Civic Intelligence

Herbert Smilowitz Private Foundation

990PF • Fiscal year 2023 • EIN 13-7171363

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profile
14 Tiffany DrLivingston, NJ 07039

(973) 886-0166

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.00x

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

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Net Margin

42nd percentile

-33%

Higher net margin than 42% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-40%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Flat

$4,196,307

Flat from 2023

Net Assets

$4,196,307

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin42nd percentile

Revenue

Flat

$349,243

Flat from 2023

Expenses

Flat

$465,183

Flat from 2023

Net Income

Flat

-$115,940

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth85th 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: $0Net Assets 2023: $4,196,3072023Assets 2023: $4,196,307Liabilities 2023: $12023Assets 2024: $3,756,079Liabilities 2024: $0Net Assets 2024: $3,756,0792024

Highlighted filing

2023

Assets$4,196,307
Liabilities$0
Net Assets$4,196,307
Open 2023 Filing

Operations Trend

Revenue Growth29th 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 2023: $349,243Expenses 2023: $465,183Net Income 2023: -$115,9402023Revenue 2024: $893,428Expenses 2024: $392,000Net Income 2024: $501,4282024

Highlighted filing

2023

Revenue$349,243
Expenses$465,183
Net Income-$115,940
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN SMILOWITZTrusteeFT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE ATTACHED LISTINGsee attacSEE ATTACHED, NJ, US$388,057
Filing and Contact Details

Filer

Filer Name
Herbert Smilowitz Private Foundation
EIN
13-7171363
Phone
9738860166
Address
14 TIFFANY DR, LIVINGSTON, NJ 07039

Signing Officer

Name
Marilyn Smilowitz
Title
Trustee
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Arthur S Geiger & Company P a
Address
14 TIFFANY DRIVE, LIVINGSTON, NJ 07039
Preparer
Arthur S Geiger
Phone
9738860166
Raw XML Appendix239 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/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-115940
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0770224
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04196307
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03542023
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04196307
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0194162
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0194162
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018069
IRS990PF/FMVAssetsEOYAmt02660956
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0282211
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0120579
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt03542023
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03259812
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0101536
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03866476
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt059520
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0195425
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03908492
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03968012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARILYN SMILOWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O 14 TIFFANY DRIVE
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0465183
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09738860166
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0388057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED LISTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0see attac
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LISTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0see attached
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0235912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0240675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0237774
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0232158
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0465183
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0271021
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01537191
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ML
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02540377
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC ADM FEE BROKER A/C
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PAYROLL SVC CHGS
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt1734224
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER CONTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt02400
TaxesSchedule/TaxesDetail/Amt13873
TaxesSchedule/TaxesDetail/Amt24296
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02400
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13873
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt24296
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN SMILOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT SMILOWITZ PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0137171363
ReturnHeader/Filer/PhoneNum09738860166
ReturnHeader/Filer/USAddress/AddressLine1Txt014 TIFFANY DR
ReturnHeader/Filer/USAddress/CityNm0LIVINGSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007039
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223057961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR S GEIGER & COMPANY P A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 TIFFANY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007039
ReturnHeader/PreparerPersonGrp/PhoneNum09738860166
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur S Geiger
ReturnHeader/ReturnTs02024-11-04T12:19:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,196,307
Liabilities
$0
Net assets
$4,196,307
Revenue
$349,243
Expenses
$465,183
Net income
-$115,940
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
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.35$0.47$0.12
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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