Civic Intelligence

Estate Plus Foundation

EIN 85-1497468 • Monroe, NY

3 Orshava CT Unit 302Monroe, NY 10950
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

15th percentile

-57%

Higher net margin than 15% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

21st percentile

-49%

Faster asset growth than 21% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-21%

Faster revenue growth than 32% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$96,593

Down $91,023 (-49%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$96,593

Down $91,023 (-49%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin15th percentile

Revenue

Down

$159,025

Down $41,031 (-21%) from 2020

Expenses

Up

$250,048

Up $237,608 (+1910%) from 2020

Net Income

Down

-$91,023

Down $278,639 (-149%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$200K$150K$100K$50K$0Assets 2020: $187,616Liabilities 2020: $0Net Assets 2020: $187,6162020Assets 2021: $96,593Liabilities 2021: $0Net Assets 2021: $96,5932021

Highlighted filing

2021

Assets$96,593
Liabilities$0
Net Assets$96,593
Open 2021 Filing

Operations Trend

Revenue Growth32nd percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $200,056Expenses 2020: $12,440Net Income 2020: $187,6162020Revenue 2021: $159,025Expenses 2021: $250,048Net Income 2021: -$91,0232021

Highlighted filing

2021

Revenue$159,025
Expenses$250,048
Net Income-$91,023
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$96,593
Liabilities
$0
Net assets
$96,593
Revenue
$159,025
Expenses
$250,048
Net income
-$91,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.59$2.50$0.91
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$2.00$0.12$1.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Isreal GottliebTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Estate Plus Foundation
EIN
85-1497468
Phone
9292892877
Address
3 ORSHAVA CT UNIT 302, Monroe, NY 10950

Signing Officer

Name
Isreal Gottlieb
Title
Trustee
Phone
9292892877
Signed
2022-06-09
Discuss with paid preparer
No

Preparer

Firm
Aron Hirschfeld CPA Pc
Address
65 TAAFFE PL, BROOKLYN, NY 11205
Preparer
Aron Hirschfeld
Phone
7184838527
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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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