Peter Nager Charitable Trust

990PF • Fiscal year 2015 • EIN 13-7196662

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization Profile

123 Beaver Dam RoadKatonah, NY 10536

(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.

2015 filings • NTEE T22 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • NTEE T22 • <$500k nonprofits • Source year 2015

-164%

Higher net margin than 18% of similar nonprofits.

2015 filings • NTEE T22 • <$500k nonprofits • Source year 2015

Higher top officer pay than 93% of similar nonprofits.

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

2015 filings • NTEE T22 • <$500k nonprofits • Source year 2015

1.1%

Faster asset growth than 66% of similar nonprofits.

2015 filings • NTEE T22 • <$500k nonprofits • Annualized from 2014 to 2015

5.2%

Faster revenue growth than 63% of similar nonprofits.

2015 filings • NTEE T22 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets87th percentile

Assets

$435,078

Up $4,666 (+1.1%) from 2014

Net Assets

$435,078

Up $4,666 (+1.1%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue87th percentile Net Margin18th percentile

Revenue

$40,049

Up $1,997 (+5.2%) from 2014

Expenses

Down

$105,892

Down $362 (-0.3%) from 2014

Net Income

-$65,843

Up $2,359 (+3.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

Highlighted filing

2015

Assets$435,078

Liabilities$0

Net Assets$435,078

Open 2015 Filing

Operations Trend

Revenue Growth63rd percentile

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

Highlighted filing

2015

Revenue$40,049

Expenses$105,892

Net Income-$65,843

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Nov 12, 2015
Return Version: 2014v5.0

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

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: Trustee
Phone: 2085751684
Signed: 2015-11-12
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

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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	149 GIRDLE RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	300 CADMAN PLAZA WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	969 LAKE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	KATONAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02912
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10536
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	11201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	06831
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	103897
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	58347
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	58347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	48007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	71942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	25145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	16908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	16908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	191119
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	46025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	48007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	71942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	25145
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	104372
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	46025
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	208027
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	162002
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	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	95
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	95
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	70509
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	APPRECIATION ON MARKET VALUE OF STOCK CONTRIBUTION MADE
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
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	2015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PETER NAGER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	NAGE
ReturnHeader/Filer/EIN	0	137196662
ReturnHeader/Filer/PhoneNum	0	2085751684
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	123 BEAVER DAM ROAD
ReturnHeader/Filer/USAddress/CityNm	0	KATONAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10536
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	133489260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MATTHEWS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	270 MADISON AVENUE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10016
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2122935100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BARRY KITAEFF
ReturnHeader/ReturnTs	0	2015-11-12T16:11:45-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $435,078
Liabilities: $0
Net assets: $435,078
Revenue: $40,049
Expenses: $105,892
Net income: -$65,843

	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