Civic Intelligence

Morris & Clara Weshnak Family Foundation

990PF • Fiscal year 2023 • EIN 22-3591607

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
2130 Hwy 35 A125Sea Girt, NJ 08720

(732) 945-7600

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.00x

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

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Net Margin

45th percentile

-25%

Higher net margin than 45% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$3,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Asset Growth

21st percentile

-6.7%

Faster asset growth than 21% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

8.1%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$2,776,182

Down $200,635 (-6.7%) from 2022

Net Assets

Down

$2,776,182

Down $200,635 (-6.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin45th percentile

Revenue

Up

$636,119

Up $47,519 (+8.1%) from 2022

Expenses

Up

$798,176

Up $26,031 (+3.4%) from 2022

Net Income

Up

-$162,057

Up $21,488 (+12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,425,131Liabilities 2011: $02011Assets 2012: $1,551,116Liabilities 2012: $02012Assets 2013: $1,615,125Liabilities 2013: $0Net Assets 2013: $1,615,1252013Assets 2014: $1,780,351Liabilities 2014: $0Net Assets 2014: $1,780,3512014Assets 2015: $2,014,458Liabilities 2015: $0Net Assets 2015: $2,014,4582015Assets 2016: $2,777,564Liabilities 2016: $0Net Assets 2016: $2,777,5642016Assets 2017: $3,121,260Liabilities 2017: $0Net Assets 2017: $3,121,2602017Assets 2018: $3,353,589Liabilities 2018: $0Net Assets 2018: $3,353,5892018Assets 2019: $3,955,177Liabilities 2019: $0Net Assets 2019: $3,955,1772019Assets 2020: $3,776,522Liabilities 2020: $0Net Assets 2020: $3,776,5222020Assets 2021: $6,211,688Liabilities 2021: $0Net Assets 2021: $6,211,6882021Assets 2022: $2,976,817Liabilities 2022: $0Net Assets 2022: $2,976,8172022Assets 2023: $2,776,182Liabilities 2023: $0Net Assets 2023: $2,776,1822023Assets 2024: $2,915,406Liabilities 2024: $0Net Assets 2024: $2,915,4062024

Highlighted filing

2023

Assets$2,776,182
Liabilities$0
Net Assets$2,776,182
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $161,391Expenses 2011: $90,571Net Income 2011: $70,8202011Revenue 2012: $379,318Expenses 2012: $81,870Net Income 2012: $297,4482012Revenue 2013: $193,933Expenses 2013: $82,776Net Income 2013: $111,1572013Revenue 2014: $358,673Expenses 2014: $123,693Net Income 2014: $234,9802014Revenue 2015: $376,722Expenses 2015: $68,735Net Income 2015: $307,9872015Revenue 2016: $428,058Expenses 2016: $141,794Net Income 2016: $286,2642016Revenue 2017: $722,023Expenses 2017: $169,140Net Income 2017: $552,8832017Revenue 2018: $620,642Expenses 2018: $159,295Net Income 2018: $461,3472018Revenue 2019: $490,610Expenses 2019: $249,841Net Income 2019: $240,7692019Revenue 2020: $530,583Expenses 2020: $479,047Net Income 2020: $51,5362020Revenue 2021: $1,487,638Expenses 2021: $441,229Net Income 2021: $1,046,4092021Revenue 2022: $588,600Expenses 2022: $772,145Net Income 2022: -$183,5452022Revenue 2023: $636,119Expenses 2023: $798,176Net Income 2023: -$162,0572023Revenue 2024: $853,304Expenses 2024: $690,624Net Income 2024: $162,6802024

Highlighted filing

2023

Revenue$636,119
Expenses$798,176
Net Income-$162,057
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL WESHNAKTrusteePT$3,000-$3,000
BARRY WESHNAKTrusteePT$0--
CAROL ANNE CAWLEY WESHNAKTrusteePT$0--
ROBERT J SAXTONTrusteePT$0--
MICHAEL WESHNAKTrusteePT$0--
SCOTT J LANDAUTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Morris & Clara Weshnak Foundation
EIN
22-3591607
Address
2130 HWY 35 A125, SEA GIRT, NJ 08720

Signing Officer

Name
Barry Weshnak
Title
Trustee
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Krim Landau LLC
Address
57 APPLE STREET, TINTON FALLS, NJ 07724
Preparer
Robert S Krim
Phone
7329457600
Raw XML Appendix346 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS OPCO-361
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VARIOUS OPCO-401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VARIOUS OPCO-441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VARIOUS OPCO-441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VARIOUS SPRD GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-02-01
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt038578
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02976817
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARRY WESHNAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROL ANNE CAWLEY WESHNAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT J SAXTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RACHEL WESHNAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL WESHNAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SCOTT J LANDAU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07329457600
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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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/AppliedToCurrentYearAmt0213716
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0213716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0517471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0206917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0286009
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01605467
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0584460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0517471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0206917
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0286009
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010610
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0798176
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0584460
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01605467
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01021007
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt121466
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21308
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021466
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121466
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21308
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015854
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt06500
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06500
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY WESHNAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRIS & CLARA WESHNAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0223591607
ReturnHeader/Filer/USAddress/AddressLine1Txt02130 HWY 35 A125
ReturnHeader/Filer/USAddress/CityNm0SEA GIRT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008720
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463113934
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRIM LANDAU LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt057 APPLE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TINTON FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007724
ReturnHeader/PreparerPersonGrp/PhoneNum07329457600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S KRIM
ReturnHeader/ReturnTs02024-11-15T07:15:36-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,776,182
Liabilities
$0
Net assets
$2,776,182
Revenue
$636,119
Expenses
$798,176
Net income
-$162,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.85$0.69$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.64$0.80$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.59$0.77$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$1.49$0.44$1.05
2020Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.53$0.48$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.49$0.25$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.62$0.16$0.46
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.72$0.17$0.55
2016Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.43$0.14$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.38$0.07$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.36$0.12$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.19$0.08$0.11
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$0.38$0.08$0.30
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$0.16$0.09$0.07