Civic Intelligence

Alpert Family Foundation II

EIN 26-1612879 • Port Washington, NY

40 Greenbriar LanePort Washington, NY 11050
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 nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

43%

Higher net margin than 74% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

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.

NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

33%

Faster revenue growth than 66% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$232,909

Up $31,575 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$232,909

Up $31,575 (+16%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin74th percentile

Revenue

Up

$73,387

Up $18,374 (+33%) from 2023

Expenses

Up

$41,812

Up $18,773 (+81%) from 2023

Net Income

Down

$31,575

Down $399 (-1.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$300K$200K$100K$0Assets 2011: $78,044Liabilities 2011: $0Net Assets 2011: $78,0442011Assets 2012: $81,268Liabilities 2012: $0Net Assets 2012: $81,2682012Assets 2013: $100,695Liabilities 2013: $0Net Assets 2013: $100,6952013Assets 2014: $58,115Liabilities 2014: $0Net Assets 2014: $58,1152014Assets 2015: $71,111Liabilities 2015: $0Net Assets 2015: $71,1112015Assets 2016: $71,345Liabilities 2016: $0Net Assets 2016: $71,3452016Assets 2017: $66,884Liabilities 2017: $0Net Assets 2017: $66,8842017Assets 2018: $80,970Liabilities 2018: $0Net Assets 2018: $80,9702018Assets 2019: $92,952Liabilities 2019: $0Net Assets 2019: $92,9522019Assets 2020: $114,240Liabilities 2020: $0Net Assets 2020: $114,2402020Assets 2021: $141,911Liabilities 2021: $0Net Assets 2021: $141,9112021Assets 2022: $169,360Liabilities 2022: $0Net Assets 2022: $169,3602022Assets 2023: $201,334Liabilities 2023: $0Net Assets 2023: $201,3342023Assets 2024: $232,909Liabilities 2024: $0Net Assets 2024: $232,9092024

Highlighted filing

2024

Assets$232,909
Liabilities$0
Net Assets$232,909
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KExpenses 2011: $18,9792011Expenses 2012: $32,5462012Revenue 2013: $36,430Expenses 2013: $17,003Net Income 2013: $19,4272013Revenue 2014: $35,354Expenses 2014: $77,934Net Income 2014: -$42,5802014Revenue 2015: $40,415Expenses 2015: $27,419Net Income 2015: $12,9962015Revenue 2016: $40,418Expenses 2016: $40,184Net Income 2016: $2342016Revenue 2017: $40,461Expenses 2017: $44,922Net Income 2017: -$4,4612017Revenue 2018: $50,472Expenses 2018: $36,386Net Income 2018: $14,0862018Revenue 2019: $50,198Expenses 2019: $38,216Net Income 2019: $11,9822019Revenue 2020: $51,430Expenses 2020: $30,142Net Income 2020: $21,2882020Revenue 2021: $57,936Expenses 2021: $30,265Net Income 2021: $27,6712021Revenue 2022: $56,759Expenses 2022: $29,310Net Income 2022: $27,4492022Revenue 2023: $55,013Expenses 2023: $23,039Net Income 2023: $31,9742023Revenue 2024: $73,387Expenses 2024: $41,812Net Income 2024: $31,5752024

Highlighted filing

2024

Revenue$73,387
Expenses$41,812
Net Income$31,575
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,909
Liabilities
$0
Net assets
$232,909
Revenue
$73,387
Expenses
$41,812
Net income
$31,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.73$0.42$0.32
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.55$0.23$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.57$0.29$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.58$0.30$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.51$0.30$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.50$0.38$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.50$0.36$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.40$0.45$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.40$0.40$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.40$0.27$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.35$0.78$0.43
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.36$0.17$0.19
2012Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.33
2011Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E ALPERTDirector/President-$0--
LISA D ALPERTDirector/Vice President-$0--
LAUREN E ALPERTDirector/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Alpert Family Foundation Ii
EIN
26-1612879
Phone
5168830979
Address
40 GREENBRIAR LANE, PORT WASHINGTON, NY 11050

Signing Officer

Name
Robert Alpert
Title
President
Phone
5168830979
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Burruano & Company Llp
Address
200 BUSINESS PARK DRIVE - STE 106, ARMONK, NY 10504
Preparer
Sam Burruano CPA
Phone
9142735300
Raw XML AppendixShowing 400 of 589 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/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013800
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0280198
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT E ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA D ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAUREN E ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt140 GREENBRIAR LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt240 GREENBRIAR LANE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PORT WASHINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BURRUANO COMPANY LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 BUSINESS PARK DRIVE STE 106
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010504
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501 (C) (3).
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241980
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED CONTRIBUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15UNRESTRICTED CONTRIBUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ART THERAPY OUTREACH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FAIRLEIGH DICKINSON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GIVERGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JOHN THEISSEN CHILDREN'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6LEUKEMIA & LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7LICADD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8MANHATTAN THEATER CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MEMORIAL SLOAN KETTERING CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MUHLENBERG COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11NATIONAL MS SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12NEW GROUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13NEW JERSEY INSTITUTE FOR DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14NORTHWELL HEALTH O
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15PLANNED PARENTHOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16PORT JEWISH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17PORT WASHINGTON POLICE ATHLETIC LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18PPGF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20STAR LEGACY FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21SUNRISE DAY CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22TEAM PERI FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23TTEES TUFTS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24UJA FEDERATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt24NOT FOR PROFIT ORGAN
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