Civic Intelligence

Douglas C James Charitable Trust

990PF • Fiscal year 2017 • EIN 14-1764010

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
PO Box 32Woodstock, NY 12498

(212) 832-0400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

31%

Faster asset growth than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

118%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$47,610

Up $17,600 (+59%) from 2015

Net Assets

Up

$47,610

Up $17,600 (+59%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$48,253

Up $29,589 (+159%) from 2015

Expenses

Up

$6,168

Up $2,333 (+61%) from 2015

Net Income

Up

$42,085

Up $27,256 (+184%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$150K$100K$50K$0Assets 2011: $21,775Liabilities 2011: $02011Assets 2012: $27,703Liabilities 2012: $02012Assets 2013: $21,738Liabilities 2013: $02013Assets 2014: $15,181Liabilities 2014: $0Net Assets 2014: $15,1812014Assets 2015: $30,010Liabilities 2015: $0Net Assets 2015: $30,0102015Assets 2017: $47,610Liabilities 2017: $0Net Assets 2017: $47,6102017Assets 2018: $59,323Liabilities 2018: $0Net Assets 2018: $59,3232018Assets 2019: $39,978Liabilities 2019: $0Net Assets 2019: $39,9782019Assets 2020: $75,247Liabilities 2020: $0Net Assets 2020: $75,2472020Assets 2021: $114,187Liabilities 2021: $12021Assets 2022: $96,158Liabilities 2022: $0Net Assets 2022: $96,1582022Assets 2023: $106,747Liabilities 2023: $12023Assets 2024: $62,744Liabilities 2024: $0Net Assets 2024: $62,7442024

Highlighted filing

2017

Assets$47,610
Liabilities$0
Net Assets$47,610
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100KRevenue 2011: $19Expenses 2011: $5,786Net Income 2011: -$5,7672011Revenue 2012: $11,712Expenses 2012: $5,784Net Income 2012: $5,9282012Revenue 2013: $6,967Expenses 2013: $6,211Net Income 2013: $7562013Revenue 2014: $7,510Expenses 2014: $6,929Net Income 2014: $5812014Revenue 2015: $18,664Expenses 2015: $3,835Net Income 2015: $14,8292015Revenue 2017: $48,253Expenses 2017: $6,168Net Income 2017: $42,0852017Revenue 2018: $28,668Expenses 2018: $9,251Net Income 2018: $19,4172018Revenue 2019: $7,970Expenses 2019: $27,315Net Income 2019: -$19,3452019Revenue 2020: $47,528Expenses 2020: $12,259Net Income 2020: $35,2692020Revenue 2021: $139,374Expenses 2021: $11,795Net Income 2021: $127,5792021Revenue 2022: $8Expenses 2022: $18,037Net Income 2022: -$18,0292022Revenue 2023: $86,818Expenses 2023: $19,171Net Income 2023: $67,6472023Revenue 2024: $183,242Expenses 2024: $149,845Net Income 2024: $33,3972024

Highlighted filing

2017

Revenue$48,253
Expenses$6,168
Net Income$42,085
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS C JAMESPresident & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Douglas C James Charitable Trust
EIN
14-1764010
In Care Of
% BERDON LLP
Address
PO Box 32, Woodstock, NY 12498

Signing Officer

Name
Douglas C James
Title
President
Phone
2128320400
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Berdon LLP
Address
360 Madison Ave, New York, NY 10017
Preparer
Michael Tasch
Phone
2128320400
Raw XML Appendix340 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JAMES MONTGOMERY FLAGG WWII BONDS POSTER
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016553
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt042085
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt030904
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt047610
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01858
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01858
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01858
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0331
IRS990PF/DistributableAmountGrp/TotalTaxAmt0331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0169
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt061681
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IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0600
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0600
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033897
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044451
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01117
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0667
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0131
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02189
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt043784
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS C JAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 32
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0woodstock
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WOODSTOCK ARTISTS ASSOCIATION MUSEUM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1700 N ART MUSEUM DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WOODSTOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012498
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01858
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020504
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03782
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04041
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02461
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04725
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05640
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03782
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025032
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021250
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOUGLAS JAMES
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1DOUGLAS JAMES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 32
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 32
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WOODSTOCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WOODSTOCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012498
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd112498
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt017033
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt114660
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt017033
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt114660
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0210 SHS EXXON MOBIL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1200 SHS WALGREENS BOOTS ALLIANCE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-06-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-12-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt030904
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN FAIR MARKET VALUE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1AND TAX BASIS OF SECURITIES CONTRIBUTED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01340
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt288
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5242
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS C JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02128320400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Douglas C James Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0DOUG
ReturnHeader/Filer/EIN0141764010
ReturnHeader/Filer/InCareOfNm0% BERDON LLP
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 32
ReturnHeader/Filer/USAddress/CityNm0Woodstock
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012498
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF0AE367BD83C19455DB5269412AA8DFE8E4AEC4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F260ADACAA186D7CD71BE48CA18584AD975A1ED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026377420183185000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.22.173.199
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berdon LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0360 Madison Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02128320400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL TASCH
ReturnHeader/ReturnTs02018-11-14T11:02:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,610
Liabilities
$0
Net assets
$47,610
Revenue
$48,253
Expenses
$6,168
Net income
$42,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.83$1.50$0.33
2023Summary only. Only limited summary data is available for this year.$1.07$0.00$0.87$0.19$0.68
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.00$0.18$0.18
2021Summary only. Only limited summary data is available for this year.$1.14$0.00$1.39$0.12$1.28
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.48$0.12$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.08$0.27$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.29$0.09$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.48$0.06$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.19$0.04$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.08$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.07$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.12$0.06$0.06
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.00$0.06$0.06