Peter Nager Charitable Trust

990PF • Fiscal year 2016 • EIN 13-7196662

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

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.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

-211%

Higher net margin than 21% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Higher top officer pay than 93% of similar nonprofits.

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

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

5.0%

Faster asset growth than 72% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2016

25%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets89th percentile

Assets

$456,663

Up $21,585 (+5.0%) from 2015

Net Assets

$456,663

Up $21,585 (+5.0%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue90th percentile Net Margin21st percentile

Revenue

$50,220

Up $10,171 (+25%) from 2015

Expenses

$155,976

Up $50,084 (+47%) from 2015

Net Income

Down

-$105,756

Down $39,913 (-61%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

Highlighted filing

2016

Assets$456,663

Liabilities$0

Net Assets$456,663

Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2016

Revenue$50,220

Expenses$155,976

Net Income-$105,756

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Nov 10, 2016
Return Version: 2015v2.1

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: 2016-11-10
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

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	45 PROSPECT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	149 GIRDLE RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	293 BENEDICT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	300 CADMAN PLAZA WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	KATONAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	TARRYTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	BROOKLYN
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	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02912
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10536
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	10591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	11201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	153023
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	60794
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	60794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	46025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	48007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	71942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	25145
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	25145
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	258853
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	92879
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	46025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	48007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	71942
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	153673
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	92879
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	283998
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	191119
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	FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	250
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	127341
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	APPRECIATION ON MARKET VALUE OF STOCK CONTRIBUTION MADE
TaxesSchedule/TaxesDetail/Amt	0	703
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
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	2016-11-10
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	2016-11-15T08:05:08-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $456,663
Liabilities: $0
Net assets: $456,663
Revenue: $50,220
Expenses: $155,976
Net income: -$105,756

	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