Civic Intelligence

The Alex Charitable Trust

990PF • Fiscal year 2020 • EIN 06-1546079

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 02, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

10th percentile

-73%

Higher net margin than 10% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-11%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$551,803

Down $83,859 (-13%) from 2019

Net Assets

Down

$551,803

Down $83,859 (-13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$12,382

Down $1,574 (-11%) from 2019

Expenses

Down

$21,439

Down $5,561 (-21%) from 2019

Net Income

Up

-$9,057

Up $3,987 (+31%) from 2019

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

2020

Assets$551,803
Liabilities$0
Net Assets$551,803

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

2020

Revenue$12,382
Expenses$21,439
Net Income-$9,057
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 2, 2021
Return Version
2020v4.1
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
2021-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Charyn D Powers CPA
Address
14 Centerview Rd, Woodbridge, CT 06525
Preparer
Charyn Powers CPA
Phone
2033972340
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5Jewish School
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2Construction Workforce Initiative 2 Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3NIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4Friends of Navdanya
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5Congregation Ezras Yisroel
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6Yale University
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2547 Center Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt321525 Ridgetop Circle Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt467 Pine Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt54415 14th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt6PO Box 7611
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Orange
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Brooklyn
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3Sterling
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4Florence
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm5Brooklyn
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm6New Haven
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd111223
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd511219
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd606519
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Yeshivat Ateret Torah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Construction Workforce Initiative 2 Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Westport Library
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt220 Jesup Street
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016851
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03671
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06847
OtherDecreasesSchedule/OtherDecreasesDetail/Amt073798
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11004
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Losses on sale of stocks
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Federal taxes paid
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charyn D Powers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02033972340
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-02
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/PreparerPersonNm0Charyn Powers CPA

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