Civic Intelligence

Sokol Family Foundation

EIN 61-6293034 • Woodmere, NY

1074 BroadwayWoodmere, NY 11598
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

52nd percentile

2.2%

Higher net margin than 52% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

67th percentile

6.6%

Faster asset growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2019

Revenue Growth

89th percentile

82%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$3,306

Up $575 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin52nd percentile

Revenue

Up

$150,389

Up $125,389 (+502%) from 2016

Expenses

Up

$147,083

Up $116,882 (+387%) from 2016

Net Income

Up

$3,306

Up $8,507 (+164%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $188,987Liabilities 2012: $02012Assets 2013: $11,376Liabilities 2013: $12013Assets 2014: $4,928Liabilities 2014: $0Net Assets 2014: $4,9282014Assets 2015: $7,932Liabilities 2015: $0Net Assets 2015: $7,9322015Assets 2016: $2,731Liabilities 2016: $0Net Assets 2016: $2,7312016Assets 2019: $3,306Liabilities 2019: $02019

Highlighted filing

2019

Assets$3,306
Liabilities$0
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $750,039Expenses 2012: $561,052Net Income 2012: $188,9872012Revenue 2013: $5Expenses 2013: $177,616Net Income 2013: -$177,6112013Revenue 2014: $0Expenses 2014: $6,448Net Income 2014: -$6,4482014Revenue 2015: $100,004Expenses 2015: $97,000Net Income 2015: $3,0042015Revenue 2016: $25,000Expenses 2016: $30,201Net Income 2016: -$5,2012016Revenue 2019: $150,389Expenses 2019: $147,083Net Income 2019: $3,3062019

Highlighted filing

2019

Revenue$150,389
Expenses$147,083
Net Income$3,306
Open 2019 Filing

Filings

Most recent year

2019 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$3,306
Liabilities
$0
Net assets
-
Revenue
$150,389
Expenses
$147,083
Net income
$3,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$0.03$0.00$1.50$1.47$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.25$0.30$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.00$0.97$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.06$0.06
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.00$1.78$1.78
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$7.50$5.61$1.89
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Aug 29, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MENDY SOKOLTrustee-$0--
SUSAN SOKOLTrustee-$0--
ADAM SOKOLTrustee-$0--
DAVID SOKOLTrustee-$0--
STEVEN ADELSBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sokol Family Foundation
EIN
61-6293034
Phone
5167340408
Address
1074 BROADWAY, WOODMERE, NY 11598

Signing Officer

Name
David Sokol
Title
Trustee
Phone
5167340408
Signed
2017-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Samuel S Adelsberg & Co
Address
280 NORTHERN BOULEVARD, GREAT NECK, NY 11021
Preparer
Steve Adelsberg
Phone
5165041313
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt0320
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt094856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0174152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0537107
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0840887
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt094856
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0174152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0537107
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029680
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0840887
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0811207
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID SOKOL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0801 ADDISON STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WOODMERE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011598
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SOKOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05167340408
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOKOL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOKO
ReturnHeader/Filer/EIN0616293034
ReturnHeader/Filer/PhoneNum05167340408
ReturnHeader/Filer/USAddress/AddressLine1Txt01074 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0WOODMERE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011598
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0616293034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAMUEL S ADELSBERG & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 NORTHERN BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT NECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011021
ReturnHeader/PreparerPersonGrp/PhoneNum05165041313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE ADELSBERG
ReturnHeader/ReturnTs02017-09-14T13:04:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

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