Civic Intelligence

Dr Edwin a Ulrich Charitable Trust

990PF • Fiscal year 2014 • EIN 14-6161493

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 16, 2015

Organization Profile
c/o Pangia Co 2 Jefferson PlazaPoughkeepsie, NY 12601

(845) 229-8562

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.00x

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

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Net Margin

62nd percentile

31%

Higher net margin than 62% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

76th percentile

$1,682

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Asset Growth

55th percentile

2.6%

Faster asset growth than 55% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

13%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,092,481

Up $27,501 (+2.6%) from 2013

Net Assets

Up

$1,092,481

Up $27,501 (+2.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin62nd percentile

Revenue

Up

$88,710

Up $9,881 (+13%) from 2013

Expenses

Up

$61,209

Up $665 (+1.1%) from 2013

Net Income

Up

$27,501

Up $9,216 (+50%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,007,958Liabilities 2010: $0Net Assets 2010: $1,007,9582010Assets 2011: $1,047,061Liabilities 2011: $0Net Assets 2011: $1,047,0612011Assets 2012: $1,046,695Liabilities 2012: $12012Assets 2013: $1,064,980Liabilities 2013: $0Net Assets 2013: $1,064,9802013Assets 2014: $1,092,481Liabilities 2014: $0Net Assets 2014: $1,092,4812014Assets 2015: $1,056,117Liabilities 2015: $0Net Assets 2015: $1,056,1172015Assets 2016: $1,043,045Liabilities 2016: $0Net Assets 2016: $1,043,0452016Assets 2017: $1,012,933Liabilities 2017: $0Net Assets 2017: $1,012,9332017Assets 2018: $1,001,634Liabilities 2018: $0Net Assets 2018: $1,001,6342018Assets 2019: $1,014,604Liabilities 2019: $0Net Assets 2019: $1,014,6042019Assets 2020: $1,037,642Liabilities 2020: $0Net Assets 2020: $1,037,6422020Assets 2021: $1,034,903Liabilities 2021: $0Net Assets 2021: $1,034,9032021Assets 2022: $1,040,942Liabilities 2022: $0Net Assets 2022: $1,040,9422022Assets 2023: $1,036,151Liabilities 2023: $12023

Highlighted filing

2014

Assets$1,092,481
Liabilities$0
Net Assets$1,092,481
Open 2014 Filing

Operations Trend

Revenue Growth54th percentile

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

$100K$50K$0-$50KExpenses 2010: $64,0902010Expenses 2011: $61,5452011Revenue 2012: $63,396Expenses 2012: $63,762Net Income 2012: -$3662012Revenue 2013: $78,829Expenses 2013: $60,544Net Income 2013: $18,2852013Revenue 2014: $88,710Expenses 2014: $61,209Net Income 2014: $27,5012014Revenue 2015: $35,720Expenses 2015: $72,084Net Income 2015: -$36,3642015Revenue 2016: $56,540Expenses 2016: $69,612Net Income 2016: -$13,0722016Revenue 2017: $40,329Expenses 2017: $70,441Net Income 2017: -$30,1122017Revenue 2018: $59,028Expenses 2018: $70,327Net Income 2018: -$11,2992018Revenue 2019: $96,722Expenses 2019: $83,752Net Income 2019: $12,9702019Revenue 2020: $96,730Expenses 2020: $73,692Net Income 2020: $23,0382020Revenue 2021: $74,174Expenses 2021: $76,913Net Income 2021: -$2,7392021Revenue 2022: $80,662Expenses 2022: $76,801Net Income 2022: $3,8612022Revenue 2023: $71,518Expenses 2023: $76,309Net Income 2023: -$4,7912023

Highlighted filing

2014

Revenue$88,710
Expenses$61,209
Net Income$27,501
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R CONKLINTrustee-$1,682-$1,682
DIETER H RENNHACKTrustee-$1,682-$1,682
JOHN REGANTrustee-$1,682-$1,682
JEFFREY P ARMSTRONGTrustee-$1,682-$1,682
Filing and Contact Details

Filer

Filer Name
Dr Edwin A Ulrich Charitable Trust
EIN
14-6161493
Phone
8452298562
Address
c/o Pangia Co 2 Jefferson Plaza, Poughkeepsie, NY 12601

Signing Officer

Name
Jeffrey P Armstrong
Title
Trustee
Signed
2015-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Pangia & Company CPAs LLC
Address
2 Jefferson Plaza Suite 101, Poughkeepsie, NY 12601
Preparer
Vincent C PangiaCPA
Phone
8454544610
Raw XML AppendixShowing 400 of 417 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/PropertyDesc0200 nextera energy cap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14533 Pimco FDS Pac INVT MGMT SER
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc340 CALIFORNIA RES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100 CHEVRON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100 EMERSON ELECTRIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100 OCCIDENTAL PETE
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10282 REALTY INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11100 3M COMPANY
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012601
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PANGIA & CO CPAS LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum08454544610
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0http://bartlett.oag.state.ny.us/Char_Forms/
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Marist College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1New Paltz Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Hospice of Dutchess Cty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Children's Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ST JAMES CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5DUTCHESS COUNTY MEALS ON WHEEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6The Bardavon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0North Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt175 South Manheim Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt270 S Hamilton Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt391 Fulton Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44526 ALBANY POST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt510 Cannon Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt635 Market Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Poughkeepsie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New Platz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Poughkeepsie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Poughkeepsie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HYDE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Poughkeepsie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Poughkeepsie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd512601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd612601
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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/AppliedToCurrentYearAmt051495
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0376
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03469
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051495
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03469
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04682
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05831
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05831
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/CategoryTxt0federal excise tax
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY P ARMSTRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dr Edwin A Ulrich Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0DRED
ReturnHeader/Filer/EIN0146161493

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,092,481
Liabilities
$0
Net assets
$1,092,481
Revenue
$88,710
Expenses
$61,209
Net income
$27,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.04$0.00$0.07$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.08$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.10$0.07$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.10$0.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.06$0.07$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.06$0.06$0.00
2011Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06