Civic Intelligence

Trevor Roy Hart Charitable Trust

990EZ • Fiscal year 2014 • EIN 16-1538277

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 15, 2014

Organization ProfileN/A
PO Box 47713503

(315) 797-0560

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-3.3%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

121%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,865

Down $1,375 (-3.3%) from 2013

Net Assets

Down

$39,865

Down $1,375 (-3.3%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Up

$2,894

Up $1,585 (+121%) from 2013

Expenses

Up

$4,269

Up $1,292 (+43%) from 2013

Net Income

Up

-$1,375

Up $293 (+18%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$60K$40K$20K$0Assets 2013: $41,240Net Assets 2013: $41,2402013Assets 2014: $39,865Net Assets 2014: $39,8652014

Highlighted filing

2014

Assets$39,865
Liabilities-
Net Assets$39,865
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2013: $1,309Expenses 2013: $2,977Net Income 2013: -$1,6682013Revenue 2014: $2,894Expenses 2014: $4,269Net Income 2014: -$1,3752014

Highlighted filing

2014

Revenue$2,894
Expenses$4,269
Net Income-$1,375
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 15, 2014
Return Version
2013v3.1
Gross Receipts
$5,005
Mission and Program Overview

Mission

Provide Scholarships to 2 graduating seniors from New Hartford Central High School and a junior golf tournament with no cost to the particpants.

Program Services

DescriptionGrantsExpenses
2 Scholarships were awarded$2,000-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick J HartTrustee-$0--
Rosanne P HartTrustee-$0--
Dennis J HartTreasurer-$0--
Filing and Contact Details

Filer

EIN
16-1538277
Phone
3157970560

Signing Officer

Name
Dennis J Hart
Title
Treasurer
Signed
2014-10-15
Discuss with paid preparer
Yes

Preparer

Preparer
Dennis J Hart CPA
Phone
3157970560
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Golf Tournament Expenses $2244”

Other Expenses.2

“Scholarships Awarded $2000”

Other Expenses.3

“State Registration Fee $25”

Raw XML Appendix130 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Dennis Hart
IRS990EZ/BooksInCareOfDetail/PhoneNum03157970560
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 477
IRS990EZ/BooksInCareOfDetail/USAddress/City0Utica
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode013503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041240
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039865
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02315
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02111
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041240
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039865
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-111
IRS990EZ/GrossReceiptsAmt05005
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0690
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041240
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039865
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041240
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039865
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patrick J Hart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rosanne P Hart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dennis J Hart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04269
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Scholarships to 2 graduating seniors from New Hartford Central High School and a junior golf tournament with no cost to the particpants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02 Scholarships were awarded
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt02000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04269
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt02894
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04498
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0690
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0690
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86700
IRS990ScheduleA/PublicSupportPY170Pct00.70850
IRS990ScheduleA/PublicSupportTotal170Amt04498
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01458
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0725
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04498
IRS990ScheduleA/TotalSupportAmt05188
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Golf Tournament Expenses $2244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarships Awarded $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2State Registration Fee $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dennis J Hart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Trevor Roy Hart Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0TREV
ReturnHeader/Filer/EIN0161538277
ReturnHeader/Filer/PhoneNum03157970560
ReturnHeader/Filer/USAddress/AddressLine10PO Box 477
ReturnHeader/Filer/USAddress/City0Utica
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Moore & Hart CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 477
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Utica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0135030477
ReturnHeader/PreparerPersonGrp/PhoneNum03157970560
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis J Hart CPA
ReturnHeader/ReturnTs02014-10-24T05:45:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$39,865
Liabilities
-
Net assets
$39,865
Revenue
$2,894
Expenses
$4,269
Net income
-$1,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$39.9$39.9$2.89$4.27$1.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.2$41.2$1.31$2.98$1.67