Civic Intelligence

Falzon Family Private Foundation

EIN 83-2589460 • Morristown, NJ

Pub. 78 EligibleNTEE T20
33 Ogden PlaceMorristown, NJ 07960
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

73%

Higher net margin than 81% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

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.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

13%

Faster revenue growth than 43% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,126,489

Up $166,324 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,126,489

Up $166,324 (+17%) from 2023

Revenue

Up

$229,099

Up $26,396 (+13%) from 2023

Expenses

Up

$62,775

Up $19,863 (+46%) from 2023

Net Income

Up

$166,324

Up $6,533 (+4.1%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $221,618Liabilities 2019: $0Net Assets 2019: $221,6182019Assets 2020: $410,905Liabilities 2020: $0Net Assets 2020: $410,9052020Assets 2021: $605,701Liabilities 2021: $0Net Assets 2021: $605,7012021Assets 2022: $800,374Liabilities 2022: $0Net Assets 2022: $800,3742022Assets 2023: $960,165Liabilities 2023: $0Net Assets 2023: $960,1652023Assets 2024: $1,126,489Liabilities 2024: $0Net Assets 2024: $1,126,4892024

Highlighted filing

2024

Assets$1,126,489
Liabilities$0
Net Assets$1,126,489

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2019: $105,618Expenses 2019: $14,000Net Income 2019: $91,6182019Revenue 2020: $217,417Expenses 2020: $28,130Net Income 2020: $189,2872020Revenue 2021: $221,829Expenses 2021: $27,033Net Income 2021: $194,7962021Revenue 2022: $232,304Expenses 2022: $37,631Net Income 2022: $194,6732022Revenue 2023: $202,703Expenses 2023: $42,912Net Income 2023: $159,7912023Revenue 2024: $229,099Expenses 2024: $62,775Net Income 2024: $166,3242024

Highlighted filing

2024

Revenue$229,099
Expenses$62,775
Net Income$166,324

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT FALZONTrustee-$0--
NANCYE FALZONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Falzon Family Private
EIN
83-2589460
Phone
9732671521
Address
33 OGDEN PLACE, MORRISTOWN, NJ 07960

Signing Officer

Name
Robert Falzon
Title
Trustee
Phone
9732671521
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Bkc Cpas Pc
Address
39 STATE ROUTE 12 STE 2, FLEMINGTON, NJ 08822
Preparer
Neil J Altshuler CPA
Phone
9087827900
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0832589460
ReturnHeader/Filer/PhoneNum09732671521
ReturnHeader/Filer/USAddress/AddressLine1Txt033 OGDEN PLACE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLEMINGTON
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEIL J ALTSHULER CPA
ReturnHeader/ReturnTs02025-11-13T11:35:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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