Civic Intelligence

Norman Shulevitz Foundation Inc

990PF • Fiscal year 2018 • EIN 65-0366047

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 21, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

71st percentile

$91,460

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

50th percentile

0.7%

Faster asset growth than 50% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,265,682

Up $21,296 (+0.7%) from 2017

Net Assets

Up

$3,265,682

Up $21,296 (+0.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin15th percentile

Revenue

Up

$339,198

Up $124,666 (+58%) from 2017

Expenses

Up

$421,244

Up $148,826 (+55%) from 2017

Net Income

Down

-$82,046

Down $24,160 (-42%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2018

Assets$3,265,682
Liabilities$0
Net Assets$3,265,682
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$339,198
Expenses$421,244
Net Income-$82,046
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN WEISSDirectorPT$91,460-$91,460
MICHELLE WEISS MANKOFFDirectorPT$68,540-$68,540
DONNA LEE WEISSPresidentPT$10,000-$10,000
JERRY L WEISSVice PresidentPT$10,000-$10,000
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
2019-10-21
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 855 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/PropertyDesc9GEM REALTY FUND IV K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GEM REALTY FUND VI K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11GEM REALTY FUND IV K-1 - 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GEM REALTY FUND III K-1
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAINS DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0272853
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-82046
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0103342
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03265682
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03244386
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03265682
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0176432
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0176432
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0176432
IRS990PF/DistributableAmountGrp/IncomeTaxAmt03096
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0181092
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01564
IRS990PF/DistributableAmountGrp/TotalTaxAmt04660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0892
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0892
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02500
IRS990PF/FMVAssetsEOYAmt03457892
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03471418
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03564176
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02744964
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02858614
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03050824
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-227032
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-298494
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0487803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0407067
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0407067
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03244386
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03265682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03457892
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03244386
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03265682
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03244386
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03265682
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt011619
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03676989
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0779046
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02586104
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055155
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0311839
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0181092
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03621834
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03676989
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY SMITH BARNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt071810
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/CompensationAmt268540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt391460
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/AdjNetVlNoncharitableAssetsAmt0173135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0174699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0163953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0165662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0183344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0140261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0182466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03621834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03373938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03459338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03683096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03468688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03487585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0231785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239017
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0230221
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0231785
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01564
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0231785
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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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/Form990TFiledInd01
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
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,265,682
Liabilities
$0
Net assets
$3,265,682
Revenue
$339,198
Expenses
$421,244
Net income
-$82,046
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