Civic Intelligence

Yad Ozer Foundation

990PF • Fiscal year 2015 • EIN 45-4293938

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 15, 2016

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

27th percentile

-9.0%

Higher net margin than 27% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

11th percentile

-35%

Faster asset growth than 11% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-6.8%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$10,627

Down $5,702 (-35%) from 2014

Net Assets

Down

$10,627

Down $5,702 (-35%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin27th percentile

Revenue

Down

$63,391

Down $4,652 (-6.8%) from 2014

Expenses

Down

$69,093

Down $8,107 (-11%) from 2014

Net Income

Up

-$5,702

Up $3,455 (+38%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$30K$20K$10K$0Assets 2012: $18,850Liabilities 2012: $0Net Assets 2012: $18,8502012Assets 2013: $25,486Liabilities 2013: $0Net Assets 2013: $25,4862013Assets 2014: $16,329Liabilities 2014: $0Net Assets 2014: $16,3292014Assets 2015: $10,627Liabilities 2015: $0Net Assets 2015: $10,6272015Assets 2016: $1,760Liabilities 2016: $0Net Assets 2016: $1,7602016Assets 2017: $9,363Liabilities 2017: $0Net Assets 2017: $9,3632017Assets 2018: $18,225Liabilities 2018: $0Net Assets 2018: $18,2252018Assets 2019: $14,166Liabilities 2019: $0Net Assets 2019: $14,1662019Assets 2020: $18,223Liabilities 2020: $0Net Assets 2020: $18,2232020Assets 2021: $3,226Liabilities 2021: $0Net Assets 2021: $3,2262021Assets 2022: $6,227Liabilities 2022: $0Net Assets 2022: $6,2272022Assets 2023: $2,493Liabilities 2023: $0Net Assets 2023: $2,4932023Assets 2024: $2,070Liabilities 2024: $0Net Assets 2024: $2,0702024

Highlighted filing

2015

Assets$10,627
Liabilities$0
Net Assets$10,627
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

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

$100K$50K$0-$50KExpenses 2012: $4,5002012Revenue 2013: $33,136Expenses 2013: $26,500Net Income 2013: $6,6362013Revenue 2014: $68,043Expenses 2014: $77,200Net Income 2014: -$9,1572014Revenue 2015: $63,391Expenses 2015: $69,093Net Income 2015: -$5,7022015Revenue 2016: $46,708Expenses 2016: $55,575Net Income 2016: -$8,8672016Revenue 2017: $42,178Expenses 2017: $34,575Net Income 2017: $7,6032017Revenue 2018: $66,722Expenses 2018: $57,860Net Income 2018: $8,8622018Revenue 2019: $26,525Expenses 2019: $30,584Net Income 2019: -$4,0592019Revenue 2020: $23,149Expenses 2020: $19,092Net Income 2020: $4,0572020Revenue 2021: $15,083Expenses 2021: $30,080Net Income 2021: -$14,9972021Revenue 2022: $7,002Expenses 2022: $4,001Net Income 2022: $3,0012022Revenue 2023: $8,027Expenses 2023: $11,761Net Income 2023: -$3,7342023Revenue 2024: $13,005Expenses 2024: $13,428Net Income 2024: -$4232024

Highlighted filing

2015

Revenue$63,391
Expenses$69,093
Net Income-$5,702
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeremy FrenkelVP / Director / Treas-$0--
Nathaniel RogoffPres / Director / Sec-$0--
Filing and Contact Details

Filer

Filer Name
Yad Ozer Foundation
EIN
45-4293938
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Nathaniel Rogoff
Title
president
Phone
8008391754
Signed
2016-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix344 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0632
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt076396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03572
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0173619
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt068406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt076396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03572
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069038
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt068406
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0173619
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0105213
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Barry Elizabeth Mayer Foundation
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Frenkel Jeremy
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Marks Jonathan J
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3Rogoff Nathaniel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt082 Briarwood Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1327 Yale Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2524 Edward Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3510 Saddle Ridge Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Lawrence
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Woodmere
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Woodmere
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Woodmere
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011559
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd111598
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd211598
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd311598
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt220000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt315100
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2015, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $62,000. This amount represents over 25% of the Foundation's net assets of $16,329 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2015. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02538
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02538
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt255
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Barry Elizabeth Mayer Foundation
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Frenkel Jeremy
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2Marks Jonathan J
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm3Rogoff Nathaniel
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm4FRENKEL DANA E
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm5marks rachel taubenfeld
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm6rogoff debra
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt082 Briarwood Lane
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1327 Yale Avenue
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt2524 Edward Avenue
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt3510 Saddle Ridge Road
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt4327 Yale Avenue
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt5524 Edward Avenue
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt6510 Saddle Ridge Road
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Lawrence
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Woodmere
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2Woodmere
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3Woodmere
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm4WOODMERE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm5Woodmere
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm6Woodmere
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd4NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd5NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd6NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd011559
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd111598
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd211598
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd311598
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd411598
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd511598
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd611598
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATHANIEL ROGOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Yad Ozer Foundation
ReturnHeader/Filer/BusinessNameControlTxt0YADO
ReturnHeader/Filer/EIN0454293938
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02016-04-12T15:38:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,627
Liabilities
$0
Net assets
$10,627
Revenue
$63,391
Expenses
$69,093
Net income
-$5,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$13.0$13.4$0.42
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$8.03$11.8$3.73
2022Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$7.00$4.00$3.00
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$15.1$30.1$15.0
2020Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$23.1$19.1$4.06
2019Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$26.5$30.6$4.06
2018Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$66.7$57.9$8.86
2017Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$42.2$34.6$7.60
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$46.7$55.6$8.87
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$63.4$69.1$5.70
2014Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$68.0$77.2$9.16
2013Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$33.1$26.5$6.64
2012Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$4.50