Civic Intelligence

Naomi Waletzky and Rowan Hajaj Family Foundation C/O Hamilton & Company

990PF • Fiscal year 2017 • EIN 26-1860087

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 18, 2018

Organization Profile
600 College Road East No 4200Princeton, NJ 08540-6636

(609) 452-0300

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Net Margin

67th percentile

26%

Higher net margin than 67% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

50%

Faster asset growth than 85% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-27%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$31,649

Up $10,516 (+50%) from 2016

Net Assets

Up

$31,649

Up $10,516 (+50%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin67th percentile

Revenue

Down

$40,000

Down $15,000 (-27%) from 2016

Expenses

Down

$29,484

Down $13,700 (-32%) from 2016

Net Income

Down

$10,516

Down $1,300 (-11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$600K$400K$200K$0Assets 2010: $18,144Liabilities 2010: $0Net Assets 2010: $18,1442010Assets 2011: $8,222Liabilities 2011: $0Net Assets 2011: $8,2222011Assets 2014: $12,056Liabilities 2014: $0Net Assets 2014: $12,0562014Assets 2015: $9,317Liabilities 2015: $0Net Assets 2015: $9,3172015Assets 2016: $21,133Liabilities 2016: $0Net Assets 2016: $21,1332016Assets 2017: $31,649Liabilities 2017: $0Net Assets 2017: $31,6492017Assets 2018: $232,032Liabilities 2018: $0Net Assets 2018: $232,0322018Assets 2019: $475,150Liabilities 2019: $0Net Assets 2019: $475,1502019Assets 2020: $428,265Liabilities 2020: $0Net Assets 2020: $428,2652020Assets 2021: $375,511Liabilities 2021: $0Net Assets 2021: $375,5112021Assets 2022: $585,688Liabilities 2022: $0Net Assets 2022: $585,6882022Assets 2023: $518,558Liabilities 2023: $0Net Assets 2023: $518,5582023Assets 2024: $528,288Liabilities 2024: $0Net Assets 2024: $528,2882024

Highlighted filing

2017

Assets$31,649
Liabilities$0
Net Assets$31,649
Open 2017 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $43,2992010Expenses 2011: $9,9222011Revenue 2014: $28,529Expenses 2014: $36,363Net Income 2014: -$7,8342014Revenue 2015: $33,000Expenses 2015: $35,739Net Income 2015: -$2,7392015Revenue 2016: $55,000Expenses 2016: $43,184Net Income 2016: $11,8162016Revenue 2017: $40,000Expenses 2017: $29,484Net Income 2017: $10,5162017Revenue 2018: $892,899Expenses 2018: $85,208Net Income 2018: $807,6912018Revenue 2019: $302,793Expenses 2019: $59,420Net Income 2019: $243,3732019Revenue 2020: $42,423Expenses 2020: $89,809Net Income 2020: -$47,3862020Revenue 2021: $36Expenses 2021: $52,790Net Income 2021: -$52,7542021Revenue 2022: $260,901Expenses 2022: $50,724Net Income 2022: $210,1772022Revenue 2023: $23,466Expenses 2023: $90,596Net Income 2023: -$67,1302023Revenue 2024: $22,770Expenses 2024: $13,040Net Income 2024: $9,7302024

Highlighted filing

2017

Revenue$40,000
Expenses$29,484
Net Income$10,516
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 18, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCY R WALETZKY MDPresident-$0--
NAOMI F WALETZKYVice President-$0--
JAMES R HAMILTONSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Lrw Fund
EIN
26-1860087
Phone
6094520300
Address
600 COLLEGE ROAD EAST NO 4200, PRINCETON, NJ 08540-6636

Signing Officer

Name
James R Hamilton
Title
Secretary/treasurer
Phone
6094520300
Signed
2018-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
518 TOWNSHIP LINE ROAD SUITE 300, BLUE BELL, PA 19422
Preparer
Michelle a Malimban
Phone
2156418600
Raw XML Appendix332 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SLEEPY HOLLOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010591
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01552
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0827
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030909
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt064523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0148595
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030909
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031174
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028406
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027579
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0213118
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0185539
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0LUCY R WALETZKY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O HC 600 COLLEGE ROAD EAST STE 42
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PRINCETON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0085406636
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05841
LandEtcSchedule2/LandEtcGrp/BookValueAmt02922
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt08763
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEBSITE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MEDICAL RESEARCH EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120839
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120839
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2452
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4584
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R HAMILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06094520300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LRW FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HAMILTON & COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0LRWF
ReturnHeader/Filer/EIN0261860087
ReturnHeader/Filer/PhoneNum06094520300
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 COLLEGE ROAD EAST NO 4200
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0085406636
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ED0E7B459ACDE7E8BE83C2EAC6B3667F16CE85CD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F745E85DCA5523FBD0E186AA23A085854F287DC7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.171
ReturnHeader/FilingSecurityInformation/IPDt02018-04-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:54:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0518 TOWNSHIP LINE ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE BELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019422
ReturnHeader/PreparerPersonGrp/PhoneNum02156418600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE A MALIMBAN
ReturnHeader/ReturnTs02018-05-14T14:36:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,649
Liabilities
$0
Net assets
$31,649
Revenue
$40,000
Expenses
$29,484
Net income
$10,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.23$0.13$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.23$0.91$0.67
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$2.61$0.51$2.10
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.00$0.53$0.53
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.42$0.90$0.47
2019Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$3.03$0.59$2.43
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$8.93$0.85$8.08
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.40$0.29$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.55$0.43$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.33$0.36$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.29$0.36$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.10
2010Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.43