Civic Intelligence

Jackson Lewis Foundation

990 • Fiscal year 2022 • EIN 82-3927110

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

1133 WESTCHESTER AVE Suite S125West Harrison, NY 10604

(914) 259-7897

Siviq Scores

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

Liabilities / Assets

69th percentile

0.00x

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

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.00x

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

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Net Margin

40th percentile

-24%

Higher net margin than 40% of similar nonprofits.

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Asset Growth

12th percentile

-24%

Faster asset growth than 12% of similar nonprofits.

2022 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

-26%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$731,391

Down $224,930 (-24%) from 2021

Net Assets

Down

$731,391

Down $224,930 (-24%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$955,203

Down $335,699 (-26%) from 2021

Expenses

Up

$1,180,133

Up $245,821 (+26%) from 2021

Net Income

Down

-$224,930

Down $581,520 (-163%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2019: $138,742Liabilities 2019: $0Net Assets 2019: $138,7422019Assets 2020: $599,731Liabilities 2020: $0Net Assets 2020: $599,7312020Assets 2021: $956,321Liabilities 2021: $0Net Assets 2021: $956,3212021Assets 2022: $731,391Liabilities 2022: $0Net Assets 2022: $731,3912022Assets 2023: $562,344Liabilities 2023: $0Net Assets 2023: $562,3442023Assets 2024: $362,888Liabilities 2024: $0Net Assets 2024: $362,8882024

Highlighted filing

2022

Assets$731,391
Liabilities$0
Net Assets$731,391

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $506,842Expenses 2019: $368,100Net Income 2019: $138,7422019Revenue 2020: $1,402,429Expenses 2020: $941,440Net Income 2020: $460,9892020Revenue 2021: $1,290,902Expenses 2021: $934,312Net Income 2021: $356,5902021Revenue 2022: $955,203Expenses 2022: $1,180,133Net Income 2022: -$224,9302022Revenue 2023: $1,101,536Expenses 2023: $1,270,583Net Income 2023: -$169,0472023Revenue 2024: $1,057,938Expenses 2024: $1,346,970Net Income 2024: -$289,0322024

Highlighted filing

2022

Revenue$955,203
Expenses$1,180,133
Net Income-$224,930
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$955,203
Mission and Program Overview

Mission

To support chartiable organizations and activities.

To support charitable organizations and activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$956,321$731,391▼ $224,930
Rtn Earn Endowment Incm Other Fnds$956,321$731,391▼ $224,930
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$956,321$731,391▼ $224,930
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$956,321$731,391▼ $224,930
Total Liabilities and Net Assets / Fund Balance$956,321$731,391▼ $224,930
Compensation and Service Providers

Board Members and Trustees

NameTitle
Felice EkelmanPresident
Christopher ValentinoVice President
Gregory AlvarezVice President
Samantha HoffmanSecretary
Andrew CharwatTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$955,203
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$955,203
Change in Net Assets
$-224,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,141,097
Other Expenses$39,036
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,141,097--$1,141,097
Fees for Services Accounting$38,761--$38,761
Other Expenses$25--$25
Total Functional Expenses$1,180,133$0$0$1,180,133
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Texas Law School FoundationAustin, TX501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$35,000
Equal Justice WorksWashington, DC501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$30,000
Pro Bono PartnershipWhite Plains, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$30,000
The Jewish Theological SeminaryNew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$25,000
Workers CircleWoodbury, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$25,000
Disability Rights Legal CenterLos Angeles, CA501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$20,000
Chicago-kentChicago, IL501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$17,500
AftdNew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$15,000
Englewood Hospital and Medical Center Foundation IEnglewood, NJ501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$15,000
Greater Omaha Chamber FoundationOmaha, NE501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$15,000
Medstar HealthBaltimore, MD501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$15,000
New York City Bar AssociationNew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$15,000
Pro Bono InstituteWashington, DC501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$15,000
St Johns UniversityGSRMNew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$15,000
Unicef USANew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$15,000
Friends of Camp SolesRockwood, PA501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$14,500
Law Foundation of Silicon ValleySan Jose, CA501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$14,500
Corporate Counsel Women of ColorNew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$14,000
American Heart AssociationNeedham, MA501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$12,500
Uja Federation of New YorkNew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$12,160
Summit Health CaresNew Providence, NJ501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$11,000
Dba Community Service FundDallas, TX501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,500
Acc FoundationWashington, DC501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Bet Tzedek Legal ServicesLos Angeles, CA501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Birch Family ServicesNew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Business Ethics AllianceOmaha, NE501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Cleveland Pops OrchestraBeachwood, OH501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Culinary Institute of AmericaHyde Park, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Hackensack Meridian Health FoundationEdison, NJ501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Hartford HospitalHartford, CT501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Indianapolis ZooIndianapolis, IN501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
JdrfBrentwood, TN501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Literacy IncKatonah, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Move UnitedRockville, MD501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
National Philanthropic TrustJenkinstown, PA501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Nebraska Legal Diversity CouncilLincoln, NE501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Pro Bono Partnership of OhioCincinnati, OH501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
The Leukemia & Lymphoma SocietyRey Brook, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Timothy E Nettles Memorial FundWashington, DC501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Trustees of Boston CollegeChestnut Hill, MA501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
University HospitalsCleveland, OH501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$10,000
Breaking GroundNew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$7,500
Brooklyn Public LibraryBrooklyn, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$7,500
Chicago State FoundationChicago, IL501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$7,500
Chicano Federation of San Diego CountySan Diego, CA501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$7,500
San Diego La Raza LawyersSan Diego, CA501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$7,500
The Child Center of NyForest Hills, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$7,500
The Hebrew Home at Riverdale FoundationRiverdale, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$7,000
Fund for the Aged IncNew York, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$6,500
Autism New JerseyRobbinsvile, NJ501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$6,000
United Way of Central and Northeastern ConnecticutHartford, CT501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$6,000
Westchester Medical CenterValhalla, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$5,800
Bristol Hospital FoundationBristol, CT501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$5,500
Fiu FoundationMiami, FL501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$5,500
Moxxie Mentoring Foundation IncBrightwaters, NY501c3UNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE$5,350
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11B:

A complete copy of form 990 is provided to the board prior to filing.

FORM 990, PART VI, SECTION B, LINE 12C:

All board members are required to disclose a conflict as it arises. In the event that a conflict arises, the interested party may not be present nor participate in any board or committee deliberations or voting regarding such potential conflict, and shall not attempt to impropoerly influence the deliberation or voting regarding such conflict.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Jackson Lewis Foundation
EIN
82-3927110
In Care Of
% ANDREW CHARWAT
Phone
9142597897
Address
1133 WESTCHESTER AVE Suite S125, WEST HARRISON, NY 10604

Signing Officer

Name
Andrew Charwat
Title
Treasurer
Phone
9142597897
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Charwat
Formed
2017
Legal Domicile
De
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Bdo USA
Address
200 PARK AVENUE 38TH FLOOR, NEW YORK, NY 10166
Preparer
Curtis Young
Phone
2128858000
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:

Funding may be provided either by a donation from the organization to a public charity, or by a grant to a qualified organization. Donations shall be confirmed from the recipient organization together with confirmation of public charity status. Organizations which are interested in grants must provide a letter of interest and meet the grant guidelines of the organization, which are attached.

FORM 990, PART IV LINE 12A AND PART XII LINE 2B:

The form 990 is being prepared with the best available information at the time. Upon completion of the audit, if there are any significant changes, appropriate action will be taken.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
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