Civic Intelligence

George a Strba UW FBO George a Strba Charitable Test Tr

990PF • Fiscal year 2016 • EIN 02-6139129

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 21, 2017

C/O David Ferenz 240 Garden StPoughkeepsie, NY 12601

(845) 454-0500

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Net Margin

17th percentile

-188%

Higher net margin than 17% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$4,924

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-3.7%

Faster asset growth than 31% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-60%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,691,259

Down $102,605 (-3.7%) from 2015

Net Assets

Down

$2,691,259

Down $102,605 (-3.7%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$54,640

Down $80,760 (-60%) from 2015

Expenses

Down

$157,245

Down $14,407 (-8.4%) from 2015

Net Income

Down

-$102,605

Down $66,353 (-183%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,525,114Liabilities 2011: $02011Assets 2012: $2,665,190Liabilities 2012: $02012Assets 2013: $2,895,490Liabilities 2013: $02013Assets 2014: $2,830,116Liabilities 2014: $1Net Assets 2014: $2,830,1162014Assets 2015: $2,793,864Liabilities 2015: $1Net Assets 2015: $2,793,8642015Assets 2016: $2,691,259Liabilities 2016: $0Net Assets 2016: $2,691,2592016Assets 2017: $2,655,730Liabilities 2017: $0Net Assets 2017: $2,655,7302017Assets 2018: $2,729,404Liabilities 2018: $0Net Assets 2018: $2,729,4042018Assets 2019: $2,611,618Liabilities 2019: $1Net Assets 2019: $2,611,6182019Assets 2020: $2,553,358Liabilities 2020: $1Net Assets 2020: $2,553,3582020Assets 2021: $2,564,273Liabilities 2021: $1Net Assets 2021: $2,564,2732021Assets 2022: $2,588,417Liabilities 2022: $12022Assets 2023: $2,407,318Liabilities 2023: $12023

Highlighted filing

2016

Assets$2,691,259
Liabilities$0
Net Assets$2,691,259

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $87,399Expenses 2011: $155,755Net Income 2011: -$68,3562011Revenue 2012: $299,319Expenses 2012: $159,243Net Income 2012: $140,0762012Revenue 2013: $406,889Expenses 2013: $176,589Net Income 2013: $230,3002013Revenue 2014: $107,300Expenses 2014: $172,674Net Income 2014: -$65,3742014Revenue 2015: $135,400Expenses 2015: $171,652Net Income 2015: -$36,2522015Revenue 2016: $54,640Expenses 2016: $157,245Net Income 2016: -$102,6052016Revenue 2017: $114,507Expenses 2017: $152,146Net Income 2017: -$37,6392017Revenue 2018: $236,892Expenses 2018: $163,218Net Income 2018: $73,6742018Revenue 2019: $61,420Expenses 2019: $173,541Net Income 2019: -$112,1212019Revenue 2020: $122,849Expenses 2020: $178,724Net Income 2020: -$55,8752020Revenue 2021: $217,089Expenses 2021: $207,421Net Income 2021: $9,6682021Revenue 2022: $266,690Expenses 2022: $238,716Net Income 2022: $27,9742022Revenue 2023: $64,282Expenses 2023: $243,825Net Income 2023: -$179,5432023

Highlighted filing

2016

Revenue$54,640
Expenses$157,245
Net Income-$102,605
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 21, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FERENZTrusteePT$4,924-$4,924
Filing and Contact Details

Filer

Filer Name
George a Strba Charitable Trust
EIN
02-6139129
Phone
8454540500
Address
C/O DAVID FERENZ 240 GARDEN ST, POUGHKEEPSIE, NY 12601

Signing Officer

Name
David Ferenz
Title
Trustee
Phone
8454540500
Signed
2017-02-21

Preparer

Firm
D'ARCANGELO & CO LLP
Address
510 HAIGHT AVE, POUGHKEEPSIE, NY 12603
Preparer
John J Cina
Phone
8454737774
Raw XML AppendixShowing 400 of 653 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1410 SHS AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21000 SHS AMERICAN WTR WKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31000 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41000 SHS AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55000 SHS BB&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6125 SHS BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7500 SHS CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81000 SHS CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91575 SHS CITIZENS FINL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102000 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11380 SHS COSTCO WHOLESALE CRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12546 SHS CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131000 SHS DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14870 SHS DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154000 SHS DIGITAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16500 SHS DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17535 SHS DOMINION RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184000 SHS ENTERGY ARKANSA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19238 SHS ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20500 SHS FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2124131 SHS HATTERAS ALPHA HEDGED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221000 SHS HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23333 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24518 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2513090 SHS JOHN HANCOCK DISCIPLINED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26201 SHS LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2762943 SHS LORD ABBETT SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281000 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291000 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301210 SHS MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311000 SHS NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321324 SHS ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3335066 SHS PIMCO INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34520 SHS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35412 SHS THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm365000 SHS US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37500 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38593 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391000 SHS WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402467 SHS WISDOMTREE TRUST JAPAN
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$2.41$0.00$0.06$0.24$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.00$0.27$0.24$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.22$0.21$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.12$0.18$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.06$0.17$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.24$0.16$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.11$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.05$0.16$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.14$0.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.11$0.17$0.07
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$0.41$0.18$0.23
2012Summary only. Only limited summary data is available for this year.$2.67$0.00$0.30$0.16$0.14
2011Summary only. Only limited summary data is available for this year.$2.53$0.00$0.09$0.16$0.07