Civic Intelligence

Smithtown Charitable Fund Inc

990EZ • Fiscal year 2020 • EIN 11-3401158

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

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

79th percentile

0.07x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • NTEE T50 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.09x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • NTEE T50 • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

26%

Higher net margin than 59% of similar nonprofits.

2020 filings • NTEE T50 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE T50 • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

29%

Faster asset growth than 59% of similar nonprofits.

2020 filings • NTEE T50 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-28%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • NTEE T50 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$43,375

Up $9,665 (+29%) from 2019

Net Assets

Up

$40,128

Up $9,665 (+32%) from 2019

Liabilities

Flat

$3,247

Flat from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin59th percentile

Revenue

Down

$37,212

Down $14,724 (-28%) from 2019

Expenses

Down

$27,547

Down $26,388 (-49%) from 2019

Net Income

Up

$9,665

Up $11,664 (+583%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$43,375
Liabilities$3,247
Net Assets$40,128
Open 2020 Filing

Operations Trend

Revenue Growth48th 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

2020

Revenue$37,212
Expenses$27,547
Net Income$9,665
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 2, 2020
Return Version
2019v5.0
Gross Receipts
$38,807
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE--
various contributions--
Compensation and Service Providers
Top Officer Pay91st percentile

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$27,925$27,925$1,595$26,330
Total Events$27,925$27,925$1,595$26,330
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

Other Expenses.1

“MEETING EXPENSE $502”

Other Expenses.2

“TIPS $300”

Other Expenses.3

“Dues and subscriptions $230”

Other Expenses.4

“MISCELLANEOUS $204”

Total Liabilities.1

“DUE TO ROTARY OPERATING - Beginning $3247 DUE TO ROTARY OPERATING - Ending $3247”

Raw XML Appendix176 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/BOYAmt033710
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043375
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010411
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09665
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033710
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043375
IRS990EZ/FundraisingGrossIncomeAmt028395
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026256
IRS990EZ/GrossReceiptsAmt038807
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030463
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040128
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030463
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040128
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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01236
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1various contributions
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01595
IRS990EZ/SpecialEventsNetIncomeLossAmt026800
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03247
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03247
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027547
IRS990EZ/TotalRevenueAmt037212
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061627
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0135172
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0196799
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045184
IRS990ScheduleA/Total509Grp/TotalAmt0196799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045190
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0196824
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01595
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ST PATRICKS DAY RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027925
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026330
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01595
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING EXPENSE $502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TIPS $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND SUBSCRIPTIONS $230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUE TO ROTARY OPERATING - Beginning $3247 DUE TO ROTARY OPERATING - Ending $3247
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total 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/ReturnTs02020-10-02T06:01:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,375
Liabilities
$3,247
Net assets
$40,128
Revenue
$37,212
Expenses
$27,547
Net income
$9,665
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
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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. 2020 filings • 501(c)3 • <$500k nonprofits