Civic Intelligence

Joel Foundation

990PF • Fiscal year 2019 • EIN 46-0795952

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

360 Hamilton Ave Suite 100White Plains, NY 10601

(212) 307-8000

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.00x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-708%

Higher net margin than 5% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Asset Growth

11th percentile

-8.9%

Faster asset growth than 11% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2017 to 2019

Revenue Growth

8th percentile

-87%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2017 to 2019

Assets

Down

$4,744,142

Down $976,025 (-17%) from 2017

Net Assets

Down

$4,744,142

Down $976,025 (-17%) from 2017

Liabilities

Up

$1

Up $1 from 2017

Revenue

Down

$54,859

Down $2,969,728 (-98%) from 2017

Expenses

Down

$443,141

Down $97,604 (-18%) from 2017

Net Income

Down

-$388,282

Down $2,872,124 (-116%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $983,881Liabilities 2012: $0Net Assets 2012: $983,8812012Assets 2013: $796,206Liabilities 2013: $1Net Assets 2013: $796,2062013Assets 2014: $2,046,938Liabilities 2014: $1Net Assets 2014: $2,046,9382014Assets 2015: $3,270,098Liabilities 2015: $1Net Assets 2015: $3,270,0982015Assets 2016: $3,236,325Liabilities 2016: $0Net Assets 2016: $3,236,3252016Assets 2017: $5,720,167Liabilities 2017: $0Net Assets 2017: $5,720,1672017Assets 2019: $4,744,142Liabilities 2019: $1Net Assets 2019: $4,744,1422019Assets 2020: $3,762,539Liabilities 2020: $1Net Assets 2020: $3,762,5392020Assets 2021: $4,744,966Liabilities 2021: $1Net Assets 2021: $4,744,9662021Assets 2022: $4,895,755Liabilities 2022: $1Net Assets 2022: $4,895,7552022Assets 2023: $4,832,798Liabilities 2023: $1Net Assets 2023: $4,832,7982023Assets 2024: $4,295,685Liabilities 2024: $0Net Assets 2024: $4,295,6852024

Highlighted filing

2019

Assets$4,744,142
Liabilities$1
Net Assets$4,744,142

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $16,1192012Revenue 2013: $250,000Expenses 2013: $437,675Net Income 2013: -$187,6752013Revenue 2014: $1,501,291Expenses 2014: $250,559Net Income 2014: $1,250,7322014Revenue 2015: $1,505,942Expenses 2015: $282,782Net Income 2015: $1,223,1602015Revenue 2016: $1,507,527Expenses 2016: $1,541,300Net Income 2016: -$33,7732016Revenue 2017: $3,024,587Expenses 2017: $540,745Net Income 2017: $2,483,8422017Revenue 2019: $54,859Expenses 2019: $443,141Net Income 2019: -$388,2822019Revenue 2020: $78,392Expenses 2020: $1,059,995Net Income 2020: -$981,6032020Revenue 2021: $1,393,375Expenses 2021: $411,507Net Income 2021: $981,8682021Revenue 2022: $1,023,525Expenses 2022: $872,736Net Income 2022: $150,7892022Revenue 2023: $694,910Expenses 2023: $757,867Net Income 2023: -$62,9572023Revenue 2024: $1,470,566Expenses 2024: $2,007,679Net Income 2024: -$537,1132024

Highlighted filing

2019

Revenue$54,859
Expenses$443,141
Net Income-$388,282
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William M JoelDirector-$0--
Alexa Ray JoelVice President-$0--
Todd R KamelharTreasurer-$0--
Lee V EastmanSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Joel Foundation
EIN
46-0795952
In Care Of
% GELFAND RENNERT & FELDMAN L
Phone
2123078000
Address
360 Hamilton Ave Suite 100, White Plains, NY 10601

Signing Officer

Name
Todd Kamelhar
Title
Treasurer
Phone
2123078000
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Gelfand Rennert & Feldman LLC
Address
360 HAMILTON AVE SUITE 100, WHITE PLAINS, NY 10601
Preparer
Stanley Lim
Phone
2123078000
Raw XML Appendix368 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SEE PDF ATTACHED
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William M Joel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Alexa Ray Joel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Todd R Kamelhar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Lee V Eastman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Exploring the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Oyster Bay Music Festival
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2The Perlman Music Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Berklee College of Music
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Sesame Workshop
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt137 Hildreth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt219 West 69th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31140 Boylston Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41900 Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt016TH Floor
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0372985
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0364474
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0372985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01412238
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07
OtherDecreasesSchedule/OtherDecreasesDetail/Amt118
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR YEAR ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09792
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UST INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09792
TaxesSchedule/TaxesDetail/Amt0376
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/Amt244073
TaxesSchedule/TaxesDetail/Amt3150
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1NYS TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt044073
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1150
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD KAMELHAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02123078000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Joel Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Gelfand Rennert & Feldman LLC
ReturnHeader/Filer/BusinessNameControlTxt0JOEL
ReturnHeader/Filer/EIN0460795952
ReturnHeader/Filer/InCareOfNm0% GELFAND RENNERT & FELDMAN L
ReturnHeader/Filer/PhoneNum02123078000
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 Hamilton Ave Suite 100
ReturnHeader/Filer/USAddress/CityNm0White Plains
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C4B8A498851213DFEF996116D28EC79052E0354
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EE95701E8F52D10E0B41D40A04D802F8F4585F73
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095705720203165000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.44.210.181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELFAND RENNERT & FELDMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0360 HAMILTON AVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010601
ReturnHeader/PreparerPersonGrp/PhoneNum02123078000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stanley Lim
ReturnHeader/ReturnTs02020-11-11T10:28:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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