Civic Intelligence

The Pierce & Jeanette Samuels Charitable Foundation Inc

990PF • Fiscal year 2017 • EIN 46-3067800

May 01, 2016 to Apr 30, 2017 • Filed on May 22, 2017

Organization Profile
7351 Campus HeightsHoughton, NY 14744

(716) 498-0348

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.00x

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Net Margin

79th percentile

60%

Higher net margin than 79% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Asset Growth

53rd percentile

1.8%

Faster asset growth than 53% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-61%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$946,762

Up $16,987 (+1.8%) from 2016

Net Assets

Up

$946,762

Up $16,987 (+1.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin79th percentile

Revenue

Down

$33,414

Down $52,533 (-61%) from 2016

Expenses

Down

$13,393

Down $99,170 (-88%) from 2016

Net Income

Up

$20,021

Up $46,637 (+175%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.0M$500K$0Assets 2014: $953,961Liabilities 2014: $02014Assets 2015: $956,391Liabilities 2015: $0Net Assets 2015: $956,3912015Assets 2016: $929,775Liabilities 2016: $0Net Assets 2016: $929,7752016Assets 2017: $946,762Liabilities 2017: $0Net Assets 2017: $946,7622017Assets 2018: $955,582Liabilities 2018: $0Net Assets 2018: $955,5822018Assets 2019: $928,447Liabilities 2019: $0Net Assets 2019: $928,4472019Assets 2020: $820,167Liabilities 2020: $0Net Assets 2020: $820,1672020Assets 2021: $963,229Liabilities 2021: $0Net Assets 2021: $963,2292021Assets 2022: $867,535Liabilities 2022: $0Net Assets 2022: $867,5352022Assets 2023: $836,063Liabilities 2023: $0Net Assets 2023: $836,0632023Assets 2024: $829,645Liabilities 2024: $0Net Assets 2024: $829,6452024Assets 2025: $831,617Liabilities 2025: $0Net Assets 2025: $831,6172025

Highlighted filing

2017

Assets$946,762
Liabilities$0
Net Assets$946,762
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $76,394Expenses 2014: $7,890Net Income 2014: $68,5042014Revenue 2015: $49,654Expenses 2015: $47,224Net Income 2015: $2,4302015Revenue 2016: $85,947Expenses 2016: $112,563Net Income 2016: -$26,6162016Revenue 2017: $33,414Expenses 2017: $13,393Net Income 2017: $20,0212017Revenue 2018: $39,924Expenses 2018: $34,165Net Income 2018: $5,7592018Revenue 2019: $35,256Expenses 2019: $74,007Net Income 2019: -$38,7512019Revenue 2020: $40,153Expenses 2020: $39,566Net Income 2020: $5872020Revenue 2021: $38,396Expenses 2021: $48,757Net Income 2021: -$10,3612021Revenue 2022: $49,970Expenses 2022: $60,876Net Income 2022: -$10,9062022Revenue 2023: $49,385Expenses 2023: $56,003Net Income 2023: -$6,6182023Revenue 2024: $47,097Expenses 2024: $51,310Net Income 2024: -$4,2132024Revenue 2025: $46,716Expenses 2025: $3,559Net Income 2025: $43,1572025

Highlighted filing

2017

Revenue$33,414
Expenses$13,393
Net Income$20,021
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
May 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID H RIESPresident-$0--
DAVID R SAMUELSSecretary-$0--
TIMOTHY R RIESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Pierce & Jeanette Samuels
EIN
46-3067800
Phone
7164980348
Address
7351 CAMPUS HEIGHTS, HOUGHTON, NY 14744

Signing Officer

Name
David Ries
Title
President
Phone
7164980348
Signed
2017-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
Preparer
Regina Roberts
Phone
5853811000
Raw XML Appendix301 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02013
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023928
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023928
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02013
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023928
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017921
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03034
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt013
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0595
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010385
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES - LINCOLN FINANCIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010385
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1313
TaxesSchedule/TaxesDetail/CategoryTxt0NYS CHARITIES BUREAU
TaxesSchedule/TaxesDetail/CategoryTxt12015 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID RIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07164980348
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PIERCE & JEANETTE SAMUELS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PIER
ReturnHeader/Filer/EIN0463067800
ReturnHeader/Filer/PhoneNum07164980348
ReturnHeader/Filer/USAddress/AddressLine1Txt07351 CAMPUS HEIGHTS
ReturnHeader/Filer/USAddress/CityNm0HOUGHTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014744
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F810F9FE0C4C4DAD171A8C8E72DF89C05E51BF9A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId052EADABC38EFBD74F961EA50C2A24615B4738377
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.14.157.194
ReturnHeader/FilingSecurityInformation/IPDt02017-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:09:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REGINA ROBERTS
ReturnHeader/ReturnTs02017-09-15T13:50:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$946,762
Liabilities
$0
Net assets
$946,762
Revenue
$33,414
Expenses
$13,393
Net income
$20,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.47$0.04$0.43
2024Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.47$0.51$0.04
2023Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.49$0.56$0.07
2022Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.50$0.61$0.11
2021Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$0.38$0.49$0.10
2020Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.40$0.40$0.01
2019Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.35$0.74$0.39
2018Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.40$0.34$0.06
2017Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$0.33$0.13$0.20
2016Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.86$1.13$0.27
2015Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.50$0.47$0.02
2014Summary only. Only limited summary data is available for this year.$9.54$0.00$0.76$0.08$0.69