Civic Intelligence

The Alex Charitable Trust

990PF • Fiscal year 2015 • EIN 06-1546079

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 21, 2016

Organization Profile
14 Center View RoadWoodbridge, CT 06525

(203) 397-2340

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

2nd percentile

-359%

Higher net margin than 2% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

28th percentile

-4.1%

Faster asset growth than 28% of similar nonprofits.

2015 filings • $500k-$1M 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

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$703,915

Down $30,261 (-4.1%) from 2014

Net Assets

Down

$703,915

Down $30,261 (-4.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin2nd percentile

Revenue

Up

$8,540

Up $8,540 from 2014

Expenses

Up

$39,236

Up $26,962 (+220%) from 2014

Net Income

Down

-$30,696

Down $18,422 (-150%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$800K$600K$400K$200K$0Assets 2010: $2,456Liabilities 2010: $0Net Assets 2010: $2,4562010Assets 2011: $2,133Liabilities 2011: $0Net Assets 2011: $2,1332011Assets 2012: $1,890Liabilities 2012: $0Net Assets 2012: $1,8902012Assets 2013: $746,450Liabilities 2013: $0Net Assets 2013: $746,4502013Assets 2014: $734,176Liabilities 2014: $0Net Assets 2014: $734,1762014Assets 2015: $703,915Liabilities 2015: $0Net Assets 2015: $703,9152015Assets 2016: $680,386Liabilities 2016: $0Net Assets 2016: $680,3862016Assets 2017: $665,927Liabilities 2017: $0Net Assets 2017: $665,9272017Assets 2018: $669,973Liabilities 2018: $0Net Assets 2018: $669,9732018Assets 2019: $635,662Liabilities 2019: $0Net Assets 2019: $635,6622019Assets 2020: $551,803Liabilities 2020: $0Net Assets 2020: $551,8032020Assets 2021: $541,458Liabilities 2021: $0Net Assets 2021: $541,4582021Assets 2022: $506,169Liabilities 2022: $0Net Assets 2022: $506,1692022Assets 2023: $514,965Liabilities 2023: $0Net Assets 2023: $514,9652023Assets 2024: $503,091Liabilities 2024: $0Net Assets 2024: $503,0912024

Highlighted filing

2015

Assets$703,915
Liabilities$0
Net Assets$703,915
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $3142010Expenses 2011: $3232011Expenses 2012: $2432012Revenue 2013: $744,658Expenses 2013: $99Net Income 2013: $744,5592013Revenue 2014: $0Expenses 2014: $12,274Net Income 2014: -$12,2742014Revenue 2015: $8,540Expenses 2015: $39,236Net Income 2015: -$30,6962015Revenue 2016: $16,719Expenses 2016: $39,452Net Income 2016: -$22,7332016Revenue 2017: $16,505Expenses 2017: $28,175Net Income 2017: -$11,6702017Revenue 2018: $21,964Expenses 2018: $25,419Net Income 2018: -$3,4552018Revenue 2019: $13,956Expenses 2019: $27,000Net Income 2019: -$13,0442019Revenue 2020: $12,382Expenses 2020: $21,439Net Income 2020: -$9,0572020Revenue 2021: $11,186Expenses 2021: $25,292Net Income 2021: -$14,1062021Revenue 2022: $11,144Expenses 2022: $31,531Net Income 2022: -$20,3872022Revenue 2023: $20,108Expenses 2023: $39,427Net Income 2023: -$19,3192023Revenue 2024: $25,609Expenses 2024: $36,876Net Income 2024: -$11,2672024

Highlighted filing

2015

Revenue$8,540
Expenses$39,236
Net Income-$30,696
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 21, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARYN D POWERS CPATrustee-$0--
ARIE E DAVIDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Alex Charitable Trust
EIN
06-1546079
Phone
2033972340
Address
14 Center View Road, Woodbridge, CT 06525

Signing Officer

Name
Charyn D Powers
Title
Trustee
Phone
2033972340
Signed
2016-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Charyn D Powers CPA
Address
14 Centerview Rd, Woodbridge, CT 06525
Preparer
Charyn Powers
Phone
2033972340
Raw XML Appendix351 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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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4NY Eye & Ear Infirmary of Mount Sinai
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1501(3)(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2501(3)(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0PO Box 514
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt118 Centerview Road
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2255 Park Ave Suite 601
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt3261 Derby Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt4310 E 14th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Northford
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Woodbridge
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2Worcester
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3Orange
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd006472
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd106525
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd201609
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd306477
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd410003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Rescue & Rehab. ofwildlife
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1disorders inResearch for anxietychildren
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support pre-school
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3for disabled childrenTo support canines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4aged 12 and underTo support childrenthrough swimming
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Water 'n Web Waterbird Rehab
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Yale School of Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2New Haven Hebrew Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Canines for Disabled Kids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Woodbridge Aquatic Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(3)(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(3)(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (3)(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(3)(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 2038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2261 Derby Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3255 Park Avneue Suite 601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt418 Centerview Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Northford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEw Haven
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Orange
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Worcester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Woodbridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006472
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106521
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406525
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt037000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036410
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0144
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0144
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049023
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0128
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036410
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036410
IRS990PF/UndistributedIncomeGrp/Taxable2Amt036410
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049167
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012757
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035469
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036410
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Interest paid on purchase
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02826
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02826
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0435
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0misc
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARYN D POWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02033972340
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Alex Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0061546079
ReturnHeader/Filer/PhoneNum02033972340
ReturnHeader/Filer/USAddress/AddressLine1Txt014 Center View Road
ReturnHeader/Filer/USAddress/CityNm0Woodbridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006525
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charyn D Powers CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 Centerview Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodbridge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006525
ReturnHeader/PreparerPersonGrp/PhoneNum02033972340
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARYN POWERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-27T10:50:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$703,915
Liabilities
$0
Net assets
$703,915
Revenue
$8,540
Expenses
$39,236
Net income
-$30,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.26$0.37$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.20$0.39$0.19
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.06$0.00$5.06$0.11$0.32$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.11$0.25$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.12$0.21$0.09
2019Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.14$0.27$0.13
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.70$0.00$6.70$0.22$0.25$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.00$6.66$0.17$0.28$0.12
2016Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.17$0.39$0.23
2015Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.09$0.39$0.31
2014Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.00$0.12$0.12
2013Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$7.45$0.00$7.45
2012Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00