Civic Intelligence

Hugh L Adams Charitable Trust

990PF • Fiscal year 2020 • EIN 13-6039262

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 11, 2021

Organization Profile
PO Box 1297 Church St StationNew York, NY 10008

(212) 454-2306

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.00x

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

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Net Margin

42nd percentile

-0.8%

Higher net margin than 42% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$312,232

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2020 filings • NTEE T • $25M-$50M nonprofits • Source year 2020

Asset Growth

38th percentile

0.3%

Faster asset growth than 38% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

26%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$47,636,959

Up $156,483 (+0.3%) from 2019

Net Assets

Up

$47,636,959

Up $156,483 (+0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin42nd percentile

Revenue

Up

$3,279,829

Up $682,209 (+26%) from 2019

Expenses

Up

$3,305,849

Up $330,103 (+11%) from 2019

Net Income

Up

-$26,020

Up $352,106 (+93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$60M$40M$20M$0Assets 2011: $24,031,083Liabilities 2011: $02011Assets 2012: $28,048,304Liabilities 2012: $02012Assets 2013: $28,857,676Liabilities 2013: $02013Assets 2014: $27,600,581Liabilities 2014: $02014Assets 2015: $49,886,501Liabilities 2015: $02015Assets 2019: $47,480,476Liabilities 2019: $0Net Assets 2019: $47,480,4762019Assets 2020: $47,636,959Liabilities 2020: $0Net Assets 2020: $47,636,9592020Assets 2021: $50,059,696Liabilities 2021: $0Net Assets 2021: $50,059,6962021Assets 2022: $48,062,462Liabilities 2022: $0Net Assets 2022: $48,062,4622022Assets 2023: $47,754,178Liabilities 2023: $0Net Assets 2023: $47,754,1782023Assets 2024: $48,711,749Liabilities 2024: $0Net Assets 2024: $48,711,7492024

Highlighted filing

2020

Assets$47,636,959
Liabilities$0
Net Assets$47,636,959
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $3,885,398Expenses 2011: $2,106,521Net Income 2011: $1,778,8772011Revenue 2012: $8,906,667Expenses 2012: $2,339,414Net Income 2012: $6,567,2532012Revenue 2013: $1,546,456Expenses 2013: $725,044Net Income 2013: $821,4122013Revenue 2014: $1,411,880Expenses 2014: $3,102,476Net Income 2014: -$1,690,5962014Revenue 2015: $25,150,285Expenses 2015: $2,835,394Net Income 2015: $22,314,8912015Revenue 2019: $2,597,620Expenses 2019: $2,975,746Net Income 2019: -$378,1262019Revenue 2020: $3,279,829Expenses 2020: $3,305,849Net Income 2020: -$26,0202020Revenue 2021: $6,064,283Expenses 2021: $3,504,287Net Income 2021: $2,559,9962021Revenue 2022: $1,556,651Expenses 2022: $3,792,855Net Income 2022: -$2,236,2042022Revenue 2023: $3,275,052Expenses 2023: $2,991,009Net Income 2023: $284,0432023Revenue 2024: $3,785,483Expenses 2024: $3,249,781Net Income 2024: $535,7022024

Highlighted filing

2020

Revenue$3,279,829
Expenses$3,305,849
Net Income-$26,020
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 11, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEUTSCHE BANK TRUST COMPANY N ATrusteePT$312,232-$312,232
Filing and Contact Details

Filer

Filer Name
Hugh L Adams Charitable Trust
EIN
13-6039262
Phone
2124542306
Address
PO BOX 1297 CHURCH ST STATION, NEW YORK, NY 10008

Signing Officer

Name
Deutsche Bank National Tr Co
Title
Trustee
Phone
2124542306
Signed
2021-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENTS OTHER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109VANGUARD FTSE EUROPE ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136PROGRESSIVE CORP OHIO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137PULTE GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138RAYTHEON TECHNOLOGIES CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139SALESFORCE COM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140SLACK TECHNOLOGIES INC COM CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141SOUTHWEST AIRLS CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142TARGA RESOURCES CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143TESLA INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144VERISK ANALYTICS INC COM CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145VIATRIS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146WELLS FARGO & CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147WYNDHAM HOTELS & RESORTS INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148HERBALIFE NUTRITION LTD ORD
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,636,959
Liabilities
$0
Net assets
$47,636,959
Revenue
$3,279,829
Expenses
$3,305,849
Net income
-$26,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$3.79$3.25$0.54
2023Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$3.28$2.99$0.28
2022Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$1.56$3.79$2.24
2021Detailed filing. Detailed filing data is available for this year.$50.1$0.00$50.1$6.06$3.50$2.56
2020Detailed filing. Detailed filing data is available for this year.$47.6$0.00$47.6$3.28$3.31$0.03
2019Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$2.60$2.98$0.38
2015Summary only. Only limited summary data is available for this year.$49.9$0.00$25.2$2.84$22.3
2014Summary only. Only limited summary data is available for this year.$27.6$0.00$1.41$3.10$1.69
2013Summary only. Only limited summary data is available for this year.$28.9$0.00$1.55$0.73$0.82
2012Summary only. Only limited summary data is available for this year.$28.0$0.00$8.91$2.34$6.57
2011Summary only. Only limited summary data is available for this year.$24.0$0.00$3.89$2.11$1.78