Civic Intelligence

Samuel & Rose Mitchell Foundation

990PF • Fiscal year 2020 • EIN 13-6128527

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 22, 2021

Organization Profile
3 East 69th Street M-1New York, NY 10021

(212) 794-3126

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

21st percentile

-21%

Higher net margin than 21% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$7,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

22nd percentile

-4.3%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-33%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$798,524

Down $35,581 (-4.3%) from 2019

Net Assets

$798,524

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin21st percentile

Revenue

Down

$145,507

Down $71,160 (-33%) from 2019

Expenses

Down

$176,732

Down $11,600 (-6.2%) from 2019

Net Income

Down

-$31,225

Down $59,560 (-210%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $452,771Liabilities 2011: $02011Assets 2012: $366,075Liabilities 2012: $02012Assets 2013: $931,251Liabilities 2013: $02013Assets 2014: $859,043Liabilities 2014: $02014Assets 2015: $821,363Liabilities 2015: $02015Assets 2019: $834,105Liabilities 2019: $02019Assets 2020: $798,524Liabilities 2020: $0Net Assets 2020: $798,5242020Assets 2021: $710,001Liabilities 2021: $0Net Assets 2021: $710,0012021Assets 2022: $1,486,997Liabilities 2022: $0Net Assets 2022: $1,486,9972022Assets 2023: $1,344,221Liabilities 2023: $0Net Assets 2023: $1,344,2212023Assets 2024: $1,234,260Liabilities 2024: $0Net Assets 2024: $1,234,2602024

Highlighted filing

2020

Assets$798,524
Liabilities$0
Net Assets$798,524
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $100,273Expenses 2011: $173,722Net Income 2011: -$73,4492011Revenue 2012: $97,872Expenses 2012: $182,356Net Income 2012: -$84,4842012Revenue 2013: $96,639Expenses 2013: $330,394Net Income 2013: -$233,7552013Revenue 2014: $71,524Expenses 2014: $168,201Net Income 2014: -$96,6772014Revenue 2015: $152,866Expenses 2015: $169,874Net Income 2015: -$17,0082015Revenue 2019: $216,667Expenses 2019: $188,332Net Income 2019: $28,3352019Revenue 2020: $145,507Expenses 2020: $176,732Net Income 2020: -$31,2252020Revenue 2021: $87,695Expenses 2021: $157,469Net Income 2021: -$69,7742021Revenue 2022: $1,261,781Expenses 2022: $161,136Net Income 2022: $1,100,6452022Revenue 2023: $30,828Expenses 2023: $169,298Net Income 2023: -$138,4702023Revenue 2024: $68,574Expenses 2024: $152,269Net Income 2024: -$83,6952024

Highlighted filing

2020

Revenue$145,507
Expenses$176,732
Net Income-$31,225
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 22, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA HEFFRONPresidentPT$7,500-$7,500
ANN POLANSKYSecretaryPT$7,500-$7,500
NANCY K GREENETreasurerPT$7,500-$7,500
Filing and Contact Details

Filer

Filer Name
Samuel & Rose Mitchell Foundation
EIN
13-6128527
Phone
2127943126
Address
3 EAST 69TH STREET M-1, NEW YORK, NY 10021

Signing Officer

Name
Patricia Heffron
Title
President
Signed
2021-11-22

Preparer

Firm
Venuti Venuti Mayoka & Company LLC
Address
6800 JERICHO TURNPIKE STE 206W, SYOSSET, NY 11791-4445
Preparer
Mark Mayoka
Phone
7185399777
Raw XML Appendix276 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/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0126573
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0844903
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0718330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04356
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED GAINS/LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt014302
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2VERIZON
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5CSC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt014302
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014302
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt223836
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4487
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0144653
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0144653
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0144653
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0311479
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOANS RECEIVABLE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA HEFFRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL & ROSE MITCHELL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO ESTRAL ASSOCIATES
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0136128527
ReturnHeader/Filer/PhoneNum02127943126
ReturnHeader/Filer/USAddress/AddressLine1Txt03 EAST 69TH STREET M-1
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VENUTI VENUTI MAYOKA & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06800 JERICHO TURNPIKE STE 206W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYOSSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117914445
ReturnHeader/PreparerPersonGrp/PhoneNum07185399777
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK MAYOKA
ReturnHeader/ReturnTs02021-11-22T09:21:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEFFRON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$798,524
Liabilities
$0
Net assets
$798,524
Revenue
$145,507
Expenses
$176,732
Net income
-$31,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07$0.15$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.03$0.17$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.26$0.16$1.10
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.09$0.16$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.15$0.18$0.03
2019Summary only. Only limited summary data is available for this year.$0.83$0.00$0.22$0.19$0.03
2015Summary only. Only limited summary data is available for this year.$0.82$0.00$0.15$0.17$0.02
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$0.07$0.17$0.10
2013Summary only. Only limited summary data is available for this year.$0.93$0.00$0.10$0.33$0.23
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$0.10$0.18$0.08
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.10$0.17$0.07