Civic Intelligence

U&R Foundation C/O Wagshal

990PF • Fiscal year 2019 • EIN 52-2283939

Jul 01, 2018 to Jun 30, 2019 • Filed on May 19, 2020

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

85th percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Net Margin

42nd percentile

-14%

Higher net margin than 42% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

36th percentile

-2.6%

Faster asset growth than 36% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

3.3%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$1,259,835

Down $33,130 (-2.6%) from 2018

Net Assets

Down

$1,259,835

Down $33,130 (-2.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin42nd percentile

Revenue

Up

$238,482

Up $7,682 (+3.3%) from 2018

Expenses

Down

$271,612

Down $1,789 (-0.7%) from 2018

Net Income

Up

-$33,130

Up $9,471 (+22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$1,259,835
Liabilities$0
Net Assets$1,259,835
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$238,482
Expenses$271,612
Net Income-$33,130
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 19, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay82nd 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
2020-05-19

Preparer

Firm
G David Soifer Cpa
Address
24 Jackson Ave, Spring Valley, NY 10977
Preparer
G David Soifer CPA
Phone
8453547293
Raw XML Appendix342 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Rita Wagshall
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (c) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O D SOIFER CPA 24 JACKSON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPRING VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010977
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0254531
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/AppliedToCurrentYearAmt066069
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0197442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0228256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0110119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0141221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015163
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015163
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0865500
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0188462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0197442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0228256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0110119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0141221
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0254531
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0188462
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0880663
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0692201
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Usher & Rita Wagshall
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Sherman Management
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0471 Bedford Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1465 Bedford Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Brooklyn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Brooklyn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011211
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd111211
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt130000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt315293
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1office
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Misc
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3via k1 real realty
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt315293
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11383
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2358
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315293
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0790
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt17692
OtherIncomeSchedule2/OtherIncomeDetail/Desc0via k-1 kent 3000
OtherIncomeSchedule2/OtherIncomeDetail/Desc1via 819 Willoughy LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0790
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt17692
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0790
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17692
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Usher Wagschal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07183844160
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-19
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/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/ZIPCd010977
ReturnHeader/PreparerPersonGrp/PhoneNum08453547293
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G David Soifer CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-19T11:47:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,259,835
Liabilities
$0
Net assets
$1,259,835
Revenue
$238,482
Expenses
$271,612
Net income
-$33,130
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