Civic Intelligence

Efrain and Michele Rivera Family Foundation

990PF • Fiscal year 2021 • EIN 87-6876677

Dec 14, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
50 Square Drive 210Victor, NY 14564

(585) 248-6400

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

$1,517,543

No earlier filing loaded for comparison.

Net Assets

$1,517,543

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin99th percentile

Revenue

$1,517,543

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$1,517,543

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.

$6.0M$4.0M$2.0M$0Assets 2021: $1,517,543Liabilities 2021: $0Net Assets 2021: $1,517,5432021Assets 2022: $2,676,981Liabilities 2022: $0Net Assets 2022: $2,676,9812022Assets 2023: $3,603,826Liabilities 2023: $0Net Assets 2023: $3,603,8262023Assets 2024: $4,685,439Liabilities 2024: $0Net Assets 2024: $4,685,4392024

Highlighted filing

2021

Assets$1,517,543
Liabilities$0
Net Assets$1,517,543
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Revenue 2021: $1,517,543Expenses 2021: $0Net Income 2021: $1,517,5432021Revenue 2022: $1,185,501Expenses 2022: $26,063Net Income 2022: $1,159,4382022Revenue 2023: $1,023,479Expenses 2023: $96,634Net Income 2023: $926,8452023Revenue 2024: $1,324,918Expenses 2024: $243,305Net Income 2024: $1,081,6132024

Highlighted filing

2021

Revenue$1,517,543
Expenses$0
Net Income$1,517,543
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 14, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EFRAIN RIVERAPresident/Trustee-$0--
MICHELE M RIVERATreasurer/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Efrain and Michele Rivera
EIN
87-6876677
Phone
5852486400
Address
50 SQUARE DRIVE 210, VICTOR, NY 14564

Signing Officer

Name
Efrain Rivera
Title
Trustee
Phone
5852486400
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cooperhaims Advisors LLC
Address
50 SQUARE DRIVE SUITE 210, VICTOR, NY 14564
Preparer
Richard T Bentley CPA Cfpr
Phone
5852486400
Raw XML Appendix257 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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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022824
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03696
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01498790
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01521614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EFRAIN AND MICHELE RIVERA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EFRA
ReturnHeader/Filer/EIN0876876677
ReturnHeader/Filer/PhoneNum05852486400
ReturnHeader/Filer/USAddress/AddressLine1Txt050 SQUARE DRIVE 210
ReturnHeader/Filer/USAddress/CityNm0VICTOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014564
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270036535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOPERHAIMS ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 SQUARE DRIVE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICTOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014564
ReturnHeader/PreparerPersonGrp/PhoneNum05852486400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD T BENTLEY CPA CFPR
ReturnHeader/ReturnTs02022-11-15T07:03:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EFRAIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RIVERA
ReturnHeader/TaxPeriodBeginDt02021-12-14
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,517,543
Liabilities
$0
Net assets
$1,517,543
Revenue
$1,517,543
Expenses
$0
Net income
$1,517,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$1.32$0.24$1.08
2023Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.02$0.10$0.93
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$1.19$0.03$1.16
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.52$0.00$1.52