Civic Intelligence

Samuel Finkel Charitable Foundation Tr

990PF • Fiscal year 2022 • EIN 20-6419866

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 08, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

47th percentile

-1.0%

Faster asset growth than 47% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-25%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$379,852

Down $3,759 (-1.0%) from 2021

Net Assets

Down

$379,852

Down $3,759 (-1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$12,186

Down $4,168 (-25%) from 2021

Expenses

Down

$0

Down $18,775 (-100%) from 2021

Net Income

Up

$12,186

Up $14,607 (+603%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$379,852
Liabilities$0
Net Assets$379,852

Operations Trend

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

2022

Revenue$12,186
Expenses$0
Net Income$12,186
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 8, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
Sjf 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
2023-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
675 15TH STREET STE 1900, DENVER, CO 80202
Preparer
Jacqueline Noland
Phone
3032989600
Raw XML Appendix267 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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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SJF CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SJFC
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0675 15TH STREET STE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum03032989600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELINE NOLAND
ReturnHeader/ReturnTs02023-10-02T16:57:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINKEL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

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
2022Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.12$0.00$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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