Civic Intelligence

Joseph and Molly Bien Foundation Inc

EIN 81-0905076 • White Plains, NY

Pub. 78 EligibleNTEE T22
1025 Westchester Ave 305White Plains, NY 10604
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

58%

Higher net margin than 75% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$53,500

Higher top officer pay than 97% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2025

Asset Growth

72nd percentile

8.2%

Faster asset growth than 72% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

2952%

Faster revenue growth than 98% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,890,012

Up $219,430 (+8.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,890,012

Up $219,430 (+8.2%) from 2023

Revenue

Up

$362,568

Up $350,688 (+2952%) from 2023

Expenses

Down

$151,515

Down $142,768 (-49%) from 2023

Net Income

Up

$211,053

Up $493,456 (+175%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2023: $2,670,582Liabilities 2023: $0Net Assets 2023: $2,670,5822023Assets 2024: $2,890,012Liabilities 2024: $0Net Assets 2024: $2,890,0122024

Highlighted filing

2024

Assets$2,890,012
Liabilities$0
Net Assets$2,890,012

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2023: $11,880Expenses 2023: $294,283Net Income 2023: -$282,4032023Revenue 2024: $362,568Expenses 2024: $151,515Net Income 2024: $211,0532024

Highlighted filing

2024

Revenue$362,568
Expenses$151,515
Net Income$211,053

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW PANKENPresident-$26,350-$26,350
JAMIESON KEISERSecretary/Treasurer-$5,000-$5,000
KELLY MIKULAKVice President-$0--
Filing and Contact Details

Filer

Filer Name
Joseph and Molly Bien Foundation Inc
EIN
81-0905076
Phone
9144288800
Address
1025 WESTCHESTER AVE 305, WHITE PLAINS, NY 10604

Signing Officer

Name
Andrew Panken
Title
President
Phone
9144288800
Signed
2025-04-15
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
500 MAMARONECK AVENUE SUITE 301, HARRISON, NY 10528-1633
Preparer
Eva Mruk
Phone
9143818900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INTERCONTINENTAL EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INTUIT COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MARKEL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MARSH & MCLENNAN COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59META PLATFORMS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MILLERKNOLL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MONSTER BEVERAGE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NESTLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69OCCIDENTAL PETE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PAYPAL HPLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PNC FINCAL SERVICES GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PPG INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PUBLIC STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SAP SE SPNSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SEMPRA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SHERWIN-WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SMITH & NEPHEW PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SPDR SER TR T-BILL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86STARBUCK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TAIWAN SEMICONDUCTOR MFG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95UBER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96U-HAUL HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UNITED PARCEL SVC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VULCAN MATLS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105ZOETIS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt088784
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0273784
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0362568
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0362568
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt017150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt017150
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0273784
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt031350
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt031350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt051610
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt051610
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt088784
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt088784
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0211053
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05018615
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0273784
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0321813
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0310
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0310
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt040612
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt040612
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0143
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0103170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0151515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0362568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0362568
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt051560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040755
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt099905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01846256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12898575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt051020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1222764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt051020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1222764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01897276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13121339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - S/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - L/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0273784
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0211053
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08377
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02890012
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02670582
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02890012
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0132118
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0132118
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0132118
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0136591
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04473
IRS990PF/DistributableAmountGrp/TotalTaxAmt04473

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