Civic Intelligence

The Pierce & Jeanette Samuels Charitable Foundation Inc

990PF • Fiscal year 2018 • EIN 46-3067800

May 01, 2017 to Apr 30, 2018 • Filed on Sep 05, 2018

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

89th percentile

0.00x

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

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.00x

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

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Net Margin

57th percentile

14%

Higher net margin than 57% of similar nonprofits.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Asset Growth

61st percentile

0.9%

Faster asset growth than 61% of similar nonprofits.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

19%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$955,582

Up $8,820 (+0.9%) from 2017

Net Assets

Up

$955,582

Up $8,820 (+0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin57th percentile

Revenue

Up

$39,924

Up $6,510 (+19%) from 2017

Expenses

Up

$34,165

Up $20,772 (+155%) from 2017

Net Income

Down

$5,759

Down $14,262 (-71%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2018

Assets$955,582
Liabilities$0
Net Assets$955,582
Open 2018 Filing

Operations Trend

Revenue Growth63rd 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

2018

Revenue$39,924
Expenses$34,165
Net Income$5,759
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 5, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID H RIESPresident-$0--
DAVID R SAMUELSSecretary-$0--
TIMOTHY R RIESTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOUGHTON COLLEGETO PROVIDE FINANCIAL SUPPORT TO THE MISSION OF THE COLLEGE.501(C)(3)HOUGHTON, NY, US$21,000
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
2018-09-05
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 Appendix330 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/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID RIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07164980348
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07351 CAMPUS HEIGHTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOUGHTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0147448719
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE FINANCIAL SUPPORT TO THE MISSION OF THE COLLEGE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOUGHTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09755 COUNTY ROUTE 35
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUGHTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014744
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05079
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017921
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt041062
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017921
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS CHARITIES BUREAU FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01058
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LINCOLN FINANCIAL SECURITIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01058
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01058
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03061
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010572
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES - LINCOLN FINANCIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010572
TaxesSchedule/TaxesDetail/Amt0493
TaxesSchedule/TaxesDetail/CategoryTxt02016 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID RIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07164980348
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-05
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/AtSubmissionCreationDeviceId067A16805C2C01CBCF7DD81498F52320278C15B9F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0489E9CC5A1FB57EAE596707439404B524F853DEE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.14.157.194
ReturnHeader/FilingSecurityInformation/IPDt02018-09-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:19:25
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/ReturnTs02018-09-17T15:38:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$955,582
Liabilities
$0
Net assets
$955,582
Revenue
$39,924
Expenses
$34,165
Net income
$5,759
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