Civic Intelligence

Samuel Finkel Charitable Foundation Tr

990PF • Fiscal year 2021 • EIN 20-6419866

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
124 West Shore DriveGreat Diamond Island, ME 04109

(303) 526-4205

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-15%

Higher net margin than 23% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

38th percentile

-0.9%

Faster asset growth than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

18%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$383,611

Down $3,345 (-0.9%) from 2020

Net Assets

Down

$383,611

Down $3,345 (-0.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin23rd percentile

Revenue

Up

$16,354

Up $2,518 (+18%) from 2020

Expenses

Up

$18,775

Up $525 (+2.9%) from 2020

Net Income

Up

-$2,421

Up $1,993 (+45%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2013: $412,666Liabilities 2013: $02013Assets 2014: $406,812Liabilities 2014: $0Net Assets 2014: $406,8122014Assets 2015: $398,342Liabilities 2015: $0Net Assets 2015: $398,3422015Assets 2016: $404,967Liabilities 2016: $0Net Assets 2016: $404,9672016Assets 2017: $403,088Liabilities 2017: $0Net Assets 2017: $403,0882017Assets 2018: $412,000Liabilities 2018: $0Net Assets 2018: $412,0002018Assets 2019: $391,614Liabilities 2019: $0Net Assets 2019: $391,6142019Assets 2020: $386,956Liabilities 2020: $0Net Assets 2020: $386,9562020Assets 2021: $383,611Liabilities 2021: $0Net Assets 2021: $383,6112021Assets 2022: $379,852Liabilities 2022: $0Net Assets 2022: $379,8522022Assets 2023: $339,672Liabilities 2023: $0Net Assets 2023: $339,6722023Assets 2024: $326,955Liabilities 2024: $0Net Assets 2024: $326,9552024

Highlighted filing

2021

Assets$383,611
Liabilities$0
Net Assets$383,611
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$50K$0-$50KRevenue 2013: $36,219Expenses 2013: $23,911Net Income 2013: $12,3082013Revenue 2014: $19,640Expenses 2014: $25,494Net Income 2014: -$5,8542014Revenue 2015: $16,118Expenses 2015: $24,588Net Income 2015: -$8,4702015Revenue 2016: $21,332Expenses 2016: $14,707Net Income 2016: $6,6252016Revenue 2017: $19,156Expenses 2017: $21,035Net Income 2017: -$1,8792017Revenue 2018: $17,760Expenses 2018: $24,015Net Income 2018: -$6,2552018Revenue 2019: $3,897Expenses 2019: $19,439Net Income 2019: -$15,5422019Revenue 2020: $13,836Expenses 2020: $18,250Net Income 2020: -$4,4142020Revenue 2021: $16,354Expenses 2021: $18,775Net Income 2021: -$2,4212021Revenue 2022: $12,186Expenses 2022: $0Net Income 2022: $12,1862022Revenue 2023: $8,423Expenses 2023: $48,603Net Income 2023: -$40,1802023Revenue 2024: $8,619Expenses 2024: $21,336Net Income 2024: -$12,7172024

Highlighted filing

2021

Revenue$16,354
Expenses$18,775
Net Income-$2,421
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD B FINKELTrustee-$0--
REBECCA H FINKELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Samuel Finkel Charitable Foundation
EIN
20-6419866
Phone
3035264205
Address
124 WEST SHORE DRIVE, GREAT DIAMOND ISLAND, ME 04109

Signing Officer

Name
Howard B Finkel
Title
Trustee
Phone
3035264205
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
1999 BROADWAY STE 4000, DENVER, CO 80202
Preparer
Jacqueline Noland
Phone
3032989600
Raw XML Appendix297 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01749
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015351
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015385
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015351
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0924
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES (FEDERAL)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD B FINKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03035264205
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL FINKEL CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0206419866
ReturnHeader/Filer/PhoneNum03035264205
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 WEST SHORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0GREAT DIAMOND ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01999 BROADWAY STE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum03032989600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELINE NOLAND
ReturnHeader/ReturnTs02022-11-10T12:09:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINKEL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,611
Liabilities
$0
Net assets
$383,611
Revenue
$16,354
Expenses
$18,775
Net income
-$2,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.09$0.21$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.08$0.49$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.12$0.00$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.16$0.19$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.14$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.04$0.19$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.18$0.24$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$0.19$0.21$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.21$0.15$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.16$0.25$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$0.20$0.25$0.06
2013Summary only. Only limited summary data is available for this year.$4.13$0.00$0.36$0.24$0.12