Civic Intelligence

Anne Samuels Estate Foundation

990PF • Fiscal year 2017 • EIN 27-2456575

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
2775 Sunny Isles BlvdNorth Miami Beach, FL 33160

(305) 932-2000

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-324%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.1%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

2.8%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$324,804

Down $10,512 (-3.1%) from 2016

Net Assets

Down

$324,804

Down $10,512 (-3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$3,249

Up $87 (+2.8%) from 2016

Expenses

Down

$13,764

Down $2,016 (-13%) from 2016

Net Income

Up

-$10,515

Up $2,103 (+17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$400K$300K$200K$100K$0Assets 2013: $347,884Liabilities 2013: $0Net Assets 2013: $347,8842013Assets 2014: $350,205Liabilities 2014: $0Net Assets 2014: $350,2052014Assets 2015: $350,422Liabilities 2015: $0Net Assets 2015: $350,4222015Assets 2016: $335,316Liabilities 2016: $0Net Assets 2016: $335,3162016Assets 2017: $324,804Liabilities 2017: $0Net Assets 2017: $324,8042017Assets 2018: $312,727Liabilities 2018: $0Net Assets 2018: $312,7272018Assets 2019: $303,455Liabilities 2019: $0Net Assets 2019: $303,4552019Assets 2020: $296,270Liabilities 2020: $0Net Assets 2020: $296,2702020Assets 2021: $282,330Liabilities 2021: $0Net Assets 2021: $282,3302021Assets 2022: $264,778Liabilities 2022: $0Net Assets 2022: $264,7782022Assets 2023: $248,775Liabilities 2023: $0Net Assets 2023: $248,7752023Assets 2024: $232,967Liabilities 2024: $0Net Assets 2024: $232,9672024

Highlighted filing

2017

Assets$324,804
Liabilities$0
Net Assets$324,804
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

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

$40K$20K$0-$20KRevenue 2013: $25,373Expenses 2013: $11,889Net Income 2013: $13,4842013Revenue 2014: $19,549Expenses 2014: $17,228Net Income 2014: $2,3212014Revenue 2015: $16,412Expenses 2015: $16,195Net Income 2015: $2172015Revenue 2016: $3,162Expenses 2016: $15,780Net Income 2016: -$12,6182016Revenue 2017: $3,249Expenses 2017: $13,764Net Income 2017: -$10,5152017Revenue 2018: $1,840Expenses 2018: $13,917Net Income 2018: -$12,0772018Revenue 2019: $7,045Expenses 2019: $16,317Net Income 2019: -$9,2722019Revenue 2020: $13,201Expenses 2020: $20,386Net Income 2020: -$7,1852020Revenue 2021: $6,562Expenses 2021: $20,502Net Income 2021: -$13,9402021Revenue 2022: $5,426Expenses 2022: $23,663Net Income 2022: -$18,2372022Revenue 2023: $4,967Expenses 2023: $21,712Net Income 2023: -$16,7452023Revenue 2024: $6,743Expenses 2024: $24,011Net Income 2024: -$17,2682024

Highlighted filing

2017

Revenue$3,249
Expenses$13,764
Net Income-$10,515
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD M WHITEBROOKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Anne Samuels Estate Foundation
EIN
27-2456575
Phone
3059322000
Address
2775 SUNNY ISLES BLVD, NORTH MIAMI BEACH, FL 33160

Signing Officer

Name
Richard M Whitebrook
Title
Trustee
Phone
3059322000
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell E Silverstein Pa
Address
10252 N Lake Vista Circle, Davie, FL 33328
Preparer
Mitchell E Silverstein
Phone
3055218822
Raw XML Appendix303 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.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD M WHITEBROOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02775 Sunny Isles Blvd Ste 118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0N Miami Beach
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Ronald McDonald House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALS Recovery Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Mount Sinai Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Planned Parenthood Federation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4United for Puerto Rico
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0One Kroc Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1One Grove Isle Drive 1602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24300 Alton Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3123 William St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 9146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Oak Brook
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Miami Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Juan
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133133
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd400908
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09793
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03971
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03971
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013764
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03971
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011539
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09793
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding adjustment
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/CategoryTxt02017
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt032
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD M WHITEBROOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03059322000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNE SAMUELS ESTATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0272456575
ReturnHeader/Filer/PhoneNum03059322000
ReturnHeader/Filer/USAddress/AddressLine1Txt02775 SUNNY ISLES BLVD
ReturnHeader/Filer/USAddress/CityNm0NORTH MIAMI BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033160
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A0D2F8BDC21D3221C6262FAD6F26E7E75690B2F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01A0D2F8BDC21D3221C6262FAD6F26E7E75690B2F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.205.76.3
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:24:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITCHELL E SILVERSTEIN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010252 N Lake Vista Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Davie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033328
ReturnHeader/PreparerPersonGrp/PhoneNum03055218822
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL E SILVERSTEIN
ReturnHeader/ReturnTs02018-05-01T11:24:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,804
Liabilities
$0
Net assets
$324,804
Revenue
$3,249
Expenses
$13,764
Net income
-$10,515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.07$0.24$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.05$0.22$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.05$0.24$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.07$0.21$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.13$0.20$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.07$0.16$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.02$0.14$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.03$0.14$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.03$0.16$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.16$0.16$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.20$0.17$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.25$0.12$0.13