Civic Intelligence

Andersen Tax Foundation

990EZ • Fiscal year 2017 • EIN 82-2795105

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileN/A
1177 6th Avenue 18th FloorNew York, NY 10036

(646) 213-5100

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.00x

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$82,903

No earlier filing loaded for comparison.

Net Assets

$82,903

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin99th percentile

Revenue

$82,903

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$82,903

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $82,903Liabilities 2017: $0Net Assets 2017: $82,9032017Assets 2018: $582,903Liabilities 2018: $0Net Assets 2018: $582,9032018Assets 2019: $1,577,703Liabilities 2019: $0Net Assets 2019: $1,577,7032019Assets 2020: $2,384,377Liabilities 2020: $378,804Net Assets 2020: $2,005,5732020Assets 2021: $4,955,107Liabilities 2021: $287,132Net Assets 2021: $4,667,9752021Assets 2022: $4,975,620Liabilities 2022: $554,795Net Assets 2022: $4,420,8252022Assets 2023: $5,342,744Liabilities 2023: $395,032Net Assets 2023: $4,947,7122023Assets 2024: $6,394,281Liabilities 2024: $188,482Net Assets 2024: $6,205,7992024

Highlighted filing

2017

Assets$82,903
Liabilities$0
Net Assets$82,903
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Revenue 2017: $82,903Expenses 2017: $0Net Income 2017: $82,9032017Revenue 2018: $500,000Expenses 2018: $0Net Income 2018: $500,0002018Revenue 2019: $1,078,726Expenses 2019: $83,926Net Income 2019: $994,8002019Revenue 2020: $1,089,992Expenses 2020: $689,036Net Income 2020: $400,9562020Revenue 2021: $2,908,442Expenses 2021: $292,648Net Income 2021: $2,615,7942021Revenue 2022: $1,986,793Expenses 2022: $1,723,035Net Income 2022: $263,7582022Revenue 2023: $1,666,692Expenses 2023: $1,426,307Net Income 2023: $240,3852023Revenue 2024: $2,132,769Expenses 2024: $1,082,063Net Income 2024: $1,050,7062024

Highlighted filing

2017

Revenue$82,903
Expenses$0
Net Income$82,903
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$82,903
Mission and Program Overview

Mission

The andersen tax foundation (hereafter "the foundation") is organized to allow the people of andersen tax llc (hereafter andersen") to assist the geographical communities served by andersen. The community beneficiaries of the assistance are not just limited to the current and former people of andersen, but will be broad enough to include andersen clients and communities as a whole that have immediate needs and suffer permanent losses in times of hardship, will provide scholarship aid to the people of andersen and their families and to support other qualified charitable and educational purposes. The foundation will provide the necessary support and assistance through the contribution of andersen and the voluntary contributions of the people of andersen, including approximately 2,000 overall partners, employees, alumni and retirees, as well as accept grants and funds from the outside general public, including clients, or governmental entities.

Program Services

DescriptionGrantsExpenses
THE ANDERSEN TAX FOUNDATION IS ORGANIZED TO ALLOW THE PEOPLE OF ANDERSEN TAX LLC TO ASSIST THE GEOGRAPHICAL COMMUNITIES SERVED BY ANDERSEN TAX LLC. IT IS ENVISIONED THAT THE ANDERSEN TAX FOUNDATION WILL PROVIDE DIRECT AND INDIRECT EMERGENCY HARDSHIP RELIEF TO THE COMMUNITIES SERVED BY ANDERSEN TAX LLC, AS WELL AS INDIVIDUAL NEED BASED HARDSHIP RELIEF IN TIMES OF NATURAL DISASTERS AND OTHER CRISES. IN ITS FIRST YEAR WHILE PENDING TAX EXEMPT APPROVAL, THE ANDERSEN TAX FOUNDATION DID NOT EXPEND ANY AMOUNTS ON THIS PROGRAM SERVICE.$0$0
THE ANDERSEN TAX FOUNDATION WILL PROVIDE SCHOLARSHIP AID TO THE PEOPLE OF ANDERSEN TAX AND THEIR FAMILY MEMBERS WHO ARE SEEKING POST-SECONDARY EDUCATION AT ACCREDITED INSTITUTIONS. INDIVIDUAL RECIPIENTS WILL BE SELECTED BY A COMMITTEE OF THE ANDERSEN TAX FOUNDATION BASED UPON OBJECTIVE STANDARDS, INCLUDING FINANCIAL AID, ACADEMIC MERIT, AND SCHOLASTIC ACHIEVEMENT. IN ITS FIRST YEAR WHILE PENDING TAX EXEMPT APPROVAL, THE ANDERSEN TAX FOUNDATION DID NOT EXPEND ANY AMOUNTS ON THIS PROGRAM SERVICE.$0$0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK L VORSATZTrustee-$0--
DANIEL G DEPAOLITrustee-$0--
JOSEPH P TOCE JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Andersen Tax Foundation
EIN
82-2795105
Phone
6462135100
Address
1177 6TH AVENUE 18TH FLOOR, NEW YORK, NY 10036

Signing Officer

Name
Joseph P Toce Jr
Title
Trustee
Phone
6462135100
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Siobhan Foley
Phone
6462135100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24 - Other Assets

“Description: grants receivable. Beg. Of year amount: 0. End of year amount: 21,203.”

