Civic Intelligence

A James Weitzenfeld Memorial Foundation

990PF • Fiscal year 2023 • EIN 36-6160899

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization Profile
430 Caren DriveBuffalo Grove, IL 60089

(303) 478-2585

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.05x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

32nd percentile

-7.1%

Higher net margin than 32% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

43rd percentile

-0.3%

Faster asset growth than 43% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$915,105

Down $2,981 (-0.3%) from 2022

Net Assets

Down

$913,080

Down $3,293 (-0.4%) from 2022

Liabilities

Up

$2,025

Up $312 (+18%) from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin32nd percentile

Revenue

Down

$41,134

Down $141,001 (-77%) from 2022

Expenses

Down

$44,053

Down $28,386 (-39%) from 2022

Net Income

Down

-$2,919

Down $112,615 (-103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.0M$500K$0-$500KAssets 2014: $829,934Liabilities 2014: $0Net Assets 2014: $829,9342014Assets 2015: $826,675Liabilities 2015: $17,849Net Assets 2015: $808,8262015Assets 2016: $797,590Liabilities 2016: -$446Net Assets 2016: $798,0362016Assets 2017: $837,054Liabilities 2017: $3,638Net Assets 2017: $833,4162017Assets 2018: $807,322Liabilities 2018: $10,632Net Assets 2018: $796,6902018Assets 2019: $791,653Liabilities 2019: $14,009Net Assets 2019: $777,6442019Assets 2020: $823,911Liabilities 2020: $250Net Assets 2020: $823,6612020Assets 2021: $806,927Liabilities 2021: $250Net Assets 2021: $806,6772021Assets 2022: $918,086Liabilities 2022: $1,713Net Assets 2022: $916,3732022Assets 2023: $915,105Liabilities 2023: $2,025Net Assets 2023: $913,0802023

Highlighted filing

2023

Assets$915,105
Liabilities$2,025
Net Assets$913,080
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$100K$0-$100KRevenue 2014: $55,774Expenses 2014: $55,062Net Income 2014: $7122014Revenue 2015: $62,252Expenses 2015: $83,327Net Income 2015: -$21,0752015Revenue 2016: $46,353Expenses 2016: $62,877Net Income 2016: -$16,5242016Revenue 2017: $50,667Expenses 2017: $57,377Net Income 2017: -$6,7102017Revenue 2018: $61,766Expenses 2018: $48,349Net Income 2018: $13,4172018Revenue 2019: $51,092Expenses 2019: $70,138Net Income 2019: -$19,0462019Revenue 2020: $77,719Expenses 2020: $31,702Net Income 2020: $46,0172020Revenue 2021: $33,827Expenses 2021: $50,811Net Income 2021: -$16,9842021Revenue 2022: $182,135Expenses 2022: $72,439Net Income 2022: $109,6962022Revenue 2023: $41,134Expenses 2023: $44,053Net Income 2023: -$2,9192023

Highlighted filing

2023

Revenue$41,134
Expenses$44,053
Net Income-$2,919
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID WEITZENFELDPresident-$0--
STACIE SHANKSSecretary-$0--
MELANIE S WEITZENFELDTreasurer-$0--
JONATHAN ANDERSONBoard Member-$0--
JOE JOHNSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
A James Weitzenfeld
EIN
36-6160899
Phone
3034782585
Address
430 CAREN DRIVE, BUFFALO GROVE, IL 60089

Signing Officer

Name
David Weitzenfeld
Title
President
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hrth LLC
Address
3300 S PARKER RD STE 300, AURORA, CO 80014
Preparer
Michael F Langley
Phone
3033374123
Raw XML Appendix356 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02000
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2CONGRESS MID CAP GR
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt99813
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt109814
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1137279
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0579
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14155
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-2476
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt115907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0880242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCWAB 819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARLES SCWAB 894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0895158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-2921
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt032509
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt032509
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-2921
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029588
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt011546
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2919
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0175721
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt032509
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt032509
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2921
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07848
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011085
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02108
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02108
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt041134
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07365
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015193
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2919
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0913080
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0915999
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0913080
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt044331
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt044331
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt044331
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt044681
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0350
IRS990PF/DistributableAmountGrp/TotalTaxAmt0350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0350
IRS990PF/FMVAssetsEOYAmt0928120
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01713
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02025
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012732
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013339
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013339
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0915999
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0904980
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0901766
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0914781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0917712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0915105
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0928120
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01713
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02025
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0917712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0915105
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0915999
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0913080
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0907225
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0907225
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013608
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt044681
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0893617
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0907225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID WEITZENFELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STACIE SHANKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MELANIE S WEITZENFELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JONATHAN ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOE JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011632 E LAKE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1430 CAREN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211632 E LAKE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32111 LIMESTONE LAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4483 FRANCISCO STREET D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ENGLEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BUFFALO GROVE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID WEITZENFELD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011632 E LAKE AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ENGLEWOOD
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03034782585
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DENVER JEWISH DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GIVERGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BMH - BJ CONGREGATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1530 7TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2560 S MONACO PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DENVER
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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/AppliedToCurrentYearAmt036708
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044331
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036708
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07623
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05859
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11989
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03257
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05859
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11969
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23257
TaxesSchedule/TaxesDetail/Amt02108
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02108
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WEITZENFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A JAMES WEITZENFELD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AJAM
ReturnHeader/Filer/EIN0366160899
ReturnHeader/Filer/PhoneNum03034782585
ReturnHeader/Filer/USAddress/AddressLine1Txt0430 CAREN DRIVE
ReturnHeader/Filer/USAddress/CityNm0BUFFALO GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060089
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200159856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRTH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03300 S PARKER RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AURORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080014
ReturnHeader/PreparerPersonGrp/PhoneNum03033374123
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL F LANGLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-01-08T14:55:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEITZENFELD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$915,105
Liabilities
$2,025
Net assets
$913,080
Revenue
$41,134
Expenses
$44,053
Net income
-$2,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$9.15$0.02$9.13$0.41$0.44$0.03
2022Detailed filing. Detailed filing data is available for this year.$9.18$0.02$9.16$1.82$0.72$1.10
2021Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.34$0.51$0.17
2020Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.78$0.32$0.46
2019Detailed filing. Detailed filing data is available for this year.$7.92$0.14$7.78$0.51$0.70$0.19
2018Detailed filing. Detailed filing data is available for this year.$8.07$0.11$7.97$0.62$0.48$0.13
2017Detailed filing. Detailed filing data is available for this year.$8.37$0.04$8.33$0.51$0.57$0.07
2016Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.46$0.63$0.17
2015Detailed filing. Detailed filing data is available for this year.$8.27$0.18$8.09$0.62$0.83$0.21
2014Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.56$0.55$0.01