Civic Intelligence

The Peter Dartley Charitable Trust

990PF • Fiscal year 2017 • EIN 13-3405097

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 10, 2018

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

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.13x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

32nd percentile

-1.4%

Faster asset growth than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-0.7%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$4,575,991

Down $63,910 (-1.4%) from 2016

Net Assets

Up

$4,539,080

Up $52,468 (+1.2%) from 2016

Liabilities

Down

$36,911

Down $116,378 (-76%) from 2016

Revenue

Down

$281,468

Down $1,960 (-0.7%) from 2016

Expenses

Up

$229,000

Up $111,613 (+95%) from 2016

Net Income

Down

$52,468

Down $113,573 (-68%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$4,575,991
Liabilities$36,911
Net Assets$4,539,080

Operations Trend

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

2017

Revenue$281,468
Expenses$229,000
Net Income$52,468
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 10, 2018
Return Version
2017v2.3
Compensation and Service Providers

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
2018-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
757 Third Avenue 4th Floor, New York, NY 10017-2013
Preparer
Mike Ban
Phone
2125990100
Raw XML AppendixShowing 400 of 411 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/RecipientUSAddress/AddressLine1Txt3315 Bedford Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42300 MacCorkle Ave SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5496 Western Hwy S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt637 W 65th Street 2nd Floor
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93381 Wawae Rd
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Charleston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Blauvelt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7New York
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020331
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0241277
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0220946
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0168694
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06914
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13002
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DIVIDENDS RECEIVABLE
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13761
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt016907
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13761
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMIN FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NON DEDUCTABLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16405
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt322345
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt322345
OtherIncomeSchedule2/OtherIncomeDetail/Desc0tax exempt income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt214942
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03123
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12709
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt214942
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER DARTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Managing director
ReturnHeader/BusinessOfficerGrp/PhoneNum02124221000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08609658D919F7AD53FA33E689FCCA2AF3EEAA87A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B0BF752BD7143BB2A7FB2BC2E2AEEA9739B61542
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026376320182855000037
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.220.136.124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0757 Third Avenue 4th Floor

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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