Civic Intelligence

Walter & Marilyn Joy Samuels Charitable Fdtn Tr

990PF • Fiscal year 2017 • EIN 35-7099888

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
510 Park AvenueNew York, NY 10022

(212) 400-2424

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

41st percentile

0.0%

Faster asset growth than 41% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

96%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$985,163

Up $237 (+0.0%) from 2016

Net Assets

Up

$985,163

Up $237 (+0.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin42nd percentile

Revenue

Up

$41,022

Up $20,091 (+96%) from 2016

Expenses

Down

$40,785

Down $14,965 (-27%) from 2016

Net Income

Up

$237

Up $35,056 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $1,019,745Liabilities 2015: $0Net Assets 2015: $1,019,7452015Assets 2016: $984,926Liabilities 2016: $0Net Assets 2016: $984,9262016Assets 2017: $985,163Liabilities 2017: $0Net Assets 2017: $985,1632017Assets 2018: $984,779Liabilities 2018: $0Net Assets 2018: $984,7792018Assets 2019: $958,032Liabilities 2019: $0Net Assets 2019: $958,0322019Assets 2020: $881,718Liabilities 2020: $0Net Assets 2020: $881,7182020Assets 2021: $1,780,485Liabilities 2021: $0Net Assets 2021: $1,780,4852021Assets 2022: $4,358,552Liabilities 2022: $0Net Assets 2022: $4,358,5522022Assets 2023: $5,967,636Liabilities 2023: $0Net Assets 2023: $5,967,6362023Assets 2024: $6,176,423Liabilities 2024: $0Net Assets 2024: $6,176,4232024

Highlighted filing

2017

Assets$985,163
Liabilities$0
Net Assets$985,163
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $1,019,745Expenses 2015: $0Net Income 2015: $1,019,7452015Revenue 2016: $20,931Expenses 2016: $55,750Net Income 2016: -$34,8192016Revenue 2017: $41,022Expenses 2017: $40,785Net Income 2017: $2372017Revenue 2018: $42,349Expenses 2018: $42,733Net Income 2018: -$3842018Revenue 2019: $61,713Expenses 2019: $88,460Net Income 2019: -$26,7472019Revenue 2020: $61,085Expenses 2020: $137,399Net Income 2020: -$76,3142020Revenue 2021: $1,048,202Expenses 2021: $149,435Net Income 2021: $898,7672021Revenue 2022: $3,496,368Expenses 2022: $918,301Net Income 2022: $2,578,0672022Revenue 2023: $1,734,989Expenses 2023: $125,905Net Income 2023: $1,609,0842023Revenue 2024: $1,791,191Expenses 2024: $1,582,404Net Income 2024: $208,7872024

Highlighted filing

2017

Revenue$41,022
Expenses$40,785
Net Income$237
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER SAMUELS - DECEASED 22617Trustee-$0--
MARILYN JOY SAMUELSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Walter and Marilyn Joy Samuels Charitable
EIN
35-7099888
In Care Of
% MARILYN SAMUELS
Phone
2124002424
Address
510 PARK AVENUE, NEW YORK, NY 10022

Signing Officer

Name
Marilyn Samuels
Title
Trustee
Phone
2124002424
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Stephen a Kepniss & Assoc Pc
Address
211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081
Preparer
Stephen a Kepniss
Phone
9739211250
Raw XML Appendix278 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01118660
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALTER SAMUELS - DECEASED 22617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARILYN JOY SAMUELS
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0510 PARK AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010022
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt023000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARILYN SAMUELS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0510 PARK AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010022
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0750
TaxesSchedule/TaxesDetail/Amt0750
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN SAMUELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124002424
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER AND MARILYN JOY SAMUELS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0357099888
ReturnHeader/Filer/InCareOfNm0% MARILYN SAMUELS
ReturnHeader/Filer/PhoneNum02124002424
ReturnHeader/Filer/USAddress/AddressLine1Txt0510 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090EDCE6D8C9F586B07CF3D5D950E3A9D8EE53DEB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId090EDCE6D8C9F586B07CF3D5D950E3A9D8EE53DEB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022133820181305000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.146.201.105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN A KEPNISS & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 MOUNTAIN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007081
ReturnHeader/PreparerPersonGrp/PhoneNum09739211250
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN A KEPNISS
ReturnHeader/ReturnTs02018-05-10T12:49:45-05:00
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
$985,163
Liabilities
$0
Net assets
$985,163
Revenue
$41,022
Expenses
$40,785
Net income
$237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$1.79$1.58$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$1.73$0.13$1.61
2022Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$3.50$0.92$2.58
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.05$0.15$0.90
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.02$0.00$1.02