Civic Intelligence

Kenneth a Smaltz Sr Foundation Inc.

990EZ • Fiscal year 2014 • EIN 61-1687174

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 26, 2015

Organization Profile
412 Pennsylvania AveFreeport, NY 11520

(516) 697-9801

Siviq Scores

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

Liabilities / Assets

90th percentile

0.39x

Higher debt load relative to assets than 90% of similar nonprofits.

2014 filings • NTEE G • <$500k nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.22x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • NTEE G • <$500k nonprofits • Source year 2014

Net Margin

79th percentile

39%

Higher net margin than 79% of similar nonprofits.

2014 filings • NTEE G • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2014 filings • NTEE G • <$500k nonprofits • Source year 2014

Asset Growth

94th percentile

229%

Faster asset growth than 94% of similar nonprofits.

2014 filings • NTEE G • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

295%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • NTEE G • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$12,193

Up $8,490 (+229%) from 2013

Net Assets

Up

$7,392

Up $8,490 (+773%) from 2013

Liabilities

Flat

$4,801

Flat from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin79th percentile

Revenue

Up

$21,549

Up $16,093 (+295%) from 2013

Expenses

Up

$13,059

Up $10,721 (+459%) from 2013

Net Income

Up

$8,490

Up $5,372 (+172%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2014

Assets$12,193
Liabilities$4,801
Net Assets$7,392
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

2014

Revenue$21,549
Expenses$13,059
Net Income$8,490
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 26, 2015
Return Version
2014v5.0
Gross Receipts
$33,277
Mission and Program Overview

Mission

Fund research for Alzheimers disease

Program Services

DescriptionGrantsExpenses
Contributions to organizations dedicated to the research for Alzheimers disease and the improvement of the quality of life for those persons suffering from it$10,230-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,277$33,277-$33,277
Total Events$33,277$33,277-$33,277
Filing and Contact Details

Filer

Filer Name
Kenneth A Smaltz Sr Foundation Inc
EIN
61-1687174
Address
412 Pennsylvania Ave, Freeport, NY 11520

Signing Officer

Name
Kenneth Smaltz Jr
Title
Director
Phone
5166979801
Signed
2015-04-26
Discuss with paid preparer
No

Preparer

Firm
Accountax Inc
Address
4 Edscho Lane, Commack, NY 11725
Preparer
Greg Ehrlich
Phone
6318648340
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountWebsite 412Bank Charges 70Taxes 25Insurance 250Travel 53Donations-Parker Jewish Institute 1,230Donations-Day Haven Day Care Center 4,500Donations-Alzheimer Assoc NY 4,500”

Description of total liabilities Part II line 26

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

Raw XML Appendix123 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/AddressLine1Txt0412 Pennsylvania Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Freeport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03703
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012193
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08490
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01468
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03703
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012193
IRS990EZ/FundraisingGrossIncomeAmt033277
IRS990EZ/GrossReceiptsAmt033277
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-1098
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07392
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-1098
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07392
IRS990EZ/OccupancyRentUtltsAndMaintAmt0551
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/OtherExpensesTotalAmt011040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fund research for Alzheimers disease
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Contributions to organizations dedicated to the research for Alzheimers disease and the improvement of the quality of life for those persons suffering from it
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010230
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011728
IRS990EZ/SpecialEventsNetIncomeLossAmt021549
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04801
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04801
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013059
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt021549
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt033277
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt021189
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt054466
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt054466
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021189
IRS990ScheduleA/Total509Grp/TotalAmt054466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt054466
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033277
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033277
IRS990ScheduleG/LicensedStatesCd0NY
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountWebsite 412Bank Charges 70Taxes 25Insurance 250Travel 53Donations-Parker Jewish Institute 1,230Donations-Day Haven Day Care Center 4,500Donations-Alzheimer Assoc NY 4,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLoan from officer 4,801 4,801
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Smaltz Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05166979801
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kenneth A Smaltz Sr Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0611687174
ReturnHeader/Filer/USAddress/AddressLine1Txt0412 Pennsylvania Ave
ReturnHeader/Filer/USAddress/CityNm0Freeport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011520
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112588829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accountax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 Edscho Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Commack
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011725
ReturnHeader/PreparerPersonGrp/PhoneNum06318648340
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Ehrlich
ReturnHeader/ReturnTs02015-04-28T15:20:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,193
Liabilities
$4,801
Net assets
$7,392
Revenue
$21,549
Expenses
$13,059
Net income
$8,490
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