Civic Intelligence

George a & Ann M Mathewson Trust Foundation

990PF • Fiscal year 2024 • EIN 16-1340643

Oct 01, 2023 to Sep 30, 2024 • Filed on Mar 06, 2025

Organization Profile
PO Box 192Lake George, NY 12845-0192

(518) 321-8905

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

0.8%

Faster asset growth than 52% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

1.3%

Faster revenue growth than 47% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$142,357

Up $1,107 (+0.8%) from 2023

Net Assets

Up

$142,143

Up $1,107 (+0.8%) from 2023

Liabilities

Flat

$214

Flat from 2023

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin71st percentile

Revenue

Up

$7,149

Up $93 (+1.3%) from 2023

Expenses

Down

$5,944

Down $2,115 (-26%) from 2023

Net Income

Up

$1,205

Up $2,208 (+220%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$150K$100K$50K$0Assets 2011: $96,604Liabilities 2011: $1642011Assets 2012: $135,323Liabilities 2012: $1642012Assets 2013: $132,729Liabilities 2013: $1642013Assets 2014: $130,223Liabilities 2014: $1642014Assets 2015: $135,565Liabilities 2015: $164Net Assets 2015: $135,4012015Assets 2016: $135,565Liabilities 2016: $164Net Assets 2016: $135,4012016Assets 2017: $124,765Liabilities 2017: $164Net Assets 2017: $124,6012017Assets 2019: $126,210Liabilities 2019: $214Net Assets 2019: $125,9962019Assets 2020: $144,661Liabilities 2020: $214Net Assets 2020: $144,4472020Assets 2021: $144,681Liabilities 2021: $214Net Assets 2021: $144,4672021Assets 2022: $142,347Liabilities 2022: $214Net Assets 2022: $142,1332022Assets 2023: $141,250Liabilities 2023: $214Net Assets 2023: $141,0362023Assets 2024: $142,357Liabilities 2024: $214Net Assets 2024: $142,1432024Assets 2025: $143,157Liabilities 2025: $214Net Assets 2025: $142,9432025

Highlighted filing

2024

Assets$142,357
Liabilities$214
Net Assets$142,143
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $5,822Expenses 2011: $6,772Net Income 2011: -$9502011Revenue 2012: $46,147Expenses 2012: $7,314Net Income 2012: $38,8332012Revenue 2013: $6,279Expenses 2013: $7,949Net Income 2013: -$1,6702013Revenue 2014: $6,547Expenses 2014: $8,929Net Income 2014: -$2,3822014Revenue 2015: $16,317Expenses 2015: $10,845Net Income 2015: $5,4722015Revenue 2016: $11,464Expenses 2016: $11,301Net Income 2016: $1632016Revenue 2017: $1,570Expenses 2017: $12,300Net Income 2017: -$10,7302017Revenue 2019: $10,186Expenses 2019: $8,138Net Income 2019: $2,0482019Revenue 2020: $26,257Expenses 2020: $7,602Net Income 2020: $18,6552020Revenue 2021: $9,425Expenses 2021: $9,375Net Income 2021: $502021Revenue 2022: $6,651Expenses 2022: $8,854Net Income 2022: -$2,2032022Revenue 2023: $7,056Expenses 2023: $8,059Net Income 2023: -$1,0032023Revenue 2024: $7,149Expenses 2024: $5,944Net Income 2024: $1,2052024Revenue 2025: $6,881Expenses 2025: $5,980Net Income 2025: $9012025

Highlighted filing

2024

Revenue$7,149
Expenses$5,944
Net Income$1,205
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Mar 6, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann MathewsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
George a & Ann M Mathewson
EIN
16-1340643
Phone
5183218905
Address
PO Box 192, Lake George, NY 12845-0192

Signing Officer

Name
Ann M Mathewson
Title
Trustee
Phone
5183218905
Signed
2025-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Arnold J Hodes & Co CPAs PLLC
Address
5701 Enterprise Pkwy, East Syracuse, NY 13057
Preparer
Jeffrey R Spencer
Phone
3154726683
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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/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Ann Mathewson
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05183218905
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 192
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Lake George
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012845
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Charities located in New York State counties in, but not limited to, Saratoga, Warren & Washington.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Colgate University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Glens Falls Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Glens Falls Symphony
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3The Friends & Family of Princeton Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4University of Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013 Oak Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1126 South St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 2036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt365 Witherspoon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43003 S State St Suite 8000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Hamilton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Glens Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Glens Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Princeton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Ann Arbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308542
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd448109
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0335
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01488
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0335
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0335
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01823
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt098
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0US Treasury Income Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann M Mathewson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05183218905
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE A & ANN M MATHEWSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATH
ReturnHeader/Filer/EIN0161340643
ReturnHeader/Filer/PhoneNum05183218905
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 192
ReturnHeader/Filer/USAddress/CityNm0Lake George
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0128450192
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200500257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Arnold J Hodes & Co CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05701 Enterprise Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Syracuse
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013057
ReturnHeader/PreparerPersonGrp/PhoneNum03154726683
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey R Spencer
ReturnHeader/ReturnTs02025-03-06T12:02:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,357
Liabilities
$214
Net assets
$142,143
Revenue
$7,149
Expenses
$5,944
Net income
$1,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.06$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.07$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.07$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.44$0.09$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.44$0.26$0.08$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.02$0.12$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.35$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.35$0.16$0.11$0.05
2014Summary only. Only limited summary data is available for this year.$1.30$0.00$0.07$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$1.33$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$0.46$0.07$0.39
2011Summary only. Only limited summary data is available for this year.$0.97$0.00$0.06$0.07$0.01