Civic Intelligence

Waldman Family Charitable Trust

990PF • Fiscal year 2017 • EIN 23-6869549

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

110 Commerce WayStockertown, PA 18083

(610) 437-1000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

-0.7%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-8.3%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$4,662,299

Down $34,202 (-0.7%) from 2016

Net Assets

Down

$4,662,299

Down $34,202 (-0.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$216,360

Down $19,471 (-8.3%) from 2016

Expenses

Down

$250,562

Down $1,127 (-0.4%) from 2016

Net Income

Down

-$34,202

Down $18,344 (-116%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,258,362Liabilities 2010: $0Net Assets 2010: $4,258,3622010Assets 2013: $4,270,098Liabilities 2013: $0Net Assets 2013: $4,270,0982013Assets 2014: $4,732,841Liabilities 2014: $0Net Assets 2014: $4,732,8412014Assets 2015: $4,712,359Liabilities 2015: $0Net Assets 2015: $4,712,3592015Assets 2016: $4,696,501Liabilities 2016: $0Net Assets 2016: $4,696,5012016Assets 2017: $4,662,299Liabilities 2017: $0Net Assets 2017: $4,662,2992017Assets 2018: $4,773,708Liabilities 2018: $0Net Assets 2018: $4,773,7082018Assets 2020: $5,102,751Liabilities 2020: $0Net Assets 2020: $5,102,7512020Assets 2021: $5,500,621Liabilities 2021: $0Net Assets 2021: $5,500,6212021Assets 2022: $5,083,732Liabilities 2022: $0Net Assets 2022: $5,083,7322022Assets 2023: $5,170,123Liabilities 2023: $0Net Assets 2023: $5,170,1232023Assets 2024: $5,433,896Liabilities 2024: $0Net Assets 2024: $5,433,8962024

Highlighted filing

2017

Assets$4,662,299
Liabilities$0
Net Assets$4,662,299

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $255,9052010Revenue 2013: $136,376Expenses 2013: $133,910Net Income 2013: $2,4662013Revenue 2014: $662,297Expenses 2014: $199,554Net Income 2014: $462,7432014Revenue 2015: $200,148Expenses 2015: $220,630Net Income 2015: -$20,4822015Revenue 2016: $235,831Expenses 2016: $251,689Net Income 2016: -$15,8582016Revenue 2017: $216,360Expenses 2017: $250,562Net Income 2017: -$34,2022017Revenue 2018: $346,135Expenses 2018: $238,856Net Income 2018: $107,2792018Revenue 2020: $263,943Expenses 2020: $264,144Net Income 2020: -$2012020Revenue 2021: $670,321Expenses 2021: $272,451Net Income 2021: $397,8702021Revenue 2022: $5,752Expenses 2022: $422,641Net Income 2022: -$416,8892022Revenue 2023: $457,103Expenses 2023: $370,712Net Income 2023: $86,3912023Revenue 2024: $605,548Expenses 2024: $341,775Net Income 2024: $263,7732024

