Civic Intelligence

The Everfund Inc.

990 • Fiscal year 2022 • EIN 83-1218408

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2023

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

29976.32x

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

2022 filings • NTEE Y • <$500k nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

3.21x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • NTEE Y • <$500k nonprofits • Source year 2022

Net Margin

4th percentile

-111%

Higher net margin than 4% of similar nonprofits.

2022 filings • NTEE Y • <$500k nonprofits • Source year 2022

Top Officer Pay

100th percentile

$215,462

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 82.3% of source-year revenue.

2022 filings • NTEE Y • <$500k nonprofits • Source year 2022

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2022 filings • NTEE Y • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-22%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • NTEE Y • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$28

Down $111,381 (-100%) from 2021

Net Assets

Down

-$839,309

Down $290,525 (-53%) from 2021

Liabilities

Up

$839,337

Up $179,144 (+27%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin4th percentile

Revenue

Down

$261,773

Down $74,387 (-22%) from 2021

Expenses

Up

$552,298

Up $32,871 (+6.3%) from 2021

Net Income

Down

-$290,525

Down $107,258 (-59%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2022

Assets$28
Liabilities$839,337
Net Assets-$839,309
Open 2022 Filing

Operations Trend

Revenue Growth18th 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

2022

Revenue$261,773
Expenses$552,298
Net Income-$290,525
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$261,773
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$111,409$28▼ $111,381
Total Assets$111,409$28▼ $111,381
Liabilities
Mortgage Notes Payable Secured by Investment Property$499,900$500,000▲ $100
Unsecured Notes Loans Payable$141,030$294,030▲ $153,000
Accounts Payable and Accrued Expenses$19,263$45,307▲ $26,044
Total Liabilities$660,193$839,337▲ $179,144
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-548,784$-839,309▼ $290,525
Total Net Assets Fund Balance$-548,784$-839,309▼ $290,525
Total Liabilities and Net Assets / Fund Balance$111,409$28▼ $111,381
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob SpitzerExecutive DirectorPT$198,077$17,385$215,462

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$261,773
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-290,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$342,395
Other Expenses$209,703
Grants and Similar Amounts Paid$200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$107,731$107,731-$215,462
Other Salaries and Wages$88,507--$88,507
Fees for Services Other-$60,267-$60,267
Information Technology-$32,062-$32,062
Occupancy$14,470$14,470-$28,940
Office Expenses$26,176--$26,176
Interest-$23,372-$23,372
Other Employee Benefits$19,669--$19,669
Payroll Taxes$12,072$6,685-$18,757
Fees for Services Accounting-$15,000-$15,000
Travel-$13,702-$13,702
Advertising-$7,077-$7,077
Insurance-$3,107-$3,107
Grants to Domestic Orgs$200--$200
Total Functional Expenses$268,825$283,473$0$552,298
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
Yes
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 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 15A

“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
2023-10-30
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
4
Volunteers
3

Preparer

Firm
Roth & Company Llp
Address
1428 36TH STREET SUITE 200, BROOKLYN, NY 11218
Preparer
Zacharia Waxler
Phone
7182361600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 0. Management and general expenses 60,267. Fundraising expenses 0. Total expenses 60,267.”

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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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 60,267. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,267.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0111409
IRS990/TotalAssetsEOYAmt028
IRS990/TotalAssetsGrp/BOYAmt0111409
IRS990/TotalAssetsGrp/EOYAmt028
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0283473
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0268825
IRS990/TotalFunctionalExpensesGrp/TotalAmt0552298
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0660193
IRS990/TotalLiabilitiesEOYAmt0839337
IRS990/TotalLiabilitiesGrp/BOYAmt0660193
IRS990/TotalLiabilitiesGrp/EOYAmt0839337
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-548784
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-839309
IRS990/TotalOtherCompensationAmt017385
IRS990/TotalProgramServiceExpensesAmt0268825
IRS990/TotalProgramServiceRevenueAmt0261773
IRS990/TotalReportableCompFromOrgAmt0198077
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0261773
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261773
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0111409
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt013702
IRS990/TravelGrp/TotalAmt013702
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0141030
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0294030
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB SPITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08452029000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARIA WAXLER
ReturnHeader/ReturnTs02023-10-30T11:49:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACOB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SPITZER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28
Liabilities
$839,337
Net assets
-$839,309
Revenue
$261,773
Expenses
$552,298
Net income
-$290,525
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