Civic Intelligence

William and Jerry Ungar Foundation Inc

EIN 23-7420557 • New York, NY

521 Fifth Ave Suite 1700New York, NY 10175
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-247%

Higher net margin than 9% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$2,897

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Asset Growth

11th percentile

-15%

Faster asset growth than 11% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

78%

Faster revenue growth than 70% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$503,998

Down $85,916 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$503,998

Down $85,916 (-15%) from 2023

Revenue

Up

$34,722

Up $15,177 (+78%) from 2023

Expenses

Down

$120,636

Down $16,924 (-12%) from 2023

Net Income

Up

-$85,914

Up $32,101 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,554,983Liabilities 2011: $0Net Assets 2011: $1,554,9832011Assets 2021: $796,982Liabilities 2021: $0Net Assets 2021: $796,9822021Assets 2022: $707,808Liabilities 2022: $0Net Assets 2022: $707,8082022Assets 2023: $589,914Liabilities 2023: $0Net Assets 2023: $589,9142023Assets 2024: $503,998Liabilities 2024: $0Net Assets 2024: $503,9982024

Highlighted filing

2024

Assets$503,998
Liabilities$0
Net Assets$503,998

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2011: $162,8752011Revenue 2021: $41,844Expenses 2021: $124,236Net Income 2021: -$82,3922021Revenue 2022: $25,013Expenses 2022: $114,944Net Income 2022: -$89,9312022Revenue 2023: $19,545Expenses 2023: $137,560Net Income 2023: -$118,0152023Revenue 2024: $34,722Expenses 2024: $120,636Net Income 2024: -$85,9142024

Highlighted filing

2024

Revenue$34,722
Expenses$120,636
Net Income-$85,914

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jan 1, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENN M TROOSTTrustee-$2,897-$2,897
RITA UNGAR MOSERTrustee-$0--
DENISE UNGAR STERNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William and Jerry Ungar Foundation Inc
EIN
23-7420557
In Care Of
% GLENN M TROOST
Phone
2122924307
Address
521 Fifth Ave Suite 1700, New York, NY 10175

Signing Officer

Name
Glenn M Troost
Title
Trustee
Phone
2122924307
Signed
2025-01-01
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
835 N COLLEGE AVE SUITE 1125, INDIANAPOLIS, IN 46202
Preparer
Jennifer Rhoderick
Phone
3716817445
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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/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt081632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044576
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt057904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07756
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07756
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0288990
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt068790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081632
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044576
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt057904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036088
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0106765
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt068790
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0296746
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0227956
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE DUE TO UNSETTLED PURCH/SALES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0USLI INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0913
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0913
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010889
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010889
TaxesSchedule/TaxesDetail/Amt0127
TaxesSchedule/TaxesDetail/Amt11500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0127
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENN M TROOST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02122924307
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William and Jerry Ungar Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0237420557
ReturnHeader/Filer/InCareOfNm0% GLENN M TROOST
ReturnHeader/Filer/PhoneNum02122924307
ReturnHeader/Filer/USAddress/AddressLine1Txt0521 Fifth Ave Suite 1700
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010175
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0835 N COLLEGE AVE SUITE 1125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046202
ReturnHeader/PreparerPersonGrp/PhoneNum03716817445
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER RHODERICK
ReturnHeader/ReturnTs02025-10-15T11:20:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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