Civic Intelligence

Joel E Smilow Charitable Trust

990PF • Fiscal year 2023 • EIN 06-6299809

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 16, 2024

Organization Profile
200 Bellevue Parkway Suite 250Wilmington, DE 19809-3747

(302) 793-3290

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$300,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

42nd percentile

3.2%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$167,423,738

Up $5,191,795 (+3.2%) from 2022

Net Assets

Up

$167,423,738

Up $5,191,795 (+3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin96th percentile

Revenue

Down

$6,312,704

Down $152,706,651 (-96%) from 2022

Expenses

Down

$1,346,067

Down $2,254,765 (-63%) from 2022

Net Income

Down

$4,966,637

Down $150,451,886 (-97%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2023

Assets$167,423,738
Liabilities$0
Net Assets$167,423,738
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

2023

Revenue$6,312,704
Expenses$1,346,067
Net Income$4,966,637
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 16, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SMILOWTrusteeFT$300,000-$300,000
JENNIFER LIPPINCOTTVP Operations And AdministrationFT$125,000-$125,000
MR RICHARD J SMILOWDirector-$20,000-$20,000
STEPHEN FARLEYDirector-$20,000-$20,000
JOHN P SHOEMAKERDirector-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Smilow Foundation
EIN
06-6299809
Phone
3027933290
Address
200 BELLEVUE PARKWAY SUITE 250, WILMINGTON, DE 19809-3747

Signing Officer

Name
William S Smilow
Title
Trustee
Phone
3027933290
Signed
2024-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
111 S WACKER DR STE 2100, CHICAGO, IL 60606
Preparer
Julia a Cloud
Phone
3124869815
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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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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,423,738
Liabilities
$0
Net assets
$167,423,738
Revenue
$6,312,704
Expenses
$1,346,067
Net income
$4,966,637
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