Civic Intelligence

Kenneth a Smaltz Sr Foundation Inc.

990EZ • Fiscal year 2013 • EIN 61-1687174

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 23, 2014

Organization Profile
412 Pennsylvania Ave11520

(516) 697-9801

Siviq Scores

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

Liabilities / Assets

98th percentile

1.30x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • NTEE G • <$500k nonprofits • Source year 2013

Liabilities / Revenue

97th percentile

0.88x

Higher debt load relative to revenue than 97% of similar nonprofits.

2013 filings • NTEE G • <$500k nonprofits • Source year 2013

Net Margin

89th percentile

57%

Higher net margin than 89% of similar nonprofits.

2013 filings • NTEE G • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2013 filings • NTEE G • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$3,703

Up $3,703 from 2012

Net Assets

-$1,098

No earlier filing loaded for comparison.

Liabilities

Up

$4,801

Up $585 (+14%) from 2012

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin89th percentile

Revenue

Up

$5,456

Up $5,456 from 2012

Expenses

Down

$2,338

Down $1,878 (-45%) from 2012

Net Income

Up

$3,118

Up $7,334 (+174%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0K-$10KAssets 2012: $0Liabilities 2012: $4,2162012Assets 2013: $3,703Liabilities 2013: $4,801Net Assets 2013: -$1,0982013Assets 2014: $12,193Liabilities 2014: $4,801Net Assets 2014: $7,3922014Assets 2015: $1,569Liabilities 2015: $4,801Net Assets 2015: -$3,2322015Assets 2016: $772Liabilities 2016: $4,601Net Assets 2016: -$3,8292016Assets 2017: $250Liabilities 2017: $4,601Net Assets 2017: -$4,3512017Assets 2018: $45Liabilities 2018: $4,601Net Assets 2018: -$4,5562018Assets 2019: $45Liabilities 2019: $4,776Net Assets 2019: -$4,7312019Assets 2020: $728Liabilities 2020: $5,634Net Assets 2020: -$4,9062020Assets 2021: $48Liabilities 2021: $5,809Net Assets 2021: -$5,7612021Assets 2022: $121Liabilities 2022: $5,984Net Assets 2022: -$5,8632022Assets 2023: $121Liabilities 2023: $6,1342023

Highlighted filing

2013

Assets$3,703
Liabilities$4,801
Net Assets-$1,098
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KRevenue 2012: $0Expenses 2012: $4,216Net Income 2012: -$4,2162012Revenue 2013: $5,456Expenses 2013: $2,338Net Income 2013: $3,1182013Revenue 2014: $21,549Expenses 2014: $13,059Net Income 2014: $8,4902014Revenue 2015: $4,337Expenses 2015: $14,961Net Income 2015: -$10,6242015Revenue 2016: $8,026Expenses 2016: $8,623Net Income 2016: -$5972016Revenue 2017: $2,003Expenses 2017: $2,525Net Income 2017: -$5222017Revenue 2018: $100Expenses 2018: $305Net Income 2018: -$2052018Expenses 2019: $1752019Expenses 2020: $1752020Revenue 2021: $320Expenses 2021: $1,175Net Income 2021: -$8552021Revenue 2022: $73Expenses 2022: $175Net Income 2022: -$1022022Revenue 2023: $0Expenses 2023: $150Net Income 2023: -$1502023

Highlighted filing

2013

Revenue$5,456
Expenses$2,338
Net Income$3,118
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 23, 2014
Return Version
2013v3.1
Gross Receipts
$21,189
Mission and Program Overview

Mission

Fund research for Alzheimers disease

Program Services

DescriptionGrantsExpenses
Medical research--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth Smaltz JrDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,189$21,189-$21,189
Total Events$21,189$21,189-$21,189
Filing and Contact Details

Filer

EIN
61-1687174

Signing Officer

Name
Kenneth Smaltz Jr
Title
Director
Phone
5166979801
Signed
2014-04-23
Discuss with paid preparer
No

Preparer

Preparer
Greg Ehrlich
Phone
6318648340
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountWebsite 1,700Bank Charges 53Taxes 35”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLoan from officer 4,216 4,801”

Raw XML Appendix118 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kenneth Smaltz Jr
IRS990EZ/BooksInCareOfDetail/PhoneNum05166979801
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10412 Pennsylvania Ave
IRS990EZ/BooksInCareOfDetail/USAddress/City0Freeport
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode011520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03118
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03703
IRS990EZ/FundraisingGrossIncomeAmt021189
IRS990EZ/GrossReceiptsAmt021189
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-4216
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1098
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-4216
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-1098
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kenneth Smaltz Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01788
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fund research for Alzheimers disease
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Medical research
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015733
IRS990EZ/SpecialEventsNetIncomeLossAmt05456
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04216
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04801
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02338
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05456
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021189
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt021189
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt021189
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021189
IRS990ScheduleA/Total509Grp/TotalAmt021189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021189
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021189
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021189
IRS990ScheduleG/LicensedStatesCd0NY
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountWebsite 1,700Bank Charges 53Taxes 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLoan from officer 4,216 4,801
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Smaltz Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05166979801
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10Kenneth A Smaltz Sr Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0611687174
ReturnHeader/Filer/USAddress/AddressLine10412 Pennsylvania Ave
ReturnHeader/Filer/USAddress/City0Freeport
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011520
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112588829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Accountax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104 Edscho Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Commack
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011725
ReturnHeader/PreparerPersonGrp/PhoneNum06318648340
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Ehrlich
ReturnHeader/ReturnTs02014-04-28T09:51:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,703
Liabilities
$4,801
Net assets
-$1,098
Revenue
$5,456
Expenses
$2,338
Net income
$3,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.12$6.13$0.00$0.15$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$5.98$5.86$0.07$0.18$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.05$5.81$5.76$0.32$1.18$0.86
2020Detailed filing. Detailed filing data is available for this year.$0.73$5.63$4.91$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.05$4.78$4.73$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.05$4.60$4.56$0.10$0.31$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$4.60$4.35$2.00$2.53$0.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$4.60$3.83$8.03$8.62$0.60
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$4.80$3.23$4.34$15.0$10.6
2014Detailed filing. Detailed filing data is available for this year.$12.2$4.80$7.39$21.5$13.1$8.49
2013Detailed filing. Detailed filing data is available for this year.$3.70$4.80$1.10$5.46$2.34$3.12
2012Summary only. Only limited summary data is available for this year.$0.00$4.22$0.00$4.22$4.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • NTEE G83 • <$500k nonprofits