Civic Intelligence

Family-Self-Direction Tr

EIN 47-7308226 • 501(c)3 • Massapequa, NY

Profile

Support Intellectually Disabled Persons to live in the community and avoid institutionalization

213 N Michigan AveMassapequa, NY 11758
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

NTEE R • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

NTEE R • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

0.5%

Higher net margin than 39% of similar nonprofits.

NTEE R • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

NTEE R • <$500k nonprofits • Source year 2023

Asset Growth

85th percentile

108%

Faster asset growth than 85% of similar nonprofits.

NTEE R • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-46%

Faster revenue growth than 23% of similar nonprofits.

NTEE R • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$803

Up $417 (+108%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$803

Up $417 (+108%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin39th percentile

Revenue

Down

$92,414

Down $78,454 (-46%) from 2022

Expenses

Down

$91,997

Down $108,705 (-54%) from 2022

Net Income

Up

$417

Up $30,251 (+101%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2018: $65,502Liabilities 2018: $0Net Assets 2018: $65,5022018Assets 2019: $47,426Liabilities 2019: $0Net Assets 2019: $47,4262019Assets 2020: $131,230Liabilities 2020: $0Net Assets 2020: $131,2302020Assets 2021: $30,220Liabilities 2021: $0Net Assets 2021: $30,2202021Assets 2022: $386Liabilities 2022: $0Net Assets 2022: $3862022Assets 2023: $803Liabilities 2023: $0Net Assets 2023: $8032023

Highlighted filing

2023

Assets$803
Liabilities$0
Net Assets$803
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2018: $102,155Expenses 2018: $37,003Net Income 2018: $65,1522018Revenue 2019: $69,291Expenses 2019: $87,367Net Income 2019: -$18,0762019Revenue 2020: $167,441Expenses 2020: $83,637Net Income 2020: $83,8042020Revenue 2021: $177,848Expenses 2021: $278,858Net Income 2021: -$101,0102021Revenue 2022: $170,868Expenses 2022: $200,702Net Income 2022: -$29,8342022Revenue 2023: $92,414Expenses 2023: $91,997Net Income 2023: $4172023

Highlighted filing

2023

Revenue$92,414
Expenses$91,997
Net Income$417
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$803
Liabilities
$0
Net assets
$803
Revenue
$92,414
Expenses
$91,997
Net income
$417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.92$0.92$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.71$2.01$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.78$2.79$1.01
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.67$0.84$0.84
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.69$0.87$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.02$0.37$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$92,414
Mission and Program Overview

Mission

Support Intellectually Disabled Persons to live in the community and avoid institutionalization

Program Services

DescriptionGrantsExpenses
Provided Shelter to the disabled$79,749$0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen ShortTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Family-self-direction Tr
EIN
47-7308226
Phone
5163840360
Address
213 N Michigan Ave, Massapequa, NY 11758

Signing Officer

Name
Stephen Short
Title
Trustee
Phone
5163840360
Signed
2024-05-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Disbursements on behalf of disabled beneficiaries”

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Stephen Short
IRS990EZ/BooksInCareOfDetail/PhoneNum05163840360
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0213 N Michigan Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Massapequa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011758
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0386
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0803
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt056130
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0417
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01864
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0386
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0803
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt092414
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0386
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0803
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0386
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0803
IRS990EZ/OccupancyRentUtltsAndMaintAmt010149
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephen Short
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt079749
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support Intellectually Disabled Persons to live in the community and avoid institutionalization
IRS990EZ/PrintingPublicationsPostageAmt0235
IRS990EZ/ProgramServiceRevenueAmt036284
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided Shelter to the disabled
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt079749
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt091997
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt092414
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0132270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0157081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0142956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0532008
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0532008
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056130
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0132270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0157081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043571
IRS990ScheduleA/Total509Grp/TotalAmt0532008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0132270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0157081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0142956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043571
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0532008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Disbursements on behalf of disabled beneficiaries
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen Short
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05163840360
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAMILY-SELF-DIRECTION TR
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0477308226
ReturnHeader/Filer/PhoneNum05163840360
ReturnHeader/Filer/USAddress/AddressLine1Txt0213 N Michigan Ave
ReturnHeader/Filer/USAddress/CityNm0Massapequa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011758
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-05-15T07:20:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Short
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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