Civic Intelligence

Five Partners Foundation

990PF • Fiscal year 2021 • EIN 90-0142583

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
C/O Withum 1411 Broadway 9flNew York, NY 10018

(914) 672-6512

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.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Net Margin

54th percentile

46%

Higher net margin than 54% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

95th percentile

$214,946

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 44.8% of source-year revenue.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Asset Growth

38th percentile

2.2%

Faster asset growth than 38% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

138%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$10,178,521

Up $220,454 (+2.2%) from 2020

Net Assets

Up

$10,178,521

Up $220,454 (+2.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin54th percentile

Revenue

Up

$480,093

Up $278,616 (+138%) from 2020

Expenses

Down

$259,639

Down $100,627 (-28%) from 2020

Net Income

Up

$220,454

Up $379,243 (+239%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $253Liabilities 2010: $0Net Assets 2010: $2532010Assets 2011: $753Liabilities 2011: $0Net Assets 2011: $7532011Assets 2012: $253Liabilities 2012: $12012Assets 2013: $2,586,957Liabilities 2013: $0Net Assets 2013: $2,586,9572013Assets 2014: $9,332,817Liabilities 2014: $12014Assets 2015: $9,479,008Liabilities 2015: $12015Assets 2016: $9,306,894Liabilities 2016: $0Net Assets 2016: $9,306,8942016Assets 2017: $9,970,130Liabilities 2017: $56,096Net Assets 2017: $9,914,0342017Assets 2018: $10,208,705Liabilities 2018: $34,254Net Assets 2018: $10,174,4512018Assets 2019: $10,116,856Liabilities 2019: $0Net Assets 2019: $10,116,8562019Assets 2020: $9,958,067Liabilities 2020: $0Net Assets 2020: $9,958,0672020Assets 2021: $10,178,521Liabilities 2021: $0Net Assets 2021: $10,178,5212021Assets 2022: $10,147,240Liabilities 2022: $0Net Assets 2022: $10,147,2402022Assets 2023: $10,555,580Liabilities 2023: $12023Assets 2024: $11,012,495Liabilities 2024: $0Net Assets 2024: $11,012,4952024

Highlighted filing

2021

Assets$10,178,521
Liabilities$0
Net Assets$10,178,521
Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,5502010Expenses 2011: $1,0502011Revenue 2012: $550Expenses 2012: $1,050Net Income 2012: -$5002012Revenue 2013: $2,652,630Expenses 2013: $65,926Net Income 2013: $2,586,7042013Revenue 2014: $7,034,486Expenses 2014: $288,626Net Income 2014: $6,745,8602014Revenue 2015: $506,598Expenses 2015: $360,407Net Income 2015: $146,1912015Revenue 2016: $299,441Expenses 2016: $471,555Net Income 2016: -$172,1142016Revenue 2017: $975,480Expenses 2017: $368,340Net Income 2017: $607,1402017Revenue 2018: $603,685Expenses 2018: $356,843Net Income 2018: $246,8422018Revenue 2019: $356,522Expenses 2019: $414,117Net Income 2019: -$57,5952019Revenue 2020: $201,477Expenses 2020: $360,266Net Income 2020: -$158,7892020Revenue 2021: $480,093Expenses 2021: $259,639Net Income 2021: $220,4542021Revenue 2022: $263,166Expenses 2022: $294,447Net Income 2022: -$31,2812022Revenue 2023: $868,521Expenses 2023: $257,597Net Income 2023: $610,9242023Revenue 2024: $831,251Expenses 2024: $284,470Net Income 2024: $546,7812024

Highlighted filing

2021

Revenue$480,093
Expenses$259,639
Net Income$220,454
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD G PALITZ JRPresidentFT$198,000$16,946$214,946
SUSAN L KANESecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Five Partners Foundation
EIN
90-0142583
In Care Of
% BERNARD G PALITZ JR
Phone
9146726512
Address
C/O WITHUM 1411 BROADWAY 9FL, NEW YORK, NY 10018

Signing Officer

Name
Bernard G Palitz Jr
Title
President
Phone
9146726512
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Robert Demmett CPA
Phone
2127519100
Raw XML Appendix305 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0155290
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0247457
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0598288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0402747
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0442998
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0247457
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt028400
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11773573
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt246000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SILVER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MUSICAL INSTRUMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DUE FROM JP MORGAN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt028400
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12036573
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt046384
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12036573
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROGRAM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MUSICAL INSTRUMENT INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02546
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15995
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02546
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15995
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31500
TaxesSchedule/TaxesDetail/Amt012015
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06007
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06008
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD G PALITZ JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09146726512
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIVE PARTNERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0900142583
ReturnHeader/Filer/InCareOfNm0% BERNARD G PALITZ JR
ReturnHeader/Filer/PhoneNum09146726512
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WITHUM 1411 BROADWAY 9FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DEMMETT CPA
ReturnHeader/ReturnTs02022-05-16T10:45:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BERNARD G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PALITZ JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,178,521
Liabilities
$0
Net assets
$10,178,521
Revenue
$480,093
Expenses
$259,639
Net income
$220,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.83$0.28$0.55
2023Summary only. Only limited summary data is available for this year.$10.6$0.00$0.87$0.26$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.26$0.29$0.03
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.48$0.26$0.22
2020Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.20$0.36$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.36$0.41$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.03$10.2$0.60$0.36$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.97$0.06$9.91$0.98$0.37$0.61
2016Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.30$0.47$0.17
2015Summary only. Only limited summary data is available for this year.$9.48$0.00$0.51$0.36$0.15
2014Summary only. Only limited summary data is available for this year.$9.33$0.00$7.03$0.29$6.75
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$2.65$0.07$2.59
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00