $4,306,5572017Assets 2018: $4,187,716Liabilities 2018: $0Net Assets 2018: $4,187,7162018Assets 2019: $4,355,789Liabilities 2019: $0Net Assets 2019: $4,355,7892019Assets 2020: $3,990,976Liabilities 2020: $0Net Assets 2020: $3,990,9762020Assets 2021: $4,095,533Liabilities 2021: $0Net Assets 2021: $4,095,5332021Assets 2022: $3,588,647Liabilities 2022: $110,000Net Assets 2022: $3,478,6472022Assets 2023: $3,170,206Liabilities 2023: $1,250Net Assets 2023: $3,168,9562023Assets 2024: $3,250,909Liabilities 2024: $51,835Net Assets 2024: $3,199,0742024Assets 2025: $3,018,478Liabilities 2025: $92,819Net Assets 2025: $2,925,6592025

Highlighted filing

2025

Assets$3,018,478
Liabilities$92,819
Net Assets$2,925,659

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $203,100Expenses 2011: $180,050Net Income 2011: $23,0502011Revenue 2012: $221,989Expenses 2012: $249,020Net Income 2012: -$27,0312012Revenue 2013: $230,489Expenses 2013: $207,840Net Income 2013: $22,6492013Revenue 2014: $275,554Expenses 2014: $255,835Net Income 2014: $19,7192014Revenue 2015: $283,492Expenses 2015: $193,450Net Income 2015: $90,0422015Revenue 2016: $307,572Expenses 2016: $284,080Net Income 2016: $23,4922016Revenue 2017: $320,664Expenses 2017: $263,285Net Income 2017: $57,3792017Revenue 2018: $276,360Expenses 2018: $395,201Net Income 2018: -$118,8412018Revenue 2019: $279,274Expenses 2019: $549,622Net Income 2019: -$270,3482019Revenue 2020: $271,642Expenses 2020: $472,600Net Income 2020: -$200,9582020Revenue 2021: $230,139Expenses 2021: $461,944Net Income 2021: -$231,8052021Revenue 2022: $237,227Expenses 2022: $285,585Net Income 2022: -$48,3582022Revenue 2023: $225,022Expenses 2023: $197,455Net Income 2023: $27,5672023Revenue 2024: $226,762Expenses 2024: $362,955Net Income 2024: -$136,1932024Revenue 2025: $201,226Expenses 2025: $365,025Net Income 2025: -$163,7992025

Highlighted filing

2025

Revenue$201,226
Expenses$365,025
Net Income-$163,799

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.09$2.93$0.20$0.37$0.16
2024Summary only. Only limited summary data is available for this year.$3.25$0.05$3.20$0.23$0.36$0.14
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.00$3.17$0.23$0.20$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.11$3.48$0.24$0.29$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.23$0.46$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.27$0.47$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.00$4.36$0.28$0.55$0.27
2018Summary only. Only limited summary data is available for this year.$4.19$0.00$4.19$0.28$0.40$0.12
2017Summary only. Only limited summary data is available for this year.$4.31$0.00$4.31$0.32$0.26$0.06
2016Summary only. Only limited summary data is available for this year.$4.25$0.00$4.25$0.31$0.28$0.02
2015Summary only. Only limited summary data is available for this year.$4.23$0.00$4.23$0.28$0.19$0.09
2014Summary only. Only limited summary data is available for this year.$4.14$0.00$4.14$0.28$0.26$0.02
2013Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.23$0.21$0.02
2012Summary only. Only limited summary data is available for this year.$4.09$0.00$4.09$0.22$0.25$0.03
2011Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.20$0.18$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jun 26, 2025
Return Version
2024v5.2
Gross Receipts
$1,322,134
Mission and Program Overview

Mission

To help support various charitable organizations

To help support charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,250,909$3,014,326▼ $236,583
Rtn Earn Endowment Incm Other Fnds$3,199,074$2,925,659▼ $273,415
Cash and Non-Interest-Bearing Accounts-$4,152-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,250,909$3,018,478▼ $232,431
Liabilities
Other Liabilities$51,835$92,819▲ $40,984
Total Liabilities$51,835$92,819▲ $40,984
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,199,074$2,925,659▼ $273,415
Total Liabilities and Net Assets / Fund Balance$3,250,909$3,018,478▼ $232,431