Highlighted filing

2017

Revenue$216,360
Expenses$250,562
Net Income-$34,202
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE WALDMANTrustee-$0--
JESSICA WALDMANTrustee-$0--
MARK WALDMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTHAMPTON COMM COLL FDN NORTHAMPTON COMMUNITY COLLEGE FOUNDATIONUNRESTRICTED USE BY DONEE-BETHLEHEM, PA, US$65,000
Paid GrantLEHIGH VALLEY HOSPITAL LEHIGH VALLEY HOSPITALUNRESTRICTED USE BY DONEE-ALLENTOWN, PA, US$12,500
Paid GrantCOPPERBRIDGE FOUNDATION COPPERBRIDGE FOUNDATIONUNRESTRICTED USE BY DONEE-NORTH MIAMI, FL, US$10,000
Paid GrantNORWESCAP NORWESCAPUNRESTRICTED USE BY DONEE-PHILLIPSBURG, NJ, US$10,000
Paid GrantPERKIOMEN SCHOOL PERKIOMEN SCHOOLUNRESTRICTED USE BY DONEE-PENNSBURG, PA, US$10,000
Paid GrantBUCKINGHAM FRIENDS SCHOOL BUCKINGHAM FRIENDS SCHOOLUNRESTRICTED USE BY DONEE-LAHASKA, PA, US$7,000
Paid GrantALLENTOWN ART MUSEUM ALLENTOWN ART MUSEUMUNRESTRICTED USE BY DONEE-ALLENTOWN, PA, US$5,000
Paid GrantCHILDREN'S HOME OF EASTON CHILDREN'S HOME OF EASTONUNRESTRICTED USE BY DONEE-EASTON, PA, US$5,000
Paid GrantCOLORADO THERAPEUTIC RIDING CENTER COLORADO THERAPEUTIC RIDING CENTERUNRESTRICTED USE BY DONEE-LONGMONT, CO, US$5,000
Paid GrantHILLSIDE SCHOOL HILLSIDE SCHOOLUNRESTRICTED USE BY DONEE-MACUNGIE, PA, US$5,000
Paid GrantMEMORIAL SLOAN KETTERING MEMORIAL SLOAN KETTERINGUNRESTRICTED USE BY DONEE-NEW YORK, NY, US$5,000
Paid GrantGLOBAL CITIZEN GLOBAL CITIZENUNRESTRICTED USE BY DONEE-NEW YORK, NY, US$5,000
Paid GrantAMERICAN HEART ASSOCIATION AMERICAN HEART ASSOCIATIONUNRESTRICTED USE BY DONEE-NEW YORK, NY, US$5,000
Paid GrantNATURAL RESOURCE DEFENSE COUNCIL NATURAL RESOURCE DEFENSE COUNCILUNRESTRICTED USE BY DONEE-NEW YORK, NY, US$5,000
Paid GrantAXYS AXYSUNRESTRICTED USE BY DONEE-MENDENHALL, PA, US$4,000
Paid GrantCOMMUNITY FOODBANK OF NEW JERSEY COMMUNITY FOODBANK OF NEW JERSEYUNRESTRICTED USE BY DONEE-HILLSIDE, NJ, US$3,000
Paid GrantCONCORDIA CHAMBER PLAYERS CONCORDIA CHAMBER PLAYERSUNRESTRICTED USE BY DONEE-NEW HOPE, PA, US$3,000
Paid GrantDOYLESTOWN HOSPITAL DOYLESTOWN HOSPITALUNRESTRICTED USE BY DONEE-DOYLESTOWN, PA, US$3,000
Paid GrantINSTITUTE FOR THE ACHIEVEMENT OF HU INSTITUTE FOR THE ACHIEVEMENT OF HUMAN POTENTIALUNRESTRICTED USE BY DONEE-WYNDMOOR, PA, US$3,000
Paid GrantPLANNED PARENTHOOD OF NE PA PLANNED PARENTHOOD OF NE PENNSYLVANIAUNRESTRICTED USE BY DONEE-TREXLERTOWN, PA, US$3,000
Paid GrantBOULDER COMMUNITY HEALTH FOUNDATION BOULDER COMMUNITY HEALTH FOUNDATIONUNRESTRICTED USE BY DONEE-BOULDER, CO, US$2,500
Paid GrantCHILDREN'S HOSPITAL CO FOUNDATION CHILDREN'S HOSPITAL COLORADO FOUNDATIONUNRESTRICTED USE BY DONEE-AURORA, CO, US$2,500
Paid GrantMAYO CLINIC JACKSONVILLE DEV OFFICE MAYO CLINIC JACKSONVILLE DEVELOPMENT OFFICEUNRESTRICTED USE BY DONEE-JACKSONVILLE, FL, US$2,500
Paid GrantMORAVIAN ACADEMY MORAVIAN ACADEMYUNRESTRICTED USE BY DONEE-BETHLEHEM, PA, US$2,500
Paid GrantVALLEY YOUTH HOUSE VALLEY YOUTH HOUSEUNRESTRICTED USE BY DONEE-ALLENTOWN, PA, US$2,500
