Civic Intelligence

The Treeview Foundation

990PF • Fiscal year 2021 • EIN 82-3398994

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

CO Charles T Dowling 125 Broad SNew York, NY 10004

(212) 558-4000

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Net Margin

88th percentile

90%

Higher net margin than 88% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Asset Growth

94th percentile

132%

Faster asset growth than 94% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

2837%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$6,982,240

Up $3,967,941 (+132%) from 2020

Net Assets

Up

$6,982,240

Up $3,967,941 (+132%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$4,414,327

Up $4,264,039 (+2837%) from 2020

Expenses

Up

$446,386

Up $302,288 (+210%) from 2020

Net Income

Up

$3,967,941

Up $3,961,751 (+64002%) from 2020

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $3,407,793Liabilities 2018: $0Net Assets 2018: $3,407,7932018Assets 2019: $3,008,109Liabilities 2019: $0Net Assets 2019: $3,008,1092019Assets 2020: $3,014,299Liabilities 2020: $0Net Assets 2020: $3,014,2992020Assets 2021: $6,982,240Liabilities 2021: $0Net Assets 2021: $6,982,2402021Assets 2022: $7,105,083Liabilities 2022: $0Net Assets 2022: $7,105,0832022Assets 2023: $7,050,063Liabilities 2023: $0Net Assets 2023: $7,050,0632023Assets 2024: $6,409,549Liabilities 2024: $0Net Assets 2024: $6,409,5492024

Highlighted filing

2021

Assets$6,982,240
Liabilities$0
Net Assets$6,982,240

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $75,380Expenses 2018: $228,661Net Income 2018: -$153,2812018Revenue 2019: $156,513Expenses 2019: $556,197Net Income 2019: -$399,6842019Revenue 2020: $150,288Expenses 2020: $144,098Net Income 2020: $6,1902020Revenue 2021: $4,414,327Expenses 2021: $446,386Net Income 2021: $3,967,9412021Revenue 2022: $695,594Expenses 2022: $572,751Net Income 2022: $122,8432022Revenue 2023: $171,270Expenses 2023: $226,290Net Income 2023: -$55,0202023Revenue 2024: $318,119Expenses 2024: $958,633Net Income 2024: -$640,5142024

Highlighted filing

2021

Revenue$4,414,327
Expenses$446,386
Net Income$3,967,941
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa TsaiTrustee-$0--
Robert M SchleinAdministrative Manager-$0--
Filing and Contact Details

Filer

Filer Name
The Treeview Foundation
EIN
82-3398994
Phone
2125584000
Address
CO Charles T Dowling 125 Broad S, New York, NY 10004

Signing Officer

Name
Teresa Tsai
Title
Trustee
Phone
2125584000
Signed
2022-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Untracht Early LLC
Address
325 Columbia Turnpike Suite 202, Florham Park, NJ 07932
Preparer
Barry S Kleiman
Phone
9734086700
Raw XML Appendix391 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/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/IndividualWithBooksNm0Untracht Early LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0325 Columbia Turnpike Suite 202
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Florham Park
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007932
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09734086700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Teresa Tsai
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0397065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Public Theater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Whitney Museum of American Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0425 Lafayette Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt199 Gansevoort Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0422065
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0186277
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0186277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0346416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0592704
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0246288
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0346416
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0432565
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0246288
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0592704
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0346416
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Teresa Tsai
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Teresa Tsai
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1514
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO Box 1514
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Avon
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Avon
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0816201514
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1816201514
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0281091
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt14000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0281091
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0723 Shares of The Goldman Sachs Group Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividend Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0205
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0205
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Broker fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18750
TaxesSchedule/TaxesDetail/Amt0826
TaxesSchedule/TaxesDetail/Amt13995
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0826
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Teresa Tsai
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02125584000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Treeview Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TREE
ReturnHeader/Filer/EIN0823398994
ReturnHeader/Filer/PhoneNum02125584000
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO Charles T Dowling 125 Broad S
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010004
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223754856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Untracht Early LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 Columbia Turnpike Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Florham Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09734086700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barry S Kleiman
ReturnHeader/ReturnTs02022-05-12T10:39:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Teresa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tsai
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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