Civic Intelligence

The Alex Charitable Trust

990PF • Fiscal year 2016 • EIN 06-1546079

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 24, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

6th percentile

-136%

Higher net margin than 6% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

31st percentile

-3.3%

Faster asset growth than 31% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

96%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$680,386

Down $23,529 (-3.3%) from 2015

Net Assets

Down

$680,386

Down $23,529 (-3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$16,719

Up $8,179 (+96%) from 2015

Expenses

Up

$39,452

Up $216 (+0.6%) from 2015

Net Income

Up

-$22,733

Up $7,963 (+26%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$680,386
Liabilities$0
Net Assets$680,386

Operations Trend

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

2016

Revenue$16,719
Expenses$39,452
Net Income-$22,733
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 24, 2017
Return Version
2016v3.0
Compensation and Service Providers

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
2017-03-24

Preparer

Firm
Charyn D Powers CPA
Address
14 Centerview Rd, Woodbridge, CT 06525
Preparer
Charyn Powers
Phone
2033972340
Raw XML Appendix363 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/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Benefit of children aged12 and under for swimming
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1Education for children aged12 and under
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2Education for children
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4Education of childres
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Woodbridge Aquatic Club Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1New Haven Hebrew Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2Torah Education in Israel
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3Yale University Discovery to Cure
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501(3)(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt018 Centerview Road
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1261 Derby Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2420 Lexington Avenue suie 1425
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt3333 Cedar Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt41494 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Woodbridge
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Orange
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3New Haven
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4Bridgeport
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd006525
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd106477
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd210170
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd306520
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd406604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt334000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Rescue & Rehab. ofwildlife
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support pre-school
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Dedicated to children with Apraxia.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3of pediatric & otherResearch on impactingspecific eye disease or trauma
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Water 'n Web Waterbird Rehab
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1New Haven Hebrew Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CASANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NY Eye & Ear Infirmary of Mount Sinai
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/RecipientUSAddress/AddressLine1Txt0PO Box 514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1261 Derby Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2416 Lincoln Avenue 2nd FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 Gustave L Levy Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Northford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Orange
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006472
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310029
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt028000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038500
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/AppliedToCurrentYearAmt03983
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035469
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0112
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039452
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049023
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049023
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028527
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035469
OtherDecreasesSchedule/OtherDecreasesDetail/Amt057
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1496
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2243
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0federal taxes paid
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1loss on sale of bond
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2penalty on late filing
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARYN D POWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02033972340
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DBA2CE72B43D97B8F2BD356D280B5DBC0125B082
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBA2CE72B43D97B8F2BD356D280B5DBC0125B082
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.113.72.54
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:50:12
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/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARYN POWERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-10T09:50:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

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