Asset Categories

AssetBook ValueDepreciationBasis
Financial Derivatives$3,014,326--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mordechai TesslerPresident
Abraham NussenzweigVice President
Ely MoskovitchSecretary
Leibis MorgensternTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$201,226
Other Revenue
$0
Change in Net Assets
$-163,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$361,940
Other Expenses$3,085
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$219,640--$219,640
Grants to Domestic Orgs$142,300--$142,300
Fees for Services Accounting-$3,085-$3,085
Total Functional Expenses$361,940$3,085$0$365,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Learning Institute of Union CityUnion City, NJ-To Support Activities of This Tax Exempt Organization$92,300
Bais EsterBrooklyn, NY-To Support Activities of This Tax Exempt Organization$50,000

International Summary

Offices
0
Employees
0
Spending
$219,640

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
IsraelThe Organization Provides Funds to a Hospital in IsraelSupport of Hospital00$219,640
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable$92,819
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

A copy of the 990 is distributed to the governing body prior to filing the return

Form 990, Part VI, Section C, line 19

All governing documents and policies are available to the public upon request

Filing and Contact Details

Filer

Filer Name
Ubocharto Bachaim Funds Inc
EIN
22-2913463
Phone
2128698444
Address
PO BOX 205, NEW YORK, NY 10185-0205

Signing Officer

Name
Leibis Morgenstern
Title
Secy- Treas
Phone
2128698444
Signed
2025-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leibis Morgenstern
Formed
1988
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Kaufman & Kaufman Pc
Address
521 FIFTH AVE, NEW YORK, NY 10175
Preparer
Zev Kaufman
Phone
2122924401
Raw XML Appendix374 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2BAIS ESTER
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03014326
IRS990ScheduleD/TotalLiabilityAmt092819
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0219640
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0ISRAEL
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0SUPPORT OF HOSPITAL
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0THE ORGANIZATION PROVIDES FUNDS TO A HOSPITAL IN ISRAEL
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0219640
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0BANK TRANSFERS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0SUPPORT OF HOSPITAL
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0ISRAEL
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0219640
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES A QUARTERLY SUMMARY INDICATING HOW OUR GRANTS ARE BEING APPLIED AND AN ANNUAL FINANCIAL REPORT. WE RESERVE THE RIGHT TO CEASE FUNDING IF WE ARE NOT SATISFIED WITH THE REPORTING WE RECEIVE.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0219640
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt092300
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT ACTIVITIES OF THIS TAX EXEMPT ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT ACTIVITIES OF THIS TAX EXEMPT ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LEARNING INSTITUTE OF UNION CITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BAIS ESTER
IRS990ScheduleI/RecipientTable/RecipientEIN0205728386
IRS990ScheduleI/RecipientTable/RecipientEIN1112680069
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03400 NEW YORK AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11349 50TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0UNION CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BROOKLYN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd007087
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd111219
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS DISTRIBUTED TO THE GOVERNING BODY PRIOR TO FILING THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03250909
IRS990/TotalAssetsEOYAmt03018478
IRS990/TotalAssetsGrp/BOYAmt03250909
IRS990/TotalAssetsGrp/EOYAmt03018478
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03085
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0361940
IRS990/TotalFunctionalExpensesGrp/TotalAmt0365025
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt051835
IRS990/TotalLiabilitiesEOYAmt092819
IRS990/TotalLiabilitiesGrp/BOYAmt051835
IRS990/TotalLiabilitiesGrp/EOYAmt092819
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03199074
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02925659
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0361940
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0201226
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0201226
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03250909
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03018478
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0305 GRANDVIEW AVE
IRS990/USAddress/CityNm0MONSEY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010952
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEIBIS MORGENSTERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECY- TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum02128698444
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UBOCHARTO BACHAIM FUNDS INC
ReturnHeader/Filer/BusinessNameControlTxt0UBOC
ReturnHeader/Filer/EIN0222913463
ReturnHeader/Filer/PhoneNum02128698444
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 205
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0101850205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844020599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFMAN & KAUFMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0521 FIFTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010175
ReturnHeader/PreparerPersonGrp/PhoneNum02122924401
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZEV KAUFMAN
ReturnHeader/ReturnTs02025-07-18T11:24:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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