Wallerstein Foundation For Geriatri C Life Improvement Inc

Florham Park, NJ
Tax-exempt since Feb. 1993
EIN: 22-3052726

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$282k (2024)

Expenses

$690k (2024)

Total Assets

$9.14M (2024)

Total Liabilities

$3.58k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$282,240

Expenses

$690,447

Net Income

-$408,207

Net Assets

$9,138,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,829	3.1%
Dividends	$251,595	89.1%
Sales of Assets	$21,811	7.7%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$496,577	71.9%
Compensation of Officers*	$100,000	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,142,508
Total Liabilities	$3,575
Net Assets	$9,138,933

Compensation

Key Employees and Officers	Compensation	Other
Susan E Perlik (Sectyexdir)	$100,000	$0
Lesley W Bunn (Director)	$0	$0
Debra W Williams (Director)	$0	$0
Mitchel B Wallerstein (President)	$0	$0
Matthew P Wallerstein (Vice Preside)	$0	$0
Leah P Wallerstein (Treasurer)	$0	$0

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990-PF

Filed on Sept. 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$234,291

Expenses

$598,626

Net Income

-$364,335

Net Assets

$9,547,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$157	0.1%
Dividends	$240,057	> 100%
Sales of Assets	-$5,927
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,825	66.1%
Compensation of Officers*	$100,000	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,565,715
Total Liabilities	$18,575
Net Assets	$9,547,140

Compensation

Key Employees and Officers	Compensation	Other
Susan E Perlik (Secretary)	$100,000	$0
Lesley W Bunn (Director)	$0	$0
Debra W Williams (Director)	$0	$0
Mitchel B Wallerstein (President)	$0	$0
Matthew P Wallerstein (Vice Preside)	$0	$0
Leah P Wallerstein (Treasurer)	$0	$0

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990-PF

Filed on Sept. 29, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$625,495

Expenses

$703,922

Net Income

-$78,427

Net Assets

$9,911,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$259,181	41.4%
Sales of Assets	$366,307	58.6%
Other Income	$7	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$479,124	68.1%
Compensation of Officers*	$100,000	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,915,495
Total Liabilities	$4,020
Net Assets	$9,911,475

Compensation

Key Employees and Officers	Compensation	Other
Susan E Perlik (Secretary)	$100,000	$0
Lesley W Bunn (Director)	$0	$0
Debra W Williams (Director)	$0	$0
Mitchel B Wallerstein (President)	$0	$0
Matthew P Wallerstein (Vice Preside)	$0	$0
Leah P Wallerstein (Treasurer)	$0	$0

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990-PF

Filed on Nov. 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$677,467

Expenses

$661,160

Net Income

$16,307

Net Assets

$9,989,902

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$201,242	29.7%
Sales of Assets	$476,225	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$469,468	71.0%
Compensation of Officers*	$83,333	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,995,609
Total Liabilities	$5,707
Net Assets	$9,989,902

Compensation

Key Employees and Officers	Compensation	Other
Susan E Perlik (Secretary)	$83,333	$0
Lesley W Bunn (Director)	$0	$0
Debra W Williams (Director)	$0	$0
Mitchel B Wallerstein (President)	$0	$0
Matthew P Wallerstein (Vice Preside)	$0	$0
Leah P Wallerstein (Treasurer)	$0	$0

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990-PF

Filed on Nov. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$79,113

Expenses

$677,819

Net Income

-$598,706

Net Assets

$9,973,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$235,859	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$503,579	74.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,975,492
Total Liabilities	$1,897
Net Assets	$9,973,595

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$1,019,489

Expenses

$584,246

Net Income

$435,243

Net Assets

$9,760,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$455,121	44.6%
Sales of Assets	$564,368	55.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$349,362	59.8%
Compensation of Officers*	$51,667	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,812,102
Total Liabilities	$52,043
Net Assets	$9,760,059

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$753,972

Expenses

$845,624

Net Income

-$91,652

Net Assets

$9,324,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$545,821	72.4%
Sales of Assets	$199,163	26.4%
Other Income	$8,988	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$415,562	49.1%
Compensation of Officers*	$155,000	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,386,875
Total Liabilities	$62,059
Net Assets	$9,324,816

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$725,200

Expenses

$1,020,895

Net Income

-$295,695

Net Assets

$9,416,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$581,145	80.1%
Sales of Assets	$120,231	16.6%
Other Income	$23,824	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$522,230	51.2%
Compensation of Officers*	$92,217	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,420,430
Total Liabilities	$3,962
Net Assets	$9,416,468

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$1,184,564

Expenses

$952,374

Net Income

$232,190

Net Assets

$9,712,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$557,498	47.1%
Sales of Assets	$599,404	50.6%
Other Income	$27,662	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$500,089	52.5%
Compensation of Officers*	$79,500	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,735,310
Total Liabilities	$23,147
Net Assets	$9,712,163

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$940,530

Expenses

$1,069,741

Net Income

-$129,211

Net Assets

$9,479,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$535,222	56.9%
Sales of Assets	$360,453	38.3%
Other Income	$44,855	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$653,401	61.1%
Compensation of Officers*	$68,000	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,485,238
Total Liabilities	$5,265
Net Assets	$9,479,973

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$1,317,241

Expenses

$935,840

Net Income

$381,401

Net Assets

$9,609,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$488,022	37.0%
Sales of Assets	$753,722	57.2%
Other Income	$75,497	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$458,851	49.0%
Compensation of Officers*	$66,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,614,726
Total Liabilities	$5,542
Net Assets	$9,609,184

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated June 30, 2025

Wallerstein Foundation For Geriatri C Life Improvement Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $282k (2024)

Expenses $690k (2024)

Total Assets $9.14M (2024)

Total Liabilities $3.58k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2010

No Extracted Financial Data

Document Links

990-PF

Revenue

$282k (2024)

Expenses

$690k (2024)

Total Assets

$9.14M (2024)

Total Liabilities

$3.58k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001