Civic Intelligence

Samuel Finkel Charitable Foundation Tr

990PF • Fiscal year 2023 • EIN 20-6419866

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 21, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-477%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-11%

Faster asset growth than 30% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-31%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$339,672

Down $40,180 (-11%) from 2022

Net Assets

Down

$339,672

Down $40,180 (-11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Down

$8,423

Down $3,763 (-31%) from 2022

Expenses

Up

$48,603

Up $48,603 from 2022

Net Income

Down

-$40,180

Down $52,366 (-430%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2023

Assets$339,672
Liabilities$0
Net Assets$339,672
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$8,423
Expenses$48,603
Net Income-$40,180
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 21, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

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
2024-06-21
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 Appendix330 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0METAVIVOR RESEARCH AND SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1INFINITE STRENGTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DANA FARBER INSTITIUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01783 FOREST DRIVE 184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt260 E WHARF RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206443
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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/AppliedToCurrentYearAmt06038
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt015385
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016067
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037490
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt015385
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08184
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016067
TaxesSchedule/TaxesDetail/Amt0153
TaxesSchedule/TaxesDetail/Amt14616
TaxesSchedule/TaxesDetail/Amt2692
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES (FEDERAL)
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES (4720 FORM)
TaxesSchedule/TaxesDetail/CategoryTxt2PENALTIES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD B FINKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03035264205
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SJF 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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELINE NOLAND
ReturnHeader/ReturnTs02024-06-21T16:55:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINKEL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$339,672
Liabilities
$0
Net assets
$339,672
Revenue
$8,423
Expenses
$48,603
Net income
-$40,180
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
2023Detailed filing. Detailed filing data is available for this year.$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
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