Civic Intelligence

Joyce & Leonard Wilstein Family Foundati

990EZ • Fiscal year 2016 • EIN 95-4100504

Dec 01, 2015 to Nov 30, 2016 • Filed on Mar 17, 2017

Organization ProfileN/A
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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

8.8%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$142,068

Up $1,120 (+0.8%) from 2015

Net Assets

Up

$142,068

Up $1,120 (+0.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin62nd percentile

Revenue

Up

$12,748

Up $16,290 (+460%) from 2015

Expenses

Down

$11,628

Down $6,486 (-36%) from 2015

Net Income

Up

$1,120

Up $22,776 (+105%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2016

Assets$142,068
Liabilities$0
Net Assets$142,068
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$12,748
Expenses$11,628
Net Income$1,120
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Mar 17, 2017
Return Version
2015v3.0
Gross Receipts
$42,249
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$299$11,330
Compensation and Service Providers
Top Officer Pay75th percentile

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
2017-03-17
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

Other Expenses.1

“Investment fees $201”

Other Expenses.2

“Foreign Tax paid on Investment $97”

Raw XML Appendix159 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/AddressLine1Txt02308 Donella Circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Los Angeles
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0900771801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140948
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142068
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt029501
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01120
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0140948
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142068
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03310
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011330
IRS990EZ/GrossReceiptsAmt042249
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09438
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0140948
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142068
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0140948
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142068
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/OtherExpensesTotalAmt0298
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/GrantsAndAllocationsAmt0299
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011330
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt032811
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011628
IRS990EZ/TotalProgramServiceExpensesAmt0299
IRS990EZ/TotalRevenueAmt012748
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951684064
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0University of Judaism
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Investment fees $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Foreign Tax paid on Investment $97
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joyce Wilstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02nd Vice Pres
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-17
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/ReturnTs02017-03-17T11:16:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,068
Liabilities
$0
Net assets
$142,068
Revenue
$12,748
Expenses
$11,628
Net income
$1,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$1.84$1.74
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.13$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.18$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.30$0.15$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$0.08$0.16$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$1.56$0.00$0.07$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$1.63$0.20$0.06$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$1.49$0.22$0.08$0.14