Civic Intelligence

Peter Nager Charitable Trust

990PF • Fiscal year 2012 • EIN 13-7196662

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 14, 2012

Organization Profile
123 Beaver Dam Road10536
Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2012 filings • NTEE T22 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2012 filings • NTEE T22 • <$500k nonprofits • Source year 2012

Asset Growth

70th percentile

4.0%

Faster asset growth than 70% of similar nonprofits.

2012 filings • NTEE T22 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$436,815

Up $16,790 (+4.0%) from 2011

Net Assets

Up

$436,815

Up $16,790 (+4.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$12,830

Down $52,288 (-80%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2012

Assets$436,815
Liabilities$0
Net Assets$436,815
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$12,830
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOCIAL SCIENCE RESEARCH COUNCILORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYBROOKLYN, NY, US$10,000
Paid GrantLEXINGTON MONTESSORI SCHOOLORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYLEXINGTON, MA, US$280
Paid GrantNEWTON MONTESSORI SCHOOLORGANIZATION'S CHARITABLE PURPOSEPUBLIC CHARITYNEWTON CENTRE, MA, US$200
Filing and Contact Details

Filer

EIN
13-7196662
Raw XML Appendix302 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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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances088687
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0820345
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable013635
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn044770
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0895397
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010536
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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
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0137196662
ReturnHeader/Filer/Name/BusinessNameLine10PETER NAGER CHARITABLE TRUST
ReturnHeader/Filer/NameControl0NAGE
ReturnHeader/Filer/Phone02085751684
ReturnHeader/Filer/USAddress/AddressLine10123 BEAVER DAM ROAD
ReturnHeader/Filer/USAddress/City0KATONAH
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010536
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0PETER NAGER
ReturnHeader/Officer/Phone02085751684
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0133489260
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/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T06:55:55-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$436,815
Liabilities
$0
Net assets
$436,815
Revenue
-
Expenses
$12,830
Net income
-
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