Paid GrantALZHEIMER'S ASSOCIATION ALZHEIMER'S ASSOCIATIONUNRESTRICTED USE BY DONEE-PHILADELPHIA, PA, US$2,000
Paid GrantBIXBY SCHOOL BIXBY SCHOOLUNRESTRICTED USE BY DONEE-BOULDER, CO, US$2,000
Paid GrantCAMP RAINBOW FOUNDATION CAMP RAINBOW FOUNDATIONUNRESTRICTED USE BY DONEE-CHESTERFIELD, MO, US$2,000
Paid GrantHEALTHNETWORK FOUNDATION HEALTHNETWORK FOUNDATIONUNRESTRICTED USE BY DONEE-CHAGRIN FALLS, OH, US$2,000
Paid GrantJAZZ FOUNDATION OF AMERICA JAZZ FOUNDATION OF AMERICAUNRESTRICTED USE BY DONEE-NEW YORK, NY, US$2,000
Paid GrantNEW HOPE LIBRARY NEW HOPE LIBRARYUNRESTRICTED USE BY DONEE-NEW HOPE, PA, US$2,000
Paid GrantNYUMBANI CHILDREN OF GOD RELIEF FD NYUMBANI CHILDREN OF GOD RELIEF FUND INCUNRESTRICTED USE BY DONEE-WASHINGTON, DC, US$2,000
Paid GrantPROJECT OF EASTON PROJECT OF EASTONUNRESTRICTED USE BY DONEE-EASTON, PA, US$2,000
Paid GrantROLLING HARVEST ROLLING HARVESTUNRESTRICTED USE BY DONEE-LUMBERVILLE, PA, US$2,000
Paid GrantWORD UP COMMUNITY BOOKSHOP WORD UP COMMUNITY BOOKSHOPUNRESTRICTED USE BY DONEE-NEW YORK, NY, US$2,000
Paid GrantLEHIGH VALLEY SUMMERBRIDGE LEHIGH VALLEY SUMMERBRIDGEUNRESTRICTED USE BY DONEE-BETHLEHEM, PA, US$1,500
Paid GrantNORTHAMPTON COUNTY HISTORICAL NORTHAMPTON COUNTY HISTORICAL AND GENEALOGICAL SOCUNRESTRICTED USE BY DONEE-EASTON, PA, US$1,500
Paid GrantA WOMAN'S PLACE A WOMAN'S PLACEUNRESTRICTED USE BY DONEE-DOYLESTOWN, PA, US$1,000
Paid GrantAMERICAN FEDERATN FOR AIDS RESEARCH AMERICAN FEDERATION FOR AIDS RESEARCHUNRESTRICTED USE BY DONEE-NEW YORK, NY, US$1,000
Paid GrantCAIR CAIRUNRESTRICTED USE BY DONEE-WASHINGTON, DC, US$1,000
Paid GrantCHILDREN'S HOSPITAL PA FOUNDATION CHILDREN'S HOSPITAL PHILADELPHIA FOUNDATIONUNRESTRICTED USE BY DONEE-PHILADELPHIA, PA, US$1,000
Paid GrantCURE CITIZENS UNITED FOR RESEARCH IN EPILEPSYUNRESTRICTED USE BY DONEE-CHICAGO, IL, US$1,000
Paid GrantDOCTORS WITHOUT BORDERS USA DOCTORS WITHOUT BORDERS USAUNRESTRICTED USE BY DONEE-HAGERSTOWN, MD, US$1,000
Paid GrantDOYLESTOWN COUNTY THEATRE DOYLESTOWN COUNTRY THEATREUNRESTRICTED USE BY DONEE-DOYLESTOWN, PA, US$1,000
Paid GrantFISHERMAN'S MARK FISHERMAN'S MARKUNRESTRICTED USE BY DONEE-LAMBERTVILLE, NJ, US$1,000
Paid GrantFONKOZE USA FONKOZE USAUNRESTRICTED USE BY DONEE-PIPERSVILLE, PA, US$1,000
Paid GrantHUMANE FARMING HUMANE FARMINGUNRESTRICTED USE BY DONEE-SAN RAFAEL, CA, US$1,000
Paid GrantMCEP MAASAI CULTURAL EXCHANGE PROJECTUNRESTRICTED USE BY DONEE-POINT PLEASANT, PA, US$1,000
Paid GrantMEALS ON WHEELS MEALS ON WHEELSUNRESTRICTED USE BY DONEE-BETHLEHEM, PA, US$1,000
Paid GrantMOISHE HOUSE MOISHE HOUSEUNRESTRICTED USE BY DONEE-CHARLOTTE, NC, US$1,000
Paid GrantMORAVIAN VILLAGE OF BETHLEHEM MORAVIAN VILLAGE OF BETHLEHEMUNRESTRICTED USE BY DONEE-BETHLEHEM, PA, US$1,000
Paid GrantNEW BETHANY MINISTRIES NEW BETHANY MINISTRIESUNRESTRICTED USE BY DONEE-BETHLEHEM, PA, US$1,000
Paid GrantNEW JERSEY SEEDS NEW JERSEY SEEDSUNRESTRICTED USE BY DONEE-NEWARK, NJ, US$1,000
