Civic Intelligence

The Peter Dartley Charitable Trust

990PF • Fiscal year 2015 • EIN 13-3405097

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
77 Bedford RoadKatonah, NY 10536

(212) 422-1000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

7th percentile

-89%

Higher net margin than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.9%

Faster asset growth than 38% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

9.3%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,320,571

Down $83,408 (-1.9%) from 2014

Net Assets

Down

$4,320,571

Down $83,408 (-1.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin7th percentile

Revenue

Up

$91,362

Up $7,747 (+9.3%) from 2014

Expenses

Up

$172,770

Up $39,045 (+29%) from 2014

Net Income

Down

-$81,408

Down $31,298 (-62%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,337,951Liabilities 2011: $02011Assets 2012: $4,407,457Liabilities 2012: $0Net Assets 2012: $4,407,4572012Assets 2013: $4,456,089Liabilities 2013: $0Net Assets 2013: $4,456,0892013Assets 2014: $4,403,979Liabilities 2014: $0Net Assets 2014: $4,403,9792014Assets 2015: $4,320,571Liabilities 2015: $0Net Assets 2015: $4,320,5712015Assets 2016: $4,639,901Liabilities 2016: $153,289Net Assets 2016: $4,486,6122016Assets 2017: $4,575,991Liabilities 2017: $36,911Net Assets 2017: $4,539,0802017Assets 2018: $4,651,042Liabilities 2018: $69,318Net Assets 2018: $4,581,7242018Assets 2019: $4,668,732Liabilities 2019: $3,619Net Assets 2019: $4,665,1132019Assets 2020: $4,664,826Liabilities 2020: $0Net Assets 2020: $4,664,8262020Assets 2021: $4,757,712Liabilities 2021: $0Net Assets 2021: $4,757,7122021Assets 2022: $4,280,435Liabilities 2022: $0Net Assets 2022: $4,280,4352022Assets 2023: $3,749,190Liabilities 2023: $0Net Assets 2023: $3,749,1902023Assets 2024: $3,645,574Liabilities 2024: $0Net Assets 2024: $3,645,5742024

Highlighted filing

2015

Assets$4,320,571
Liabilities$0
Net Assets$4,320,571
Open 2015 Filing

Operations Trend

Revenue Growth65th percentile

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

$500K$0-$500K-$1.0MRevenue 2011: -$795,422Expenses 2011: $108,345Net Income 2011: -$903,7672011Expenses 2012: $54,6152012Revenue 2013: $102,135Expenses 2013: $51,503Net Income 2013: $50,6322013Revenue 2014: $83,615Expenses 2014: $133,725Net Income 2014: -$50,1102014Revenue 2015: $91,362Expenses 2015: $172,770Net Income 2015: -$81,4082015Revenue 2016: $283,428Expenses 2016: $117,387Net Income 2016: $166,0412016Revenue 2017: $281,468Expenses 2017: $229,000Net Income 2017: $52,4682017Revenue 2018: $378,582Expenses 2018: $238,712Net Income 2018: $139,8702018Revenue 2019: $212,366Expenses 2019: $263,998Net Income 2019: -$51,6322019Revenue 2020: $33,533Expenses 2020: $214,473Net Income 2020: -$180,9402020Revenue 2021: $315,011Expenses 2021: $367,783Net Income 2021: -$52,7722021Revenue 2022: $269,153Expenses 2022: $344,212Net Income 2022: -$75,0592022Revenue 2023: -$270,287Expenses 2023: $392,972Net Income 2023: -$663,2592023Revenue 2024: $123,959Expenses 2024: $227,126Net Income 2024: -$103,1672024

Highlighted filing

2015

Revenue$91,362
Expenses$172,770
Net Income-$81,408
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER DARTLEYTrustee-$0--
KAREN DARTLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Peter Dartley Charitable Trust
EIN
13-3405097
In Care Of
% PETER DARTLEY
Address
77 Bedford Road, Katonah, NY 10536

Signing Officer

Name
Peter Dartley
Title
Managing director
Phone
2124221000
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
757 THIRD AVE 4TH FL, NEW YORK, NY 10017-2013
Preparer
Sheldon Ganis
Phone
2124221000
Raw XML Appendix328 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0no relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1no relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 Lincoln Center Plaza
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13285 Waapa Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 Ryerson Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42300 Maccorkle Ave SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51763 Columbia Road NW 2ND FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt625 Ridgeweood Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt712 HIGHLAND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Lihue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cladwell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Short Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Charleston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Sprignfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Natick
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2070066198
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd425304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd605156
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd701760
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0164000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0168155
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0238615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt052842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052842
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt052842
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0168155
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052842
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017618
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Peter Dartley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt077 Bedford Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Katonah
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010536
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07760
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMIN FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0735
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1735
TaxesSchedule/TaxesDetail/CategoryTxt0FINANCIAL AGENT
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER DARTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Managing director
ReturnHeader/BusinessOfficerGrp/PhoneNum02124221000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PETER DARTLEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0133405097
ReturnHeader/Filer/InCareOfNm0% PETER DARTLEY
ReturnHeader/Filer/USAddress/AddressLine1Txt077 Bedford Road
ReturnHeader/Filer/USAddress/CityNm0Katonah
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0757 THIRD AVE 4TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172013
ReturnHeader/PreparerPersonGrp/PhoneNum02124221000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheldon Ganis
ReturnHeader/ReturnTs02016-05-11T07:44:40-05:00
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
$4,320,571
Liabilities
$0
Net assets
$4,320,571
Revenue
$91,362
Expenses
$172,770
Net income
-$81,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.12$0.23$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.27$0.39$0.66
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.27$0.34$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.32$0.37$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.03$0.21$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.21$0.26$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.65$0.07$4.58$0.38$0.24$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.58$0.04$4.54$0.28$0.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.64$0.15$4.49$0.28$0.12$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.09$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.08$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.10$0.05$0.05
2012Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.05
2011Summary only. Only limited summary data is available for this year.$4.34$0.00$0.80$0.11$0.90