Civic Intelligence

Smithtown Charitable Fund Inc

990EZ • Fiscal year 2014 • EIN 11-3401158

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 14, 2015

Organization ProfileN/A
PO Box 501Smithtown, NY 11787

(631) 543-1720

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.00x

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

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Net Margin

71st percentile

30%

Higher net margin than 71% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2014 filings • NTEE T • <$500k nonprofits • Source year 2014

Asset Growth

89th percentile

72%

Faster asset growth than 89% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

28%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • NTEE T • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$15,386

Up $6,432 (+72%) from 2013

Net Assets

$15,386

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $3,239 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin71st percentile

Revenue

Up

$31,957

Up $6,915 (+28%) from 2013

Expenses

Down

$22,286

Down $7,919 (-26%) from 2013

Net Income

Up

$9,671

Up $14,834 (+287%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$60K$40K$20K$0Assets 2011: $12,003Liabilities 2011: $0Net Assets 2011: $12,0032011Assets 2012: $10,878Liabilities 2012: $02012Assets 2013: $8,954Liabilities 2013: $3,2392013Assets 2014: $15,386Liabilities 2014: $0Net Assets 2014: $15,3862014Assets 2015: $15,076Liabilities 2015: $0Net Assets 2015: $15,0762015Assets 2016: $13,435Liabilities 2016: $0Net Assets 2016: $13,4352016Assets 2017: $12,762Liabilities 2017: $0Net Assets 2017: $12,7622017Assets 2018: $35,708Liabilities 2018: $3,246Net Assets 2018: $32,4622018Assets 2019: $33,710Liabilities 2019: $3,247Net Assets 2019: $30,4632019Assets 2020: $43,375Liabilities 2020: $3,247Net Assets 2020: $40,1282020

Highlighted filing

2014

Assets$15,386
Liabilities$0
Net Assets$15,386
Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $41,388Expenses 2011: $39,160Net Income 2011: $2,2282011Revenue 2012: $39,132Expenses 2012: $40,257Net Income 2012: -$1,1252012Revenue 2013: $25,042Expenses 2013: $30,205Net Income 2013: -$5,1632013Revenue 2014: $31,957Expenses 2014: $22,286Net Income 2014: $9,6712014Revenue 2015: $39,144Expenses 2015: $39,454Net Income 2015: -$3102015Revenue 2016: $45,190Expenses 2016: $42,831Net Income 2016: $2,3592016Revenue 2017: $42,729Expenses 2017: $43,402Net Income 2017: -$6732017Revenue 2018: $55,491Expenses 2018: $35,791Net Income 2018: $19,7002018Revenue 2019: $51,936Expenses 2019: $53,935Net Income 2019: -$1,9992019Revenue 2020: $37,212Expenses 2020: $27,547Net Income 2020: $9,6652020

Highlighted filing

2014

Revenue$31,957
Expenses$22,286
Net Income$9,671
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 14, 2015
Return Version
2013v4.0
Gross Receipts
$50,509
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE$7,845-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENN WILLIAMSVice PresidentPT$0--
REV LAWRENCE DE LIONPresidentPT$0--
JOHN LUGOSecretaryPT$0--
ERIC SHIVAKTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,127$21,127$5,552$15,575
Event 2$18,420$18,420$10,000$8,420
Total Events$39,547$39,547$15,552$23,995
Filing and Contact Details

Filer

EIN
11-3401158
Phone
6315431720

Signing Officer

Name
Eric Shivak
Title
Treasurer
Signed
2015-01-14
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Vuozzo CPA
Phone
6313601700
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SIGHT AND SOUND $350”

Other Expenses.2

“GIVING-OTHER $50”

Other Assets.1

“DUE FROM OPERATING ACCT - Beginning $2080 DUE FROM OPERATING ACCT - Ending $8248”

Total Liabilities.1

“exchange - Beginning $3239 exchange - Ending $0”

Raw XML Appendix180 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06315431720
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 501
IRS990EZ/BooksInCareOfDetail/USAddress/City0SMITHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode011787
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07138
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02565
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09671
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08954
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015386
IRS990EZ/FundraisingGrossIncomeAmt047937
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021886
IRS990EZ/GrossReceiptsAmt050509
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05715
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015386
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05715
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015386
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GLENN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REV LAWRENCE DE LION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN LUGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC SHIVAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02080
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08248
IRS990EZ/OtherExpensesTotalAmt0400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07845
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018552
IRS990EZ/SpecialEventsNetIncomeLossAmt029385
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03239
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022286
IRS990EZ/TotalProgramServiceExpensesAmt07845
IRS990EZ/TotalRevenueAmt031957
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06631
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029496
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053767
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0168617
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0152
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt0198113
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032126
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064680
IRS990ScheduleA/Total509Grp/TotalAmt0198113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064724
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0198265
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039547
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ST PATRICKS DAY RUN
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023995
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015552
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05552
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SIGHT AND SOUND $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GIVING-OTHER $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM OPERATING ACCT - Beginning $2080 DUE FROM OPERATING ACCT - Ending $8248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3exchange - Beginning $3239 exchange - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC SHIVAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10SMITHTOWN CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0113401158
ReturnHeader/Filer/PhoneNum06315431720
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 501
ReturnHeader/Filer/USAddress/City0SMITHTOWN
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FUOCO GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10200 PARKWAY DRIVE SOUTH SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HAUPPAUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011788
ReturnHeader/PreparerPersonGrp/PhoneNum06313601700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Vuozzo CPA
ReturnHeader/ReturnTs02015-01-14T09:36:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,386
Liabilities
$0
Net assets
$15,386
Revenue
$31,957
Expenses
$22,286
Net income
$9,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$43.4$3.25$40.1$37.2$27.5$9.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$3.25$30.5$51.9$53.9$2.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$3.25$32.5$55.5$35.8$19.7
2017Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$42.7$43.4$0.67
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.4$0.00$13.4$45.2$42.8$2.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$39.1$39.5$0.31
2014Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$32.0$22.3$9.67
2013Summary only. Only limited summary data is available for this year.$8.95$3.24$25.0$30.2$5.16
2012Summary only. Only limited summary data is available for this year.$10.9$0.00$39.1$40.3$1.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.00$12.0$41.4$39.2$2.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits