Civic Intelligence

Wx Charitable Fund Ltd

990EZ • Fiscal year 2021 • EIN 45-1019064

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 18, 2022

Organization ProfileWWW.WXNYRE.COM
380 Lexington Avenue No 1505New York, NY 10168

(212) 450-7300

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-32%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$25,143

Down $3,105 (-11%) from 2020

Net Assets

Up

$25,143

Up $541 (+2.2%) from 2020

Liabilities

Down

$0

Down $3,646 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Down

$591

Down $274 (-32%) from 2020

Expenses

Down

$50

Down $81,928 (-100%) from 2020

Net Income

Up

$541

Up $81,654 (+101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$600K$400K$200K$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $325,440Liabilities 2012: $21,714Net Assets 2012: $303,7262012Assets 2014: $451,631Liabilities 2014: $21,924Net Assets 2014: $429,7072014Assets 2015: $365,468Liabilities 2015: $18,320Net Assets 2015: $347,1482015Assets 2016: $356,019Liabilities 2016: $10,738Net Assets 2016: $345,2812016Assets 2017: $389,884Liabilities 2017: $34,124Net Assets 2017: $355,7602017Assets 2018: $375,881Liabilities 2018: $11,913Net Assets 2018: $363,9682018Assets 2019: $116,378Liabilities 2019: $10,663Net Assets 2019: $105,7152019Assets 2020: $28,248Liabilities 2020: $3,646Net Assets 2020: $24,6022020Assets 2021: $25,143Liabilities 2021: $0Net Assets 2021: $25,1432021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$25,143
Liabilities$0
Net Assets$25,143
Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $325,440Expenses 2012: $21,714Net Income 2012: $303,7262012Revenue 2014: $211,104Expenses 2014: $232,296Net Income 2014: -$21,1922014Revenue 2015: $11,552Expenses 2015: $94,111Net Income 2015: -$82,5592015Revenue 2016: $284,799Expenses 2016: $286,666Net Income 2016: -$1,8672016Revenue 2017: $311,099Expenses 2017: $300,620Net Income 2017: $10,4792017Revenue 2018: $317,479Expenses 2018: $309,271Net Income 2018: $8,2082018Revenue 2019: $3,884Expenses 2019: $262,137Net Income 2019: -$258,2532019Revenue 2020: $865Expenses 2020: $81,978Net Income 2020: -$81,1132020Revenue 2021: $591Expenses 2021: $50Net Income 2021: $5412021Revenue 2022: $21Expenses 2022: $25,164Net Income 2022: -$25,1432022

Highlighted filing

2021

Revenue$591
Expenses$50
Net Income$541
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 18, 2022
Return Version
2020v4.1
Gross Receipts
$591
Mission and Program Overview

Mission

Working closely with wx inc., the wx charitable fund provides scholarships to programs which support the career development of young women pursuing careers in commercial real estate.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AND GRANTS PROGRAM: IS A KEY PRIORITY OF THE FUND AND IS DESIGNED TO ENCOURAGE AND SUPPORT BRIGHT AND TALENTED YOUNG WOMEN IN THEIR PURSUIT OF CAREERS IN REAL ESTATE AND REAL ESTATE RELATED PROFESSIONS. THE FUND AWARDS SCHOLARSHIPS ON AN ANNUAL BASIS TO PROMISING STUDENTS STUDYING REAL ESTATE IN AN UNDERGRADUATE OR GRADUATE PROGRAM.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONIA BAINPresident & Director-$0--
JENNIFER SCHWARTZMANVice President & Director-$0--
AMY APPLEBAUMTreasurer & Director-$0--
Filing and Contact Details

Filer

Filer Name
Wx Charitable Fund Ltd
EIN
45-1019064
Phone
2124507300
Address
380 LEXINGTON AVENUE NO 1505, NEW YORK, NY 10168

Signing Officer

Name
Julie Wong
Title
Treasurer
Phone
2124507300
Signed
2022-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Cerini & Associates Llp
Address
3340 VETERANS MEMORIAL HWY, BOHEMIA, NY 11716
Preparer
Tania Quigley
Phone
6315821600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 591.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: legal expenses. Amount: 50.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable and accrued expenses. Beg. Of year amount: 3,646. End of year amount: 0.”

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BERMAN GROUP
IRS990EZ/BooksInCareOfDetail/PhoneNum02124507300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0380 LEXINGTON AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010168
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028248
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025143
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0541
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028248
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025143
IRS990EZ/GrossReceiptsAmt0591
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024602
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025143
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024602
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025143
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SONIA BAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SCHWARTZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY APPLEBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER & DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/OtherRevenueTotalAmt0591
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WORKING CLOSELY WITH WX INC., THE WX CHARITABLE FUND PROVIDES SCHOLARSHIPS TO PROGRAMS WHICH SUPPORT THE CAREER DEVELOPMENT OF YOUNG WOMEN PURSUING CAREERS IN COMMERCIAL REAL ESTATE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND GRANTS PROGRAM: IS A KEY PRIORITY OF THE FUND AND IS DESIGNED TO ENCOURAGE AND SUPPORT BRIGHT AND TALENTED YOUNG WOMEN IN THEIR PURSUIT OF CAREERS IN REAL ESTATE AND REAL ESTATE RELATED PROFESSIONS. THE FUND AWARDS SCHOLARSHIPS ON AN ANNUAL BASIS TO PROMISING STUDENTS STUDYING REAL ESTATE IN AN UNDERGRADUATE OR GRADUATE PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03646
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0591
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WXNYRE.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0317160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0309019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0643838
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0591
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0865
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03884
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0319
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02080
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07739
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0591
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03884
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0319
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07739
IRS990ScheduleA/InvestmentIncomeCYPct00.01190
IRS990ScheduleA/InvestmentIncomePYPct00.00870
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98810
IRS990ScheduleA/PublicSupportPY509Pct00.99130
IRS990ScheduleA/PublicSupportTotal509Amt0643838
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0317160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0309019
IRS990ScheduleA/Total509Grp/TotalAmt0643838
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0317479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0311099
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0651577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 591.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LEGAL EXPENSES. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 3,646. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124507300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WX CHARITABLE FUND LTD
ReturnHeader/Filer/BusinessNameControlTxt0WXCH
ReturnHeader/Filer/EIN0451019064
ReturnHeader/Filer/PhoneNum02124507300
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 LEXINGTON AVENUE NO 1505
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010168
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113066459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CERINI & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03340 VETERANS MEMORIAL HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOHEMIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011716
ReturnHeader/PreparerPersonGrp/PhoneNum06315821600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TANIA QUIGLEY
ReturnHeader/ReturnTs02022-01-19T16:00:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WONG
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,143
Liabilities
$0
Net assets
$25,143
Revenue
$591
Expenses
$50
Net income
$541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.25$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.04$0.25$0.01$0.82$0.81
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.11$1.06$0.04$2.62$2.58
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.12$3.64$3.17$3.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.34$3.56$3.11$3.01$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.11$3.45$2.85$2.87$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.65$0.18$3.47$0.12$0.94$0.83
2014Summary only. Only limited summary data is available for this year.$4.52$0.22$4.30$2.11$2.32$0.21
2012Summary only. Only limited summary data is available for this year.$3.25$0.22$3.04$3.25$0.22$3.04
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00