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Simchas Zvi INC FY2022 filing

Tax-deductible

Lakewood, NJ501(c)(3)Foundations & GrantmakersEIN 22-3393337Revenue $167K in FY2022

On file with the IRS427 1st St, 08701-2521 · Lakewood, NJTax-exempt since Nov 1997Publicly supported charity — 170(b)(1)(A)(vi)

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Charitable activities

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $26K a year · 20% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Looks good: 7.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $83K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$167K
Spent
$130K
To programs
99%
Net assets
$79K
By yearFY2022–FY2024
Revenue
$167K
FY2022
Tap a bar for its year
Revenue by fiscal year
FY2022$167K
FY2023$140K
FY2024$69K
Expenses
$130K
FY2022
Tap a bar for its year
Expenses by fiscal year
FY2022$130K
FY2023$84K
FY2024$86K
Net assets
$79K
FY2022
Tap a bar for its year
Net assets by fiscal year
FY2022$79K
FY2023$135K
FY2024$118K

From the FY2022 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $129K Management & general 1% · $1K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Simchas Zvi INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Simchas Zvi INC is a public foundation based in Lakewood, NJ.

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Provided by the organization

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2 programs · $129K · in their own filed words · FY2022
01

Support of needy individuals, especially those devoted to the teaching and spreading of the jewish religion.

$113Kprogram expense
02

Support of exempt organizations

$16Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2021
Fidelity Investments Charitable Gift FundFY2021$83K
Total grants receivedfrom 1 funder$83K
Grants paid · 7 grants · $290K · 2022–2024
Unitemized GrantFY2024$73,220
Zichron BinyominNJ · FY2024$5,000
Unitemized GrantFY2023$70,381
Zichron BinyominNJ · FY2023$12,000
Unitemized GrantFY2022$112,610
Zichron BinyominNJ · FY2022$8,390
The Tzur Foundation INCNJ · FY2022$8,000

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$167K
Ln 12
Gifts and grantsLn 1h$167K
Money outPt IX
$130K
Ln 25
Programscol B$129K
Managementcol C$1K
Owns and owesPt X
$79K
net assets · Ln 32
Cash and savingsLn 1–2$79K
Total assetsLn 16$79K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$167K
Total revenueLn 12$167K
Assets in detailPt X, end of year
CashLn 1$79K
Cash and savings togetherLn 1–2$79K
Total assetsLn 16$79K
LiabilitiesLn 26$0
Net assetsLn 32$79K
OperationsPt I, VI
EmployeesI 50
VolunteersI 62
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$41K$79K
Total assetsLn 16$41K$79K
LiabilitiesLn 26$0$0
Net assetsLn 32$41K$79K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$16K$16K
Grants to domestic individualsLn 2$113K$113K
Accounting feesLn 11c$396$396
Other expenses (24a–d)Ln 24$861$861
Total functional expensesLn 25$130K$129K$1K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $69K$86K−$17K$118K 990 PDF
FY2023 $140K$84K$56K$135K 990 PDF
FY2022 Viewing $167K$130K$37K$79K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $167,415 revenue, 12 lines filed
I-8 Contributions and grants$167,415
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenue$167,415
I-13 Grants and similar amounts paid$129,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$1,257
I-18 Total expenses$130,257
I-19 Revenue less expenses$37,158
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $167,415 across 3 lines filed
VIII-1f All other contributions, gifts and grants$167,415
VIII-1h Total contributions, gifts and grants$167,415
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$167,415
Part IX · Statement of functional expenses $130,257 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $16,390$16,390
IX-2 Grants to domestic individualsPrograms $112,610$112,610
IX-11c Accounting feesManagement $396$396
IX-24 Other expenses (24a–d)Management $861$861
IX-25 Total functional expensesPrograms $129,000 · Management $1,257 · Fundraising $0$130,257
Part X · Balance sheet $78,510 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $41,352$78,510
X-16 Total assetsStart of year $41,352$78,510
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $41,352$78,510
X-33 Total liabilities and net assetsStart of year $41,352$78,510
Part XI · Reconciliation of net assets $78,510 net assets at year end
XI-1 Total revenue$167,415
XI-2 Total expenses$130,257
XI-3 Revenue less expenses$37,158
XI-4 Net assets at start of year$41,352
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$78,510

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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