Civic Intelligence

The Michaels Organization Educational Foundation

990 • Fiscal year 2013 • EIN 22-3113975

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileWWW.THEMICHAELSORG.COM
PO Box 994Suite08053

(856) 596-0500

Siviq Scores

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

Liabilities / Assets

55th percentile

0.02x

Higher debt load relative to assets than 55% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Liabilities / Revenue

58th percentile

0.01x

Higher debt load relative to revenue than 58% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

14th percentile

-29%

Faster revenue growth than 14% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$337,903

Down $61,783 (-15%) from 2012

Net Assets

Down

$331,903

Down $56,783 (-15%) from 2012

Liabilities

Down

$6,000

Down $5,000 (-45%) from 2012

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin18th percentile

Revenue

Down

$408,289

Down $167,756 (-29%) from 2012

Expenses

Up

$465,072

Up $128,434 (+38%) from 2012

Net Income

Down

-$56,783

Down $296,190 (-124%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $141,440Liabilities 2010: $0Net Assets 2010: $141,4402010Assets 2011: $149,280Liabilities 2011: $0Net Assets 2011: $149,2802011Assets 2012: $399,686Liabilities 2012: $11,000Net Assets 2012: $388,6862012Assets 2013: $337,903Liabilities 2013: $6,000Net Assets 2013: $331,9032013Assets 2014: $284,337Liabilities 2014: $7,715Net Assets 2014: $276,6222014Assets 2015: $295,317Liabilities 2015: $60,824Net Assets 2015: $234,4932015Assets 2016: $329,402Liabilities 2016: $19,000Net Assets 2016: $310,4022016Assets 2017: $184,247Liabilities 2017: $25,366Net Assets 2017: $158,8812017Assets 2018: $167,454Liabilities 2018: $33,323Net Assets 2018: $134,1312018Assets 2019: $146,156Liabilities 2019: $9,601Net Assets 2019: $136,5552019Assets 2020: $581,099Liabilities 2020: $179,219Net Assets 2020: $401,8802020Assets 2021: $283,696Liabilities 2021: $26,271Net Assets 2021: $257,4252021Assets 2022: $403,071Liabilities 2022: $20,972Net Assets 2022: $382,0992022Assets 2023: $598,364Liabilities 2023: $30,648Net Assets 2023: $567,7162023Assets 2024: $1,254,989Liabilities 2024: $114,801Net Assets 2024: $1,140,1882024

Highlighted filing

2013

Assets$337,903
Liabilities$6,000
Net Assets$331,903
Open 2013 Filing

Operations Trend

Revenue Growth14th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $360,296Expenses 2010: $295,939Net Income 2010: $64,3572010Revenue 2011: $331,059Expenses 2011: $323,219Net Income 2011: $7,8402011Revenue 2012: $576,045Expenses 2012: $336,638Net Income 2012: $239,4072012Revenue 2013: $408,289Expenses 2013: $465,072Net Income 2013: -$56,7832013Revenue 2014: $476,746Expenses 2014: $532,027Net Income 2014: -$55,2812014Revenue 2015: $587,093Expenses 2015: $629,222Net Income 2015: -$42,1292015Revenue 2016: $791,352Expenses 2016: $715,443Net Income 2016: $75,9092016Revenue 2017: $696,901Expenses 2017: $848,422Net Income 2017: -$151,5212017Revenue 2018: $813,941Expenses 2018: $838,691Net Income 2018: -$24,7502018Revenue 2019: $1,034,503Expenses 2019: $1,032,079Net Income 2019: $2,4242019Revenue 2020: $1,473,377Expenses 2020: $1,303,052Net Income 2020: $170,3252020Revenue 2021: $1,348,603Expenses 2021: $1,493,058Net Income 2021: -$144,4552021Revenue 2022: $1,780,980Expenses 2022: $1,656,306Net Income 2022: $124,6742022Revenue 2023: $2,177,851Expenses 2023: $1,992,234Net Income 2023: $185,6172023Revenue 2024: $2,909,389Expenses 2024: $2,336,917Net Income 2024: $572,4722024

Highlighted filing

2013

Revenue$408,289
Expenses$465,072
Net Income-$56,783
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$463,729
Mission and Program Overview

