Civic Intelligence

Wendell Willkie Charitable Fund Co Lloyd Merson

990EZ • Fiscal year 2020 • EIN 54-2069732

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

Organization ProfileN/A
2133 Wallace AvenueBronx, NY 10462

(347) 293-7751

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

1st percentile

-43650%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

17th percentile

-25%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,681

Down $873 (-25%) from 2019

Net Assets

Down

$2,681

Down $873 (-25%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$2

Down $2,408 (-100%) from 2019

Expenses

Down

$875

Down $950 (-52%) from 2019

Net Income

Down

-$873

Down $1,458 (-249%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2020

Assets$2,681
Liabilities-
Net Assets$2,681
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

2020

Revenue$2
Expenses$875
Net Income-$873
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$2
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO MAKE GIFTS AND GRANTS TO VARIOUS ORGANIZED CHARITIES.$875-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD MERSONOfficer-$0--
RONALD KLAREPresident-$0--
MARK SUNSHINESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wendell Willkie Charitable Fund
EIN
54-2069732
Address
2133 WALLACE AVENUE, BRONX, NY 10462

Signing Officer

Name
Lloyd Merson
Title
President
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Ives Sultan & Spike CPAs
Address
100 Crossways Park Drive West, Woodbury, NY 11797
Preparer
Robert Lipton CPA
Phone
5164969500
Raw XML Appendix139 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRONX
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LLOYD MERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE PURPOSE OF MAKING CONTRIBUTIONS TO VARIOUS DESIGNATED CHARITABLE ORGANIZATIONS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0875
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalExpensesAmt0875
IRS990EZ/TotalProgramServiceExpensesAmt0875
IRS990EZ/TotalRevenueAmt02
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05311
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt05311
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01880
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05320
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD MERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WENDELL WILLKIE CHARITABLE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co LLOYD MERSON
ReturnHeader/Filer/BusinessNameControlTxt0WEND
ReturnHeader/Filer/EIN0542069732
ReturnHeader/Filer/USAddress/AddressLine1Txt02133 WALLACE AVENUE
ReturnHeader/Filer/USAddress/CityNm0BRONX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010462
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Crossways Park Drive West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05164969500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT LIPTON CPA
ReturnHeader/ReturnTs02020-11-16T07:23:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,681
Liabilities
-
Net assets
$2,681
Revenue
$2
Expenses
$875
Net income
-$873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0$0$5$2,424$2,419
2022Detailed filing. Detailed filing data is available for this year.$2,419$2,419$253$165$88
2021Summary only. Only limited summary data is available for this year.$2,331$0$0$350$350
2020Detailed filing. Detailed filing data is available for this year.$2,681$2,681$2$875$873
2019Detailed filing. Detailed filing data is available for this year.$3,554$3,554$2,410$1,825$585
2018Detailed filing. Detailed filing data is available for this year.$2,969$2,969$684$1,125$441
2017Detailed filing. Detailed filing data is available for this year.$3,410$3,410$345$1,055$710
2016Detailed filing. Detailed filing data is available for this year.$4,120$4,120$1,880$2,515$635
2015Detailed filing. Detailed filing data is available for this year.$4,755$4,755$2,232$1,975$257
2014Detailed filing. Detailed filing data is available for this year.$4,498$4,498$3,025$2,475$550
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,948$3,948$1,772$375$1,397
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,551$2,551$2,812$2,778$34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits