Civic Intelligence

Celeste Holm and Wesley Addy Foundation

EIN 31-1654088 • Patterson, NY

PO Box 146Patterson, NY 12563
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

49%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$33,178

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.6%

Faster asset growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

82nd percentile

51%

Faster revenue growth than 82% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$1,913,410

Up $130,177 (+7.3%) from 2022

Liabilities

Down

$0

Down $669 (-100%) from 2022

Net Assets

Up

$1,913,410

Up $130,846 (+7.3%) from 2022

Revenue

Up

$436,327

Up $245,040 (+128%) from 2022

Expenses

Up

$224,067

Up $3,683 (+1.7%) from 2022

Net Income

Up

$212,260

Up $241,357 (+829%) from 2022

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,882,381Liabilities 2019: $0Net Assets 2019: $1,882,3812019Assets 2020: $1,854,746Liabilities 2020: $908Net Assets 2020: $1,853,8382020Assets 2021: $1,811,661Liabilities 2021: $0Net Assets 2021: $1,811,6612021Assets 2022: $1,783,233Liabilities 2022: $669Net Assets 2022: $1,782,5642022Assets 2024: $1,913,410Liabilities 2024: $0Net Assets 2024: $1,913,4102024

Highlighted filing

2024

Assets$1,913,410
Liabilities$0
Net Assets$1,913,410

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $392,275Expenses 2019: $163,720Net Income 2019: $228,5552019Revenue 2020: $138,641Expenses 2020: $167,184Net Income 2020: -$28,5432020Revenue 2021: $124,015Expenses 2021: $166,192Net Income 2021: -$42,1772021Revenue 2022: $191,287Expenses 2022: $220,384Net Income 2022: -$29,0972022Revenue 2024: $436,327Expenses 2024: $224,067Net Income 2024: $212,2602024

Highlighted filing

2024

Revenue$436,327
Expenses$224,067
Net Income$212,260

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID DUNNINGDirectorPT$33,178-$33,178
DANIEL DUNNINGDirectorPT$14,308-$14,308
JOSEPH BENINCASADirector-$0--
TIMOTHY QUISDirector-$0--
DENEEN DUNNINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Celeste Holm and Wesley Addy Foundation
EIN
31-1654088
In Care Of
% DANIEL DUNNING
Phone
8458784789
Address
PO BOX 146, PATTERSON, NY 12563

Signing Officer

Name
Daniel Dunning
Title
Director
Phone
8458784789
Signed
2025-10-28

Preparer

Firm
CBIZ Advisors LLC
Address
68 SOUTH SERVICE ROAD STE 300, MELVILLE, NY 11747
Preparer
Marla Esan
Phone
6314144000
Raw XML Appendix359 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/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0121903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STATEMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MELVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011747
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0121903
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt066796
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0100403
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0175816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0167199
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0109020
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0100403
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02005
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt12524
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt22617
LandEtcSchedule2/LandEtcGrp/BookValueAmt0239
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COMPUTER EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1COMPUTER & ROUTER
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02005
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt12524
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt22856
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE & MAILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PAYROLL PROCESSING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5ADMINISTRATIVE INC/EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7NYS ANNUAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8CHARITABLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1741
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2554
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32650
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41212
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5838
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6167
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8499
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02650
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1404
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22515
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3501
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1741
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2554
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41616
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53354
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6669
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8499
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt036337
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01071
TaxesSchedule/TaxesDetail/Amt13633
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12725
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1908
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL DUNNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08458784789
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CELESTE HOLM AND WESLEY ADDY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CELE
ReturnHeader/Filer/EIN0311654088
ReturnHeader/Filer/InCareOfNm0% DANIEL DUNNING
ReturnHeader/Filer/PhoneNum08458784789
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 146
ReturnHeader/Filer/USAddress/CityNm0PATTERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012563
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt068 SOUTH SERVICE ROAD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06314144000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA ESAN
ReturnHeader/ReturnTs02025-11-03T08:53:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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