Civic Intelligence

Howind Charitable Trust

990PF • Fiscal year 2021 • EIN 46-4550482

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 24, 2022

Organization Profile
534 BROADHOLLOW ROAD Suite 210Melville, NY 11747

(631) 414-4000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-131%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$3,250

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

16th percentile

-3.5%

Faster asset growth than 16% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,074,932

Down $74,180 (-3.5%) from 2020

Net Assets

Down

$2,074,932

Down $74,180 (-3.5%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin4th percentile

Revenue

Down

$72,879

Down $53,279 (-42%) from 2020

Expenses

Down

$168,228

Down $25,846 (-13%) from 2020

Net Income

Down

-$95,349

Down $27,433 (-40%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,175,884Liabilities 2014: $02014Assets 2015: $2,269,986Liabilities 2015: $02015Assets 2018: $2,293,274Liabilities 2018: $0Net Assets 2018: $2,293,2742018Assets 2019: $2,196,935Liabilities 2019: $1Net Assets 2019: $2,196,9352019Assets 2020: $2,149,112Liabilities 2020: $1Net Assets 2020: $2,149,1122020Assets 2021: $2,074,932Liabilities 2021: $1Net Assets 2021: $2,074,9322021Assets 2022: $1,859,395Liabilities 2022: $1Net Assets 2022: $1,859,3952022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$2,074,932
Liabilities$1
Net Assets$2,074,932
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2014: $2,578,852Expenses 2014: $167,879Net Income 2014: $2,410,9732014Revenue 2015: $269,204Expenses 2015: $180,774Net Income 2015: $88,4302015Revenue 2018: $442,037Expenses 2018: $177,018Net Income 2018: $265,0192018Revenue 2019: $99,851Expenses 2019: $198,130Net Income 2019: -$98,2792019Revenue 2020: $126,158Expenses 2020: $194,074Net Income 2020: -$67,9162020Revenue 2021: $72,879Expenses 2021: $168,228Net Income 2021: -$95,3492021Revenue 2022: $15,713Expenses 2022: $250,441Net Income 2022: -$234,7282022Revenue 2023: $1,305,052Expenses 2023: $3,163,609Net Income 2023: -$1,858,5572023

Highlighted filing

2021

Revenue$72,879
Expenses$168,228
Net Income-$95,349
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 24, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL L LAMBTrustee-$3,250-$3,250
Filing and Contact Details

Filer

Filer Name
Howind Charitable Trust
EIN
46-4550482
In Care Of
% MARCUM LLP
Address
534 BROADHOLLOW ROAD Suite 210, MELVILLE, NY 11747

Signing Officer

Name
Paul Lamb
Title
Trustee
Phone
6314144000
Signed
2022-10-24

Preparer

Firm
Marcum Llp
Address
10 MELVILLE PARK RD, MELVILLE, NY 11747
Preparer
Ronald Finkelstein
Phone
6314144000
Raw XML Appendix308 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0105383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022393
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt038729
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0135974
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0105383
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0143361
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07208
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010297
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03089
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01630
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM BROKER, NET
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01442
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt114779
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01442
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt114779
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PUBLICATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2203
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2203
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04973
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt121169
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT FOR DONATED SECURITIES-
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FMV BASIS TO CHARITY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021190
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021190
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LAMB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWIND CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LAMB & BARNOSKY LLP
ReturnHeader/Filer/BusinessNameControlTxt0HOWI
ReturnHeader/Filer/EIN0464550482
ReturnHeader/Filer/InCareOfNm0% MARCUM LLP
ReturnHeader/Filer/USAddress/AddressLine1Txt0534 BROADHOLLOW ROAD Suite 210
ReturnHeader/Filer/USAddress/CityNm0MELVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 MELVILLE PARK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06314144000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD FINKELSTEIN
ReturnHeader/ReturnTs02022-11-10T15:06:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAMB
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,074,932
Liabilities
$1
Net assets
$2,074,932
Revenue
$72,879
Expenses
$168,228
Net income
-$95,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.31$3.16$1.86
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.02$0.25$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.07$0.17$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.13$0.19$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.10$0.20$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.44$0.18$0.27
2015Summary only. Only limited summary data is available for this year.$2.27$0.00$0.27$0.18$0.09
2014Summary only. Only limited summary data is available for this year.$2.18$0.00$2.58$0.17$2.41