Civic Intelligence

Woodlea Foundation

990EZ • Fiscal year 2023 • EIN 86-3988377

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 28, 2024

Organization Profile
Tower Hill RoadScarborough, NY 10510

(212) 336-2715

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.00x

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

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

Net Margin

94th percentile

91%

Higher net margin than 94% of similar nonprofits.

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

$126,718

No earlier filing loaded for comparison.

Net Assets

$126,718

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin94th percentile

Revenue

$130,649

No earlier filing loaded for comparison.

Expenses

$11,327

No earlier filing loaded for comparison.

Net Income

$119,322

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.

$200K$150K$100K$50K$0Assets 2023: $126,718Liabilities 2023: $0Net Assets 2023: $126,7182023Assets 2024: $167,377Liabilities 2024: $0Net Assets 2024: $167,3772024

Highlighted filing

2023

Assets$126,718
Liabilities$0
Net Assets$126,718
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2023: $130,649Expenses 2023: $11,327Net Income 2023: $119,3222023Revenue 2024: $66,142Expenses 2024: $25,483Net Income 2024: $40,6592024

Highlighted filing

2023

Revenue$130,649
Expenses$11,327
Net Income$119,322
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 28, 2024
Return Version
2023v5.0
Gross Receipts
$130,649
Mission and Program Overview

Mission

The woodlea foundation (the "foundation") is organized and shall be operated exclusively for charitable, educational, and scientific purposes, including to provide for the encouragement of educational opportunities for students, institutions and other organizations; to support and promote the preservation and sustainability of the natural environment of the hudson river valley and surrounding communities; and to provide support for communities in need including addressing issues of food insecurity.

Program Services

DescriptionGrantsExpenses
THE WOODLEA FOUNDATION (THE "FOUNDATION") IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROVIDE FOR THE ENCOURAGEMENT OF EDUCATIONAL OPPORTUNITIES FOR STUDENTS, INSTITUTIONS AND OTHER ORGANIZATIONS; TO SUPPORT AND PROMOTE THE PRESERVATION AND SUSTAINABILITY OF THE NATURAL ENVIRONMENT OF THE HUDSON RIVER VALLEY AND SURROUNDING COMMUNITIES; AND TO PROVIDE SUPPORT FOR COMMUNITIES IN NEED INCLUDING ADDRESSING ISSUES OF FOOD INSECURITY.$4,000$4,000
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C SIMONSPresident-$0--
KIMBERLY HUCHROSecretary-$0--
RICHARD GRASSEYTreasurer-$0--
ANDREA TESSLER-SCARSELLADirector-$0--
BARBARA KLESTADTDirector-$0--
MARK MITCHELLDirector-$0--
ROBERT C MAYER JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Woodlea Foundation
EIN
86-3988377
Phone
2123362715
Address
TOWER HILL ROAD, SCARBOROUGH, NY 10510

Signing Officer

Name
Richard Grassey
Title
Treasurer
Phone
2123362715
Signed
2024-03-28
Discuss with paid preparer
Yes

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
Alexander Lazzaruolo
Phone
2126617777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: shared services. Amount: 2,160. Description: servhice charge. Amount: 200. Description: benevity fund fee. Amount: 28. Description: statutory representation. Amount: 129. Description: smart select subscription. Amount: 3,500. Description: caddie fee for cameron young day. Amount: 1,000. Total to form 990-ez, line 16: 7,017.”

Raw XML Appendix160 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN C SIMONS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT C MAYER JR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE WOODLEA FOUNDATION (THE "FOUNDATION") IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROVIDE FOR THE ENCOURAGEMENT OF EDUCATIONAL OPPORTUNITIES FOR STUDENTS, INSTITUTIONS AND OTHER ORGANIZATIONS; TO SUPPORT AND PROMOTE THE PRESERVATION AND SUSTAINABILITY OF THE NATURAL ENVIRONMENT OF THE HUDSON RIVER VALLEY AND SURROUNDING COMMUNITIES; AND TO PROVIDE SUPPORT FOR COMMUNITIES IN NEED INCLUDING ADDRESSING ISSUES OF FOOD INSECURITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE WOODLEA FOUNDATION (THE "FOUNDATION") IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING TO PROVIDE FOR THE ENCOURAGEMENT OF EDUCATIONAL OPPORTUNITIES FOR STUDENTS, INSTITUTIONS AND OTHER ORGANIZATIONS; TO SUPPORT AND PROMOTE THE PRESERVATION AND SUSTAINABILITY OF THE NATURAL ENVIRONMENT OF THE HUDSON RIVER VALLEY AND SURROUNDING COMMUNITIES; AND TO PROVIDE SUPPORT FOR COMMUNITIES IN NEED INCLUDING ADDRESSING ISSUES OF FOOD INSECURITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010615
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SHARED SERVICES. AMOUNT: 2,160. DESCRIPTION: SERVHICE CHARGE. AMOUNT: 200. DESCRIPTION: BENEVITY FUND FEE. AMOUNT: 28. DESCRIPTION: STATUTORY REPRESENTATION. AMOUNT: 129. DESCRIPTION: SMART SELECT SUBSCRIPTION. AMOUNT: 3,500. DESCRIPTION: CADDIE FEE FOR CAMERON YOUNG DAY. AMOUNT: 1,000. TOTAL TO FORM 990-EZ, LINE 16: 7,017.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD GRASSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-28
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ReturnHeader/Filer/EIN0863988377
ReturnHeader/Filer/PhoneNum02123362715
ReturnHeader/Filer/USAddress/AddressLine1Txt0TOWER HILL ROAD
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133628255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDON O'MEARA MCGINTY & DONNELLY LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02126617777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER LAZZARUOLO
ReturnHeader/ReturnTs02024-05-10T13:35:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRASSEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,718
Liabilities
$0
Net assets
$126,718
Revenue
$130,649
Expenses
$11,327
Net income
$119,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.66$0.25$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.31$0.11$1.19