Civic Intelligence

Joyce & Leonard Wilstein Family Foundati

990EZ • Fiscal year 2014 • EIN 95-4100504

Dec 01, 2013 to Nov 30, 2014 • Filed on Jul 31, 2015

2308 Donella CircleLos Angeles, CA 90077

(310) 472-8578

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

9.5%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

263%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$162,604

Up $14,085 (+9.5%) from 2013

Net Assets

Up

$162,604

Up $14,085 (+9.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$29,525

Up $21,385 (+263%) from 2013

Expenses

Down

$15,440

Down $419 (-2.6%) from 2013

Net Income

Up

$14,085

Up $21,804 (+282%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $148,572Net Assets 2010: $148,5722010Assets 2011: $162,656Net Assets 2011: $162,6562011Assets 2012: $156,238Net Assets 2012: $156,2382012Assets 2013: $148,519Liabilities 2013: $0Net Assets 2013: $148,5192013Assets 2014: $162,604Liabilities 2014: $0Net Assets 2014: $162,6042014Assets 2015: $140,948Liabilities 2015: $0Net Assets 2015: $140,9482015Assets 2016: $142,068Liabilities 2016: $0Net Assets 2016: $142,0682016Assets 2017: $136,684Liabilities 2017: $0Net Assets 2017: $136,6842017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$162,604
Liabilities$0
Net Assets$162,604

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2010: $22,094Expenses 2010: $8,326Net Income 2010: $13,7682010Revenue 2011: $19,950Expenses 2011: $5,866Net Income 2011: $14,0842011Revenue 2012: $377Expenses 2012: $6,795Net Income 2012: -$6,4182012Revenue 2013: $8,140Expenses 2013: $15,859Net Income 2013: -$7,7192013Revenue 2014: $29,525Expenses 2014: $15,440Net Income 2014: $14,0852014Revenue 2015: -$3,542Expenses 2015: $18,114Net Income 2015: -$21,6562015Revenue 2016: $12,748Expenses 2016: $11,628Net Income 2016: $1,1202016Revenue 2017: $6,132Expenses 2017: $11,516Net Income 2017: -$5,3842017Revenue 2018: $9,593Expenses 2018: $183,752Net Income 2018: -$174,1592018

Highlighted filing

2014

Revenue$29,525
Expenses$15,440
Net Income$14,085
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Jul 31, 2015
Return Version
2013v4.0
Gross Receipts
$116,629
Mission and Program Overview

Mission

JEWISH EDUCATION

Program Services

DescriptionGrantsExpenses
CASH CONTRIBUTIONS TO THE UNIVERSITY OF JUDAISM OR TO ORGANIZATIONS DESCRIBED IN THE IRC SECTION 509(A) 1 OR 2 WHICH AID THE UNIVERSITY JUDAISM PURPOSE$534$14,906
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack OstrowPresident-$0--
David Lieber4th V. Pres-$0--
Irving BrottSecretary-$0--
Robert WexlerC.F.O.-$0--
Leonard Wilstein1st Vice Pres-$0--
Joyce Wilstein2nd Vice Pres-$0--
Ron Wilstein3rd Vice Pres-$0--
Gary WilsteinDirector-$0--
Dr Alvin Mars5th Vice Pres-$0--
Filing and Contact Details

Filer

EIN
95-4100504
Phone
3104728578

Signing Officer

Name
Joyce Wilstein
Title
2nd Vice Pres
Signed
2015-07-31
Discuss with paid preparer
Yes

Preparer

Preparer
David W Leventhal
Phone
3102719444
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: donation | Donee's Name: Aish Los Angeles | Donee's Address: 9100 W. Pico Blvd. Los Angeles, CA 90035 | Cash Amount Given: $10000

Other Expenses.1

Foreign Tax paid on Investment $277

Other Expenses.2

Bank charges $227

Other Expenses.3

Filing fees $30

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LEONARD WILSTEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum03104728578
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102308 Donella Circle
IRS990EZ/BooksInCareOfDetail/USAddress/City0Los Angeles
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0900771801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0148519
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0162604
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt087104
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014085
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0148519
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162604
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt015859
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014906
IRS990EZ/GrossReceiptsAmt0116629
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013666
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0148519
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162604
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0148519
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162604
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jack Ostrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Lieber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Irving Brott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Wexler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Leonard Wilstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Joyce Wilstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ron Wilstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Gary Wilstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Dr Alvin Mars
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14th V. Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3C.F.O.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt41st Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt52nd Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt63rd Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt85th Vice Pres
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0534
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0JEWISH EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CASH CONTRIBUTIONS TO THE UNIVERSITY OF JUDAISM OR TO ORGANIZATIONS DESCRIBED IN THE IRC SECTION 509(A) 1 OR 2 WHICH AID THE UNIVERSITY JUDAISM PURPOSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0534
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014906
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt0102963
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015440
IRS990EZ/TotalProgramServiceExpensesAmt0534
IRS990EZ/TotalRevenueAmt029525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951684064
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10University of Judaism
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0false
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: donation | Donee's Name: Aish Los Angeles | Donee's Address: 9100 W. Pico Blvd. Los Angeles, CA 90035 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Foreign Tax paid on Investment $277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank charges $227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Filing fees $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joyce Wilstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02nd Vice Pres
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10JOYCE & LEONARD WILSTEIN FAMILY FOUND
ReturnHeader/Filer/BusinessNameControlTxt0JOYC
ReturnHeader/Filer/EIN0954100504
ReturnHeader/Filer/PhoneNum03104728578
ReturnHeader/Filer/USAddress/AddressLine102308 DONELLA CIRCLE
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Ogulnick Leventhal & Cajka LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109301 Wilshire Blvd Suite 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Beverly Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode090210
ReturnHeader/PreparerPersonGrp/PhoneNum03102719444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David W Leventhal
ReturnHeader/ReturnTs02015-07-31T14:37:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings