Civic Intelligence

Shirley Waldbaum Witkin Foundation Inc.

990PF • Fiscal year 2016 • EIN 22-3082447

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 17, 2017

C/O Joan Gross 1 Pin Oak CourtGlen Head, NY 11545-2813

(516) 671-1379

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-445%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Assets

Down

$288,141

Down $33,047 (-10%) from 2015

Net Assets

Down

$288,141

Down $32,902 (-10%) from 2015

Liabilities

Down

$0

Down $145 (-100%) from 2015

Revenue

Up

$7,401

Up $9,028 (+555%) from 2015

Expenses

Down

$40,303

Down $4,562 (-10%) from 2015

Net Income

Up

-$32,902

Up $13,590 (+29%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $424,868Liabilities 2011: $02011Assets 2012: $399,541Liabilities 2012: $02012Assets 2013: $390,609Liabilities 2013: $02013Assets 2014: $367,534Liabilities 2014: $0Net Assets 2014: $367,5342014Assets 2015: $321,188Liabilities 2015: $145Net Assets 2015: $321,0432015Assets 2016: $288,141Liabilities 2016: $0Net Assets 2016: $288,1412016Assets 2017: $214,463Liabilities 2017: $0Net Assets 2017: $214,4632017Assets 2018: $200,870Liabilities 2018: $0Net Assets 2018: $200,8702018Assets 2020: $150,273Liabilities 2020: $0Net Assets 2020: $150,2732020Assets 2021: $135,077Liabilities 2021: $0Net Assets 2021: $135,0772021Assets 2022: $140,525Liabilities 2022: $0Net Assets 2022: $140,5252022Assets 2023: $140,208Liabilities 2023: $0Net Assets 2023: $140,2082023Assets 2024: $144,874Liabilities 2024: $0Net Assets 2024: $144,8742024

Highlighted filing

2016

Assets$288,141
Liabilities$0
Net Assets$288,141

Operations Trend

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

$50K$0-$50K-$100KRevenue 2011: $28,025Expenses 2011: $42,157Net Income 2011: -$14,1322011Revenue 2012: $13,048Expenses 2012: $38,375Net Income 2012: -$25,3272012Revenue 2013: $30,537Expenses 2013: $39,468Net Income 2013: -$8,9312013Revenue 2014: $12,676Expenses 2014: $35,750Net Income 2014: -$23,0742014Revenue 2015: -$1,627Expenses 2015: $44,865Net Income 2015: -$46,4922015Revenue 2016: $7,401Expenses 2016: $40,303Net Income 2016: -$32,9022016Revenue 2017: -$34,107Expenses 2017: $39,570Net Income 2017: -$73,6772017Revenue 2018: $26,714Expenses 2018: $40,306Net Income 2018: -$13,5922018Revenue 2020: $12,591Expenses 2020: $41,550Net Income 2020: -$28,9592020Revenue 2021: $27,049Expenses 2021: $42,245Net Income 2021: -$15,1962021Revenue 2022: $8,843Expenses 2022: $3,395Net Income 2022: $5,4482022Revenue 2023: $2,188Expenses 2023: $2,505Net Income 2023: -$3172023Revenue 2024: $7,157Expenses 2024: $2,491Net Income 2024: $4,6662024

Highlighted filing

2016

Revenue$7,401
Expenses$40,303
Net Income-$32,902
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 17, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN WSGROSSVP/Director-$0--
SUSAN LOEBSec'Y/Director-$0--
LAUREN SIERCHIOVP-$0--
MARA SIERCHIOVP-$0--
JILL SIERCHIOVP-$0--
Filing and Contact Details

Filer

Filer Name
Shirley Waldbaum Witkin Foundation Inc
EIN
22-3082447
Phone
5166711379
Address
C/O JOAN GROSS 1 PIN OAK COURT, GLEN HEAD, NY 11545-2813

Signing Officer

Name
Joan Gross
Title
Director
Phone
5166711379
Signed
2017-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Boyce Hughes & Associates Llp
Address
30 JERICHO EXECUTIVE PLAZA - STE 20, JERICHO, NY 11753-1028
Preparer
Robert J Coburn CPA
Phone
5162827070
Raw XML AppendixShowing 400 of 413 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 PIN OAK COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt194 BLUEBERRY DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2233 EAST 69TH STREET APT 5L
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3440 EAST 56TH STREET APT 7C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4254 EAST 68TH STREET APT 17F
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OLD BROOKVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WOODCLIFF LAKE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW YORK
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt033909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt044218
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt037762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt041470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.107584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.136031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.099385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.104615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.095303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.102588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0313642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0325059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0353423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0365090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0396233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0404240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.537922
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038684
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038850
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0166
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038850
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOAN GROSS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 PIN OAK COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GLEN HEAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011545
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05166711379
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST LETTERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOAN GROSS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05164484643
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01 PIN OAK COURT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GLEN HEAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd011545
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt037100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FULFILL-
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011545
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015516
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028328
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018416
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108466
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023333
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028328
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018416
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023333
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0130284
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0106951
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FORM CHAR 500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0-10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1249
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2-10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3249
TaxesSchedule/TaxesDetail/Amt01214
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY 2016 EST
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05166711379
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHIRLEY WALDBAUM WITKIN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHIR
ReturnHeader/Filer/EIN0223082447
ReturnHeader/Filer/PhoneNum05166711379
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JOAN GROSS 1 PIN OAK COURT
ReturnHeader/Filer/USAddress/CityNm0GLEN HEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0115452813
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02A56DA46144225612CDCA3635B5B53DD1DA768E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0415DABD359A4E66D65B06A86DA3D8E8461A994EC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.56.146.50
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:42:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYCE HUGHES & ASSOCIATES LLP

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