Civic Intelligence

The Wurtman Foundation Inc

EIN 65-0881769 • Wellesley, MA

60 Walnut Street 4th FloorWellesley, MA 02481
Siviq Scores

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

Liabilities / Assets

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.27x

Higher debt load relative to revenue than 83% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

11th percentile

-54%

Higher net margin than 11% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2021

Asset Growth

54th percentile

3.2%

Faster asset growth than 54% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-5.2%

Faster revenue growth than 29% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,430,069

Up $563,731 (+65%) from 2023

Liabilities

Down

$0

Down $12,993 (-100%) from 2023

Net Assets

Up

$1,430,069

Up $576,724 (+68%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin11th percentile

Revenue

Up

$845,433

Up $797,322 (+1657%) from 2023

Expenses

Up

$208,714

Up $134,644 (+182%) from 2023

Net Income

Up

$636,719

Up $662,678 (+2553%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $327Liabilities 2011: $02011Assets 2012: $9,635Liabilities 2012: $02012Assets 2013: $6,584Liabilities 2013: $1,3502013Assets 2014: $2,549,501Liabilities 2014: $1,350Net Assets 2014: $2,548,1512014Assets 2015: $2,458,921Liabilities 2015: $0Net Assets 2015: $2,458,9212015Assets 2016: $2,303,371Liabilities 2016: $0Net Assets 2016: $2,303,3712016Assets 2017: $919,242Liabilities 2017: $0Net Assets 2017: $919,2422017Assets 2018: $763,103Liabilities 2018: $0Net Assets 2018: $763,1032018Assets 2019: $735,834Liabilities 2019: $0Net Assets 2019: $735,8342019Assets 2020: $602,765Liabilities 2020: $0Net Assets 2020: $602,7652020Assets 2021: $771,718Liabilities 2021: $0Net Assets 2021: $771,7182021Assets 2022: $839,732Liabilities 2022: $20,860Net Assets 2022: $818,8722022Assets 2023: $866,338Liabilities 2023: $12,993Net Assets 2023: $853,3452023Assets 2024: $1,430,069Liabilities 2024: $0Net Assets 2024: $1,430,0692024

Highlighted filing

2024

Assets$1,430,069
Liabilities$0
Net Assets$1,430,069
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $27,282Expenses 2011: $43,330Net Income 2011: -$16,0482011Revenue 2012: $11,981Expenses 2012: $2,673Net Income 2012: $9,3082012Revenue 2013: $11,225Expenses 2013: $15,626Net Income 2013: -$4,4012013Revenue 2014: $2,599,006Expenses 2014: $121,578Net Income 2014: $2,477,4282014Revenue 2015: $176,085Expenses 2015: $160,925Net Income 2015: $15,1602015Revenue 2016: $130,632Expenses 2016: $160,636Net Income 2016: -$30,0042016Revenue 2017: $124,565Expenses 2017: $351,994Net Income 2017: -$227,4292017Revenue 2018: $176,179Expenses 2018: $299,339Net Income 2018: -$123,1602018Revenue 2019: $128,444Expenses 2019: $87,685Net Income 2019: $40,7592019Revenue 2020: $75,602Expenses 2020: $169,000Net Income 2020: -$93,3982020Revenue 2021: $74,271Expenses 2021: $57,292Net Income 2021: $16,9792021Revenue 2022: $50,770Expenses 2022: $34,603Net Income 2022: $16,1672022Revenue 2023: $48,111Expenses 2023: $74,070Net Income 2023: -$25,9592023Revenue 2024: $845,433Expenses 2024: $208,714Net Income 2024: $636,7192024

Highlighted filing

2024

Revenue$845,433
Expenses$208,714
Net Income$636,719
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,430,069
Liabilities
$0
Net assets
$1,430,069
Revenue
$845,433
Expenses
$208,714
Net income
$636,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.85$0.21$0.64
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.85$0.05$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.82$0.05$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.07$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.08$0.17$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.13$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.18$0.30$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.12$0.35$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.13$0.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.18$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.60$0.12$2.48
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.02$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.03$0.04$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIE WURTMANPresident-$0--
ROBERT FINKELTreasurer And Secretary-$0--
ENID WURTMAN CO ELIE WURTMANDirector-$0--
BOAZ LIPSCHITZDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Wurtman Foundation Inc
EIN
65-0881769
Phone
6179697139
Address
60 WALNUT STREET 4TH FLOOR, WELLESLEY, MA 02481

