Civic Intelligence

Robert F Agostinelli Foundation

990PF • Fiscal year 2020 • EIN 81-4754085

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2022

Organization Profile
CO Oberfest 287 King StreetChappaqua, NY 10514

(914) 238-3800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

31st percentile

-6.8%

Faster asset growth than 31% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-50%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$273,763

Down $19,937 (-6.8%) from 2019

Net Assets

Down

$273,763

Down $19,937 (-6.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin29th percentile

Revenue

Down

$167,951

Down $170,674 (-50%) from 2019

Expenses

Down

$187,888

Down $474,922 (-72%) from 2019

Net Income

Up

-$19,937

Up $304,248 (+94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.0M$500K$0Assets 2017: $827,893Liabilities 2017: $0Net Assets 2017: $827,8932017Assets 2018: $617,885Liabilities 2018: $0Net Assets 2018: $617,8852018Assets 2019: $293,700Liabilities 2019: $0Net Assets 2019: $293,7002019Assets 2020: $273,763Liabilities 2020: $0Net Assets 2020: $273,7632020Assets 2021: $242,582Liabilities 2021: $0Net Assets 2021: $242,5822021Assets 2022: $63,824Liabilities 2022: $0Net Assets 2022: $63,8242022Assets 2023: $216,603Liabilities 2023: $0Net Assets 2023: $216,6032023Assets 2024: $216,600Liabilities 2024: $0Net Assets 2024: $216,6002024

Highlighted filing

2020

Assets$273,763
Liabilities$0
Net Assets$273,763
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.0M$500K$0-$500KRevenue 2017: $863,558Expenses 2017: $277,165Net Income 2017: $586,3932017Revenue 2018: $423,756Expenses 2018: $633,764Net Income 2018: -$210,0082018Revenue 2019: $338,625Expenses 2019: $662,810Net Income 2019: -$324,1852019Revenue 2020: $167,951Expenses 2020: $187,888Net Income 2020: -$19,9372020Revenue 2021: $450,016Expenses 2021: $345,025Net Income 2021: $104,9912021Revenue 2022: $440Expenses 2022: $179,198Net Income 2022: -$178,7582022Revenue 2023: $365,477Expenses 2023: $211,546Net Income 2023: $153,9312023Revenue 2024: $194,346Expenses 2024: $194,349Net Income 2024: -$32024

Highlighted filing

2020

Revenue$167,951
Expenses$187,888
Net Income-$19,937
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT F AGOSTINELLITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert F Agostinelli Foundation
EIN
81-4754085
Phone
9142383800
Address
CO OBERFEST 287 KING STREET, CHAPPAQUA, NY 10514

Signing Officer

Name
Robert Agostinelli
Title
Trustee
Phone
9142383800
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bruce Oberfest & Associates
Address
287 KING STREET, CHAPPAQUA, NY 10514
Preparer
Bruce Oberfest
Phone
9142383800
Raw XML Appendix287 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt023797
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02644
TaxesSchedule/TaxesDetail/Amt01447
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN CURRENCY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01447
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT AGOSTINELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09142383800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT F AGOSTINELLI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0814754085
ReturnHeader/Filer/PhoneNum09142383800
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO OBERFEST 287 KING STREET
ReturnHeader/Filer/USAddress/CityNm0CHAPPAQUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010514
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112563918
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRUCE OBERFEST & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0287 KING STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPPAQUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010514
ReturnHeader/PreparerPersonGrp/PhoneNum09142383800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE OBERFEST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T03:41:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AGOSTINELLI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,763
Liabilities
$0
Net assets
$273,763
Revenue
$167,951
Expenses
$187,888
Net income
-$19,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.94$1.94$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$3.65$2.12$1.54
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.00$1.79$1.79
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$4.50$3.45$1.05
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$1.68$1.88$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$3.39$6.63$3.24
2018Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$4.24$6.34$2.10
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$8.64$2.77$5.86