Civic Intelligence

Five Partners Foundation

990PF • Fiscal year 2022 • EIN 90-0142583

Jan 01, 2022 to Dec 31, 2022 • Filed on May 16, 2023

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

75th percentile

0.00x

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

2022 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

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

2022 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2022

Net Margin

47th percentile

-12%

Higher net margin than 47% of similar nonprofits.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

99th percentile

$222,746

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 84.6% of source-year revenue.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2022

Asset Growth

58th percentile

-0.3%

Faster asset growth than 58% of similar nonprofits.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

46th percentile

-45%

Faster revenue growth than 46% of similar nonprofits.

2022 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$10,147,240

Down $31,281 (-0.3%) from 2021

Net Assets

Down

$10,147,240

Down $31,281 (-0.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin47th percentile

Revenue

Down

$263,166

Down $216,927 (-45%) from 2021

Expenses

Up

$294,447

Up $34,808 (+13%) from 2021

Net Income

Down

-$31,281

Down $251,735 (-114%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2022

Assets$10,147,240
Liabilities$0
Net Assets$10,147,240
Open 2022 Filing

Operations Trend

Revenue Growth46th 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

2022

Revenue$263,166
Expenses$294,447
Net Income-$31,281
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 16, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD G PALITZ JRPresidentFT$210,000$12,746$222,746
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
2023-05-16
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 Appendix325 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt07046
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06341
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02014-07-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0M5
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt02209
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt02209
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE EQUIPMENT
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-31281
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0804
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt066931
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0139152
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021516
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0263166
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0124014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0199996
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WF #5331 ST NONCOVERED (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WF #5331 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SILVER SALE
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0524634
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03266
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BERNARD G PALITZ JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN L KANE
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09146726512
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt097065
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt097065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01062763
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt097065
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0442998
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt014336
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18523
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3750
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18523
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
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TaxesSchedule/TaxesDetail/Amt012570
TaxesSchedule/TaxesDetail/Amt18946
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06285
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD G PALITZ JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09146726512
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-16
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/PreparationDt02023-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DEMMETT CPA
ReturnHeader/ReturnTs02023-05-15T09:49:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BERNARD G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PALITZ JR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,147,240
Liabilities
$0
Net assets
$10,147,240
Revenue
$263,166
Expenses
$294,447
Net income
-$31,281
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
2022Detailed filing. Detailed filing data is available for this year.$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