Civic Intelligence

Norman Shulevitz Foundation Inc

990PF • Fiscal year 2017 • EIN 65-0366047

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 01, 2018

Organization Profile
16440 Maddalena WayDelray Beach, FL 33446

(561) 638-3160

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

14th percentile

-27%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

46th percentile

$10,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

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

Asset Growth

28th percentile

-2.3%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,244,386

Down $157,903 (-4.6%) from 2015

Net Assets

Down

$3,244,386

Down $157,903 (-4.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin14th percentile

Revenue

Down

$214,532

Down $102,510 (-32%) from 2015

Expenses

Down

$272,418

Down $47,823 (-15%) from 2015

Net Income

Down

-$57,886

Down $54,687 (-1710%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,157,534Liabilities 2011: $02011Assets 2012: $3,226,382Liabilities 2012: $02012Assets 2013: $3,265,058Liabilities 2013: $02013Assets 2014: $3,405,488Liabilities 2014: $0Net Assets 2014: $3,405,4882014Assets 2015: $3,402,289Liabilities 2015: $0Net Assets 2015: $3,402,2892015Assets 2017: $3,244,386Liabilities 2017: $0Net Assets 2017: $3,244,3862017Assets 2018: $3,265,682Liabilities 2018: $0Net Assets 2018: $3,265,6822018Assets 2019: $3,266,541Liabilities 2019: $0Net Assets 2019: $3,266,5412019Assets 2020: $3,167,088Liabilities 2020: $3,866Net Assets 2020: $3,163,2222020Assets 2021: $3,163,468Liabilities 2021: $0Net Assets 2021: $3,163,4682021Assets 2022: $2,863,442Liabilities 2022: $0Net Assets 2022: $2,863,4422022Assets 2023: $2,722,496Liabilities 2023: $0Net Assets 2023: $2,722,4962023Assets 2024: $2,764,397Liabilities 2024: $0Net Assets 2024: $2,764,3972024

Highlighted filing

2017

Assets$3,244,386
Liabilities$0
Net Assets$3,244,386
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $145,122Expenses 2011: $374,033Net Income 2011: -$228,9112011Revenue 2012: $353,810Expenses 2012: $284,962Net Income 2012: $68,8482012Revenue 2013: $376,464Expenses 2013: $337,788Net Income 2013: $38,6762013Revenue 2014: $373,478Expenses 2014: $233,048Net Income 2014: $140,4302014Revenue 2015: $317,042Expenses 2015: $320,241Net Income 2015: -$3,1992015Revenue 2017: $214,532Expenses 2017: $272,418Net Income 2017: -$57,8862017Revenue 2018: $339,198Expenses 2018: $421,244Net Income 2018: -$82,0462018Revenue 2019: $142,835Expenses 2019: $268,016Net Income 2019: -$125,1812019Revenue 2020: $43,492Expenses 2020: $226,012Net Income 2020: -$182,5202020Revenue 2021: $185,928Expenses 2021: $180,035Net Income 2021: $5,8932021Revenue 2022: $43,927Expenses 2022: $372,995Net Income 2022: -$329,0682022Revenue 2023: $178,419Expenses 2023: $331,741Net Income 2023: -$153,3222023Revenue 2024: $397,174Expenses 2024: $344,995Net Income 2024: $52,1792024

Highlighted filing

2017

Revenue$214,532
Expenses$272,418
Net Income-$57,886
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA LEE WEISSPresidentPT$10,000-$10,000
JERRY L WEISSVice PresidentPT$10,000-$10,000
MICHELLE WEISS MANKOFFDirectorPT$0--
RYAN WEISSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Norman Shulevitz Foundation Inc
EIN
65-0366047
Phone
5616383160
Address
16440 MADDALENA WAY, DELRAY BEACH, FL 33446

Signing Officer

Name
Donna Lee Weiss
Title
President
Phone
5616383160
Signed
2018-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Eric Modrell CPA
Phone
9133382727
Raw XML AppendixShowing 400 of 853 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MS 17-112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MS 87-112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MS 87-112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MS 87-112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MS 91-112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MS 91-112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GEM III K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GEM IV K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11GEM IV K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GEM V K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GEM V K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GEM DIAMOND K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0138182
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt014686
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-57886
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08110
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt069129
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03252496
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03241253
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03244386
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0167637
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0167637
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0167637
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0168697
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01060
IRS990PF/DistributableAmountGrp/TotalTaxAmt01060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt03777403
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03402289
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03471418
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02842306
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02744964
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03280046
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-161036
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-227032
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0336720
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0487803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0487803
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03241253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03244386
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03777403
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03241253
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03244386
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03241253
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03244386
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt062227
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt011619
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09554
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03425318
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0412262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02689412
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt051380
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0323644
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0168697
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03373938
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03425318
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY SMITH BARNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt073607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0595 S FEDERAL HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd033446
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONNA LEE WEISS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JERRY L WEISS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHELLE WEISS MANKOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RYAN WEISS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt016440 MADDALENA WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116440 MADDALENA WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt216440 MADDALENA WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt316440 MADDALENA WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DELRAY BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DELRAY BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DELRAY BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DELRAY BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033446
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133446
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233446
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333446
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0158319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0159379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0165662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0183344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0140261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0182466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0142375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03373938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03459338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03683096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03468688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03487585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03221269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0165013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.234621
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0163953
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0165013
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01060
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0165013
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT IN RENTAL PROPERTIES THROUGH PARTNERSHIP PROVIDES FUNDING FOR CHARITABLE PURPOSE.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DR JERRY WEISS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016440 MADDALENA WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DELRAY BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033446
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05616383160
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00

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Filings

Displayed year

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

Open filing
Assets
$3,244,386
Liabilities
$0
Net assets
$3,244,386
Revenue
$214,532
Expenses
$272,418
Net income
-$57,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.40$0.34$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.18$0.33$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.04$0.37$0.33
2021Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.19$0.18$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.16$0.04$0.23$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.14$0.27$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.34$0.42$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.21$0.27$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.32$0.32$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.37$0.23$0.14
2013Summary only. Only limited summary data is available for this year.$3.27$0.00$0.38$0.34$0.04
2012Summary only. Only limited summary data is available for this year.$3.23$0.00$0.35$0.28$0.07
2011Summary only. Only limited summary data is available for this year.$3.16$0.00$0.15$0.37$0.23