Civic Intelligence

Miller-Sweezy Charitable Trust

990PF • Fiscal year 2014 • EIN 13-3395958

Dec 01, 2013 to Nov 30, 2014 • Filed on Feb 20, 2015

63 West 17th Street Apt 7ASuiteBridgehampton, NY 10011

(516) 874-8800

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

33rd percentile

-4.1%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

30th percentile

-6.9%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

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

Assets

Down

$134,160

Down $10,011 (-6.9%) from 2013

Net Assets

Down

$134,160

Down $8,349 (-5.9%) from 2013

Liabilities

Down

$0

Down $1,662 (-100%) from 2013

Revenue

Down

$201,269

Down $49,160 (-20%) from 2013

Expenses

Down

$209,618

Down $100,392 (-32%) from 2013

Net Income

Up

-$8,349

Up $51,232 (+86%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $305,964Liabilities 2011: $02011Assets 2012: $350,772Liabilities 2012: $02012Assets 2013: $144,171Liabilities 2013: $1,662Net Assets 2013: $142,5092013Assets 2014: $134,160Liabilities 2014: $0Net Assets 2014: $134,1602014Assets 2015: $90,936Liabilities 2015: $0Net Assets 2015: $90,9362015Assets 2016: $57,073Liabilities 2016: $0Net Assets 2016: $57,0732016Assets 2017: $106,328Liabilities 2017: $0Net Assets 2017: $106,3282017Assets 2018: $411,316Liabilities 2018: $0Net Assets 2018: $411,3162018Assets 2019: $49,770Liabilities 2019: $0Net Assets 2019: $49,7702019Assets 2020: $82,002Liabilities 2020: $0Net Assets 2020: $82,0022020Assets 2021: $135,697Liabilities 2021: $130,666Net Assets 2021: $5,0312021Assets 2022: $130,075Liabilities 2022: $1,000Net Assets 2022: $129,0762022Assets 2023: $68,567Liabilities 2023: $2,000Net Assets 2023: $66,5672023Assets 2024: $46,317Liabilities 2024: $0Net Assets 2024: $46,3172024

Highlighted filing

2014

Assets$134,160
Liabilities$0
Net Assets$134,160

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $291,987Expenses 2011: $117,379Net Income 2011: $174,6082011Revenue 2012: $280,139Expenses 2012: $235,331Net Income 2012: $44,8082012Revenue 2013: $250,429Expenses 2013: $310,010Net Income 2013: -$59,5812013Revenue 2014: $201,269Expenses 2014: $209,618Net Income 2014: -$8,3492014Revenue 2015: $151,788Expenses 2015: $195,012Net Income 2015: -$43,2242015Revenue 2016: $141,267Expenses 2016: $175,130Net Income 2016: -$33,8632016Revenue 2017: $415,644Expenses 2017: $368,984Net Income 2017: $46,6602017Revenue 2018: $697,210Expenses 2018: $392,222Net Income 2018: $304,9882018Revenue 2019: $77,493Expenses 2019: $439,039Net Income 2019: -$361,5462019Revenue 2020: $369,262Expenses 2020: $337,030Net Income 2020: $32,2322020Revenue 2021: $430,625Expenses 2021: $507,596Net Income 2021: -$76,9712021Revenue 2022: $346,854Expenses 2022: $222,709Net Income 2022: $124,1452022Revenue 2023: $217,287Expenses 2023: $279,795Net Income 2023: -$62,5082023Revenue 2024: $201,186Expenses 2024: $223,436Net Income 2024: -$22,2502024

Highlighted filing

2014

Revenue$201,269
Expenses$209,618
Net Income-$8,349
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Feb 20, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN MILLERTrustee-$0--
ELIZABETH SWEEZYTrustee-$0--
Filing and Contact Details

Filer

EIN
13-3395958
In Care Of
% KEN MILLER & ELIZABETH SWEEZ
Phone
5168748800

Signing Officer

Name
Ken Miller
Title
Trustee
Phone
5168748800
Signed
2015-02-20
Discuss with paid preparer
Yes

Preparer

Preparer
Patty Bo
Phone
5168748800
Raw XML AppendixShowing 400 of 750 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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AccountingFeesSchedule/AccountingFeesDetail/Amt02800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt044924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt055048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3100521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt425320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,400 SHS BP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1544 SHS EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2834,426 SHS MIX GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31,270 SHS ANADARKO PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4500 SHS NORTHEAST UTILITIES
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8349
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0124883
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0240
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0420
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016333
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03040
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019553
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt034212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213760
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EXXON MOBIL CORP - 544 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NORTHEAST UTILITIES COM - 350 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NORTHEAST UTILITIES COM - 650 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NORTHEAST UTILITIES COM - 200 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NORTHEAST UTILITIES COM - 500 SHS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEN MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH SWEEZY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1163 WEST 17TH STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1NEW YORK
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10KEN MILLER & ELIZABETH SWEEZY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10STOREFRONT FOR ART & ARCHITECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11MOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12MONTHLY REVIEW FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13BRONX MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14DRUG POLICY ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15GLOBAL KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16WHITNEY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17TECHNO SERVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine18CITY SQUASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine19ASIAN CULTURAL COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine110ASIAN ART ARCHIVE IN AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine111FOUNTAIN HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine112PARRISH MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine113NEW YORK UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine114CENTER FOR AMERICAN PROGRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine115METROPOLITAN MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine116GUGGENHEIM MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine117STORY CORPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine118BOMB MAGAZINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine119LA LEADERSHIP ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine120NEW YORK CARES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine121ART IN GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine122THE NATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine123UCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine124THE BRENNAN CENTER FOR JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine125OCEANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine126EIF REVLON WALKRUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine127SCIENCE SPARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine128EL MUSEO DEL BARRIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine129THE BRICK CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine130WOMEN'S PRISON ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine131NEIGHBORHOOD COALITION FOR SHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine132PARTNERSHIP FOR RESPONSIBLE GR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine133THE HAMPTON LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine134WELLNESS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine135FOLK NEW ENGLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine136THE RETREAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine137UNIVERSITY OF MI LRCCS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine138LIGHTHOUSE INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine139THE CLINTON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine140BH CHILD CARE & RECREATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine141CLOCK TOWER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine142WSHU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine143AID FOR AIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine144SAILORS FOR THE SEA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt21PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt22PC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$2.01$2.23$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$2.17$2.80$0.63
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.29$3.47$2.23$1.24
2021Detailed filing. Detailed filing data is available for this year.$1.36$1.31$0.05$4.31$5.08$0.77
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$3.69$3.37$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.77$4.39$3.62
2018Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$6.97$3.92$3.05
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$4.16$3.69$0.47
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.41$1.75$0.34
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.52$1.95$0.43
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$2.01$2.10$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.43$2.50$3.10$0.60
2012Summary only. Only limited summary data is available for this year.$3.51$0.00$2.80$2.35$0.45
2011Summary only. Only limited summary data is available for this year.$3.06$0.00$2.92$1.17$1.75
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits