Civic Intelligence

Peter Nager Charitable Trust

EIN 13-7196662 • Katonah, NY

123 Beaver Dam RoadKatonah, NY 10536
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

5.4%

Faster revenue growth than 48% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$654,233

Up $19,548 (+3.1%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$654,233

No earlier filing loaded for comparison.

Revenue

Up

$32,731

Up $1,689 (+5.4%) from 2024

Expenses

Down

$14,257

Down $903 (-6.0%) from 2024

Net Income

Up

$18,474

Up $2,592 (+16%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $420,025Liabilities 2011: $0Net Assets 2011: $420,0252011Assets 2012: $436,815Liabilities 2012: $0Net Assets 2012: $436,8152012Assets 2013: $479,161Liabilities 2013: $0Net Assets 2013: $479,1612013Assets 2014: $430,412Liabilities 2014: $0Net Assets 2014: $430,4122014Assets 2015: $435,078Liabilities 2015: $0Net Assets 2015: $435,0782015Assets 2016: $456,663Liabilities 2016: $0Net Assets 2016: $456,6632016Assets 2017: $478,801Liabilities 2017: $0Net Assets 2017: $478,8012017Assets 2018: $501,520Liabilities 2018: $0Net Assets 2018: $501,5202018Assets 2019: $526,551Liabilities 2019: $0Net Assets 2019: $526,5512019Assets 2020: $550,549Liabilities 2020: $0Net Assets 2020: $550,5492020Assets 2021: $569,514Liabilities 2021: $0Net Assets 2021: $569,5142021Assets 2022: $588,369Liabilities 2022: $0Net Assets 2022: $588,3692022Assets 2023: $610,052Liabilities 2023: $0Net Assets 2023: $610,0522023Assets 2024: $634,685Liabilities 2024: $12024Assets 2025: $654,233Liabilities 2025: $0Net Assets 2025: $654,2332025

Highlighted filing

2025

Assets$654,233
Liabilities$0
Net Assets$654,233

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2011: $65,1182011Expenses 2012: $12,8302012Expenses 2013: $106,8902013Revenue 2014: $38,052Expenses 2014: $106,254Net Income 2014: -$68,2022014Revenue 2015: $40,049Expenses 2015: $105,892Net Income 2015: -$65,8432015Revenue 2016: $50,220Expenses 2016: $155,976Net Income 2016: -$105,7562016Revenue 2017: $38,568Expenses 2017: $146,485Net Income 2017: -$107,9172017Revenue 2018: $37,047Expenses 2018: $92,590Net Income 2018: -$55,5432018Revenue 2019: $36,734Expenses 2019: $66,312Net Income 2019: -$29,5782019Revenue 2020: $35,296Expenses 2020: $66,383Net Income 2020: -$31,0872020Revenue 2021: $32,579Expenses 2021: $74,779Net Income 2021: -$42,2002021Revenue 2022: $32,086Expenses 2022: $93,803Net Income 2022: -$61,7172022Revenue 2023: $28,823Expenses 2023: $23,621Net Income 2023: $5,2022023Revenue 2024: $31,042Expenses 2024: $15,160Net Income 2024: $15,8822024Revenue 2025: $32,731Expenses 2025: $14,257Net Income 2025: $18,4742025

Highlighted filing

2025

Revenue$32,731
Expenses$14,257
Net Income$18,474

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.33$0.14$0.18
2024Summary only. Only limited summary data is available for this year.$6.35$0.00$0.31$0.15$0.16
2023Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.29$0.24$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.00$5.88$0.32$0.94$0.62
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.33$0.75$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.35$0.66$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.00$5.27$0.37$0.66$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.37$0.93$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.39$1.46$1.08
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.50$1.56$1.06
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.40$1.06$0.66
2014Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.38$1.06$0.68
2013Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$1.07
2012Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.13
2011Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER NAGERPresidentPT$0--
ALICE T LIMKAKENGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Peter Nager Charitable Trust
EIN
13-7196662
Phone
2085751684
Address
123 BEAVER DAM ROAD, KATONAH, NY 10536

Signing Officer

Name
Peter Nager
Title
President
Phone
2085751684
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Matthews & Co Llp
Address
270 MADISON AVENUE 16TH FLOOR, NEW YORK, NY 10016
Preparer
Barry Kitaeff
Phone
2122935100
Raw XML Appendix288 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0559209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0817203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALICE T LIMKAKENG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt040 E MONTGOMERY AVE 4TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1110 FRANK BASSETT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARDMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127708
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011057
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011697
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt031194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt043917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05394
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt031194
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt043917
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01963
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011697
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045880
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt077074
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01074
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION ON MARKET VALUE OF STOCK CONTRIBUTION MADE
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER NAGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02085751684
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER NAGER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NAGE
ReturnHeader/Filer/EIN0137196662
ReturnHeader/Filer/PhoneNum02085751684
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 BEAVER DAM ROAD
ReturnHeader/Filer/USAddress/CityNm0KATONAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010536
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133489260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEWS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0270 MADISON AVENUE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010016
ReturnHeader/PreparerPersonGrp/PhoneNum02122935100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY KITAEFF
ReturnHeader/ReturnTs02025-11-13T16:40:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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