Civic Intelligence

Peter Nager Charitable Trust

990PF • Fiscal year 2011 • EIN 13-7196662

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 11, 2011

123 Beaver Dam Road10536
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2011 filings • NTEE T22 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2011 filings • NTEE T22 • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$420,025

No earlier filing loaded for comparison.

Net Assets

$420,025

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$65,118

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$420,025
Liabilities$0
Net Assets$420,025

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$65,118
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 11, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER NAGERTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARAMOOR CENTER FOR MUSIC AND THE ARTSORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYKATONAH, NY, US$50,737
Paid GrantCITY PARKS FOUNDATIONORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYNEW YORK, NY, US$5,189
Paid GrantNEWTON MONTESSORI SCHOOLORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYNEWTON CENTRE, MA, US$3,725
Paid GrantBROWN UNIVERSITYORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYPROVIDENCE, RI, US$2,000
Paid GrantBEDFORD HILLS FREE LIBRARYORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYBEDFORD HILLS, NY, US$500
Paid GrantVILLAGE OF KATONAH LIBRARYORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYKATONAH, NY, US$250
Paid GrantKATONAH MUSEUM OF ARTORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYKATONAH, NY, US$85
Filing and Contact Details

Filer

EIN
13-7196662
Raw XML Appendix341 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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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0360
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0347743
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0757746
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCKS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount030554
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount097
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses030651
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IRS990PF/BalanceSheets/UnrestrictedBOY0410981
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-34467
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases043511
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0420025
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted037801
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj037801
IRS990PF/DistributableAmount/DistributableAmountBeforeDed037801
IRS990PF/DistributableAmount/MinimumInvestmentReturn038093
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0292
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0795
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0830028
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0773456
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances064281
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0709175
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable011602
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn038093
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0761854
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010536
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct048953
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.063872
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.091749
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.062193
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.063964
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.064116
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PETER NAGER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09142329663
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6ORGANIZATION'S CHARITABLE PURPOSE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12830 FIFTH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1380 CRESCENT AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1526 BEDFORD ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16134 JAY STREET - ROUTE 22
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002912
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode510536
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode610536
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear062486
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear037801
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted037801
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1029234
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear208835
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3011944
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear504592
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear504592
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear075158
IRS990PF/UndistributedIncome/ExcessFromCurrentYear025145
IRS990PF/UndistributedIncome/ExcessFromYear1029234
IRS990PF/UndistributedIncome/ExcessFromYear208835
IRS990PF/UndistributedIncome/ExcessFromYear3011944
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions062946
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus025145
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus079750
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover054605
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue0148
OtherAssetsSchedule/OtherAssets/Description0MICELLANEOUS RECEIVABLE
OtherAssetsSchedule/OtherAssets/EOYBookValue0148
OtherAssetsSchedule/OtherAssets/EOYFMV0148
OtherExpensesSchedule/OtherExpenses/Description0NYS FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
OtherIncreasesSchedule/OtherIncreases/Amount043511
OtherIncreasesSchedule/OtherIncreases/Description0APPRECIATION RECEIVED ON STOCK CONTRIBUTED
TaxesSchedule/Taxes/Amount0708
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0137196662
ReturnHeader/Filer/Name/BusinessNameLine10PETER NAGER CHARITABLE TRUST
ReturnHeader/Filer/NameControl0NAGE
ReturnHeader/Filer/Phone09142329663
ReturnHeader/Filer/USAddress/AddressLine10123 BEAVER DAM ROAD
ReturnHeader/Filer/USAddress/City0KATONAH
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010536
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-11-11
ReturnHeader/Officer/Name0PETER NAGER
ReturnHeader/Officer/Phone09142329663
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MATTHEWS & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10270 MADISON AVENUE 16TH FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010016
ReturnHeader/Preparer/Name0BARRY KITAEFF
ReturnHeader/Preparer/Phone02122935100
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-12T07:16:35-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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