Paid GrantNORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY WEINBERG COLLEGE OF ARTSUNRESTRICTED USE BY DONEE-EVANSTON, IL, US$1,000
Paid GrantSAFE HARBOR EASTON INC SAFE HARBOR EASTON INCUNRESTRICTED USE BY DONEE-EASTON, PA, US$1,000
Paid GrantSTATE THEATRE STATE THEATREUNRESTRICTED USE BY DONEE-EASTON, PA, US$1,000
Paid GrantTHE GEORGE SCHOOL THE GEORGE SCHOOLUNRESTRICTED USE BY DONEE-NEWTOWN, PA, US$1,000
Paid GrantTHIRD STREET ALLIANCE THIRD STREET ALLIANCE FOR WOMEN & CHILDRENUNRESTRICTED USE BY DONEE-EASTON, PA, US$1,000
Paid GrantUNITED NEGRO COLLEGE FUND UNITED NEGRO COLLEGE FUNDUNRESTRICTED USE BY DONEE-PHILADELPHIA, PA, US$1,000
Paid GrantVISITING NURSES ASSOC OF ST LUKES VISITING NURSES ASSOC OF ST LUKESUNRESTRICTED USE BY DONEE-BETHLEHEM, PA, US$1,000
Paid GrantWHYY PHILADELPHIA WHYY PHILADELPHIAUNRESTRICTED USE BY DONEE-PHILADELPHIA, PA, US$1,000
Paid GrantWRAPPING PRESENCE WRAPPING PRESENCEUNRESTRICTED USE BY DONEE-DOYLESTOWN, PA, US$1,000
Paid GrantJEWISH COMMUNITY CENTER OF BOULDER JEWISH COMMUNITY CENTER OF BOULDERUNRESTRICTED USE BY DONEE-BOULDER, CO, US$500
Paid GrantUNITED FRIENDS SCHOOL UNITED FRIENDS SCHOOLUNRESTRICTED USE BY DONEE-QUAKERTOWN, PA, US$500
Paid GrantWXPN - MUSICIANS ON CALL WXPN - MUSICIANS ON CALLUNRESTRICTED USE BY DONEE-AMBLER, PA, US$500
Paid GrantPAPER MILL PLAYHOUSE PAPER MILL PLAYHOUSEUNRESTRICTED USE BY DONEE-MILBURN, NJ, US$300
Paid GrantTHOMAS JEFFERSON UNIV HOSPITAL THOMAS JEFFERSON UNIVERSITY HOSPITALUNRESTRICTED USE BY DONEE-PHILADELPHIA, PA, US$250
Filing and Contact Details

Filer

Filer Name
Waldman Family Charitable Trust
EIN
23-6869549
Address
110 COMMERCE WAY, STOCKERTOWN, PA 18083

Signing Officer

Name
Mark Waldman
Title
Trustee
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Millersearles LLC
Address
840 W HAMILTON ST SUITE 320, ALLENTOWN, PA 18101-2438
Preparer
Matthew B Searles CPA
Phone
6104371000
Raw XML AppendixShowing 400 of 1,027 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02818306
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CAPITAL SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0815024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1302476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BOND MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MUTUAL FUNDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMER FINANCIAL GP INC HLDG CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIVE STAR SENIOR LIVING INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DKYPEOPLE FRUIT JUICE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VERSAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ISHARES GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ISHARES SILVER SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8QUORUM INVESTMENT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061418
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