Civic Intelligence

Melvin & Caryl Goldstein Charitable Foundation

990PF • Fiscal year 2020 • EIN 22-2764711

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
Cummings Lockwood PO Box 120Stamford, CT 06904

(203) 327-1700

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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-37%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$172,828

Up $2,814 (+1.7%) from 2019

Net Assets

Up

$172,828

Up $2,814 (+1.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin87th percentile

Revenue

Down

$5,820

Down $3,420 (-37%) from 2019

Expenses

Down

$3,006

Down $990 (-25%) from 2019

Net Income

Down

$2,814

Down $2,430 (-46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2020

Assets$172,828
Liabilities$0
Net Assets$172,828
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

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

2020

Revenue$5,820
Expenses$3,006
Net Income$2,814
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melvin S Goldstein - dec'd 122420Trustee-$0--
Howard GoldsteinTrustee-$0--
David GoldsteinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Melvin & Caryl Goldstein Charitable
EIN
22-2764711
Phone
2033271700
Address
Cummings Lockwood PO Box 120, Stamford, CT 06904

Signing Officer

Name
David Goldstein
Title
Trustee
Phone
2033271700
Signed
2021-05-11
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 Appendix291 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 - dec'd 122420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Howard Goldstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Goldstein
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0542
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07999
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Cummings & Lockwood
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0542
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02167
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01625
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0185
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0614
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Neuberger Berman
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0614
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/CategoryTxt0U.S. Treasury, 2019 excise taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0David Goldstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02033271700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Melvin & Caryl Goldstein Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MELV
ReturnHeader/Filer/EIN0222764711
ReturnHeader/Filer/PhoneNum02033271700
ReturnHeader/Filer/USAddress/AddressLine1Txt0Cummings Lockwood PO Box 120
ReturnHeader/Filer/USAddress/CityNm0Stamford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006904
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/ReturnTs02021-05-11T12:08:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Goldstein
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,828
Liabilities
$0
Net assets
$172,828
Revenue
$5,820
Expenses
$3,006
Net income
$2,814
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
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.06$0.03$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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