Civic Intelligence

Marta Heflin Foundation

990PF • Fiscal year 2017 • EIN 47-2509549

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
99 Park AvenueNew York, NY 10016

(646) 270-3799

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.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

9th percentile

-157%

Higher net margin than 9% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$75,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

13th percentile

-4.3%

Faster asset growth than 13% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

13%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$14,535,713

Down $659,808 (-4.3%) from 2016

Net Assets

Down

$14,535,713

Down $659,808 (-4.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Up

$398,728

Up $46,242 (+13%) from 2016

Expenses

Up

$1,023,190

Up $90,395 (+9.7%) from 2016

Net Income

Down

-$624,462

Down $44,153 (-7.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $15,783,973Liabilities 2015: $0Net Assets 2015: $15,783,9732015Assets 2016: $15,195,521Liabilities 2016: $0Net Assets 2016: $15,195,5212016Assets 2017: $14,535,713Liabilities 2017: $0Net Assets 2017: $14,535,7132017Assets 2018: $14,236,178Liabilities 2018: $0Net Assets 2018: $14,236,1782018Assets 2019: $14,118,463Liabilities 2019: $0Net Assets 2019: $14,118,4632019Assets 2020: $13,773,109Liabilities 2020: $0Net Assets 2020: $13,773,1092020Assets 2021: $13,607,400Liabilities 2021: $0Net Assets 2021: $13,607,4002021Assets 2022: $14,308,624Liabilities 2022: $0Net Assets 2022: $14,308,6242022Assets 2023: $14,022,649Liabilities 2023: $0Net Assets 2023: $14,022,6492023Assets 2024: $14,495,981Liabilities 2024: $0Net Assets 2024: $14,495,9812024

Highlighted filing

2017

Assets$14,535,713
Liabilities$0
Net Assets$14,535,713
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: -$4,121Expenses 2015: $543Net Income 2015: -$4,6642015Revenue 2016: $352,486Expenses 2016: $932,795Net Income 2016: -$580,3092016Revenue 2017: $398,728Expenses 2017: $1,023,190Net Income 2017: -$624,4622017Revenue 2018: $875,360Expenses 2018: $989,304Net Income 2018: -$113,9442018Revenue 2019: $443,913Expenses 2019: $909,358Net Income 2019: -$465,4452019Revenue 2020: $781,697Expenses 2020: $936,932Net Income 2020: -$155,2352020Revenue 2021: $1,054,076Expenses 2021: $1,059,758Net Income 2021: -$5,6822021Revenue 2022: $1,517,523Expenses 2022: $980,584Net Income 2022: $536,9392022Revenue 2023: $710,661Expenses 2023: $968,301Net Income 2023: -$257,6402023Revenue 2024: $1,620,755Expenses 2024: $967,535Net Income 2024: $653,2202024

Highlighted filing

2017

Revenue$398,728
Expenses$1,023,190
Net Income-$624,462
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD RONALD WALKERPresidentPT$75,000-$75,000
PAUL RICHARD KATZVice PresidentPT$75,000-$75,000
Filing and Contact Details

Filer

Filer Name
Marta Heflin Foundation
EIN
47-2509549
Phone
6462703799
Address
99 Park Avenue, New York, NY 10016

Signing Officer

Name
Lloyd R Walker
Title
President
Phone
6462703799
Signed
2018-05-01

Preparer

Firm
Dilworth Paxson LLP
Address
1500 Market St Ste 3500E, Philadelphia, PA 19102-2101
Preparer
Benjamin S Bolas
Phone
2155757000
Raw XML AppendixShowing 400 of 1,267 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/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt046792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-7118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt236103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt315830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-10888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt635398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt717333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt89959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt107335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt046792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-7118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt236103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt315830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-10888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt635398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt717333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt89959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt107335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0793061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1328280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2159911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3150583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4221481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5616815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6714204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7116345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8481132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TP a/c #T27001162 (See Attached Schedule)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TP a/c #TVA001974 (See Attached Schedule)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TP a/c #TVA001982 (See Attached Schedule)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TP a/c #TVA002006 (See Attached Schedule)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TP a/c #T4U002491 (See Attached Schedule)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TP a/c #T4U002582 (See Attached Schedule)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TP a/c #T4U002590 (See Attached Schedule)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TP a/c #T4U004176 (See Attached Schedule)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TP a/c #T4U004968 (See Attached Schedule)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Capital Gains Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Series DA millennium International LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0157055
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-624462
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt036988
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01642
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014572701
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015195521
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014535713
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0788588
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0788588
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0788588
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0791228
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02640
IRS990PF/DistributableAmountGrp/TotalTaxAmt02640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-7629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07629
IRS990PF/FMVAssetsEOYAmt016519503
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt015195521
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt014535713
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt079839
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0108786
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0108786
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03742098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04438218
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04437423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07257803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06483681
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08051935
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt048795
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt050661
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt050661
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02900000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03007335
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03423666
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt06307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01160679
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0447032
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0447032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015195521
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014535713
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016519503
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015195521
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014535713
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015195521
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014535713
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016065537
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0847219
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011875943
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0240983
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03342375
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0791228
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015824554
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016065537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt075000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt175000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LLOYD RONALD WALKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL RICHARD KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt099 Park Avenue Suite 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt199 Park Avenue Suite 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0316760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0319400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0752500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0169913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.020017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.010896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt015824554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015308983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015593600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02590823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0888483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.060050
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0885843
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0888483
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02640
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0888483
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,535,713
Liabilities
$0
Net assets
$14,535,713
Revenue
$398,728
Expenses
$1,023,190
Net income
-$624,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.62$0.97$0.65
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.71$0.97$0.26
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$1.52$0.98$0.54
2021Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$1.05$1.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.78$0.94$0.16
2019Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.44$0.91$0.47
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.88$0.99$0.11
2017Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.40$1.02$0.62
2016Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.35$0.93$0.58
2015Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00