Civic Intelligence

John and Barbara Samuelson Foundation Inc.

990PF • Fiscal year 2024 • EIN 13-4045935

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 30, 2025

Organization Profile
CO Pm Cpas Llc 14 Penn Plz 1800New York, NY 10122

(212) 643-0099

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2024 filings • NTEE T20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

2024 filings • NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

40%

Higher net margin than 74% of similar nonprofits.

2024 filings • NTEE T20 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2024 filings • NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

71st percentile

4.4%

Faster asset growth than 71% of similar nonprofits.

2024 filings • NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-96%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$53,824

Up $2,278 (+4.4%) from 2023

Net Assets

Up

$53,824

Up $2,278 (+4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin74th percentile

Revenue

Down

$5,628

Down $138,323 (-96%) from 2023

Expenses

Down

$3,350

Down $190,478 (-98%) from 2023

Net Income

Up

$2,278

Up $52,155 (+105%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$300K$200K$100K$0Assets 2011: $194,779Liabilities 2011: $02011Assets 2012: $238,130Liabilities 2012: $02012Assets 2013: $261,443Liabilities 2013: $02013Assets 2014: $205,618Liabilities 2014: $02014Assets 2015: $216,328Liabilities 2015: $02015Assets 2019: $166,861Liabilities 2019: $02019Assets 2020: $112,355Liabilities 2020: $0Net Assets 2020: $112,3552020Assets 2021: $103,287Liabilities 2021: $0Net Assets 2021: $103,2872021Assets 2022: $101,423Liabilities 2022: $0Net Assets 2022: $101,4232022Assets 2023: $51,546Liabilities 2023: $0Net Assets 2023: $51,5462023Assets 2024: $53,824Liabilities 2024: $0Net Assets 2024: $53,8242024

Highlighted filing

2024

Assets$53,824
Liabilities$0
Net Assets$53,824
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$200K$100K$0-$100KRevenue 2011: $175,561Expenses 2011: $190,423Net Income 2011: -$14,8622011Revenue 2012: $186,600Expenses 2012: $143,249Net Income 2012: $43,3512012Revenue 2013: $122,725Expenses 2013: $99,412Net Income 2013: $23,3132013Revenue 2014: $143,729Expenses 2014: $199,554Net Income 2014: -$55,8252014Revenue 2015: $154,242Expenses 2015: $143,532Net Income 2015: $10,7102015Revenue 2019: $140,835Expenses 2019: $115,365Net Income 2019: $25,4702019Revenue 2020: $93,339Expenses 2020: $147,845Net Income 2020: -$54,5062020Revenue 2021: $126,319Expenses 2021: $135,387Net Income 2021: -$9,0682021Revenue 2022: $124,909Expenses 2022: $126,773Net Income 2022: -$1,8642022Revenue 2023: $143,951Expenses 2023: $193,828Net Income 2023: -$49,8772023Revenue 2024: $5,628Expenses 2024: $3,350Net Income 2024: $2,2782024

Highlighted filing

2024

Revenue$5,628
Expenses$3,350
Net Income$2,278
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA SAMUELSONDirector-$0--
CHARLES A SAMUELSONDirector-$0--
RICHARD A SAMUELSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
John & Barbara Samuelson Foundation Inc
EIN
13-4045935
Phone
2126430099
Address
CO PM CPAS LLC 14 PENN PLZ 1800, NEW YORK, NY 10122

Signing Officer

Name
Charles Samuelson
Title
Officer
Phone
2126430099
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Prager Metis Cpas LLC
Address
14 PENN PLAZA SUITE 1800, NEW YORK, NY 10122
Preparer
Gabe Wolosky
Phone
2126430099
Raw XML Appendix284 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA SAMUELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES A SAMUELSON
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0733
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0557405
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0569892
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1220
TaxesSchedule/TaxesDetail/Amt01600
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES SAMUELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02126430099
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN & BARBARA SAMUELSON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0134045935
ReturnHeader/Filer/PhoneNum02126430099
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO PM CPAS LLC 14 PENN PLZ 1800
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061667465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRAGER METIS CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 PENN PLAZA SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010122
ReturnHeader/PreparerPersonGrp/PhoneNum02126430099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GABE WOLOSKY
ReturnHeader/ReturnTs02025-10-30T09:09:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,824
Liabilities
$0
Net assets
$53,824
Revenue
$5,628
Expenses
$3,350
Net income
$2,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.06$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.44$1.94$0.50
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.25$1.27$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.26$1.35$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.93$1.48$0.55
2019Summary only. Only limited summary data is available for this year.$1.67$0.00$1.41$1.15$0.25
2015Summary only. Only limited summary data is available for this year.$2.16$0.00$1.54$1.44$0.11
2014Summary only. Only limited summary data is available for this year.$2.06$0.00$1.44$2.00$0.56
2013Summary only. Only limited summary data is available for this year.$2.61$0.00$1.23$0.99$0.23
2012Summary only. Only limited summary data is available for this year.$2.38$0.00$1.87$1.43$0.43
2011Summary only. Only limited summary data is available for this year.$1.95$0.00$1.76$1.90$0.15