Civic Intelligence

John Kot Charitable Remainder Unitrust

990EZ • Fiscal year 2021 • EIN 14-6187187

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 03, 2022

Organization ProfileN/A
53 James StreetAmsterdam, NY 12010

(518) 843-0366

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

3rd percentile

-524%

Higher net margin than 3% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Asset Growth

83rd percentile

6.1%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,879

Up $1,766 (+6.1%) from 2020

Net Assets

Up

$30,879

Up $1,766 (+6.1%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$272

Down $1,394 (-84%) from 2020

Expenses

Down

$1,697

Down $532 (-24%) from 2020

Net Income

Down

-$1,425

Down $862 (-153%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$40K$30K$20K$10K$0Assets 2018: $28,386Net Assets 2018: $28,3862018Assets 2019: $29,920Net Assets 2019: $29,9202019Assets 2020: $29,113Net Assets 2020: $29,1132020Assets 2021: $30,879Net Assets 2021: $30,8792021Assets 2022: $26,144Net Assets 2022: $26,1442022Assets 2023: $27,699Net Assets 2023: $27,6992023Assets 2024: $30,042Net Assets 2024: $30,0422024Assets 2025: $31,910Net Assets 2025: $31,9102025

Highlighted filing

2021

Assets$30,879
Liabilities-
Net Assets$30,879
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$4.0K$2.0K$0-$2.0KRevenue 2018: $1,299Expenses 2018: $2,439Net Income 2018: -$1,1402018Revenue 2019: $678Expenses 2019: $2,452Net Income 2019: -$1,7742019Revenue 2020: $1,666Expenses 2020: $2,229Net Income 2020: -$5632020Revenue 2021: $272Expenses 2021: $1,697Net Income 2021: -$1,4252021Revenue 2022: $2,320Expenses 2022: $2,761Net Income 2022: -$4412022Revenue 2023: $997Expenses 2023: $1,164Net Income 2023: -$1672023Revenue 2024: $1,037Expenses 2024: $1,164Net Income 2024: -$1272024Revenue 2025: $898Expenses 2025: $632Net Income 2025: $2662025

Highlighted filing

2021

Revenue$272
Expenses$1,697
Net Income-$1,425
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 3, 2022
Return Version
2021v4.1
Gross Receipts
$272
Mission and Program Overview

Mission

Charitable remainder unitrust

Program Services

DescriptionGrantsExpenses
PAYMENTS TO BENEFICIARY AND MANAGEMENT FEES$0$1,597
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN KOT TRUSTEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
John Kot Charitable Remainder Unitrust
EIN
14-6187187
Phone
5188430366
Address
53 JAMES STREET, AMSTERDAM, NY 12010

Signing Officer

Name
Lynn Kot Trustee
Title
Trustee
Phone
5188430366
Signed
2022-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Shelly VanNostrand CPA PLLC
Address
105 S Comrie Ave, Johnstown, NY 12095
Preparer
Shelly VanNostrand
Phone
5188538622
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“MANAGEMENT FEES 100.”

Form 990EZ, Part I, Line 20

“Unrealized gain on securities 3191.”

Form 990EZ, Part II, Line 24

“Investments”

Raw XML Appendix141 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt01597
IRS990EZ/BooksInCareOfDetail/PersonNm0LYNN KOT TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum05188430366
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt053 JAMES STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMSTERDAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029113
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030879
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1425
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029113
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030879
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0272
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0272
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NECTFilingForm990Ind0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029113
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030879
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029113
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030879
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN KOT TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03191
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE REMAINDER UNITRUST
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENTS TO BENEFICIARY AND MANAGEMENT FEES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01597
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01697
IRS990EZ/TotalProgramServiceExpensesAmt01597
IRS990EZ/TotalRevenueAmt0272
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0000000000
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LITHUANIAN CATHOLIC RELIGIOUS AID BROOKLYN NY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FEES 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON SECURITIES 3191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Investments
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN KOT TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05188430366
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN KOT CHARITABLE REMAINDER UNITRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0146187187
ReturnHeader/Filer/PhoneNum05188430366
ReturnHeader/Filer/USAddress/AddressLine1Txt053 JAMES STREET
ReturnHeader/Filer/USAddress/CityNm0AMSTERDAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460615996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shelly VanNostrand CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 S Comrie Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Johnstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012095
ReturnHeader/PreparerPersonGrp/PhoneNum05188538622
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly VanNostrand
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-06T13:04:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNN KOT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUSTEE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$30,879
Liabilities
-
Net assets
$30,879
Revenue
$272
Expenses
$1,697
Net income
-$1,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.9$31.9$0.90$0.63$0.27
2024Detailed filing. Detailed filing data is available for this year.$30.0$30.0$1.04$1.16$0.13
2023Detailed filing. Detailed filing data is available for this year.$27.7$27.7$1.00$1.16$0.17
2022Detailed filing. Detailed filing data is available for this year.$26.1$26.1$2.32$2.76$0.44
2021Detailed filing. Detailed filing data is available for this year.$30.9$30.9$0.27$1.70$1.43
2020Detailed filing. Detailed filing data is available for this year.$29.1$29.1$1.67$2.23$0.56
2019Detailed filing. Detailed filing data is available for this year.$29.9$29.9$0.68$2.45$1.77
2018Detailed filing. Detailed filing data is available for this year.$28.4$28.4$1.30$2.44$1.14