Civic Intelligence

The Joselow Foundation

990PF • Fiscal year 2021 • EIN 23-7028908

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 27, 2022

Organization Profile
170 Mason StreetGreenwich, CT 06830

(203) 661-6000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-128%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

10th percentile

-7.2%

Faster asset growth than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,397,985

Down $108,796 (-7.2%) from 2020

Net Assets

Down

$1,397,985

Down $108,796 (-7.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

Down

$79,967

Down $66,571 (-45%) from 2020

Expenses

Up

$182,223

Up $19,788 (+12%) from 2020

Net Income

Down

-$102,256

Down $86,359 (-543%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,948,311Liabilities 2014: $0Net Assets 2014: $1,948,3112014Assets 2019: $1,522,679Liabilities 2019: $0Net Assets 2019: $1,522,6792019Assets 2020: $1,506,781Liabilities 2020: $0Net Assets 2020: $1,506,7812020Assets 2021: $1,397,985Liabilities 2021: $0Net Assets 2021: $1,397,9852021Assets 2022: $1,345,176Liabilities 2022: $0Net Assets 2022: $1,345,1762022Assets 2023: $1,417,146Liabilities 2023: $0Net Assets 2023: $1,417,1462023Assets 2024: $1,431,720Liabilities 2024: $0Net Assets 2024: $1,431,7202024

Highlighted filing

2021

Assets$1,397,985
Liabilities$0
Net Assets$1,397,985
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $76,673Expenses 2014: $29,075Net Income 2014: $47,5982014Revenue 2019: $60,018Expenses 2019: $140,555Net Income 2019: -$80,5372019Revenue 2020: $146,538Expenses 2020: $162,435Net Income 2020: -$15,8972020Revenue 2021: $79,967Expenses 2021: $182,223Net Income 2021: -$102,2562021Revenue 2022: $110,924Expenses 2022: $164,378Net Income 2022: -$53,4542022Revenue 2023: $243,258Expenses 2023: $171,288Net Income 2023: $71,9702023Revenue 2024: $208,339Expenses 2024: $194,007Net Income 2024: $14,3322024

Highlighted filing

2021

Revenue$79,967
Expenses$182,223
Net Income-$102,256
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 27, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam J BiermanTrustee-$0--
Fiduciary Trust CompanyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Joselow Foundation
EIN
23-7028908
Phone
2036616000
Address
170 Mason Street, Greenwich, CT 06830

Signing Officer

Name
Adam J Bierman
Title
Trustee
Signed
2022-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Ivey Barnum & OMara LLC
Address
170 Mason Street, Greenwich, CT 06830
Preparer
Jennifer D Port
Phone
2036616000
Raw XML Appendix277 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Oil and Gas Leases
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06800
OtherDecreasesSchedule/OtherDecreasesDetail/Amt040
OtherDecreasesSchedule/OtherDecreasesDetail/Amt16500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjustment for Rounding
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Adjustment to Basis
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt126484
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Fiduciary Trust Company
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt124484
TaxesSchedule/TaxesDetail/Amt0225
TaxesSchedule/TaxesDetail/Amt12000
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Internal Revenue Service
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Adam J Bierman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Joselow Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Ivey Barnum & OMara
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0237028908
ReturnHeader/Filer/PhoneNum02036616000
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 Mason Street
ReturnHeader/Filer/USAddress/CityNm0Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060642300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ivey Barnum & OMara LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 Mason Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02036616000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer D Port
ReturnHeader/ReturnTs02022-10-27T10:36:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Adam J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bierman
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,397,985
Liabilities
$0
Net assets
$1,397,985
Revenue
$79,967
Expenses
$182,223
Net income
-$102,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.21$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.24$0.17$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.11$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.08$0.18$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.15$0.16$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06$0.14$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.08$0.03$0.05