Civic Intelligence

The Samowitz Foundation

990PF • Fiscal year 2015 • EIN 46-5451755

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 16, 2016

Organization Profile
3030 Grand Bay Blvd Unit 3102Long Boat Key, FL 34228

(941) 387-2404

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$75,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

98th percentile

214%

Faster asset growth than 98% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

1315972%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$20,184,187

Up $13,752,243 (+214%) from 2014

Net Assets

$20,159,187

No earlier filing loaded for comparison.

Liabilities

Up

$25,000

Up $25,000 from 2014

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin94th percentile

Revenue

Up

$2,316,286

Up $2,316,110 (+1315972%) from 2014

Expenses

Up

$580,336

Up $580,336 from 2014

Net Income

Up

$1,735,950

Up $1,735,774 (+986235%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$40M$30M$20M$10M$0Assets 2014: $6,431,944Liabilities 2014: $02014Assets 2015: $20,184,187Liabilities 2015: $25,000Net Assets 2015: $20,159,1872015Assets 2016: $35,463,550Liabilities 2016: $0Net Assets 2016: $35,463,5502016Assets 2017: $34,390,695Liabilities 2017: $27,750Net Assets 2017: $34,362,9452017Assets 2018: $34,066,865Liabilities 2018: $212,854Net Assets 2018: $33,854,0112018Assets 2019: $33,847,794Liabilities 2019: $40,000Net Assets 2019: $33,807,7942019Assets 2020: $33,362,214Liabilities 2020: $40,000Net Assets 2020: $33,322,2142020Assets 2021: $34,315,797Liabilities 2021: $0Net Assets 2021: $34,315,7972021Assets 2022: $37,401,618Liabilities 2022: $0Net Assets 2022: $37,401,6182022Assets 2023: $31,415,844Liabilities 2023: $0Net Assets 2023: $31,415,8442023Assets 2024: $31,580,455Liabilities 2024: $40,000Net Assets 2024: $31,540,4552024

Highlighted filing

2015

Assets$20,184,187
Liabilities$25,000
Net Assets$20,159,187
Open 2015 Filing

Operations Trend

Revenue Growth100th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2014: $176Expenses 2014: $0Net Income 2014: $1762014Revenue 2015: $2,316,286Expenses 2015: $580,336Net Income 2015: $1,735,9502015Revenue 2016: $15,911,817Expenses 2016: $1,173,802Net Income 2016: $14,738,0152016Revenue 2017: $1,425,092Expenses 2017: $2,053,180Net Income 2017: -$628,0882017Revenue 2018: $1,563,961Expenses 2018: $2,326,625Net Income 2018: -$762,6642018Revenue 2019: $1,480,001Expenses 2019: $2,375,857Net Income 2019: -$895,8562019Revenue 2020: $1,897,301Expenses 2020: $2,317,095Net Income 2020: -$419,7942020Revenue 2021: $3,175,160Expenses 2021: $2,391,367Net Income 2021: $783,7932021Revenue 2022: $1,927,680Expenses 2022: $2,760,240Net Income 2022: -$832,5602022Revenue 2023: $1,195,222Expenses 2023: $2,358,922Net Income 2023: -$1,163,7002023Revenue 2024: $2,023,910Expenses 2024: $2,634,821Net Income 2024: -$610,9112024

Highlighted filing

2015

Revenue$2,316,286
Expenses$580,336
Net Income$1,735,950
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 16, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULETTE SAMOWITZTrusteePT$60,000$15,000$75,000
LANI HAYNESTrusteePT$40,000$10,000$50,000
Filing and Contact Details

Filer

Filer Name
The Samowitz Foundation
EIN
46-5451755
Phone
9413872404
Address
3030 GRAND BAY BLVD UNIT 3102, LONG BOAT KEY, FL 34228

Signing Officer

Name
Paulette Samowitz
Title
Trustee
Signed
2016-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Traphagen Cpas
Address
234 KINDERKAMACK RD, ORADELL, NJ 07649-2128
Preparer
James a Lawrence CPA
Phone
2012621040
Raw XML Appendix291 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/DistributableAsAdjustedAmt0899235
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0368054
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0899235
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0368054
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF MARTIN A SAMOWITZ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MARTIN A SAMOWITZ IRA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03030 GRAND BAY BLVD UNIT 3102
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13030 GRAND BAY BLVD UNIT 3102
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LONGBOAT KEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LONGBOAT KEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034228
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd134228
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01313193
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1478792
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01313193
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1478792
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1PUBLICLY TRADED STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-03-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt013852
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0payroll processing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1postage and mailing service
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0650
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1118
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011714952
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ASSETS TRANFERED FROM MERGER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0pension Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt025000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt057855
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Brokerage Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0176
TaxesSchedule/TaxesDetail/Amt19171
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAX EXPENSE
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULETTE SAMOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAMOWITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMO
ReturnHeader/Filer/EIN0465451755
ReturnHeader/Filer/PhoneNum09413872404
ReturnHeader/Filer/USAddress/AddressLine1Txt03030 GRAND BAY BLVD UNIT 3102
ReturnHeader/Filer/USAddress/CityNm0LONG BOAT KEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRAPHAGEN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 KINDERKAMACK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORADELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0076492128
ReturnHeader/PreparerPersonGrp/PhoneNum02012621040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A LAWRENCE CPA
ReturnHeader/ReturnTs02016-10-16T12:20:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,184,187
Liabilities
$25,000
Net assets
$20,159,187
Revenue
$2,316,286
Expenses
$580,336
Net income
$1,735,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.6$0.04$31.5$2.02$2.63$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.00$31.4$1.20$2.36$1.16
2022Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$1.93$2.76$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$3.18$2.39$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.04$33.3$1.90$2.32$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$0.04$33.8$1.48$2.38$0.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.21$33.9$1.56$2.33$0.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.4$0.03$34.4$1.43$2.05$0.63
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$0.00$35.5$15.9$1.17$14.7
2015Detailed filing. Detailed filing data is available for this year.$20.2$0.03$20.2$2.32$0.58$1.74
2014Summary only. Only limited summary data is available for this year.$6.43$0.00$0.00$0.00$0.00