Civic Intelligence

Dana Wallach Jones and Michael Tm Jones

EIN 33-1659308 • Purchase, NY

Pub. 78 EligibleNTEE T20
CO Cng 3 Manhattanville Road 301Purchase, NY 10577
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

$2,112,474

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$2,112,474

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue83rd percentileNet Margin97th percentile

Revenue

$3,844,807

No earlier filing loaded for comparison.

Expenses

$600

No earlier filing loaded for comparison.

Net Income

$3,844,207

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2024: $2,112,474Liabilities 2024: $0Net Assets 2024: $2,112,4742024

Highlighted filing

2024

Assets$2,112,474
Liabilities$0
Net Assets$2,112,474
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2024: $3,844,807Expenses 2024: $600Net Income 2024: $3,844,2072024

Highlighted filing

2024

Revenue$3,844,807
Expenses$600
Net Income$3,844,207
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,112,474
Liabilities
$0
Net assets
$2,112,474
Revenue
$3,844,807
Expenses
$600
Net income
$3,844,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$3.84$0.00$3.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 25, 2024 to Dec 31, 2024
Signed
May 4, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA WALLACH JONESTrusteePT$0--
MICHAEL JONESTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Dana Wallach Jones and Michael Tm Jones
EIN
33-1659308
Phone
9146969000
Address
CO CNG 3 MANHATTANVILLE ROAD 301, PURCHASE, NY 10577

Signing Officer

Name
Dana Wallach Jones
Title
Trustee
Phone
9146969000
Signed
2025-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
180 PARK AVENUE SUITE 200, FLORHAM PARK, NJ 07932
Preparer
Amanda Adams
Phone
9732180500
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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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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MICHAEL JONES
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KENNETH AND SUSAN WALLACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O CNG 3 MANHATTANVILLE ROAD SUITE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O CNG 3 MANHATTANVILLE ROAD SUITE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PURCHASE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PURCHASE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010577
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110577
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02002626
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02000026
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc013,222 SHS TOLL BROTHERS INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01731733
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO REFLECT DONATED STOCK AT TAX BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FORM 1023 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0600
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KENNETH AND SUSAN WALLACH
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1MICHAEL JONES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03 MANHATTANVILLE ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt13 MANHATTANVILLE ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PURCHASE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1PURCHASE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010577
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd110577
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA WALLACH JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09146969000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANA WALLACH JONES AND MICHAEL TM JONES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANA
ReturnHeader/Filer/EIN0331659308
ReturnHeader/Filer/PhoneNum09146969000
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO CNG 3 MANHATTANVILLE ROAD 301
ReturnHeader/Filer/USAddress/CityNm0PURCHASE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010577
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 PARK AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09732180500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA ADAMS
ReturnHeader/ReturnTs02025-05-07T06:43:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-25
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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