Mission

Awarding Educational Scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$0$191,782▲ $191,782
Accounts Receivable$131,628$112,076▼ $19,552
Cash and Non-Interest-Bearing Accounts$263,403$27,516▼ $235,887
Prepaid Expenses and Deferred Charges$4,655$6,529▲ $1,874
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$399,686$337,903▼ $61,783
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$11,000$6,000▼ $5,000
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$11,000$6,000▼ $5,000
Net Assets / Fund Balance
Unrestricted Net Assets$388,686$331,903▼ $56,783
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$388,686$331,903▼ $56,783
Total Liabilities and Net Assets / Fund Balance$399,686$337,903▼ $61,783
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Michael J LevittPresident
E James HendersonVice President
James V BleilerVice President
Patricia LevittVice President
Robert J GreerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$431,238
Program Service Revenue
$0
Investment Income
$491
Other Revenue
$-23,440
All Other Contributions
$289,606
Change in Net Assets
$-56,783

Audited Revenue Reconciliation

Revenue per Audited Statements
$408,289
Revenue Not Reported on Form 990
$107,288
Total Revenue per Audited Statements
$515,577
Total Revenue per Form 990
$408,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$410,267
Other Expenses$54,805
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$410,267--$410,267
Fees for Services Other$47,192--$47,192
Fees for Services Legal$3,547--$3,547
Other Expenses$200--$200
Total Functional Expenses$465,072$0$0$465,072

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$572,360
Expenses per Audited Statements$465,072
Total Expenses per Form 990$465,072
Expenses Not Reported on Form 990$107,288
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$55,440
Fundraising Gross Income$32,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$173,632$32,000$23,440$8,560
Total Events$173,632$32,000$55,440$-23,440
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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, Line 2 - Relationships of Officers, Directors

“Michael J. Levitt and Patricia Levitt are married.”

Form 990, Part VI, Line 11B - Form 990 Review Process

“A copy of the form 990 is provided to the trustees for review prior to filing.”

Form 990, Part VI, Line 19 - Organization Documents Publicly Available

“The organization's plan documents, policies and financial statements are all available upon request.”

Filing and Contact Details

Filer

EIN
22-3113975
In Care Of
% INTERSTATE REALTY MANAGEMENT
Phone
8565960500

Signing Officer

Name
William Geddes
Title
Controller
Phone
8565960500
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael J Levitt
Formed
1991
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Preparer
Bernadette M Daniel CPA
Phone
8565960500
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:consulting total fees:47192”

Financial Statement Notes

Part X - FIN 48 Footnote

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and is treated as a publicly supported organization. For the year ended December 31, 2013, the Foundation did not identify any uncertain tax positions taken or expected to be taken in an information return which would require adjustment to or disclosure in its financial statements. In addition, the Foundation believes it has not engaged in any activities for which its tax-exempt status would not be sustained under Internal Revenue Service examination. Generally, the Foundation is subject to Federal income tax examinations for years subsequent to December 31, 2009. income tax examinations for years subsequent to December 31, 2009.”

Schedule D, Part XI, Line 2D

“Other Revenue Included In F/S But Not Included On Form 990 FUNDRAISING EVENTS ....................................... $ 55,440.”

Schedule D, Part XII, Line 2D

“Other Expenses And Losses Per Audited F/S FUNDRAISING EXPENSES OFFSET AGAINST REVENUE................ $ 55,440.”

