Civic Intelligence

Pelson Foundation Tr 050197

990PF • Fiscal year 2021 • EIN 23-7880442

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
100 Great Oaks Blvd Suite 128Albany, NY 12203

(518) 218-0187

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.00x

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

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Net Margin

18th percentile

-100%

Higher net margin than 18% of similar nonprofits.

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-6.7%

Faster asset growth than 31% of similar nonprofits.

2021 filings • NTEE T • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

1013%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • NTEE T • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$173,260

Down $12,538 (-6.7%) from 2020

Net Assets

Down

$173,260

Down $12,538 (-6.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin18th percentile

Revenue

Up

$12,477

Up $11,356 (+1013%) from 2020

Expenses

Down

$25,015

Down $3,495 (-12%) from 2020

Net Income

Up

-$12,538

Up $14,851 (+54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$200K$150K$100K$50K$0Assets 2020: $185,798Liabilities 2020: $0Net Assets 2020: $185,7982020Assets 2021: $173,260Liabilities 2021: $0Net Assets 2021: $173,2602021Assets 2022: $153,637Liabilities 2022: $0Net Assets 2022: $153,6372022Assets 2023: $118,583Liabilities 2023: $0Net Assets 2023: $118,5832023Assets 2024: $103,839Liabilities 2024: $0Net Assets 2024: $103,8392024

Highlighted filing

2021

Assets$173,260
Liabilities$0
Net Assets$173,260
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$100K$50K$0-$50KRevenue 2020: $1,121Expenses 2020: $28,510Net Income 2020: -$27,3892020Revenue 2021: $12,477Expenses 2021: $25,015Net Income 2021: -$12,5382021Revenue 2022: $5,421Expenses 2022: $25,044Net Income 2022: -$19,6232022Revenue 2023: $4,536Expenses 2023: $39,590Net Income 2023: -$35,0542023Revenue 2024: $39,498Expenses 2024: $54,242Net Income 2024: -$14,7442024

Highlighted filing

2021

Revenue$12,477
Expenses$25,015
Net Income-$12,538
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA A PELSONTrustee-$0--
MARK A PELSONTrustee-$0--
JONATHAN A PELSONTrustee-$0--
DANIEL A PELSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Pelson Foundation
EIN
23-7880442
In Care Of
% SDT ASSOCIATES LLC
Phone
5182180187
Address
100 GREAT OAKS BLVD SUITE 128, ALBANY, NY 12203

Signing Officer

Name
Mark Pelson
Title
trustee
Phone
5182180187
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Sdt Associates LLC
Address
PO BOX 38269, ALBANY, NY 12203
Phone
5182180187
Raw XML Appendix312 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ORGANIZATION NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0URBAN ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOUND START BOARD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COLLEGE OF NEW Jersey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt039 W 19th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 Lake Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22000 Pennington Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt05TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOUNTAIN LAKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EWING TOWNSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208618
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt09374
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt068545
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015626
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068545
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052919
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEUBERGER BERMAN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/CategoryTxt02015 FORM 990-PF EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK PELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05182180187
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PELSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PELS
ReturnHeader/Filer/EIN0237880442
ReturnHeader/Filer/InCareOfNm0% SDT ASSOCIATES LLC
ReturnHeader/Filer/PhoneNum05182180187
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 GREAT OAKS BLVD SUITE 128
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SDT ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 38269
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012203
ReturnHeader/PreparerPersonGrp/PhoneNum05182180187
ReturnHeader/ReturnTs02022-05-13T09:38:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PELSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$173,260
Liabilities
$0
Net assets
$173,260
Revenue
$12,477
Expenses
$25,015
Net income
-$12,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.39$0.54$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.05$0.40$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.05$0.25$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.12$0.25$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.01$0.29$0.27