Signing Officer

Name
Robert Finkel
Title
Treasurer
Phone
6179697139
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
70 WELLS AVENUE SUITE 200, NEWTON, MA 02459
Preparer
Danielle Nihill
Phone
6176410040
Raw XML AppendixShowing 400 of 553 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONTINUATION - PICO KIDS - STEM EDUCATIONAL INITIATIVE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0WORKSHOPS WITH GADGETS AND TECHNOLOGY IDEAS; AND HANDS ON 3D PRINTING AND MODELING PROJECTS PROMOTING CREATIVE THINKING. PARTICIPANTS AND STAFF IN THE PICO KIDS STEM EDUCATION PROJECT HAVE ALSO ASSISTED WITH AND PARTICIPATED IN DELIVERY OF LIFE SAVING EQUIPMENT, CLOTHING AND SUPPLIES TO THOSE DISPLACED OR OTHERWISE AFFECTED BY THE WAR BEGINNING WITH THE OCT. 7, 2023 TERRORIST ATTACK AND HAVE ALSO ASSISTED WITH HUMANITARIAN INITIATIVES ON BEHALF OF THE HOSTAGES SEIZED ON OCT. 7TH AND THEIR FAMILIES.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT FINKEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ENID WURTMAN CO ELIE WURTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BOAZ LIPSCHITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER AND SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O ML FAM OFFC 800 CAPITOL ST 2070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O KERSTEIN COREN LICHTENSTEIN LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O ML FAM OFFC 800 CAPITOL ST 2070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O ML FAM OFFC 800 CAPITOL ST 2070
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0RUSSIAN IMMIGRANTS PROGRAM: THE FOUNDATION CONTINUES TO DEVELOP AND IMPLEMENT A PROGRAM TO ASSIST RUSSIAN "ALIYA" ACTIVISTS WHO FOUGHT FOR THE RIGHT TO EMIGRATE TO ISRAEL FROM THE FORMER SOVIET UNION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0PICO KIDS - STEM EDUCATIONAL INITIATIVETHE PICO KIDS STEM EDUCATION PROJECT WAS ESTABLISHED BY THE WURTMAN FOUNDATION TO ENHANCE THE QUALITY OF INNOVATION AND TECHNOLOGY EDUCATION AND TO PROVIDE AN EXPERIENTIAL LEARNING PROGRAM FOR HIGH SCHOOL STUDENTS IN ISRAEL. THE GOAL OF THE PROGRAM IS TO FACILITATE I) LEARNING THROUGH CREATING; AND II) CREATING THROUGH LEARNING. CHILDREN ARE EXPOSED TO A WIDE RANGE OF ENTREPRENEURS, SCIENTIFIC STUDIES AND HANDS-ON ENRICHMENT ACTIVITIES. THE PROGRAM AIMS TO PROVIDE CHILDREN WITH A SPACE WHERE, BEYOND THE EDUCATIONAL EXPERIENCE, IT WILL BE "FUN AND EDUCATIONALLY MEANINGFUL FOR THEM TO SPEND TIME. THE PROJECT SERVES BOYS AND GIRLS WITH DIVERSE SOCIO-ECONOMIC BACKGROUNDS. THE FOUNDATION ACTIVITIES INCLUDE SCIENCE COURSES THAT PROMOTE INDEPENDENT AND CRITICAL THINKING; TED BASED INSTRUCTION WHEREBY CHILDREN EXPERIENCE TED TALKS AND THEN PRESENT THEIR OWN TED STYLE PRESENTATIONS; MEETINGS AND INFORMATIONAL SESSIONS WITH ENTREPRENEURS, HANDS-ON
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt027630
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ELIE WURTMAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PICO KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EMERGENCY AID TO REFUSENIKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PICO KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PICO KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PICO KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EMERGENCY AID TO REFUSENIKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALPHAHOME SYSTEMS LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BITACH CAPITAL MANAGEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ISRAEL ADVOCACY GROUP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PICO KIDS LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt01ST FLOOR 9 HAMPSTEAD WEST 224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt16 YAD HARUTZIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt2NACHAL DOLEV 82A/2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt0IVERSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm1JERUSALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm2BET SHEMESH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0UK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd1IS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RUTH NEWMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07047 E GREENWAY PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11121 N BETHLEHEM PIKE SUITE 60138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2261 MADISON AVENUE 9TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SPRINGHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JEWISH UNITED FEDERATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1SANDRA & NATHAN KAHN
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2JACK AND GITI BENDHEIM FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3GITI & JACK BENDHEIM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4ARIEL & JOSH WEINER
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt5WIZNIA FAMILY CHARITABLE FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt6NATHANIEL H MAYER FAMILY FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt7HARISH ARNON AND HARISH WOLF MESH
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt8JEFFREY WEISS
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt9TALI ROSENBLATT COHEN AND SENDER COHEN FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt10DEBORAH B SHAPIRA BARRY L STERN
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt11JEWISH FEDERATION OF GREATER WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt12JP MORGAN CHARITABLE GIFT FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt13GOLDSTEIN SUPPORTING FOUNDATION OF THE JEWISH FEDERATION OF OMAHA
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt14JEWISH COMMUNITY FEDERATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt15SCHWAB CHARITABLE
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt030 S WELLS ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt14663 WALDO AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2575 MADISON AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3697 WEST 247TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt44600 PALISADE AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt5850 HOWARD AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt6681 BROADMOOR DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt79 W 84TH ST

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