Civic Intelligence

The Everfund Inc.

990 • Fiscal year 2021 • EIN 83-1218408

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.EVERFUNDTRUST.COM
15 Perlman Drive 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

99th percentile

5.93x

Higher debt load relative to assets than 99% of similar nonprofits.

2021 filings • NTEE Y • <$500k nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

1.96x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • NTEE Y • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

2021 filings • NTEE Y • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$105,310

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 31.3% of source-year revenue.

2021 filings • NTEE Y • <$500k nonprofits • Source year 2021

Asset Growth

99th percentile

423%

Faster asset growth than 99% of similar nonprofits.

2021 filings • NTEE Y • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-4.8%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • NTEE Y • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$111,409

Up $90,124 (+423%) from 2020

Net Assets

Down

-$548,784

Down $183,267 (-50%) from 2020

Liabilities

Up

$660,193

Up $273,391 (+71%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin8th percentile

Revenue

Down

$336,160

Down $16,988 (-4.8%) from 2020

Expenses

Down

$519,427

Down $57,217 (-9.9%) from 2020

Net Income

Up

-$183,267

Up $40,229 (+18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2021

Assets$111,409
Liabilities$660,193
Net Assets-$548,784
Open 2021 Filing

Operations Trend

Revenue Growth33rd percentile

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

2021

Revenue$336,160
Expenses$519,427
Net Income-$183,267
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$336,160
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$21,285$111,409▲ $90,124
Loans From Officers Directors$16,480$0▼ $16,480
Total Assets$21,285$111,409▲ $90,124
Liabilities
Mortgage Notes Payable Secured by Investment Property$149,900$499,900▲ $350,000
Unsecured Notes Loans Payable$206,030$141,030▼ $65,000
Accounts Payable and Accrued Expenses$14,392$19,263▲ $4,871
Total Liabilities$386,802$660,193▲ $273,391
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-365,517$-548,784▼ $183,267
Total Net Assets Fund Balance$-365,517$-548,784▼ $183,267
Total Liabilities and Net Assets / Fund Balance$21,285$111,409▲ $90,124
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob SpitzerExecutive DirectorPT$103,846$1,464$105,310

Board Members and Trustees

NameTitle
Aharon SchwartzDirector
Eliezer SputzDirector
Yoel FriedmanDirector
Chaim LungerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$130,655
Program Service Revenue
$205,505
Investment Income
$0
Other Revenue
$0
All Other Contributions
$50,000
Change in Net Assets
$-183,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$365,995
Other Expenses$153,082
Grants and Similar Amounts Paid$350
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$197,748--$197,748
Current Officers, Directors, Trustees, and Key Employees$52,655$52,655-$105,310
Information Technology-$48,555-$48,555
Other Employee Benefits$39,865--$39,865
Travel-$30,499-$30,499
Occupancy$13,981$13,981-$27,962
Payroll Taxes$19,100$3,972-$23,072
Office Expenses$19,813--$19,813
Fees for Services Other-$18,000-$18,000
Advertising-$4,979-$4,979
Insurance-$3,274-$3,274
Grants to Domestic Orgs$350--$350
Total Functional Expenses$343,512$175,915$0$519,427
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$16,480$0▼ $16,480
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
Yes
Other officer compensation reviewed
Yes
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 tax return preparer sends the board of directors a draft copy of the completed tax return for review and comments. After the board of directors approves the return they notify the preparer and a final version of the return is sent to the executive director. The executive director then signs the e-file authorization form and returns it to the tax return preparer. The preparer then e-files the return.”

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 B, Line 15

“The executive director's performance is evaluated on an annual basis by the board of directors, who then set the director's salary.”

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 116, SPRING VALLEY, NY 10977

Signing Officer

Name
Jacob Spitzer
Title
Executive Director
Phone
8452029000
Signed
2022-11-15
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
5
Volunteers
4

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/ExplanationTxt0THE TAX RETURN PREPARER SENDS THE BOARD OF DIRECTORS A DRAFT COPY OF THE COMPLETED TAX RETURN FOR REVIEW AND COMMENTS. AFTER THE BOARD OF DIRECTORS APPROVES THE RETURN THEY NOTIFY THE PREPARER AND A FINAL VERSION OF THE RETURN IS SENT TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR THEN SIGNS THE E-FILE AUTHORIZATION FORM AND RETURNS IT TO THE TAX RETURN PREPARER. THE PREPARER THEN E-FILES THE RETURN.
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S PERFORMANCE IS EVALUATED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS, WHO THEN SET THE DIRECTOR'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST THE PUBLIC MAY VIEW THE ORGANIZATIONS' GOVERNING DOCUMENTS AND RELATED DOCUMENTS AT THE ADDRESS LOCATED ON PAGE 1 OF FORM 990.
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IRS990/TotalAssetsGrp/EOYAmt0111409
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0130655
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0175915
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0343512
IRS990/TotalFunctionalExpensesGrp/TotalAmt0519427
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0386802
IRS990/TotalLiabilitiesEOYAmt0660193
IRS990/TotalLiabilitiesGrp/BOYAmt0386802
IRS990/TotalLiabilitiesGrp/EOYAmt0660193
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-548784
IRS990/TotalOtherCompensationAmt01464
IRS990/TotalProgramServiceExpensesAmt0343512
IRS990/TotalProgramServiceRevenueAmt0205505
IRS990/TotalReportableCompFromOrgAmt0103846
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0205505
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0336160
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0111409
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt030499
IRS990/TravelGrp/TotalAmt030499
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0206030
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0141030
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt064 HERRICK AVENUE UNIT 202
IRS990/USAddress/CityNm0SPRING VALLEY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010977
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.EVERFUNDTRUST.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB SPITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08452029000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EVERFUND INC
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0831218408
ReturnHeader/Filer/PhoneNum08452029000
ReturnHeader/Filer/USAddress/AddressLine1Txt015 PERLMAN DRIVE 116
ReturnHeader/Filer/USAddress/CityNm0SPRING VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010977
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/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARIA WAXLER
ReturnHeader/ReturnTs02022-11-15T20:57:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACOB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SPITZER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,409
Liabilities
$660,193
Net assets
-$548,784
Revenue
$336,160
Expenses
$519,427
Net income
-$183,267
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