Civic Intelligence

Pelson Foundation Tr 050197

990PF • Fiscal year 2023 • EIN 23-7880442

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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

73rd percentile

0.00x

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

2023 filings • NTEE T • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.00x

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

2023 filings • NTEE T • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-773%

Higher net margin than 8% of similar nonprofits.

2023 filings • NTEE T • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE T • <$500k nonprofits • Source year 2023

Asset Growth

23rd percentile

-23%

Faster asset growth than 23% of similar nonprofits.

2023 filings • NTEE T • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-16%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • NTEE T • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$118,583

Down $35,054 (-23%) from 2022

Net Assets

Down

$118,583

Down $35,054 (-23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin8th percentile

Revenue

Down

$4,536

Down $885 (-16%) from 2022

Expenses

Up

$39,590

Up $14,546 (+58%) from 2022

Net Income

Down

-$35,054

Down $15,431 (-79%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2023

Assets$118,583
Liabilities$0
Net Assets$118,583
Open 2023 Filing

Operations Trend

Revenue Growth38th 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

2023

Revenue$4,536
Expenses$39,590
Net Income-$35,054
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
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
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Sdt Associates LLC
Address
100 GREAT OAKS BLVD SUITE 128, ALBANY, NY 12203
Phone
5182180187
Raw XML Appendix306 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/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039390
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/AppliedToCurrentYearAmt06563
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031280
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031280
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt087025
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02578
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039390
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032827
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0118305
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt085478
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK PELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05182180187
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SDT ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 GREAT OAKS BLVD SUITE 128
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012203
ReturnHeader/PreparerPersonGrp/PhoneNum05182180187
ReturnHeader/ReturnTs02024-05-13T09:17:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PELSON
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
$118,583
Liabilities
$0
Net assets
$118,583
Revenue
$4,536
Expenses
$39,590
Net income
-$35,054
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