Civic Intelligence

Joyce & Leonard Wilstein Family Foundati

990EZ • Fiscal year 2015 • EIN 95-4100504

Dec 01, 2014 to Nov 30, 2015 • Filed on Feb 28, 2016

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

611%

Higher net margin than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$140,948

Down $21,656 (-13%) from 2014

Net Assets

Down

$140,948

Down $21,656 (-13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

-$3,542

Down $33,067 (-112%) from 2014

Expenses

Up

$18,114

Up $2,674 (+17%) from 2014

Net Income

Down

-$21,656

Down $35,741 (-254%) from 2014

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

2015

Assets$140,948
Liabilities$0
Net Assets$140,948

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

2015

Revenue-$3,542
Expenses$18,114
Net Income-$21,656
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Feb 28, 2016
Return Version
2014v6.0
Gross Receipts
$65,624
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$2,159$15,955
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

Filer Name
Joyce & Leonard Wilstein Family Found
EIN
95-4100504
Phone
3104728578
Address
2308 DONELLA CIRCLE, LOS ANGELES, CA 90077

Signing Officer

Name
Joyce Wilstein
Title
2nd Vice Pres
Signed
2016-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Ogulnick Leventhal & Cajka LLP
Address
9301 Wilshire Blvd Suite 507, Beverly Hills, CA 90210
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

Bank charges $195

Other Expenses.2

Foreign Tax paid on Investment $129

Other Expenses.3

Filing fees $35

Raw XML Appendix163 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/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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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/OtherExpensesTotalAmt0359
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0JEWISH EDUCATION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02159
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015955
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt055300
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018114
IRS990EZ/TotalProgramServiceExpensesAmt02159
IRS990EZ/TotalRevenueAmt0-3542
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951684064
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0University of Judaism
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/ExplanationTxt1Bank charges $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Foreign Tax paid on Investment $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Filing fees $35
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joyce Wilstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02nd Vice Pres
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOYCE & LEONARD WILSTEIN FAMILY FOUND
ReturnHeader/Filer/BusinessNameControlTxt0JOYC
ReturnHeader/Filer/EIN0954100504
ReturnHeader/Filer/PhoneNum03104728578
ReturnHeader/Filer/USAddress/AddressLine1Txt02308 DONELLA CIRCLE
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ogulnick Leventhal & Cajka LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09301 Wilshire Blvd Suite 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beverly Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090210
ReturnHeader/PreparerPersonGrp/PhoneNum03102719444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David W Leventhal
ReturnHeader/ReturnTs02016-02-28T10:51:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

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Filings