Civic Intelligence

Custom Foundation Inc.

990PF • Fiscal year 2023 • EIN 26-1676236

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
19637 Back Nine DriveBoca Raton, FL 33498

(914) 841-3404

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

10th percentile

-79%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

37th percentile

-5.7%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$452,236

Down $27,135 (-5.7%) from 2022

Net Assets

Down

$452,236

Down $27,135 (-5.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin10th percentile

Revenue

Up

$34,495

Up $4,561 (+15%) from 2022

Expenses

Up

$61,630

Up $28,583 (+86%) from 2022

Net Income

Down

-$27,135

Down $24,022 (-772%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$600K$400K$200K$0Assets 2012: $584,690Liabilities 2012: $0Net Assets 2012: $584,6902012Assets 2013: $568,292Liabilities 2013: $0Net Assets 2013: $568,2922013Assets 2014: $555,946Liabilities 2014: $0Net Assets 2014: $555,9462014Assets 2015: $544,543Liabilities 2015: $0Net Assets 2015: $544,5432015Assets 2016: $537,469Liabilities 2016: $0Net Assets 2016: $537,4692016Assets 2017: $519,694Liabilities 2017: $0Net Assets 2017: $519,6942017Assets 2018: $501,214Liabilities 2018: $0Net Assets 2018: $501,2142018Assets 2019: $489,174Liabilities 2019: $0Net Assets 2019: $489,1742019Assets 2020: $482,954Liabilities 2020: $0Net Assets 2020: $482,9542020Assets 2021: $482,484Liabilities 2021: $0Net Assets 2021: $482,4842021Assets 2022: $479,371Liabilities 2022: $0Net Assets 2022: $479,3712022Assets 2023: $452,236Liabilities 2023: $0Net Assets 2023: $452,2362023Assets 2024: $455,084Liabilities 2024: $0Net Assets 2024: $455,0842024

Highlighted filing

2023

Assets$452,236
Liabilities$0
Net Assets$452,236
Open 2023 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KExpenses 2012: $28,8792012Revenue 2013: $19,565Expenses 2013: $35,963Net Income 2013: -$16,3982013Revenue 2014: $23,716Expenses 2014: $37,815Net Income 2014: -$14,0992014Revenue 2015: $20,919Expenses 2015: $32,322Net Income 2015: -$11,4032015Revenue 2016: $21,399Expenses 2016: $29,497Net Income 2016: -$8,0982016Revenue 2017: $14,920Expenses 2017: $32,694Net Income 2017: -$17,7742017Revenue 2018: $10,482Expenses 2018: $31,226Net Income 2018: -$20,7442018Revenue 2019: $22,952Expenses 2019: $34,982Net Income 2019: -$12,0302019Revenue 2020: $18,377Expenses 2020: $24,597Net Income 2020: -$6,2202020Revenue 2021: $31,928Expenses 2021: $32,398Net Income 2021: -$4702021Revenue 2022: $29,934Expenses 2022: $33,047Net Income 2022: -$3,1132022Revenue 2023: $34,495Expenses 2023: $61,630Net Income 2023: -$27,1352023Revenue 2024: $40,509Expenses 2024: $40,661Net Income 2024: -$1522024

Highlighted filing

2023

Revenue$34,495
Expenses$61,630
Net Income-$27,135
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FAY ZELLERCFOPT$0--
MOSHE ZICHERMANPresident-$0--
DOV FRIEDVice President-$0--
ROSALYN ZICHERMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Custom Foundation Inc
EIN
26-1676236
Phone
9148413404
Address
19637 BACK NINE DRIVE, BOCA RATON, FL 33498

Signing Officer

Name
Fay Zeller
Title
Director
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bernath & Rosenberg PC
Address
126 Spruce Street, Cedarhurst, NY 11516
Preparer
Chaya S Kohn
Phone
2122211140
Raw XML Appendix341 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RBC 3068
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Capital Gain Dividends
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MOSHE ZICHERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOV FRIED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROSALYN ZICHERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019637 BACK NINE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11075 EAST 21ST STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21736 52ND STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31075 EAST 21ST STREET
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOCA RATON
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033498
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FAY ZELLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum09148413404
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BIKUR CHOLIM OF S PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 880126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016330
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028990
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027627
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045320
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011297
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028990
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03038
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03038
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENERGY TRANSFER LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-177
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt16393
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-177
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt16393
TaxesSchedule/TaxesDetail/Amt013
TaxesSchedule/TaxesDetail/Amt1359
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1US TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FAY ZELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUSTOM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CUST
ReturnHeader/Filer/EIN0261676236
ReturnHeader/Filer/PhoneNum09148413404
ReturnHeader/Filer/USAddress/AddressLine1Txt019637 BACK NINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033498
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133358774
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bernath & Rosenberg PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 Spruce Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cedarhurst
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011516
ReturnHeader/PreparerPersonGrp/PhoneNum02122211140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chaya S Kohn
ReturnHeader/ReturnTs02024-11-15T09:47:12-08:00
ReturnHeader/ReturnTypeCd0990PF
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
$452,236
Liabilities
$0
Net assets
$452,236
Revenue
$34,495
Expenses
$61,630
Net income
-$27,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.41$0.41$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.34$0.62$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.30$0.33$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.32$0.32$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.18$0.25$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.23$0.35$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.10$0.31$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.15$0.33$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.21$0.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.21$0.32$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.24$0.38$0.14
2013Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.20$0.36$0.16
2012Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.29