Civic Intelligence

Yad Ozer Foundation

990PF • Fiscal year 2017 • EIN 45-4293938

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 15, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

98th percentile

432%

Faster asset growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-9.7%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,363

Up $7,603 (+432%) from 2016

Net Assets

Up

$9,363

Up $7,603 (+432%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$42,178

Down $4,530 (-9.7%) from 2016

Expenses

Down

$34,575

Down $21,000 (-38%) from 2016

Net Income

Up

$7,603

Up $16,470 (+186%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$9,363
Liabilities$0
Net Assets$9,363

Operations Trend

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

2017

Revenue$42,178
Expenses$34,575
Net Income$7,603
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

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
2018-04-15
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
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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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt076396
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03572
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt076396
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Fuchs Steven
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Marks Jonathan J
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Rogoff Nathaniel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt030 Meadow Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1524 Edward Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2510 Saddle Ridge Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Woodmere
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Woodmere
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Woodmere
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LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This 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, 2017, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $29,500. This amount represents over 25% of the Foundation's net assets of $1,760 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2017. 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/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATHANIEL ROGOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A03CA8425FE017993163D7917FD3F5FFAC126974
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D58BB870EE853A877EC7D72A60A2150F0DF0EA52
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520181355000019
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
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/ReturnTs02018-05-15T10:45:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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