Civic Intelligence

U & J Fishbein Charitable Foundation Inc.

990EZ • Fiscal year 2015 • EIN 83-0475943

Jan 01, 2015 to Dec 31, 2015 • Filed on May 06, 2016

Organization ProfileWWW. Fishbein/Foundation. Org
100 South Main StreetWallingford, CT 06492

(203) 265-2895

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

167%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$18,202

Up $2,052 (+13%) from 2014

Net Assets

$18,202

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin61st percentile

Revenue

Up

$23,895

Up $14,959 (+167%) from 2014

Expenses

Up

$21,843

Up $11,708 (+116%) from 2014

Net Income

Up

$2,052

Up $3,251 (+271%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$30K$20K$10K$0Assets 2011: $12,019Liabilities 2011: $02011Assets 2012: $12,890Liabilities 2012: $02012Assets 2013: $17,349Liabilities 2013: $02013Assets 2014: $16,150Liabilities 2014: $02014Assets 2015: $18,202Liabilities 2015: $0Net Assets 2015: $18,2022015Assets 2016: $21,065Liabilities 2016: $02016Assets 2017: $10,868Liabilities 2017: $02017Assets 2018: $5,873Liabilities 2018: $02018Assets 2019: $2,981Liabilities 2019: $02019Assets 2020: $2,981Liabilities 2020: $0Net Assets 2020: $2,9812020Assets 2021: $2,981Liabilities 2021: $0Net Assets 2021: $2,9812021Assets 2022: $2,981Liabilities 2022: $02022Assets 2023: $2,991Liabilities 2023: $0Net Assets 2023: $2,9912023Assets 2024: $2,991Liabilities 2024: $0Net Assets 2024: $2,9912024

Highlighted filing

2015

Assets$18,202
Liabilities$0
Net Assets$18,202
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $9,700Expenses 2011: $10,018Net Income 2011: -$3182011Revenue 2012: $10,431Expenses 2012: $9,560Net Income 2012: $8712012Revenue 2013: $13,634Expenses 2013: $9,175Net Income 2013: $4,4592013Revenue 2014: $8,936Expenses 2014: $10,135Net Income 2014: -$1,1992014Revenue 2015: $23,895Expenses 2015: $21,843Net Income 2015: $2,0522015Revenue 2016: $21,073Expenses 2016: $18,210Net Income 2016: $2,8632016Revenue 2017: $6,410Expenses 2017: $9,560Net Income 2017: -$3,1502017Revenue 2018: $6,508Expenses 2018: $9,560Net Income 2018: -$3,0522018Revenue 2019: $6,508Expenses 2019: $9,400Net Income 2019: -$2,8922019Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $5,000Expenses 2023: $5,000Net Income 2023: $02023Revenue 2024: $5,000Expenses 2024: $5,000Net Income 2024: $02024

Highlighted filing

2015

Revenue$23,895
Expenses$21,843
Net Income$2,052
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 6, 2016
Return Version
2015v2.1
Gross Receipts
$23,895
Mission and Program Overview

Mission

Support Wlfd Symphony and scholarships

Program Services

DescriptionGrantsExpenses
Give support to the Wallingford Symphony to benefit the 700 to 800 children that attend these concerts$5,000-
Provide a scholarship of 4000 paid in annual payments of 1000 each year to Wallingford students with academic ability and financial need$4,000-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norman FishbinePresidentPT$0--
Rossilyn GallagherSecretaryPT$0--
Mark FishbeinTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf event$23,845$23,845$2,403$21,442
Total Events$23,845$23,845$12,185$11,660
Filing and Contact Details

Filer

Filer Name
U J Fishbein Charitable Foundation
EIN
83-0475943
Address
100 South Main Street, Wallingford, CT 06492

Signing Officer

Name
Norman Fishbein
Title
President
Phone
2032652895
Signed
2016-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Anthony V DeAngeloCPA
Address
15 South Elm Street, Wallingford, CT 06492
Preparer
Anthony V DeAngelo
Phone
2032657813
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Wallingford Symphany Street South Main Street City, State, Zip Wallingford, CT 06492Relationship Recipients Amount 5,000Activity Various students (4) Street Various City, State, Zip Wallingford, CT 06492Relationship Recipients Amount 4,000”

Description of other expenses Part I line 16

“Description AmountWebsite 35Shirts 1,789Supplies 540Tickets 39”

Raw XML Appendix171 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Norman Fishbine
IRS990EZ/BooksInCareOfDetail/PhoneNum02032652895
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 South Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wallingford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006492
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016150
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018202
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02052
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0560
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016150
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018202
IRS990EZ/FundraisingGrossIncomeAmt023845
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09000
IRS990EZ/GrossReceiptsAmt023895
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt050
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016150
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018202
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016150
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018202
IRS990EZ/OccupancyRentUtltsAndMaintAmt09782
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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/PersonNm0Norman Fishbine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rossilyn Gallagher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mark Fishbein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02403
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Wlfd Symphony and scholarships
IRS990EZ/PrintingPublicationsPostageAmt098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Give support to the Wallingford Symphony to benefit the 700 to 800 children that attend these concerts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide a scholarship of 4000 paid in annual payments of 1000 each year to Wallingford students with academic ability and financial need
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt023845
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021843
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt023895
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW. Fishbein/Foundation. Org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026272
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0119532
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023845
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020674
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026272
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024736
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt024005
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0119532
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023845
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020674
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024736
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0119532
IRS990ScheduleA/InvestmentIncomeCYPct00.50000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.50000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0119532
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024005
IRS990ScheduleA/Total509Grp/TotalAmt0119532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052544
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048010
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0239064
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023845
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011660
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02403
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02403
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09782
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09782
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CT
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Wallingford Symphany Street South Main Street City, State, Zip Wallingford, CT 06492Relationship Recipients Amount 5,000Activity Various students (4) Street Various City, State, Zip Wallingford, CT 06492Relationship Recipients Amount 4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountWebsite 35Shirts 1,789Supplies 540Tickets 39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Norman Fishbein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02032652895
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0U J Fishbein Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0UJFI
ReturnHeader/Filer/EIN0830475943
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 South Main Street
ReturnHeader/Filer/USAddress/CityNm0Wallingford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0066178930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Anthony V DeAngeloCPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 South Elm Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wallingford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006492
ReturnHeader/PreparerPersonGrp/PhoneNum02032657813
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony V DeAngelo
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-20T08:18:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,202
Liabilities
$0
Net assets
$18,202
Revenue
$23,895
Expenses
$21,843
Net income
$2,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$5.00$5.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$5.00$5.00$0.00
2022Summary only. Only limited summary data is available for this year.$2.98$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98
2019Summary only. Only limited summary data is available for this year.$2.98$0.00$6.51$9.40$2.89
2018Summary only. Only limited summary data is available for this year.$5.87$0.00$6.51$9.56$3.05
2017Summary only. Only limited summary data is available for this year.$10.9$0.00$6.41$9.56$3.15
2016Summary only. Only limited summary data is available for this year.$21.1$0.00$21.1$18.2$2.86
2015Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$23.9$21.8$2.05
2014Summary only. Only limited summary data is available for this year.$16.2$0.00$8.94$10.1$1.20
2013Summary only. Only limited summary data is available for this year.$17.3$0.00$13.6$9.18$4.46
2012Summary only. Only limited summary data is available for this year.$12.9$0.00$10.4$9.56$0.87
2011Summary only. Only limited summary data is available for this year.$12.0$0.00$9.70$10.0$0.32