Civic Intelligence

The Edward a Prete Memorial Foundation Inc

990EZ • Fiscal year 2018 • EIN 45-4668044

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

Organization ProfileN/A
58 Redan DriveSmithtown, NY 11787

(631) 656-0416

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$70,663

Down $21,935 (-24%) from 2017

Net Assets

Down

$70,663

Down $21,935 (-24%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $60,456 (-100%) from 2017

Expenses

Down

$21,935

Down $34,985 (-61%) from 2017

Net Income

Down

-$21,935

Down $25,471 (-720%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$100K$50K$0Assets 2013: $33,993Net Assets 2013: $33,9932013Assets 2014: $45,735Net Assets 2014: $45,7352014Assets 2015: $71,850Net Assets 2015: $71,8502015Assets 2016: $89,062Net Assets 2016: $89,0622016Assets 2017: $92,598Net Assets 2017: $92,5982017Assets 2018: $70,663Net Assets 2018: $70,6632018Assets 2019: $56,020Net Assets 2019: $56,0202019Assets 2020: $44,595Net Assets 2020: $44,5952020Assets 2021: $41,780Net Assets 2021: $41,7802021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2018

Assets$70,663
Liabilities-
Net Assets$70,663
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$100K$50K$0-$50KRevenue 2013: $87,364Expenses 2013: $54,657Net Income 2013: $32,7072013Revenue 2014: $74,599Expenses 2014: $62,743Net Income 2014: $11,8562014Revenue 2015: $70,381Expenses 2015: $44,266Net Income 2015: $26,1152015Revenue 2016: $80,377Expenses 2016: $63,165Net Income 2016: $17,2122016Revenue 2017: $60,456Expenses 2017: $56,920Net Income 2017: $3,5362017Revenue 2018: $0Expenses 2018: $21,935Net Income 2018: -$21,9352018Revenue 2019: $0Expenses 2019: $14,643Net Income 2019: -$14,6432019Revenue 2020: $0Expenses 2020: $11,425Net Income 2020: -$11,4252020Revenue 2021: $0Expenses 2021: $2,815Net Income 2021: -$2,8152021Revenue 2022: $0Expenses 2022: $41,779Net Income 2022: -$41,7792022

Highlighted filing

2018

Revenue$0
Expenses$21,935
Net Income-$21,935
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Mission and Program Overview

Mission

The organization was successfull in achieving its goal and donated to eight different charities for total donations of $34,500.00.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION WAS SUCCESSFUL IN DONATING TO FIVE CHARITIES FOR A TOTAL OF $20,300.00.$21,936-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGINA PRETEPresident-$0--
RICHARD SIMONEFirst VP-$0--
JOSHUA PRETE2nd VP-$0--
KATHLEEN MATTEOSecretary-$0--
JOHN SIMONE JRTreasurer-$0--
CARL SIMONEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Edward a Prete Memorial Foundation
EIN
45-4668044
Phone
6316560416
Address
58 REDAN DRIVE, SMITHTOWN, NY 11787

Signing Officer

Name
Regina Prete
Title
President
Signed
2018-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Annette M Bauer CPA CFP
Address
16 Windward Lane, Commack, NY 11725-2620
Preparer
Annette M Bauer
Phone
6314992456
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.8

“| Donee's Name: CHIP IN FOR CHILDREN | Donee's Address: 699 GENESSEE STREET ANNAPOLIS MD 21401 | Cash Amount Given: $5900”

Grants and Similar Amounts Paid In Excess of $5,000.9

“| Donee's Name: METHODIST HOME FOR NURSING & REHAB | Donee's Address: 4499 MANHATTAN COLLEGE PKWY BRONX NY 10471 | Cash Amount Given: $6000”

Other Expenses.1002

“Office Expenses $817”

Other Expenses.2

“Supplies $68”

Raw XML Appendix152 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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IRS990EZ/BooksInCareOfDetail/PersonNm0REGINA PRETE
IRS990EZ/BooksInCareOfDetail/PhoneNum06318272936
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt058 REDAN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SMITHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011787
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092598
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21935
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092598
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070663
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020300
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092598
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092598
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REGINA PRETE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD SIMONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSHUA PRETE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHLEEN MATTEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN SIMONE JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARL SIMONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0885
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WAS SUCCESSFULL IN ACHIEVING ITS GOAL AND DONATED TO EIGHT DIFFERENT CHARITIES FOR TOTAL DONATIONS OF $34,500.00.
IRS990EZ/PrintingPublicationsPostageAmt0250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION WAS SUCCESSFUL IN DONATING TO FIVE CHARITIES FOR A TOTAL OF $20,300.00.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021936
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021935
IRS990EZ/TotalProgramServiceExpensesAmt021936
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075899
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0287113
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0287113
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075899
IRS990ScheduleA/Total509Grp/TotalAmt0287113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075899
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0287113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CHIP IN FOR CHILDREN | Donee's Address: 699 GENESSEE STREET ANNAPOLIS MD 21401 | Cash Amount Given: $5900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: METHODIST HOME FOR NURSING & REHAB | Donee's Address: 4499 MANHATTAN COLLEGE PKWY BRONX NY 10471 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $68
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGINA PRETE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDWARD A PRETE MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0454668044
ReturnHeader/Filer/PhoneNum06316560416
ReturnHeader/Filer/USAddress/AddressLine1Txt058 REDAN DRIVE
ReturnHeader/Filer/USAddress/CityNm0SMITHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Annette M Bauer CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 Windward Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Commack
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117252620
ReturnHeader/PreparerPersonGrp/PhoneNum06314992456
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNETTE M BAUER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-01T14:43:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,663
Liabilities
-
Net assets
$70,663
Revenue
$0
Expenses
$21,935
Net income
-$21,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$41.8$41.8
2021Detailed filing. Detailed filing data is available for this year.$41.8$41.8$0.00$2.82$2.82
2020Detailed filing. Detailed filing data is available for this year.$44.6$44.6$0.00$11.4$11.4
2019Detailed filing. Detailed filing data is available for this year.$56.0$56.0$0.00$14.6$14.6
2018Detailed filing. Detailed filing data is available for this year.$70.7$70.7$0.00$21.9$21.9
2017Detailed filing. Detailed filing data is available for this year.$92.6$92.6$60.5$56.9$3.54
2016Detailed filing. Detailed filing data is available for this year.$89.1$89.1$80.4$63.2$17.2
2015Detailed filing. Detailed filing data is available for this year.$71.9$71.9$70.4$44.3$26.1
2014Detailed filing. Detailed filing data is available for this year.$45.7$45.7$74.6$62.7$11.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$34.0$87.4$54.7$32.7
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits