Civic Intelligence

Rafferty Family Private Foundation

990PF • Fiscal year 2017 • EIN 27-6590504

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
522 Prospect AvenueMamaroneck, NY 10543

(914) 777-0622

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.00x

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Net Margin

57th percentile

19%

Higher net margin than 57% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Asset Growth

50th percentile

0.9%

Faster asset growth than 50% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$713,802

Up $6,666 (+0.9%) from 2016

Net Assets

Up

$713,802

Up $8,766 (+1.2%) from 2016

Liabilities

Down

$0

Down $2,100 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin57th percentile

Revenue

Up

$82,361

Up $82,677 (+26164%) from 2016

Expenses

Down

$67,092

Down $33,961 (-34%) from 2016

Net Income

Up

$15,269

Up $116,638 (+115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.0M$500K$0Assets 2011: $951,189Liabilities 2011: $0Net Assets 2011: $951,1892011Assets 2013: $929,370Liabilities 2013: $5,212Net Assets 2013: $924,1582013Assets 2014: $872,463Liabilities 2014: $0Net Assets 2014: $872,4632014Assets 2015: $806,405Liabilities 2015: $0Net Assets 2015: $806,4052015Assets 2016: $707,136Liabilities 2016: $2,100Net Assets 2016: $705,0362016Assets 2017: $713,802Liabilities 2017: $0Net Assets 2017: $713,8022017Assets 2018: $810,289Liabilities 2018: $0Net Assets 2018: $810,2892018Assets 2019: $841,710Liabilities 2019: $0Net Assets 2019: $841,7102019Assets 2020: $783,717Liabilities 2020: $0Net Assets 2020: $783,7172020Assets 2021: $894,406Liabilities 2021: $0Net Assets 2021: $894,4062021Assets 2022: $852,727Liabilities 2022: $0Net Assets 2022: $852,7272022Assets 2023: $850,961Liabilities 2023: $0Net Assets 2023: $850,9612023Assets 2024: $849,727Liabilities 2024: $0Net Assets 2024: $849,7272024

Highlighted filing

2017

Assets$713,802
Liabilities$0
Net Assets$713,802
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2011: $4,7892011Revenue 2013: $141,775Expenses 2013: $164,818Net Income 2013: -$23,0432013Revenue 2014: $120,498Expenses 2014: $172,193Net Income 2014: -$51,6952014Revenue 2015: $49,392Expenses 2015: $115,450Net Income 2015: -$66,0582015Revenue 2016: -$316Expenses 2016: $101,053Net Income 2016: -$101,3692016Revenue 2017: $82,361Expenses 2017: $67,092Net Income 2017: $15,2692017Revenue 2018: $133,363Expenses 2018: $25,393Net Income 2018: $107,9702018Revenue 2019: $78,912Expenses 2019: $64,761Net Income 2019: $14,1512019Revenue 2020: -$47,560Expenses 2020: $10,433Net Income 2020: -$57,9932020Revenue 2021: $129,932Expenses 2021: $19,244Net Income 2021: $110,6882021Revenue 2022: -$4,047Expenses 2022: $37,632Net Income 2022: -$41,6792022Revenue 2023: -$6,489Expenses 2023: $17,540Net Income 2023: -$24,0292023Revenue 2024: $33,634Expenses 2024: $34,884Net Income 2024: -$1,2502024

Highlighted filing

2017

Revenue$82,361
Expenses$67,092
Net Income$15,269
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN RAFFERTYTrusteePT$0--
HELEN RAFFERTYTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Rafferty Family Private Foundation
EIN
27-6590504
Phone
9147770622
Address
522 PROSPECT AVENUE, MAMARONECK, NY 10543

Signing Officer

Name
Brian Rafferty
Title
Trustee
Phone
9147770622
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
The Brelia Group LLC
Address
2001 PALMER AVENUE, LARCHMONT, NY 10538
Preparer
Amy Brelia
Phone
9148343488
Raw XML Appendix342 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/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRIAN RAFFERTY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1HELEN RAFFERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROJECT REBIRTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HEART 911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AT HOME ON THE SOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt041 PARK ROW 312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1614 FRELINGHUYSEN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2545 TOMPKINS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MAMARONECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210543
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056400
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/AppliedToCurrentYearAmt036560
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt065864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0113684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt055592
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0315267
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt065864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0113684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt055592
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060576
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024016
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0315267
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0291251
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06503
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0WASH SALE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06366
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN RAFFERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09147770622
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAFFERTY FAMILY PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RAFF
ReturnHeader/Filer/EIN0276590504
ReturnHeader/Filer/PhoneNum09147770622
ReturnHeader/Filer/USAddress/AddressLine1Txt0522 PROSPECT AVENUE
ReturnHeader/Filer/USAddress/CityNm0MAMARONECK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010543
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F94C6BFBDD97B5147BF310B775F9190217024AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F94C6BFBDD97B5147BF310B775F9190217024AF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.122.35.23
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:16:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452604562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE BRELIA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 PALMER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARCHMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010538
ReturnHeader/PreparerPersonGrp/PhoneNum09148343488
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BRELIA
ReturnHeader/ReturnTs02018-11-14T14:54:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$713,802
Liabilities
$0
Net assets
$713,802
Revenue
$82,361
Expenses
$67,092
Net income
$15,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.50$0.00$8.50$0.34$0.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.06$0.18$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.53$0.00$8.53$0.04$0.38$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.94$0.00$8.94$1.30$0.19$1.11
2020Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.48$0.10$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.00$8.42$0.79$0.65$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$0.00$8.10$1.33$0.25$1.08
2017Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.82$0.67$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$0.02$7.05$0.00$1.01$1.01
2015Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.49$1.15$0.66
2014Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$1.20$1.72$0.52
2013Detailed filing. Detailed filing data is available for this year.$9.29$0.05$9.24$1.42$1.65$0.23
2011Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.05