Civic Intelligence

Daniel Distefano-Michael Western Memorial Fund

990EZ • Fiscal year 2022 • EIN 26-2039060

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization ProfileWWW.REMEMBERDANANDMIKE.COM
93 Sheppard LaneNesconset, NY 11767

(631) 724-2264

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-5.8%

Faster asset growth than 39% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2022

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$17,092

Down $3,350 (-16%) from 2019

Net Assets

Down

$17,092

Down $3,350 (-16%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,250

Up $250 (+25%) from 2019

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$30K$20K$10K$0Assets 2014: $24,910Net Assets 2014: $24,9102014Assets 2016: $22,843Net Assets 2016: $22,8432016Assets 2017: $21,792Net Assets 2017: $21,7922017Assets 2019: $20,442Net Assets 2019: $20,4422019Assets 2022: $17,092Net Assets 2022: $17,0922022

Highlighted filing

2022

Assets$17,092
Liabilities-
Net Assets$17,092
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0K$1.0K$0-$1.0K-$2.0KRevenue 2014: $32Expenses 2014: $1,025Net Income 2014: -$9932014Revenue 2016: $25Expenses 2016: $1,000Net Income 2016: -$9752016Revenue 2017: $35Expenses 2017: $1,086Net Income 2017: -$1,0512017Revenue 2019: $650Expenses 2019: $1,000Net Income 2019: -$3502019Expenses 2022: $1,2502022

Highlighted filing

2022

Revenue-
Expenses$1,250
Net Income-
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

The primary exempt purpose of the organization is to establish a scholarship fund to give annual scholarships to students enrolled in advanced placement classes to help defer tuition.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS WERE AWARDED TO STUDENTS ENROLLED IN ADVANCED PLACEMENT COURSES TO HELP DEFRAY THE COST OF TUITION.-$1,000
A MEMORIAL GARDEN WAS MAINTAINED AT THE HIGH SCHOOL FOR THE USE AND REFLECTION OF STUDENTS.--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANITA DISTEFANODirector-$0--
JANET WESTERNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Daniel Distefano Michael Western
EIN
26-2039060
Phone
6317242264
Address
93 SHEPPARD LANE, NESCONSET, NY 11767

Signing Officer

Name
Anita Distefano
Title
Director
Phone
6314735759
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Soloway Advisory
Address
4667 NESCONSET HWY, PT JEFFERSON STATION, NY 11776-2582
Preparer
Barbara Mastroddi Ea
Phone
6314735759
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses scholarships 1,000 total 1,000”

Form 990-ez, Part III

“The primary exempt purpose of the organization is to establish a scholarship fund to give annual scholarships to students enrolled in advanced placement classes to help defer tuition.”

Raw XML Appendix116 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANITA DISTEFANO
IRS990EZ/BooksInCareOfDetail/PhoneNum06317242264
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt093 SHEPPARD LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NESCONSET
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011767
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017092
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1250
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018342
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017092
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017092
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018342
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017092
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANITA DISTEFANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET WESTERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO ESTABLISH A SCHOLARSHIP FUND TO GIVE ANNUAL SCHOLARSHIPS TO STUDENTS ENROLLED IN ADVANCED PLACEMENT CLASSES TO HELP DEFER TUITION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS WERE AWARDED TO STUDENTS ENROLLED IN ADVANCED PLACEMENT COURSES TO HELP DEFRAY THE COST OF TUITION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1A MEMORIAL GARDEN WAS MAINTAINED AT THE HIGH SCHOOL FOR THE USE AND REFLECTION OF STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01250
IRS990EZ/TotalProgramServiceExpensesAmt01000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.REMEMBERDANANDMIKE.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0750
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0750
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/Total509Grp/TotalAmt0750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIPS 1,000 TOTAL 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO ESTABLISH A SCHOLARSHIP FUND TO GIVE ANNUAL SCHOLARSHIPS TO STUDENTS ENROLLED IN ADVANCED PLACEMENT CLASSES TO HELP DEFER TUITION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANITA DISTEFANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06314735759
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL DISTEFANO MICHAEL WESTERN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0262039060
ReturnHeader/Filer/PhoneNum06317242264
ReturnHeader/Filer/USAddress/AddressLine1Txt093 SHEPPARD LANE
ReturnHeader/Filer/USAddress/CityNm0NESCONSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011767
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261139501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOLOWAY ADVISORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04667 NESCONSET HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PT JEFFERSON STATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117762582
ReturnHeader/PreparerPersonGrp/PhoneNum06314735759
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA MASTRODDI EA
ReturnHeader/ReturnTs02023-11-15T12:00:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DISTEFANO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,092
Liabilities
-
Net assets
$17,092
Revenue
-
Expenses
$1,250
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$17.1$17.1$1.25
2019Detailed filing. Detailed filing data is available for this year.$20.4$20.4$0.65$1.00$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$21.8$0.04$1.09$1.05
2016Detailed filing. Detailed filing data is available for this year.$22.8$22.8$0.03$1.00$0.98
2014Detailed filing. Detailed filing data is available for this year.$24.9$24.9$0.03$1.03$0.99
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • NTEE B82 • <$500k nonprofits