Civic Intelligence

Katharine Bontecou Memorial Charitable Trust

990PF • Fiscal year 2015 • EIN 14-6199874

Sep 01, 2014 to Aug 31, 2015 • Filed on Dec 30, 2015

Organization Profile
Susan Miller 1782 Salt Marsh CircleOcean Isle Beach, NC 28469

(845) 677-3494

Siviq Scores

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

Liabilities / Assets

89th percentile

0.03x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • NTEE T21 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

0.82x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • NTEE T21 • <$500k nonprofits • Source year 2015

Net Margin

41st percentile

-21%

Higher net margin than 41% of similar nonprofits.

2015 filings • NTEE T21 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$1,217

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2015 filings • NTEE T21 • <$500k nonprofits • Source year 2015

Asset Growth

59th percentile

-0.3%

Faster asset growth than 59% of similar nonprofits.

2015 filings • NTEE T21 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

2.4%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • NTEE T21 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$484,179

Down $1,517 (-0.3%) from 2014

Net Assets

Down

$468,179

Down $4,117 (-0.9%) from 2014

Liabilities

Up

$16,000

Up $2,600 (+19%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin41st percentile

Revenue

Up

$19,449

Up $463 (+2.4%) from 2014

Expenses

Down

$23,566

Down $3,321 (-12%) from 2014

Net Income

Up

-$4,117

Up $3,784 (+48%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2011: $498,724Liabilities 2011: $13,2002011Assets 2012: $495,126Liabilities 2012: $13,3002012Assets 2013: $493,597Liabilities 2013: $13,400Net Assets 2013: $480,1972013Assets 2014: $485,696Liabilities 2014: $13,400Net Assets 2014: $472,2962014Assets 2015: $484,179Liabilities 2015: $16,000Net Assets 2015: $468,1792015Assets 2016: $478,000Liabilities 2016: $20,000Net Assets 2016: $458,0002016Assets 2017: $465,221Liabilities 2017: $20,000Net Assets 2017: $445,2212017Assets 2018: $453,222Liabilities 2018: $25,000Net Assets 2018: $428,2222018Assets 2019: $437,472Liabilities 2019: $35,0002019Assets 2020: $413,382Liabilities 2020: $37,500Net Assets 2020: $375,8822020Assets 2021: $444,520Liabilities 2021: $50,000Net Assets 2021: $394,5202021Assets 2022: $437,848Liabilities 2022: $50,000Net Assets 2022: $387,8482022Assets 2023: $400,402Liabilities 2023: $50,0002023Assets 2025: $450,055Liabilities 2025: $50,000Net Assets 2025: $400,0552025

Highlighted filing

2015

Assets$484,179
Liabilities$16,000
Net Assets$468,179
Open 2015 Filing

Operations Trend

Revenue Growth58th percentile

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

$100K$50K$0-$50KRevenue 2011: $10,467Expenses 2011: $25,223Net Income 2011: -$14,7562011Revenue 2012: $21,453Expenses 2012: $25,151Net Income 2012: -$3,6982012Expenses 2013: $26,3752013Revenue 2014: $18,986Expenses 2014: $26,887Net Income 2014: -$7,9012014Revenue 2015: $19,449Expenses 2015: $23,566Net Income 2015: -$4,1172015Revenue 2016: $18,431Expenses 2016: $28,610Net Income 2016: -$10,1792016Revenue 2017: $18,866Expenses 2017: $31,645Net Income 2017: -$12,7792017Revenue 2018: $19,892Expenses 2018: $36,891Net Income 2018: -$16,9992018Revenue 2019: $21,591Expenses 2019: $47,341Net Income 2019: -$25,7502019Revenue 2020: $21,200Expenses 2020: $47,790Net Income 2020: -$26,5902020Revenue 2021: $80,152Expenses 2021: $61,514Net Income 2021: $18,6382021Revenue 2022: $58,900Expenses 2022: $65,572Net Income 2022: -$6,6722022Revenue 2023: $27,620Expenses 2023: $65,066Net Income 2023: -$37,4462023Revenue 2025: $25,122Expenses 2025: $68,267Net Income 2025: -$43,1452025

Highlighted filing

2015

Revenue$19,449
Expenses$23,566
Net Income-$4,117
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Dec 30, 2015
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MILLERTrusteePT$1,217-$1,217
Filing and Contact Details

Filer

Filer Name
Katharine Bontecou Memorial Charitable Trust
EIN
14-6199874
Phone
8456773494
Address
SUSAN MILLER 1782 SALT MARSH CIRCLE, OCEAN ISLE BEACH, NC 28469

Signing Officer

Name
Susan Miller
Title
Trustee
Phone
8456773494
Signed
2015-12-30
Discuss with paid preparer
Yes

Preparer

Firm
Arthur Freehill CPA Pc
Address
PO BOX 1617, PLEASANT VALLEY, NY 12569
Preparer
Arthur Freehill CPA
Phone
8456352389
Raw XML Appendix360 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/Amt32500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BERKSHIRE TACONIC COMMUNITY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DUTCHESS LAND CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MILLBROOK EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0271 MAIN STREET SUITE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1313 MAIN STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREAT BARRINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAKEFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILLBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILLBROOK
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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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
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0127202
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025151
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025223
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023566
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023566
IRS990PF/UndistributedIncomeGrp/Taxable2Amt035060
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0149818
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0126252
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035119
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035060
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01250
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MILLER & AUBIN LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01250
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01250
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0255
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION LAWSUIT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0255
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0255
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01834
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt12115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01834
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF MILLBROOK INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1COMMERCE TRUST COMPANY TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01834
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01834
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12115
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt055
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt055
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt055
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08456773494
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHARINE BONTECOU MEMORIAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0146199874
ReturnHeader/Filer/PhoneNum08456773494
ReturnHeader/Filer/USAddress/AddressLine1Txt0SUSAN MILLER 1782 SALT MARSH CIRCLE
ReturnHeader/Filer/USAddress/CityNm0OCEAN ISLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028469
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR FREEHILL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1617
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012569
ReturnHeader/PreparerPersonGrp/PhoneNum08456352389
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR FREEHILL CPA
ReturnHeader/ReturnTs02016-01-11T07:04:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$484,179
Liabilities
$16,000
Net assets
$468,179
Revenue
$19,449
Expenses
$23,566
Net income
-$4,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.50$0.50$4.00$0.25$0.68$0.43
2023Summary only. Only limited summary data is available for this year.$4.00$0.50$0.28$0.65$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.38$0.50$3.88$0.59$0.66$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.50$3.95$0.80$0.62$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.38$3.76$0.21$0.48$0.27
2019Summary only. Only limited summary data is available for this year.$4.37$0.35$0.22$0.47$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.25$4.28$0.20$0.37$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.20$4.45$0.19$0.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.78$0.20$4.58$0.18$0.29$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.84$0.16$4.68$0.19$0.24$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.86$0.13$4.72$0.19$0.27$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.94$0.13$4.80$0.26
2012Summary only. Only limited summary data is available for this year.$4.95$0.13$0.21$0.25$0.04
2011Summary only. Only limited summary data is available for this year.$4.99$0.13$0.10$0.25$0.15