Civic Intelligence

Sam and Charles Foundation Tr Agreement 12181997

990PF • Fiscal year 2022 • EIN 23-7919005

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 25, 2023

Organization Profile
121 Pine StreetPhiladelphia, PA 19106

(215) 299-4638

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

93rd percentile

72%

Higher net margin than 93% 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

67th percentile

9.7%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

8th percentile

-70%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$271,016

Up $23,919 (+9.7%) from 2021

Net Assets

Up

$271,016

Up $23,919 (+9.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Down

$33,517

Down $76,853 (-70%) from 2021

Expenses

Up

$9,472

Up $6,987 (+281%) from 2021

Net Income

Down

$24,045

Down $83,840 (-78%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$300K$200K$100K$0Assets 2015: $185,373Liabilities 2015: $0Net Assets 2015: $185,3732015Assets 2019: $144,414Liabilities 2019: $0Net Assets 2019: $144,4142019Assets 2020: $139,540Liabilities 2020: $0Net Assets 2020: $139,5402020Assets 2021: $247,097Liabilities 2021: $0Net Assets 2021: $247,0972021Assets 2022: $271,016Liabilities 2022: $0Net Assets 2022: $271,0162022Assets 2023: $278,131Liabilities 2023: $0Net Assets 2023: $278,1312023Assets 2024: $246,628Liabilities 2024: $0Net Assets 2024: $246,6282024

Highlighted filing

2022

Assets$271,016
Liabilities$0
Net Assets$271,016
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $67,858Expenses 2015: $81,986Net Income 2015: -$14,1282015Revenue 2019: $18,347Expenses 2019: $23,129Net Income 2019: -$4,7822019Revenue 2020: $14,244Expenses 2020: $19,118Net Income 2020: -$4,8742020Revenue 2021: $110,370Expenses 2021: $2,485Net Income 2021: $107,8852021Revenue 2022: $33,517Expenses 2022: $9,472Net Income 2022: $24,0452022Revenue 2023: $29,931Expenses 2023: $22,612Net Income 2023: $7,3192023Revenue 2024: $37,687Expenses 2024: $69,356Net Income 2024: -$31,6692024

Highlighted filing

2022

Revenue$33,517
Expenses$9,472
Net Income$24,045
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISSA U'PRICHARDOfficer-$0--
Filing and Contact Details

Filer

Filer Name
The Sam & Charles Foundation
EIN
23-7919005
Phone
2152994638
Address
121 PINE STREET, PHILADELPHIA, PA 19106

Signing Officer

Name
ALISSA U'PRICHARD
Title
Foundation Manager
Phone
2152994638
Signed
2023-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Fairman Group Family Office Llp
Address
1200 LIBERTY RIDGE DRIVE SUITE 320, CHESTERBROOK, PA 19087
Preparer
Kimberly G Pittman
Phone
6108897300
Raw XML Appendix307 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/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016223
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016223
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023405
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0126
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIVIDEND TIMING ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0105
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt134
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FIDELITY - ACCT #8377 NONDIVIDEND DISTR
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FIDELITY - ACCT #8377 PROCEEDS INVMT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt134
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0105
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0117
TaxesSchedule/TaxesDetail/Amt12959
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0117
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISSA U'PRICHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum02152994638
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAM & CHARLES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAM&
ReturnHeader/Filer/EIN0237919005
ReturnHeader/Filer/PhoneNum02152994638
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 PINE STREET
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454793713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAIRMAN GROUP FAMILY OFFICE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 LIBERTY RIDGE DRIVE SUITE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESTERBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06108897300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY G PITTMAN
ReturnHeader/ReturnTs02023-11-14T12:26:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0UPRICHARD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$271,016
Liabilities
$0
Net assets
$271,016
Revenue
$33,517
Expenses
$9,472
Net income
$24,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.38$0.69$0.32
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.30$0.23$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.34$0.09$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$1.10$0.02$1.08
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.14$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.18$0.23$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.68$0.82$0.14