Peter Nager Charitable Trust

990PF • Fiscal year 2014 • EIN 13-7196662

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization Profile

123 Beaver Dam Road10536

(208) 575-1684

Siviq Scores

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

0.00x

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

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

-179%

Higher net margin than 17% of similar nonprofits.

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

Higher top officer pay than 93% of similar nonprofits.

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

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

-10%

Faster asset growth than 28% of similar nonprofits.

2014 filings • NTEE T22 • <$500k nonprofits • Annualized from 2013 to 2014

No value available

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

Source year 2014

Balance Sheet

Liabilities / Assets89th percentile

Assets

Down

$430,412

Down $48,749 (-10%) from 2013

Net Assets

Down

$430,412

Down $48,749 (-10%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue89th percentile Net Margin17th percentile

Revenue

$38,052

No earlier filing loaded for comparison.

Expenses

Down

$106,254

Down $636 (-0.6%) from 2013

Net Income

-$68,202

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

Highlighted filing

2014

Assets$430,412

Liabilities$0

Net Assets$430,412

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2014

Revenue$38,052

Expenses$106,254

Net Income-$68,202

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 13, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay93rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PETER NAGER	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

EIN: 13-7196662
Phone: 2085751684

Signing Officer

Name: Peter Nager
Title: Trustee
Phone: 2085751684
Signed: 2014-11-13
Discuss with paid preparer: Yes

Preparer

Preparer: Barry Kitaeff
Phone: 2122935100

Raw XML Appendix309 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	307963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1014873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	COMMON STOCKS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	38029
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	1
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	22
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	38052
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	1
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	38029
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	38029
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	250
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	38052
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	ZOETIS INC CLASS-A-CASH IN LIEU
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	19453
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	479161
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	430412
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	56727
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	56727
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	56727
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IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	365
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	365
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	82
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	365
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	378551
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	148
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	148
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	148
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	100462
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	430412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1137322
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	479161
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	479161
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	430412
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	479161
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	430412
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1159224
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	111136
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1048088
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	17388
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	57092
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1141836
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1159224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	PETER NAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	KATONAH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	300 CADMAN PLAZA WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	2	969 LAKE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	KATONAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	BROOKLYN
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	104104
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	56727
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	56727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	71942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	25145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	16908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	162002
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	48007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	71942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	25145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	16908
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	104734
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	48007
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	162002
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	113995
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	148
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	MICELLANEOUS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	148
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	148
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	250
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	19453
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	APPRECIATION ON MARKET VALUE OF STOCK CONTRIBUTION MADE
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PETER NAGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2085751684
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PETER NAGER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	NAGE
ReturnHeader/Filer/EIN	0	137196662
ReturnHeader/Filer/PhoneNum	0	2085751684
ReturnHeader/Filer/USAddress/AddressLine1	0	123 BEAVER DAM ROAD
ReturnHeader/Filer/USAddress/City	0	KATONAH
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	10536
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	133489260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	MATTHEWS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	270 MADISON AVENUE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	10016
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2122935100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BARRY KITAEFF
ReturnHeader/ReturnTs	0	2014-11-17T07:13:09-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $430,412
Liabilities: $0
Net assets: $430,412
Revenue: $38,052
Expenses: $106,254
Net income: -$68,202

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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