Civic Intelligence

Melvin & Caryl Goldstein Charitable Foundation

990PF • Fiscal year 2019 • EIN 22-2764711

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 01, 2020

Organization Profile
87 Sanford LaneStamford, CT 06905

(203) 322-2113

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$170,014

Up $13,934 (+8.9%) from 2015

Net Assets

$170,014

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$9,240

Up $6,177 (+202%) from 2015

Expenses

Down

$3,996

Down $1,525 (-28%) from 2015

Net Income

Up

$5,244

Up $7,702 (+313%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2011: $135,942Liabilities 2011: $02011Assets 2012: $142,238Liabilities 2012: $02012Assets 2013: $145,913Liabilities 2013: $02013Assets 2014: $158,538Liabilities 2014: $02014Assets 2015: $156,080Liabilities 2015: $02015Assets 2019: $170,014Liabilities 2019: $0Net Assets 2019: $170,0142019Assets 2020: $172,828Liabilities 2020: $0Net Assets 2020: $172,8282020Assets 2021: $160,306Liabilities 2021: $12021Assets 2022: $149,620Liabilities 2022: $12022Assets 2023: $134,176Liabilities 2023: $12023Assets 2024: $117,906Liabilities 2024: $0Net Assets 2024: $117,9062024

Highlighted filing

2019

Assets$170,014
Liabilities$0
Net Assets$170,014
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $40,960Expenses 2011: $61,158Net Income 2011: -$20,1982011Revenue 2012: $63,116Expenses 2012: $56,820Net Income 2012: $6,2962012Revenue 2013: $59,866Expenses 2013: $56,191Net Income 2013: $3,6752013Revenue 2014: $45,357Expenses 2014: $32,729Net Income 2014: $12,6282014Revenue 2015: $3,063Expenses 2015: $5,521Net Income 2015: -$2,4582015Revenue 2019: $9,240Expenses 2019: $3,996Net Income 2019: $5,2442019Revenue 2020: $5,820Expenses 2020: $3,006Net Income 2020: $2,8142020Revenue 2021: $3,965Expenses 2021: $16,487Net Income 2021: -$12,5222021Revenue 2022: $3,544Expenses 2022: $14,106Net Income 2022: -$10,5622022Revenue 2023: $4,150Expenses 2023: $19,559Net Income 2023: -$15,4092023Revenue 2024: $3,870Expenses 2024: $20,066Net Income 2024: -$16,1962024

Highlighted filing

2019

Revenue$9,240
Expenses$3,996
Net Income$5,244
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 1, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melvin S GoldsteinTrustee-$0--
Howard GoldsteinTrustee-$0--
David GoldsteinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Melvin & Caryl Goldstein Charitable
EIN
22-2764711
Phone
2033222113
Address
87 Sanford Lane, Stamford, CT 06905

Signing Officer

Name
Melvin Goldstein
Title
Trustee
Phone
2033222113
Signed
2020-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Cummings & Lockwood LLC
Address
PO Box 120, Stamford, CT 06904-0120
Preparer
Gail Robertino
Phone
2033271700
Raw XML Appendix302 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Melvin S Goldstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Howard Goldstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Goldstein
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Howard Goldstein
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt0805
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019719
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07410
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012309
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0805
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012309
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019719
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Cummings & Lockwood
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0805
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03219
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02414
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0180
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0597
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Neuberger Berman
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0597
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Melvin Goldstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02033222113
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Melvin & Caryl Goldstein Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MELV
ReturnHeader/Filer/EIN0222764711
ReturnHeader/Filer/PhoneNum02033222113
ReturnHeader/Filer/USAddress/AddressLine1Txt087 Sanford Lane
ReturnHeader/Filer/USAddress/CityNm0Stamford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006905
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060312590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cummings & Lockwood LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stamford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0069040120
ReturnHeader/PreparerPersonGrp/PhoneNum02033271700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gail Robertino
ReturnHeader/ReturnTs02020-07-01T15:10:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,014
Liabilities
$0
Net assets
$170,014
Revenue
$9,240
Expenses
$3,996
Net income
$5,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.04$0.20$0.16
2023Summary only. Only limited summary data is available for this year.$1.34$0.00$0.04$0.20$0.15
2022Summary only. Only limited summary data is available for this year.$1.50$0.00$0.04$0.14$0.11
2021Summary only. Only limited summary data is available for this year.$1.60$0.00$0.04$0.16$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.06$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.09$0.04$0.05
2015Summary only. Only limited summary data is available for this year.$1.56$0.00$0.03$0.06$0.02
2014Summary only. Only limited summary data is available for this year.$1.59$0.00$0.45$0.33$0.13
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$0.60$0.56$0.04
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.63$0.57$0.06
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.41$0.61$0.20