Civic Intelligence

Smithtown Charitable Fund Inc

990EZ • Fiscal year 2019 • EIN 11-3401158

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 02, 2020

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

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • NTEE T50 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.06x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • NTEE T50 • <$500k nonprofits • Source year 2019

Net Margin

32nd percentile

-3.8%

Higher net margin than 32% of similar nonprofits.

2019 filings • NTEE T50 • <$500k nonprofits • Source year 2019

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2019 filings • NTEE T50 • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-5.6%

Faster asset growth than 38% of similar nonprofits.

2019 filings • NTEE T50 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

-6.4%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • NTEE T50 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$33,710

Down $1,998 (-5.6%) from 2018

Net Assets

Down

$30,463

Down $1,999 (-6.2%) from 2018

Liabilities

Up

$3,247

Up $1 (+0.0%) from 2018

Revenue

Down

$51,936

Down $3,555 (-6.4%) from 2018

Expenses

Up

$53,935

Up $18,144 (+51%) from 2018

Net Income

Down

-$1,999

Down $21,699 (-110%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$33,710
Liabilities$3,247
Net Assets$30,463

Operations Trend

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

2019

Revenue$51,936
Expenses$53,935
Net Income-$1,999
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 2, 2020
Return Version
2018v3.1
Gross Receipts
$58,950
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
various contributions$29,542-
COMMUNITY SERVICE$16,542-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN COHENVice PresidentPT$0--
RICHARD SMITHPresidentPT$0--
LAURA ENDRESSecretaryPT$0--
THOMAS GILLENTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
St Patricks Day Run$38,777$38,777$7,014$31,763
Total Events$38,777$38,777$7,014$31,763
Filing and Contact Details

Filer

Filer Name
Smithtown Charitable Fund Inc
EIN
11-3401158
Phone
6315431720
Address
PO BOX 501, SMITHTOWN, NY 11787

Signing Officer

Name
Thomas Gillen
Title
Treasurer
Signed
2020-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Fuoco Group Llp
Address
200 PARKWAY DRIVE SOUTH SUITE 302, HAUPPAUGE, NY 11788
Preparer
Elizabeth A Vuozzo CPA
Phone
6313601700
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.6

| Donee's Name: THANKSGIVING BASKETS | Cash Amount Given: $5817

Grants and Similar Amounts Paid In Excess of $5,000.22

| Donee's Name: GIVING-OTHER | Cash Amount Given: $13600

Other Expenses.1002

Office Expenses $855

Other Expenses.1

MEETING EXPENSE $5575

Other Expenses.2

PROFESSIONAL FEES $550

Other Expenses.3

Dues and subscriptions $320

Other Expenses.4

TIPS $300

Other Expenses.5

MISCELLANEOUS $250

Total Liabilities.1

DUE TO ROTARY OPERATING - Beginning $3246 DUE TO ROTARY OPERATING - Ending $3247

Raw XML Appendix186 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/AddressLine1Txt0P O BOX 501
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SMITHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011787
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035708
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033710
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018364
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1999
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035708
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033710
IRS990EZ/FundraisingGrossIncomeAmt040574
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046085
IRS990EZ/GrossReceiptsAmt058950
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032462
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030463
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032462
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030463
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/PersonNm0ALAN COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA ENDRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS GILLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07850
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1various contributions
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016542
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt129542
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07014
IRS990EZ/SpecialEventsNetIncomeLossAmt033560
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03246
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03247
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053935
IRS990EZ/TotalProgramServiceExpensesAmt046084
IRS990EZ/TotalRevenueAmt051936
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064998
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0132120
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0197118
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039125
IRS990ScheduleA/Total509Grp/TotalAmt0197118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039144
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197161
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07014
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ST PATRICKS DAY RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038777
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038777
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038777
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038777
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031763
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: THANKSGIVING BASKETS | Cash Amount Given: $5817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: GIVING-OTHER | Cash Amount Given: $13600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING EXPENSE $5575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES AND SUBSCRIPTIONS $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TIPS $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUE TO ROTARY OPERATING - Beginning $3246 DUE TO ROTARY OPERATING - Ending $3247
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS GILLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITHTOWN CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0113401158
ReturnHeader/Filer/PhoneNum06315431720
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 501
ReturnHeader/Filer/USAddress/CityNm0SMITHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011787
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200268717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FUOCO GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 PARKWAY DRIVE SOUTH SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAUPPAUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011788
ReturnHeader/PreparerPersonGrp/PhoneNum06313601700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Vuozzo CPA
ReturnHeader/ReturnTs02020-10-02T05:59:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings