Civic Intelligence

Joel E Smilow Charitable Trust

990PF • Fiscal year 2014 • EIN 06-6299809

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

830 Post Road East Suite 105Westport, CT 06880

(203) 221-3068

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

1st percentile

-799%

Higher net margin than 1% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

8th percentile

-11%

Faster asset growth than 8% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Down

$7,316,884

Down $870,255 (-11%) from 2013

Net Assets

Down

$7,316,884

Down $870,255 (-11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$110,807

Down $1,186,961 (-91%) from 2013

Expenses

Down

$996,007

Down $1,308,775 (-57%) from 2013

Net Income

Up

-$885,200

Up $121,814 (+12%) from 2013

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $25,220,000Liabilities 2011: $02011Assets 2012: $9,193,494Liabilities 2012: $02012Assets 2013: $8,187,139Liabilities 2013: $0Net Assets 2013: $8,187,1392013Assets 2014: $7,316,884Liabilities 2014: $0Net Assets 2014: $7,316,8842014Assets 2015: $5,614,394Liabilities 2015: $0Net Assets 2015: $5,614,3942015Assets 2016: $5,533,237Liabilities 2016: $0Net Assets 2016: $5,533,2372016Assets 2017: $5,065,111Liabilities 2017: $0Net Assets 2017: $5,065,1112017Assets 2018: $4,952,828Liabilities 2018: $0Net Assets 2018: $4,952,8282018Assets 2019: $3,670,645Liabilities 2019: $0Net Assets 2019: $3,670,6452019Assets 2020: $3,589,645Liabilities 2020: $0Net Assets 2020: $3,589,6452020Assets 2021: $3,550,853Liabilities 2021: $0Net Assets 2021: $3,550,8532021Assets 2022: $162,231,943Liabilities 2022: $0Net Assets 2022: $162,231,9432022Assets 2023: $167,423,738Liabilities 2023: $0Net Assets 2023: $167,423,7382023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$7,316,884
Liabilities$0
Net Assets$7,316,884

Operations Trend

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

$200M$150M$100M$50M$0-$50MRevenue 2011: -$1,291,718Expenses 2011: $3,515,304Net Income 2011: -$4,807,0222011Revenue 2012: $617,432Expenses 2012: $17,643,805Net Income 2012: -$17,026,3732012Revenue 2013: $1,297,768Expenses 2013: $2,304,782Net Income 2013: -$1,007,0142013Revenue 2014: $110,807Expenses 2014: $996,007Net Income 2014: -$885,2002014Revenue 2015: $120,210Expenses 2015: $1,822,700Net Income 2015: -$1,702,4902015Revenue 2016: $1,854,375Expenses 2016: $1,935,532Net Income 2016: -$81,1572016Revenue 2017: $84,146Expenses 2017: $552,272Net Income 2017: -$468,1262017Revenue 2018: $100,598Expenses 2018: $212,881Net Income 2018: -$112,2832018Revenue 2019: $86,060Expenses 2019: $1,368,243Net Income 2019: -$1,282,1832019Revenue 2020: $32,402Expenses 2020: $113,402Net Income 2020: -$81,0002020Revenue 2021: $26,707Expenses 2021: $65,499Net Income 2021: -$38,7922021Revenue 2022: $159,019,355Expenses 2022: $3,600,832Net Income 2022: $155,418,5232022Revenue 2023: $6,312,704Expenses 2023: $1,346,067Net Income 2023: $4,966,6372023Revenue 2024: $5,517,917Expenses 2024: $8,801,099Net Income 2024: -$3,283,1822024

Highlighted filing

2014

Revenue$110,807
Expenses$996,007
Net Income-$885,200
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel E SmillowManager-$0--
Deborah BergerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joel E Smilow Charitable Trust
EIN
06-6299809
Phone
2032213068
Address
830 Post Road East Suite 105, Westport, CT 06880

Signing Officer

Name
Joel E Smilow
Title
Officer
Phone
2032213068
Signed
2015-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Capossela Cohen LLC
Address
368 Center Street, Southport, CT 06890
Preparer
Nathaniel S Yordon CPA
Phone
2032547000
Raw XML AppendixShowing 400 of 602 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/ContributingManagerNm0Joel E Smillow
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18General Operating Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36General Operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A Better Chance of Westport Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Liver Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Boys & Girls Club of Coachella Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Boys & Girls Club of Lower Naugatuck
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Johns Hopkins University School of Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5McCallumn Theater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Mid Fairfield Child Guidance Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7National Parks Conservation Assoc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NYU Langone Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Palm Springs Friends of Philharmonic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Philanthropy Roundtable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Temple Israel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12The Gilder Lehrman Institute of American History
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Virginia Waring International Piano Comp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14West Point Association of Graduates
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Westport Country Playhouse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Westport County Playhouse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Yale University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Yankee Institute for Public Policy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Sch Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Jewish Family Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Yale School of Drama
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22The Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23National Dance Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24The Wild Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Kaufman Music Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26Jump Start
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27Wounded Warrior Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28A Better Chance of Westport Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29USOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30Jewish Federation of North America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31Saratoga War Horse Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32Casa Milagro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33Sacred Heart Retreat House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34Boys & Girls Club of Athens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35Kneseth Israel Synagogue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36SLI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt35PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt36PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 2153
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt139 Broadway Suite 2700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt242-600 Cook Street Suite 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3One Positive Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4733 North Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt573000 Fred Waring Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 East Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7777 6th Street NW Suite 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8One Park Avenue 17th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 12770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101730 M Street NW Suite 601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1114 Coleytown Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1249 W 45th Street 6th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1373-710 Fred Waring Drive 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14698 Mills Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1525 Powers Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1625 Powers Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17157 Church Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18800 Connecticut Blvd Suite 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19500 West Willow Grove Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt20325 Reef Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211120 Chapel Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2214 Byington Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23217 West 147th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2445 Museum Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25129 West 67th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26308 Congress Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt274899 Belfort Rd Suite 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28PO Box 2153
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29One Olympic Plaza

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.52$8.80$3.28
2023Detailed filing. Detailed filing data is available for this year.$167$0.00$167$6.31$1.35$4.97
2022Detailed filing. Detailed filing data is available for this year.$162$0.00$162$159$3.60$155
2021Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.03$0.07$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.03$0.11$0.08
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.67$0.00$3.67$0.09$1.37$1.28
2018Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.10$0.21$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.08$0.55$0.47
2016Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$1.85$1.94$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.12$1.82$1.70
2014Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.11$1.00$0.89
2013Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$1.30$2.30$1.01
2012Summary only. Only limited summary data is available for this year.$9.19$0.00$0.62$17.6$17.0
2011Summary only. Only limited summary data is available for this year.$25.2$0.00$1.29$3.52$4.81