Civic Intelligence

James V & Beverly R Zaleski Foundation

EIN 26-3941247 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $985,098 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $985,098 (-100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $95,059 (-100%) from 2019

Expenses

Down

$0

Down $271,417 (-100%) from 2019

Net Income

Up

$0

Up $176,358 (+100%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $358,825Liabilities 2012: $0Net Assets 2012: $358,8252012Assets 2013: $364,238Liabilities 2013: $0Net Assets 2013: $364,2382013Assets 2014: $345,441Liabilities 2014: $0Net Assets 2014: $345,4412014Assets 2015: $395,598Liabilities 2015: $0Net Assets 2015: $395,5982015Assets 2016: $755,889Liabilities 2016: $0Net Assets 2016: $755,8892016Assets 2017: $1,033,155Liabilities 2017: $0Net Assets 2017: $1,033,1552017Assets 2018: $1,161,456Liabilities 2018: $0Net Assets 2018: $1,161,4562018Assets 2019: $985,098Liabilities 2019: $0Net Assets 2019: $985,0982019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $11,0032012Revenue 2013: $11,508Expenses 2013: $6,095Net Income 2013: $5,4132013Revenue 2014: $22,508Expenses 2014: $41,305Net Income 2014: -$18,7972014Revenue 2015: $107,614Expenses 2015: $57,457Net Income 2015: $50,1572015Revenue 2016: $407,419Expenses 2016: $47,128Net Income 2016: $360,2912016Revenue 2017: $404,144Expenses 2017: $126,878Net Income 2017: $277,2662017Revenue 2018: $264,511Expenses 2018: $136,210Net Income 2018: $128,3012018Revenue 2019: $95,059Expenses 2019: $271,417Net Income 2019: -$176,3582019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.10$0.27$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.26$0.14$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.40$0.13$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.41$0.05$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.11$0.06$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.01$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 10, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beverly R ZaleskiVP, Director-$0--
James V ZaleskiPres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
James V & Beverly R Zaleski Foundation
EIN
26-3941247
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
james v zaleski
Title
president
Phone
8008391754
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix250 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Explanation of Transfer to Successor foundation
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0explanation of transfer
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0during 2020, James V. & Beverly R. Zaleski Foundation ("old foundation") (ein: 26-3941247) transferred all of its assets to the james v. and beverly r. zaleski foundation trust ("new foundation") (ein: 84-6862532), which was controlled by the same persons that effectively controlled the old foundation at the time of such transfer. such a transfer is described in section 507(b)(2) of the internal revenue code of 1986, as amended (the "code"), which provides that "in the case of transfer of assets of any private foundation to another private foundation pursuant to any liquidation, merger, redemption, recapitalization, or other adjustment, organization, or reorganization, the transferee foundation shall not be treated as a newly created organization." additionally, treasury regulations section 1.507-3(a)(9)(I) states: if a private foundation transfers all of its net assets to one or more private foundations which are effectively controlled (within the meaning of 1.482-1(A)(3)), directly or indirectly, by the same person or persons which effectively controlled the transferor private foundation, for purposes of chapter 42 (section 4940 et seq.) and part ii of subchapter f of chapter 1 of the code (sections 507 through 509) such a transferee private foundation shall be treated as if it were the transferor. in accordance with the above referenced regulation and code sections, the old foundation has completed its 2020 return to allocate all of its activity to the new foundation as if it were the old foundation for purposes of chapter 42 for the entire taxable year. correspondingly, the new foundation has completed its 2020 return to report all of the activity allocated to it by the old foundation in addition to the activity the new foundation conducted directly. see the following summary by return part: Part I: the new foundation has picked up the old foundation's income and expenses for purposes of code sections 4940 and 4942. (see details below.) part x: the new foundation has calculated the average value of assets to include its own as well as all the old foundation's assets for the entire 2020 calendar year. PART XI: THE NEW FOUNDATION HAS CALCULATED THE DISTRIBUTABLE AMOUNT TO INCLUDE ITS OWN AS WELL AS ALL OF THE OLD FOUNDATION'S INCOME TAX FOR THE ENTIRE 2020 CALENDAR YEAR. PART XII: THE NEW FOUNDATION HAS INCLUDED THE 2020 QUALIFYING DISTRIBUTIONS MADE BY THE OLD FOUNDATION AS IF THEY WERE MADE BY THE NEW FOUNDATION. PART XIII: THE NEW FOUNDATION HAS REPORTED THE OLD FOUNDATION'S excess distributions carryover to 2020 TAX YEAR OF $446,113 AS IF IT WERE ITS OWN. PART XV: THE NEW FOUNDATION HAS REPORTED THE OLD FOUNDATION'S 2020 GRANTS OF $60,000 AS IF THEY WERE MADE BY THE NEW FOUNDATION. DETAILS FOR OLD FOUNDATION'S 2020 EXPENSES REPORTED ON PART I, LINES 13 - 23 TOTAL: COLUMN (A): $4,486 COLUMN (B): $25 COLUMN (D): $2,560 990-pf excise tax: COLUMN (A): $1,901 COLUMN (B): $0 COLUMN (D): $0 ADMINISTRATIVE FEES COLUMN (A): $2,500 COLUMN (B): $0 COLUMN (D): $2,500 BANK CHARGES COLUMN (A): $25 COLUMN (B): $25 COLUMN (D): $0 STATE OR LOCAL FILING FEES COLUMN (A): $60 COLUMN (B): $0 COLUMN (D): $60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Beverly R Zaleski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James V Zaleski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Pres, Dir, Sec
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0during the taxable year ending December 10, 2020, James V. & Beverly R. Zaleski Foundation (the "foundation") transferred all of its net assets to the james v. and beverly r. zaleski foundation trust EIN: 84-6862532, which was controlled by the same persons that effectively controlled the foundation. See the general explanation statement for more information regarding this internal revenue code section 507(b)(2) transfer.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0985098
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TO SUCCESSOR FDN (SEE GEN'L EXPLANATION)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TO SUCCESSOR FDN(SEE GEN EXPL)
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2-2560
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1-25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3-4486
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TO SUCCESSOR Fdn(see gen explanatioN)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-4754
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4754
TaxesSchedule/TaxesDetail/Amt01901
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2019
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0james v zaleski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James V & Beverly R Zaleski Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0263941247
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-11-09T09:11:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0james v
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0zaleski
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-10
ReturnHeader/TaxYr02020

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