Raw XML AppendixShowing 400 of 472 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06000
IRS990/AccountsReceivableGrp/BOYAmt0131628
IRS990/AccountsReceivableGrp/EOYAmt0112076
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Awarding Educational Scholarships
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0289606
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0INTERSTATE REALTY MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum08565960500
IRS990/BooksInCareOfDetail/USAddress/AddressLine103 EAST STOW ROAD
IRS990/BooksInCareOfDetail/USAddress/City0Marlton
IRS990/BooksInCareOfDetail/USAddress/State0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCode008053
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0263403
IRS990/CashNonInterestBearingGrp/EOYAmt027516
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0141632
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0431238
IRS990/CYGrantsAndSimilarPaidAmt0410267
IRS990/CYInvestmentIncomeAmt0491
IRS990/CYOtherExpensesAmt054805
IRS990/CYOtherRevenueAmt0-23440
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-56783
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0465072
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0408289
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Corporation provided educational scholarships and generally promoted the education of residents of low-income communities, employee dependents and military bases. Scholarships are granted at the discretion of the Board of Directors.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0465072
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03547
IRS990/FeesForServicesLegalGrp/TotalAmt03547
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt047192
IRS990/FeesForServicesOtherGrp/TotalAmt047192
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL J LEVITT
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICIA LEVITT
IRS990/Form990PartVIISectionAGrp/PersonNm2E JAMES HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES V BLEILER
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT J GREER
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0141632
IRS990/FundraisingDirectExpensesAmt055440
IRS990/FundraisingGrossIncomeAmt032000
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0410267
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0410267
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0410267
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0463729
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0491
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Awarding Educational Scholarships
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0388686
IRS990/NetAssetsOrFundBalancesEOYAmt0331903
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-23440
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-23440
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OTHER MISC
IRS990/OtherExpensesGrp/Desc1FEES AND LICENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt03866
IRS990/OtherExpensesGrp/ProgramServicesAmt1200
IRS990/OtherExpensesGrp/TotalAmt03866
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04655
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06529
IRS990/PrincipalOfficerNm0MICHAEL J LEVITT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0596157
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0285732
IRS990/PYInvestmentIncomeAmt0260
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt050906
IRS990/PYOtherRevenueAmt0-20372
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0239407
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0336638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0576045
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-56783
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0191782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0431238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0596157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0353609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0313008
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0268692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01962704
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0343
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01400
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55995
IRS990ScheduleA/PublicSupportPY170Pct00.45750
IRS990ScheduleA/PublicSupportTotal170Amt01099809
IRS990ScheduleA/SubstantialContributorsTotAmt0862895
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0431238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0596157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0353609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0313008
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0268692
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01962704
IRS990ScheduleA/TotalSupportAmt01964104
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt051848
IRS990ScheduleD/DonatedServicesUseFcltsAmt051848
IRS990ScheduleD/ExpensesNotReportedAmt0107288
IRS990ScheduleD/ExpensesSubtotalAmt0465072
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt055440
IRS990ScheduleD/OtherRevenueAmt055440
IRS990ScheduleD/RevenueNotReportedAmt0107288
IRS990ScheduleD/RevenueSubtotalAmt0408289
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and is treated as a publicly supported organization. For the year ended December 31, 2013, the Foundation did not identify any uncertain tax positions taken or expected to be taken in an information return which would require adjustment to or disclosure in its financial statements. In addition, the Foundation believes it has not engaged in any activities for which its tax-exempt status would not be sustained under Internal Revenue Service examination. Generally, the Foundation is subject to Federal income tax examinations for years subsequent to December 31, 2009. income tax examinations for years subsequent to December 31, 2009.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Other Revenue Included In F/S But Not Included On Form 990 FUNDRAISING EVENTS ....................................... $ 55,440.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Other Expenses And Losses Per Audited F/S FUNDRAISING EXPENSES OFFSET AGAINST REVENUE................ $ 55,440.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X - FIN 48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule D, Part XII, Line 2d
IRS990ScheduleD/TotalExpensesPerForm990Amt0465072
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0408289
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0515577
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0572360
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0141632
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0141632
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt055440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0173632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0173632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032000
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-23440
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023440
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023440
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt032000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt032000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0410267
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0See Attached Schedule
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0178
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Cash
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Michael J. Levitt and Patricia Levitt are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the form 990 is provided to the trustees for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's plan documents, policies and financial statements are all available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION:CONSULTING TOTAL FEES:47192
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2 - Relationships of Officers, Directors
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b - Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 - Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART IX LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0222012047
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Real Estate/Mgmt
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10Interstate Realty Management C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine103 East Stow Road
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0Marlton
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode008053
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Interstate Realty Mgmt Co Volunt
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0225073087
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c) (9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Insurance
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10PO Box 994
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Marlton
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode008053
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$337,903
Liabilities
$6,000
Net assets
$331,903
Revenue
$408,289
Expenses
$465,072
Net income
-$56,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.11$1.14$2.91$2.34$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.03$0.57$2.18$1.99$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.02$0.38$1.78$1.66$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.03$0.26$1.35$1.49$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.18$0.40$1.47$1.30$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.01$0.14$1.03$1.03$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.03$0.13$0.81$0.84$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.03$0.16$0.70$0.85$0.15
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.02$0.31$0.79$0.72$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.06$0.23$0.59$0.63$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.01$0.28$0.48$0.53$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$0.41$0.47$0.06
2012Summary only. Only limited summary data is available for this year.$0.40$0.01$0.39$0.58$0.34$0.24
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.33$0.32$0.01
2010Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.36$0.30$0.06