Civic Intelligence

The Albert and Rivella Tavens Private Foundation

990PF • Fiscal year 2012 • EIN 34-1867362

Jun 01, 2011 to May 31, 2012 • Filed on Oct 12, 2012

C/O Zinner CO 29125 Chagrin Blvd No20044122-4692
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$390,839

No earlier filing loaded for comparison.

Net Assets

$390,839

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$39,486

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $390,839Liabilities 2012: $0Net Assets 2012: $390,8392012Assets 2014: $357,559Liabilities 2014: $0Net Assets 2014: $357,5592014Assets 2015: $361,939Liabilities 2015: $0Net Assets 2015: $361,9392015Assets 2016: $356,930Liabilities 2016: $0Net Assets 2016: $356,9302016Assets 2017: $355,692Liabilities 2017: $0Net Assets 2017: $355,6922017Assets 2018: $360,605Liabilities 2018: $0Net Assets 2018: $360,6052018Assets 2019: $381,601Liabilities 2019: $0Net Assets 2019: $381,6012019Assets 2020: $327,151Liabilities 2020: $0Net Assets 2020: $327,1512020Assets 2021: $322,254Liabilities 2021: $0Net Assets 2021: $322,2542021Assets 2022: $344,762Liabilities 2022: $0Net Assets 2022: $344,7622022Assets 2023: $341,188Liabilities 2023: $0Net Assets 2023: $341,1882023Assets 2024: $335,030Liabilities 2024: $0Net Assets 2024: $335,0302024Assets 2025: $384,258Liabilities 2025: $0Net Assets 2025: $384,2582025

Highlighted filing

2012

Assets$390,839
Liabilities$0
Net Assets$390,839

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2012: $39,4862012Revenue 2014: $14,193Expenses 2014: $33,929Net Income 2014: -$19,7362014Revenue 2015: $34,226Expenses 2015: $29,846Net Income 2015: $4,3802015Revenue 2016: $26,236Expenses 2016: $31,245Net Income 2016: -$5,0092016Revenue 2017: $26,707Expenses 2017: $27,945Net Income 2017: -$1,2382017Revenue 2018: $37,319Expenses 2018: $32,406Net Income 2018: $4,9132018Revenue 2019: $48,276Expenses 2019: $27,280Net Income 2019: $20,9962019Revenue 2020: -$26,340Expenses 2020: $28,110Net Income 2020: -$54,4502020Revenue 2021: $22,367Expenses 2021: $27,264Net Income 2021: -$4,8972021Revenue 2022: $50,104Expenses 2022: $27,596Net Income 2022: $22,5082022Revenue 2023: $24,236Expenses 2023: $27,810Net Income 2023: -$3,5742023Revenue 2024: $21,040Expenses 2024: $27,198Net Income 2024: -$6,1582024Revenue 2025: $76,723Expenses 2025: $27,495Net Income 2025: $49,2282025

Highlighted filing

2012

Revenue-
Expenses$39,486
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Oct 12, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABOR ADLERPres/Sec/Treas/Trustee-$0--
RABBI LAWRENCE ZIERLERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN FRIENDS OF YESHIVAS BIRCAS HATORAHRELIEF OF POVERTY-FAMILIES WITH DISABILITY/LOW-INCOM501 (C)(3)EAST WINDSOR, NJ, US$31,350
Filing and Contact Details

Filer

EIN
34-1867362
Raw XML Appendix340 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
AccountingFeesSchedule/AccountingFees/Amount03724
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01862
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01862
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue047423
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue144263
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV049967
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV145088
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FRANK RUSSELL INVESTMENT GRADE BOND CLASS E
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FRANK RUSSELL SHORT TERM BOND CL E
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue021717
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue150545
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue225322
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue324946
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue451825
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue553368
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue622831
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue720920
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV025363
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV141655
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV458000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV558423
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV623591
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV719222
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0FRANK RUSSELL EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FRANK RUSSELL INTERNATIONAL SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2FRANK RUSSELL REAL ESTATE SECURITIES CL E
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3FRANK RUSSELL SMALL MIDCAP CLASS E
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4FRANK RUSSELL US CORE EQUITY CLASS E
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5FRANK RUSSELL US QUANTITY CLASS E
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-28281
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice05615
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss02403
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IRS990PF/BalanceSheets/CapitalStockEOY00
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IRS990PF/BalanceSheets/InvestmentsOtherEOY025000
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0419120
IRS990PF/BalanceSheets/RetainedEarningsEOY0390839
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY034194
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY02679
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0419120
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome02403
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02003-08-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-02-09
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0390839
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted020590
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj020590
IRS990PF/DistributableAmount/DistributableAmountBeforeDed020590
IRS990PF/DistributableAmount/MinimumInvestmentReturn020640
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome050
IRS990PF/DistributableAmount/TotalTax050
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment061
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal050
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome050
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments061
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0397979
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0419081
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances015899
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06286
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn020640
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0412795
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GABOR ADLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RABBI LAWRENCE ZIERLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES/SEC/TREAS/TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11145 CHERRY LANE
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IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10C/O ZINNER CO LLP 29125 CHAGRIN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine20BLVD 200
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode044122
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE PRIMARY FOCUS OF GRANTS SHALL BE FOR THE RELIEF OF POVERTY, ESPECIALLY FOR PERSONS OF THE JEWISH FAITH WHO FACE DISABILITY AND/OR LOW INCOME.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount031350
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RELIEF OF POVERTY-FAMILIES WITH DISABILITY/LOW-INCOM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN FRIENDS OF YESHIVAS BIRCAS HATORAH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10318 EVANSTON DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0EAST WINDSOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode008520
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear031350
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear020590
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear104767
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted020590
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear07955
IRS990PF/UndistributedIncome/ExcessFromCurrentYear07955
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions033312
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus07955
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus07955
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear04767
OtherExpensesSchedule/OtherExpenses/Description0ADVISORY FEES
OtherExpensesSchedule/OtherExpenses/Description1FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome04312
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks04312
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1100
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0341867362
ReturnHeader/Filer/Name/BusinessNameLine10THE ALBERT AND RIVELLA TAVENS PRIVATE FOUNDATION
ReturnHeader/Filer/NameControl0ALBE
ReturnHeader/Filer/Phone02168310733
ReturnHeader/Filer/USAddress/AddressLine10C/O ZINNER CO 29125 CHAGRIN BLVD NO
ReturnHeader/Filer/USAddress/AddressLine20200
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0441224692
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-10-12
ReturnHeader/Officer/Name0HOWARD KASS
ReturnHeader/Officer/Phone02168310733
ReturnHeader/Officer/Title0CPA
ReturnHeader/PreparerFirm/EIN0341663731
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ZINNER & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1029125 CHAGRIN BLVD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CLEVELAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0441224692
ReturnHeader/Preparer/Name0HOWARD J KASS
ReturnHeader/Preparer/Phone02168310733
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-06-01
ReturnHeader/TaxPeriodEndDate02012-05-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-12T13:36:07-05:00

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