Civic Intelligence

The Everfund Inc.

990 • Fiscal year 2019 • EIN 83-1218408

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileWWW.EVERFUNDTRUST.COM
15 Perlman Drive No 116Spring Valley, NY 10977

(845) 202-9000

Siviq Scores

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

Liabilities / Assets

100th percentile

59.11x

Higher debt load relative to assets than 100% of similar nonprofits.

2019 filings • NTEE Y • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.38x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • NTEE Y • <$500k nonprofits • Source year 2019

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2019 filings • NTEE Y • <$500k nonprofits • Source year 2019

Top Officer Pay

100th percentile

$140,000

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 36.9% of source-year revenue.

2019 filings • NTEE Y • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets100th percentile

Assets

$2,444

No earlier filing loaded for comparison.

Net Assets

-$142,021

No earlier filing loaded for comparison.

Liabilities

$144,465

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin9th percentile

Revenue

$379,778

No earlier filing loaded for comparison.

Expenses

$510,044

No earlier filing loaded for comparison.

Net Income

-$130,266

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.

$1.0M$500K$0-$500K-$1.0MAssets 2019: $2,444Liabilities 2019: $144,465Net Assets 2019: -$142,0212019Assets 2020: $21,285Liabilities 2020: $386,802Net Assets 2020: -$365,5172020Assets 2021: $111,409Liabilities 2021: $660,193Net Assets 2021: -$548,7842021Assets 2022: $28Liabilities 2022: $839,337Net Assets 2022: -$839,3092022Assets 2023: $9,677Liabilities 2023: $742,299Net Assets 2023: -$732,6222023Assets 2024: $5,909Liabilities 2024: $747,659Net Assets 2024: -$741,7502024

Highlighted filing

2019

Assets$2,444
Liabilities$144,465
Net Assets-$142,021
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2019: $379,778Expenses 2019: $510,044Net Income 2019: -$130,2662019Revenue 2020: $353,148Expenses 2020: $576,644Net Income 2020: -$223,4962020Revenue 2021: $336,160Expenses 2021: $519,427Net Income 2021: -$183,2672021Revenue 2022: $261,773Expenses 2022: $552,298Net Income 2022: -$290,5252022Revenue 2023: $371,296Expenses 2023: $264,609Net Income 2023: $106,6872023Revenue 2024: $248,510Expenses 2024: $257,638Net Income 2024: -$9,1282024

Highlighted filing

2019

Revenue$379,778
Expenses$510,044
Net Income-$130,266
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$379,778
Mission and Program Overview

Mission

The organization provides advice to the poor, ill, aged, disabled and mentally challenged as to how to become medicaid eligible and be eligible for governmental aid grants. Additionally, the organization assists them to apply for medicaid and other governmental aid grants and accompany them at medicaid hearings.

The organization provides services to the disabled population by administering a pooled special needs trust for disabled individuals who cannot care for themselves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$2,444-
Total Assets$0$2,444▲ $2,444
Liabilities
Unsecured Notes Loans Payable$10,000$141,000▲ $131,000
Accounts Payable and Accrued Expenses$1,503$3,465▲ $1,962
Other Liabilities$252$0▼ $252
Total Liabilities$11,755$144,465▲ $132,710
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-11,755$-142,021▼ $130,266
Total Net Assets Fund Balance$-11,755$-142,021▼ $130,266
Total Liabilities and Net Assets / Fund Balance$0$2,444▲ $2,444
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Chaim LungerCFOFT$140,000$140,000
Jacob SpitzerExecutive DirectorPT$80,769$80,769

Board Members and Trustees

NameTitle
Aharon SchwartzDirector
Eliezer SputzDirector
Yoel FriedmanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$317,500
Program Service Revenue
$62,278
Investment Income
$0
Other Revenue
$0
All Other Contributions
$317,500
Change in Net Assets
$-130,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$411,304
Other Expenses$98,740
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$220,769--$220,769
Other Salaries and Wages$162,223--$162,223
Information Technology$30,054--$30,054
Payroll Taxes$28,312--$28,312
Occupancy$25,400--$25,400
Travel-$22,321-$22,321
Office Expenses$12,596--$12,596
Fees for Services Other-$4,231-$4,231
Insurance-$1,663-$1,663
Conferences and Meetings$1,123--$1,123
Advertising$902--$902
Fees for Services Legal-$450-$450
Total Functional Expenses$481,379$28,665$0$510,044
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

“The cpa sends the board of directors a draft copy of the completed 990 for review and comments. After the board of the directors approves the draft copy they notify the cpa and a final version of the 990 is sent to the executive director to be signed and then e-filed.”

Form 990, Part VI, Section B, Line 12C

“Employees are required to disclose any potential conflict of interest. Failure to disclose a potential conflict of interest or engaging in a practice determined to be a conflict of interest may result in disciplinary action up to and including termination.”

Form 990, Part VI, Section C, Line 19

“Upon request the public may view the organizations' governing documents and related documents at the address located on page 1 of form 990.”

Filing and Contact Details

Filer

Filer Name
The Everfund Inc
EIN
83-1218408
Phone
8452029000
Address
15 PERLMAN DRIVE NO 116, SPRING VALLEY, NY 10977

Signing Officer

Name
Jacob Spitzer
Title
Executive Director
Phone
8452029000
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Spitzer
Formed
2018
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
3
Employees
6
Volunteers
3

Preparer

Firm
Roth & Company Llp
Address
1428 36TH STREET SUITE 200, BROOKLYN, NY 11218
Preparer
Zacharia Waxler
Phone
7182361600
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. FAILURE TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST OR ENGAGING IN A PRACTICE DETERMINED TO BE A CONFLICT OF INTEREST MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION.
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId010CA08599088BDB78426D2A94D0B59A8B1EA5BE6
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.73.80.18
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:35:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113360065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROTH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01428 36TH STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011218
ReturnHeader/PreparerPersonGrp/PhoneNum07182361600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARIA WAXLER
ReturnHeader/ReturnTs02020-11-16T18:19:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,444
Liabilities
$144,465
Net assets
-$142,021
Revenue
$379,778
Expenses
$510,044
Net income
-$130,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$7.48$7.42$2.49$2.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.10$7.42$7.33$3.71$2.65$1.07
2022Detailed filing. Detailed filing data is available for this year.$0.00$8.39$8.39$2.62$5.52$2.91
2021Detailed filing. Detailed filing data is available for this year.$1.11$6.60$5.49$3.36$5.19$1.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$3.87$3.66$3.53$5.77$2.23
2019Detailed filing. Detailed filing data is available for this year.$0.02$1.44$1.42$3.80$5.10$1.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits