Civic Intelligence

Abraham and Mildred Goldstein Charitable Trust

EIN 13-7061296 • New Milford, CT

9 Saddle Ridge RdNew Milford, CT 06776
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

5th percentile

-106%

Higher net margin than 5% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$22,218

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

$10M-$25M nonprofits • Source year 2022

Asset Growth

17th percentile

-4.5%

Faster asset growth than 17% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

28%

Faster revenue growth than 74% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,147,390

Down $572,310 (-4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$12,147,390

Down $572,310 (-4.5%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin5th percentile

Revenue

Up

$534,207

Up $116,054 (+28%) from 2023

Expenses

Up

$1,102,805

Up $604,329 (+121%) from 2023

Net Income

Down

-$568,598

Down $488,275 (-608%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $13,606,920Liabilities 2011: $02011Assets 2012: $12,932,948Liabilities 2012: $0Net Assets 2012: $12,932,9482012Assets 2013: $14,438,439Liabilities 2013: $0Net Assets 2013: $14,438,4392013Assets 2014: $13,977,380Liabilities 2014: $0Net Assets 2014: $13,977,3802014Assets 2015: $13,186,595Liabilities 2015: $0Net Assets 2015: $13,186,5952015Assets 2016: $13,033,026Liabilities 2016: $0Net Assets 2016: $13,033,0262016Assets 2017: $12,857,527Liabilities 2017: $0Net Assets 2017: $12,857,5272017Assets 2018: $13,836,281Liabilities 2018: $0Net Assets 2018: $13,836,2812018Assets 2019: $13,383,368Liabilities 2019: $0Net Assets 2019: $13,372,3692019Assets 2020: $13,416,022Liabilities 2020: $0Net Assets 2020: $13,416,0222020Assets 2021: $13,589,728Liabilities 2021: $0Net Assets 2021: $13,589,7282021Assets 2022: $13,007,541Liabilities 2022: $0Net Assets 2022: $13,007,5412022Assets 2023: $12,719,700Liabilities 2023: $0Net Assets 2023: $12,719,7002023Assets 2024: $12,147,390Liabilities 2024: $0Net Assets 2024: $12,147,3902024

Highlighted filing

2024

Assets$12,147,390
Liabilities$0
Net Assets$12,147,390
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $14,846,344Expenses 2011: $1,250,785Net Income 2011: $13,595,5592011Expenses 2012: $1,594,1242012Revenue 2013: $3,013,899Expenses 2013: $1,508,408Net Income 2013: $1,505,4912013Revenue 2014: $1,063,537Expenses 2014: $1,524,596Net Income 2014: -$461,0592014Revenue 2015: $593,482Expenses 2015: $1,384,267Net Income 2015: -$790,7852015Revenue 2016: $677,267Expenses 2016: $830,836Net Income 2016: -$153,5692016Revenue 2017: $701,870Expenses 2017: $877,369Net Income 2017: -$175,4992017Revenue 2018: $727,028Expenses 2018: $652,857Net Income 2018: $74,1712018Revenue 2019: $657,278Expenses 2019: $952,983Net Income 2019: -$295,7052019Revenue 2020: $941,120Expenses 2020: $740,719Net Income 2020: $200,4012020Revenue 2021: $907,778Expenses 2021: $539,466Net Income 2021: $368,3122021Revenue 2022: $414,126Expenses 2022: $831,581Net Income 2022: -$417,4552022Revenue 2023: $418,153Expenses 2023: $498,476Net Income 2023: -$80,3232023Revenue 2024: $534,207Expenses 2024: $1,102,805Net Income 2024: -$568,5982024

Highlighted filing

2024

Revenue$534,207
Expenses$1,102,805
Net Income-$568,598
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$12,147,390
Liabilities
$0
Net assets
$12,147,390
Revenue
$534,207
Expenses
$1,102,805
Net income
-$568,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.53$1.10$0.57
2023Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.42$0.50$0.08
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.41$0.83$0.42
2021Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.91$0.54$0.37
2020Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.94$0.74$0.20
2019Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.66$0.95$0.30
2018Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.73$0.65$0.07
2017Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.70$0.88$0.18
2016Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.68$0.83$0.15
2015Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.59$1.38$0.79
2014Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.06$1.52$0.46
2013Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$3.01$1.51$1.51
2012Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.59
2011Summary only. Only limited summary data is available for this year.$13.6$0.00$14.8$1.25$13.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HIRSCHELL LEVINETrusteePT$23,533-$23,533
KIM BAPTISTETrustee-$23,533-$23,533
FREDERICKA STILMANTrustee-$23,532-$23,532
Filing and Contact Details

Filer

Filer Name
Abraham and Mildred Goldstein Charitable
EIN
13-7061296
In Care Of
% WITHUMSMITHBROWN PC
Phone
2127519100
Address
9 Saddle Ridge Rd, New Milford, CT 06776

Signing Officer

Name
Fredricka Stillman
Title
Trustee
Phone
2127519100
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Israel Tannenbaum CPA
Phone
2127519100
Raw XML AppendixShowing 400 of 494 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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