Civic Intelligence

Peter Nager Charitable Trust

990PF • Fiscal year 2021 • EIN 13-7196662

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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.

Liabilities / Assets

78th percentile

0.00x

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

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

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

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Net Margin

14th percentile

-130%

Higher net margin than 14% of similar nonprofits.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-7.7%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$569,514

Up $18,965 (+3.4%) from 2020

Net Assets

Up

$569,514

Up $18,965 (+3.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin14th percentile

Revenue

Down

$32,579

Down $2,717 (-7.7%) from 2020

Expenses

Up

$74,779

Up $8,396 (+13%) from 2020

Net Income

Down

-$42,200

Down $11,113 (-36%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2021

Assets$569,514
Liabilities$0
Net Assets$569,514
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

2021

Revenue$32,579
Expenses$74,779
Net Income-$42,200
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER NAGERPresidentPT$0--
ALICE T LIMKAKENGTreasurer-$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
President
Phone
2085751684
Signed
2021-11-15
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
Raw XML Appendix314 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROOKLYN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002912
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt071808
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt044585
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044585
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013265
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt083402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt092879
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt092879
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0177511
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027763
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013265
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt034386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt083402
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072348
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027763
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0270390
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0242627
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt061165
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION ON MARKET VALUE OF STOCK CONTRIBUTION MADE
TaxesSchedule/TaxesDetail/Amt0671
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER NAGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02085751684
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER NAGER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NAGE
ReturnHeader/Filer/EIN0137196662
ReturnHeader/Filer/PhoneNum02085751684
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 BEAVER DAM ROAD
ReturnHeader/Filer/USAddress/CityNm0KATONAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010536
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133489260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEWS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0270 MADISON AVENUE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010016
ReturnHeader/PreparerPersonGrp/PhoneNum02122935100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY KITAEFF
ReturnHeader/ReturnTs02021-11-15T10:45:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NAGER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$569,514
Liabilities
$0
Net assets
$569,514
Revenue
$32,579
Expenses
$74,779
Net income
-$42,200
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