Civic Intelligence

Herbert Smilowitz Private Foundation

990PF • Fiscal year 2018 • EIN 13-7171363

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization Profile
PO Box 309Morristown, NJ 07963

(973) 285-5500

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.00x

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Net Margin

59th percentile

20%

Higher net margin than 59% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Asset Growth

75th percentile

5.1%

Faster asset growth than 75% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

36%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$2,587,972

Up $125,537 (+5.1%) from 2017

Net Assets

Up

$2,587,972

Up $125,537 (+5.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin59th percentile

Revenue

Up

$622,067

Up $165,444 (+36%) from 2017

Expenses

Up

$496,530

Up $30,167 (+6.5%) from 2017

Net Income

Up

$125,537

Up $135,277 (+1389%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,856,608Liabilities 2010: $0Net Assets 2010: $2,856,6082010Assets 2011: $2,405,943Liabilities 2011: $02011Assets 2012: $2,982,019Liabilities 2012: $0Net Assets 2012: $2,982,0192012Assets 2013: $3,528,923Liabilities 2013: $0Net Assets 2013: $3,528,9232013Assets 2014: $3,588,827Liabilities 2014: $0Net Assets 2014: $3,588,8272014Assets 2015: $3,282,043Liabilities 2015: $0Net Assets 2015: $3,282,0432015Assets 2017: $2,462,435Liabilities 2017: $0Net Assets 2017: $2,462,4352017Assets 2018: $2,587,972Liabilities 2018: $0Net Assets 2018: $2,587,9722018Assets 2019: $2,787,128Liabilities 2019: $0Net Assets 2019: $2,787,1282019Assets 2020: $3,433,783Liabilities 2020: $0Net Assets 2020: $3,433,7832020Assets 2021: $3,435,649Liabilities 2021: $0Net Assets 2021: $3,435,6492021Assets 2022: $3,542,023Liabilities 2022: $12022Assets 2023: $4,196,307Liabilities 2023: $12023Assets 2024: $3,756,079Liabilities 2024: $0Net Assets 2024: $3,756,0792024

Highlighted filing

2018

Assets$2,587,972
Liabilities$0
Net Assets$2,587,972
Open 2018 Filing

Operations Trend

Revenue Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $351,3532010Revenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Expenses 2012: $225,1992012Revenue 2013: $913,643Expenses 2013: $387,843Net Income 2013: $525,8002013Revenue 2014: $529,202Expenses 2014: $469,298Net Income 2014: $59,9042014Revenue 2015: $108,145Expenses 2015: $414,929Net Income 2015: -$306,7842015Revenue 2017: $456,623Expenses 2017: $466,363Net Income 2017: -$9,7402017Revenue 2018: $622,067Expenses 2018: $496,530Net Income 2018: $125,5372018Revenue 2019: $375,090Expenses 2019: $407,685Net Income 2019: -$32,5952019Revenue 2020: $408,367Expenses 2020: $420,281Net Income 2020: -$11,9142020Revenue 2021: $1,501,791Expenses 2021: $434,263Net Income 2021: $1,067,5282021Revenue 2022: $579,234Expenses 2022: $483,702Net Income 2022: $95,5322022Revenue 2023: $349,243Expenses 2023: $465,183Net Income 2023: -$115,9402023Revenue 2024: $893,428Expenses 2024: $392,000Net Income 2024: $501,4282024

Highlighted filing

2018

Revenue$622,067
Expenses$496,530
Net Income$125,537
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN SMILOWITZTrusteeFT$0--
Filing and Contact Details

Filer

Filer Name
Herbert Smilowitz Private Foundation
EIN
13-7171363
Phone
9732855500
Address
PO BOX 309, MORRISTOWN, NJ 07963

Signing Officer

Name
Marilyn Smilowitz
Title
Trustee
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Arthur S Geiger & Co PA
Address
66 Macculloch Avenue, Morristown, NJ 07963-0309
Preparer
Arthur S Geiger
Phone
9732855500
Raw XML Appendix257 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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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02400
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12974
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt24354
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN SMILOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT SMILOWITZ PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0137171363
ReturnHeader/Filer/PhoneNum09732855500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 309
ReturnHeader/Filer/USAddress/CityNm0MORRISTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007963
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223057961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Arthur S Geiger & Co PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 Macculloch Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morristown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0079630309
ReturnHeader/PreparerPersonGrp/PhoneNum09732855500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur S Geiger
ReturnHeader/ReturnTs02019-11-05T14:05:06-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,587,972
Liabilities
$0
Net assets
$2,587,972
Revenue
$622,067
Expenses
$496,530
Net income
$125,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$0.89$0.39$0.50
2023Summary only. Only limited summary data is available for this year.$4.20$0.00$0.35$0.47$0.12
2022Summary only. Only limited summary data is available for this year.$3.54$0.00$0.58$0.48$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$1.50$0.43$1.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.00$3.43$0.41$0.42$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.38$0.41$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.62$0.50$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.46$0.47$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.11$0.41$0.31
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.53$0.47$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.91$0.39$0.53
2012Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.23
2011Summary only. Only limited summary data is available for this year.$2.41$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.35