Raw XML Appendix132 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06462135100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01177 6TH AVENUE 18TH FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061700
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt082903
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt082903
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082903
IRS990EZ/GrossReceiptsAmt082903
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082903
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082903
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK L VORSATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL G DEPAOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH P TOCE JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021203
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ANDERSEN TAX FOUNDATION (HEREAFTER "THE FOUNDATION") IS ORGANIZED TO ALLOW THE PEOPLE OF ANDERSEN TAX LLC (HEREAFTER ANDERSEN") TO ASSIST THE GEOGRAPHICAL COMMUNITIES SERVED BY ANDERSEN. THE COMMUNITY BENEFICIARIES OF THE ASSISTANCE ARE NOT JUST LIMITED TO THE CURRENT AND FORMER PEOPLE OF ANDERSEN, BUT WILL BE BROAD ENOUGH TO INCLUDE ANDERSEN CLIENTS AND COMMUNITIES AS A WHOLE THAT HAVE IMMEDIATE NEEDS AND SUFFER PERMANENT LOSSES IN TIMES OF HARDSHIP, WILL PROVIDE SCHOLARSHIP AID TO THE PEOPLE OF ANDERSEN AND THEIR FAMILIES AND TO SUPPORT OTHER QUALIFIED CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION WILL PROVIDE THE NECESSARY SUPPORT AND ASSISTANCE THROUGH THE CONTRIBUTION OF ANDERSEN AND THE VOLUNTARY CONTRIBUTIONS OF THE PEOPLE OF ANDERSEN, INCLUDING APPROXIMATELY 2,000 OVERALL PARTNERS, EMPLOYEES, ALUMNI AND RETIREES, AS WELL AS ACCEPT GRANTS AND FUNDS FROM THE OUTSIDE GENERAL PUBLIC, INCLUDING CLIENTS, OR GOVERNMENTAL ENTITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ANDERSEN TAX FOUNDATION IS ORGANIZED TO ALLOW THE PEOPLE OF ANDERSEN TAX LLC TO ASSIST THE GEOGRAPHICAL COMMUNITIES SERVED BY ANDERSEN TAX LLC. IT IS ENVISIONED THAT THE ANDERSEN TAX FOUNDATION WILL PROVIDE DIRECT AND INDIRECT EMERGENCY HARDSHIP RELIEF TO THE COMMUNITIES SERVED BY ANDERSEN TAX LLC, AS WELL AS INDIVIDUAL NEED BASED HARDSHIP RELIEF IN TIMES OF NATURAL DISASTERS AND OTHER CRISES. IN ITS FIRST YEAR WHILE PENDING TAX EXEMPT APPROVAL, THE ANDERSEN TAX FOUNDATION DID NOT EXPEND ANY AMOUNTS ON THIS PROGRAM SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ANDERSEN TAX FOUNDATION WILL PROVIDE SCHOLARSHIP AID TO THE PEOPLE OF ANDERSEN TAX AND THEIR FAMILY MEMBERS WHO ARE SEEKING POST-SECONDARY EDUCATION AT ACCREDITED INSTITUTIONS. INDIVIDUAL RECIPIENTS WILL BE SELECTED BY A COMMITTEE OF THE ANDERSEN TAX FOUNDATION BASED UPON OBJECTIVE STANDARDS, INCLUDING FINANCIAL AID, ACADEMIC MERIT, AND SCHOLASTIC ACHIEVEMENT. IN ITS FIRST YEAR WHILE PENDING TAX EXEMPT APPROVAL, THE ANDERSEN TAX FOUNDATION DID NOT EXPEND ANY AMOUNTS ON THIS PROGRAM SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt082903
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt082903
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt047490
IRS990ScheduleA/SubstantialContributorsTotAmt035413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082903
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt082903
IRS990ScheduleA/TotalSupportAmt082903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 21,203.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH P TOCE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06462135100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDERSEN TAX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANDE
ReturnHeader/Filer/EIN0822795105
ReturnHeader/Filer/PhoneNum06462135100
ReturnHeader/Filer/USAddress/AddressLine1Txt01177 6TH AVENUE 18TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD71869BFC494223FABD92E93AB0669CE7B22062
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08A6FCD5E09A82FA1F8D7B87A26944CBD627221A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.205.45.54
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:06:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS 18TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIOBHAN FOLEY
ReturnHeader/ReturnTs02018-11-14T17:07:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-15
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$82,903
Liabilities
$0
Net assets
$82,903
Revenue
$82,903
Expenses
$0
Net income
$82,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.19$6.21$2.13$1.08$1.05
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.40$4.95$1.67$1.43$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.98$0.55$4.42$1.99$1.72$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.96$0.29$4.67$2.91$0.29$2.62
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.38$2.01$1.09$0.69$0.40
2019Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$1.08$0.08$0.99
2018Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.50$0.00$0.50
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.08$0.00$0.08