Civic Intelligence

Wendell Willkie Charitable Fund Co Lloyd Merson

990EZ • Fiscal year 2012 • EIN 54-2069732

Jul 01, 2011 to Jun 30, 2012 • Filed on Dec 03, 2012

2133 Wallace Avenue10462
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Assets

$2,551

No earlier filing loaded for comparison.

Net Assets

$2,551

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$2,812

No earlier filing loaded for comparison.

Expenses

$2,778

No earlier filing loaded for comparison.

Net Income

$34

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0K$4.0K$2.0K$0Assets 2012: $2,551Net Assets 2012: $2,5512012Assets 2013: $3,948Net Assets 2013: $3,9482013Assets 2014: $4,498Net Assets 2014: $4,4982014Assets 2015: $4,755Net Assets 2015: $4,7552015Assets 2016: $4,120Net Assets 2016: $4,1202016Assets 2017: $3,410Net Assets 2017: $3,4102017Assets 2018: $2,969Net Assets 2018: $2,9692018Assets 2019: $3,554Net Assets 2019: $3,5542019Assets 2020: $2,681Net Assets 2020: $2,6812020Assets 2021: $2,331Liabilities 2021: $02021Assets 2022: $2,419Net Assets 2022: $2,4192022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2012

Assets$2,551
Liabilities-
Net Assets$2,551

Operations Trend

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2012: $2,812Expenses 2012: $2,778Net Income 2012: $342012Revenue 2013: $1,772Expenses 2013: $375Net Income 2013: $1,3972013Revenue 2014: $3,025Expenses 2014: $2,475Net Income 2014: $5502014Revenue 2015: $2,232Expenses 2015: $1,975Net Income 2015: $2572015Revenue 2016: $1,880Expenses 2016: $2,515Net Income 2016: -$6352016Revenue 2017: $345Expenses 2017: $1,055Net Income 2017: -$7102017Revenue 2018: $684Expenses 2018: $1,125Net Income 2018: -$4412018Revenue 2019: $2,410Expenses 2019: $1,825Net Income 2019: $5852019Revenue 2020: $2Expenses 2020: $875Net Income 2020: -$8732020Revenue 2021: $0Expenses 2021: $350Net Income 2021: -$3502021Revenue 2022: $253Expenses 2022: $165Net Income 2022: $882022Revenue 2023: $5Expenses 2023: $2,424Net Income 2023: -$2,4192023

Highlighted filing

2012

Revenue$2,812
Expenses$2,778
Net Income$34
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Dec 3, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To raise funds for the purpose of making contributions to various designated charitable organizations

Filing and Contact Details

Filer

EIN
54-2069732
Raw XML Appendix150 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.

Path#Value
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IRS990EZ/CashSavingsAndInvestments/BOY02517
IRS990EZ/CashSavingsAndInvestments/EOY02551
IRS990EZ/ContributionsGiftsGrantsEtc02812
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear034
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid02778
IRS990EZ/GrossReceipts02812
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY02517
IRS990EZ/NetAssetsOrFundBalancesBOY02517
IRS990EZ/NetAssetsOrFundBalances/EOY02551
IRS990EZ/NetAssetsOrFundBalancesEOY02551
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10620-5 BAYCHESTER AVE
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0BRONX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1HARRIMAN
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode010475
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode110926
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode210462
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOSEPH HOROWITZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1RONALD KLARE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LLOYD MERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO RAISE FUNDS FOR THE PURPOSE OF MAKING CONTRIBUTIONS TO VARIOUS DESIGNATED CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO MAKE GIFTS AND GRANTS TO VARIOUS ORGANIZED CHARITIES.
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0NY
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102133 WALLACE AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BRONX
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode010462
IRS990EZ/TheBooksAreInCareOf/NamePerson0LLOYD MERSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03472937751
IRS990EZ/TotalAssets/BOY02517
IRS990EZ/TotalAssets/EOY02551
IRS990EZ/TotalExpenses02778
IRS990EZ/TotalRevenue02812
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear02812
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year02139
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years03390
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years03128
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years02541
IRS990ScheduleA/GiftsGrantsContribReceived509/Total014010
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years042
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0111
IRS990ScheduleA/GrossInvestmentIncome509/Total0153
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total00
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years042
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0111
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0153
IRS990ScheduleA/InvestmentIncomePercentage00.01080
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PriorYearSupportPercentage00.98000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.98920
IRS990ScheduleA/PublicSupportTotal509014010
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear02812
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year02139
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years03390
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years03128
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years02541
IRS990ScheduleA/Total509/Total014010
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear02812
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year02139
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years03390
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years03170
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years02652
IRS990ScheduleA/TotalSupportTotal/Total014163
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0542069732
ReturnHeader/Filer/Name/BusinessNameLine10WENDELL WILLKIE CHARITABLE FUND
ReturnHeader/Filer/Name/BusinessNameLine20co LLOYD MERSON
ReturnHeader/Filer/NameControl0WEND
ReturnHeader/Filer/USAddress/AddressLine102133 WALLACE AVENUE
ReturnHeader/Filer/USAddress/City0BRONX
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010462
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-12-03
ReturnHeader/Officer/Name0LLOYD MERSON
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10IVES SULTAN & SPIKE CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10100 Crossways Park West
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Woodbury
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011797
ReturnHeader/Preparer/Name0ROBERT LIPTON CPA
ReturnHeader/Preparer/Phone05164969500
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-03T10:41:09-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • <$500k nonprofits