Civic Intelligence

U&R Foundation C/O Wagshal

990PF • Fiscal year 2017 • EIN 52-2283939

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 26, 2018

Organization Profile
471 Bedford AveBrooklyn, NY 11211

(718) 384-4160

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Net Margin

48th percentile

1.4%

Higher net margin than 48% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Asset Growth

46th percentile

0.3%

Faster asset growth than 46% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

137%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$1,335,598

Up $4,432 (+0.3%) from 2016

Net Assets

Up

$1,335,598

Up $4,432 (+0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin48th percentile

Revenue

Up

$309,810

Up $178,954 (+137%) from 2016

Expenses

Up

$305,378

Up $123,473 (+68%) from 2016

Net Income

Up

$4,432

Up $55,481 (+109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,455,615Liabilities 2011: $12011Assets 2012: $1,424,755Liabilities 2012: $0Net Assets 2012: $1,424,7552012Assets 2013: $1,417,232Liabilities 2013: $12013Assets 2014: $1,345,047Liabilities 2014: $0Net Assets 2014: $1,345,0472014Assets 2015: $1,382,215Liabilities 2015: $0Net Assets 2015: $1,382,2152015Assets 2016: $1,331,166Liabilities 2016: $0Net Assets 2016: $1,331,1662016Assets 2017: $1,335,598Liabilities 2017: $0Net Assets 2017: $1,335,5982017Assets 2018: $1,292,965Liabilities 2018: $0Net Assets 2018: $1,292,9652018Assets 2019: $1,259,835Liabilities 2019: $0Net Assets 2019: $1,259,8352019Assets 2020: $1,213,236Liabilities 2020: $0Net Assets 2020: $1,213,2362020Assets 2021: $1,072,547Liabilities 2021: $0Net Assets 2021: $1,072,5472021Assets 2022: $1,048,886Liabilities 2022: $0Net Assets 2022: $1,048,8862022Assets 2023: $935,234Liabilities 2023: $2,000Net Assets 2023: $933,2342023Assets 2024: $819,982Liabilities 2024: $14,955Net Assets 2024: $805,0272024

Highlighted filing

2017

Assets$1,335,598
Liabilities$0
Net Assets$1,335,598
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

$400K$200K$0-$200KRevenue 2011: $131,000Expenses 2011: $135,088Net Income 2011: -$4,0882011Expenses 2012: $136,3582012Revenue 2013: $190,956Expenses 2013: $198,479Net Income 2013: -$7,5232013Revenue 2014: $14,233Expenses 2014: $86,418Net Income 2014: -$72,1852014Revenue 2015: $250,683Expenses 2015: $213,515Net Income 2015: $37,1682015Revenue 2016: $130,856Expenses 2016: $181,905Net Income 2016: -$51,0492016Revenue 2017: $309,810Expenses 2017: $305,378Net Income 2017: $4,4322017Revenue 2018: $230,800Expenses 2018: $273,401Net Income 2018: -$42,6012018Revenue 2019: $238,482Expenses 2019: $271,612Net Income 2019: -$33,1302019Revenue 2020: $118,231Expenses 2020: $164,830Net Income 2020: -$46,5992020Revenue 2021: $83,760Expenses 2021: $224,449Net Income 2021: -$140,6892021Revenue 2022: $119,180Expenses 2022: $142,841Net Income 2022: -$23,6612022Revenue 2023: $186,907Expenses 2023: $302,559Net Income 2023: -$115,6522023Revenue 2024: $91,831Expenses 2024: $218,679Net Income 2024: -$126,8482024

Highlighted filing

2017

Revenue$309,810
Expenses$305,378
Net Income$4,432
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 26, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Usher WagshallTrustee-$0--
Rita WagshallTrustee-$0--
Filing and Contact Details

Filer

Filer Name
U&R Foundation
EIN
52-2283939
Phone
7183844160
Address
471 Bedford Ave, Brooklyn, NY 11211

Signing Officer

Name
Usher Wagschal
Title
Trustee
Phone
7183844160
Signed
2018-02-26
Discuss with paid preparer
Yes

Preparer

Firm
G David Soifer CPA
Address
24 Jackson Ave, Spring Valley, NY 10977-1908
Phone
8453547293
Raw XML Appendix349 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Rita Wagshall
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1471 Bedford Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Brooklyn
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O D SOIFER CPA 24 JACKSON AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010977
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0299254
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt070998
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0110119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0141221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0121698
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt063854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt063854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0616457
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0228256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0110119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0141221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015163
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0121698
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0299254
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0228256
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0680311
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0452055
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Emanuel & Clara Steinmetz Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Usher & Rita Wagshall
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2GST Steinmetz Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0465 Bedford Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1471 Bedford Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2c/o David Soifer Cpa 24 Jackson ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Brooklyn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Brooklyn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Spring Valley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011211
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd111211
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd210977
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0144050
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1145100
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt220000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt25726
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1office
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2via k1 kent 3000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25726
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1333
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25726
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-13080
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt113740
OtherIncomeSchedule2/OtherIncomeDetail/Desc0via k-1 Real propert LLc
OtherIncomeSchedule2/OtherIncomeDetail/Desc1via 819 Willoughy LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-13080
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt113740
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-13080
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt113740
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0see schedule B
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Usher Wagschal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07183844160
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0U&R Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Wagshal
ReturnHeader/Filer/BusinessNameControlTxt0U&RF
ReturnHeader/Filer/EIN0522283939
ReturnHeader/Filer/PhoneNum07183844160
ReturnHeader/Filer/USAddress/AddressLine1Txt0471 Bedford Ave
ReturnHeader/Filer/USAddress/CityNm0Brooklyn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FF7D30B5DF28DEF0147018D5AB646C890A43AD9E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02BC02621D12B5385DD7D7C3D5BD20C2DC9234C73
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.89.69.43
ReturnHeader/FilingSecurityInformation/IPDt02018-02-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:23:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133726341
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0G David Soifer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 Jackson Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0109771908
ReturnHeader/PreparerPersonGrp/PhoneNum08453547293
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-26
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-26T13:23:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,335,598
Liabilities
$0
Net assets
$1,335,598
Revenue
$309,810
Expenses
$305,378
Net income
$4,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$0.09$0.22$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.19$0.30$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.12$0.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.22$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.12$0.16$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.24$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.23$0.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.31$0.31$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.13$0.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.25$0.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.01$0.09$0.07
2013Summary only. Only limited summary data is available for this year.$1.42$0.00$0.19$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.14
2011Summary only. Only limited summary data is available for this year.$1.46$0.00$0.13$0.14$0.00