Civic Intelligence

Dr Edwin a Ulrich Charitable Trust

990PF • Fiscal year 2019 • EIN 14-6161493

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 18, 2020

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

73rd percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Net Margin

59th percentile

13%

Higher net margin than 59% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$2,199

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

64%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,014,604

Up $12,970 (+1.3%) from 2018

Net Assets

Up

$1,014,604

Up $12,970 (+1.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$96,722

Up $37,694 (+64%) from 2018

Expenses

Up

$83,752

Up $13,425 (+19%) from 2018

Net Income

Up

$12,970

Up $24,269 (+215%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$1,014,604
Liabilities$0
Net Assets$1,014,604

Operations Trend

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

2019

Revenue$96,722
Expenses$83,752
Net Income$12,970
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 18, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R CONKLINTrustee-$2,199-$2,199
JOHN REGANTrustee-$2,199-$2,199
JEFFREY P ARMSTRONGTrustee-$2,199-$2,199
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
2020-03-18

Preparer

Firm
Pangia & Co Cpas LLC
Address
2 JEFFERSON PLAZA, POUGHKEEPSIE, NY 12601
Preparer
Vincent C Pangia CPA
Phone
8454544610
Raw XML Appendix355 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/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PANGIA AND COMPANY CPA'S LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 JEFFERSON PLAZA SUITE 101
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0POUGHKEEPSIE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08454544610
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://BARTLETT.OAG.STATE.NY.US/CHAR_F
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt234000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE BARDAVON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S HOME OF POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MARIST COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOSPICE OF DUTCHESS COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SUNY NEW PALTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PENDLETON PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035 MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt191 FULTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2NORTH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt370 S HAMILTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 HAWK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 CHURCH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61133 PENDLETON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW PALTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HYDE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6GREENVILLE
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/StateAbbreviationCd6SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd512538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd629601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061500
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/AppliedToCurrentYearAmt058992
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt055694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt051390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt053464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0168389
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt051390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053464
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066833
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07841
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0168389
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0160548
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06933
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06933
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LAMAR ADVERTISING COMPANY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BALANCE ACCOUNTING
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01152
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-4843
TaxesSchedule/TaxesDetail/Amt0722
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY P ARMSTRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR EDWIN A ULRICH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DRED
ReturnHeader/Filer/EIN0146161493
ReturnHeader/Filer/PhoneNum08452298562
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PANGIA CO 2 JEFFERSON PLAZA
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C6FC2BDC19D9907DBD91852CF63229E4F9031271
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05290FA38A7CDE140FBDE5D7AFFF6AF6676F45622
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.254.69.130
ReturnHeader/FilingSecurityInformation/IPDt02020-03-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:45:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141833648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PANGIA & CO CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 JEFFERSON PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012601
ReturnHeader/PreparerPersonGrp/PhoneNum08454544610
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT C PANGIA CPA
ReturnHeader/ReturnTs02020-03-18T13:45:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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