Civic Intelligence

Jeremy M and Joyce E Wertheimer Foundation

EIN 47-2400836 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-1.5%

Faster asset growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

29%

Faster revenue growth than 70% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,407,751

Down $67,809 (-1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,407,751

Down $67,809 (-1.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin8th percentile

Revenue

Up

$122,813

Up $27,355 (+29%) from 2023

Expenses

Up

$190,622

Up $168,387 (+757%) from 2023

Net Income

Down

-$67,809

Down $141,032 (-193%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2015: $5,000,838Liabilities 2015: $0Net Assets 2015: $5,000,8382015Assets 2016: $4,867,249Liabilities 2016: $0Net Assets 2016: $4,867,2492016Assets 2017: $4,614,817Liabilities 2017: $0Net Assets 2017: $4,614,8172017Assets 2018: $3,932,225Liabilities 2018: $0Net Assets 2018: $3,932,2252018Assets 2019: $5,074,790Liabilities 2019: $02019Assets 2020: $4,620,895Liabilities 2020: $0Net Assets 2020: $4,620,8952020Assets 2021: $4,397,761Liabilities 2021: $0Net Assets 2021: $4,397,7612021Assets 2022: $4,402,337Liabilities 2022: $0Net Assets 2022: $4,402,3372022Assets 2023: $4,475,560Liabilities 2023: $0Net Assets 2023: $4,475,5602023Assets 2024: $4,407,751Liabilities 2024: $0Net Assets 2024: $4,407,7512024

Highlighted filing

2024

Assets$4,407,751
Liabilities$0
Net Assets$4,407,751
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,018,536Expenses 2015: $17,675Net Income 2015: $2,000,8612015Revenue 2016: $11,495Expenses 2016: $145,084Net Income 2016: -$133,5892016Revenue 2017: $18,311Expenses 2017: $270,743Net Income 2017: -$252,4322017Revenue 2018: $37,651Expenses 2018: $720,243Net Income 2018: -$682,5922018Revenue 2019: $1,661,867Expenses 2019: $519,302Net Income 2019: $1,142,5652019Revenue 2020: $16,545Expenses 2020: $470,440Net Income 2020: -$453,8952020Revenue 2021: $5,328Expenses 2021: $228,462Net Income 2021: -$223,1342021Revenue 2022: $27,131Expenses 2022: $22,555Net Income 2022: $4,5762022Revenue 2023: $95,458Expenses 2023: $22,235Net Income 2023: $73,2232023Revenue 2024: $122,813Expenses 2024: $190,622Net Income 2024: -$67,8092024

Highlighted filing

2024

Revenue$122,813
Expenses$190,622
Net Income-$67,809
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,407,751
Liabilities
$0
Net assets
$4,407,751
Revenue
$122,813
Expenses
$190,622
Net income
-$67,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.12$0.19$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.10$0.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.03$0.02$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.01$0.23$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.02$0.47$0.45
2019Summary only. Only limited summary data is available for this year.$5.07$0.00$1.66$0.52$1.14
2018Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.04$0.72$0.68
2017Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.02$0.27$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.01$0.15$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$2.02$0.02$2.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeremy WertheimerPres, Dir, Sec, Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW YORK ACADEMY OF SCIENCESGeneral & UnrestrictedPCNEW YORK, NY, US$75,000
Paid GrantMASSACHUSETTS INSTITUTE OF TECHNOLOGYMISTI Constellation ProgramPCCAMBRIDGE, MA, US$70,000
Paid GrantMAIMONIDES SCHOOLGeneral & UnrestrictedPCBROOKLINE, MA, US$20,000
Filing and Contact Details

Filer

Filer Name
Jeremy M and Joyce E Wertheimer Foundation
EIN
47-2400836
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jeremy Wertheimer
Title
President
Phone
8008391754
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix237 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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TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2024
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY WERTHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jeremy M and Joyce E Wertheimer Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WERT
ReturnHeader/Filer/EIN0472400836
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-04-25T08:09:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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