Civic Intelligence

Joseph M Asselta Charitable Trust

990PF • Fiscal year 2014 • EIN 16-6251762

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
C/O Louis Leogrande 16 Gary AveNew Hartford, NY 13413

(315) 732-0087

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-172%

Higher net margin than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

16th percentile

-23%

Faster asset growth than 16% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$22,279

Down $6,764 (-23%) from 2013

Net Assets

Down

$22,279

Down $6,764 (-23%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$3,944

Down $3,297 (-46%) from 2013

Expenses

Down

$10,708

Down $1,026 (-8.7%) from 2013

Net Income

Down

-$6,764

Down $2,271 (-51%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$60K$40K$20K$0Assets 2011: $37,196Liabilities 2011: $02011Assets 2012: $33,536Liabilities 2012: $0Net Assets 2012: $33,5362012Assets 2013: $29,043Liabilities 2013: $0Net Assets 2013: $29,0432013Assets 2014: $22,279Liabilities 2014: $0Net Assets 2014: $22,2792014Assets 2015: $56,879Liabilities 2015: $0Net Assets 2015: $56,8792015Assets 2016: $54,082Liabilities 2016: $1,739Net Assets 2016: $52,3432016Assets 2017: $54,082Liabilities 2017: $10,630Net Assets 2017: $43,4522017Assets 2018: $54,082Liabilities 2018: $17,097Net Assets 2018: $36,9852018Assets 2019: $49,353Liabilities 2019: $02019

Highlighted filing

2014

Assets$22,279
Liabilities$0
Net Assets$22,279
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $2,389Expenses 2011: $14,407Net Income 2011: -$12,0182011Expenses 2012: $6,4072012Revenue 2013: $7,241Expenses 2013: $11,734Net Income 2013: -$4,4932013Revenue 2014: $3,944Expenses 2014: $10,708Net Income 2014: -$6,7642014Revenue 2015: $40,713Expenses 2015: $6,113Net Income 2015: $34,6002015Revenue 2016: $2,958Expenses 2016: $7,494Net Income 2016: -$4,5362016Revenue 2017: $3,316Expenses 2017: $12,207Net Income 2017: -$8,8912017Revenue 2018: $3,480Expenses 2018: $9,947Net Income 2018: -$6,4672018Revenue 2019: $23,800Expenses 2019: $11,432Net Income 2019: $12,3682019

Highlighted filing

2014

Revenue$3,944
Expenses$10,708
Net Income-$6,764
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARRY KOPELTrustee-$0--
LOUIS LEOGRANDETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph M Asselta Charitable Trust
EIN
16-6251762
Phone
3157320087
Address
C/O LOUIS LEOGRANDE 16 GARY AVE, NEW HARTFORD, NY 13413

Signing Officer

Name
Louis Leogrande
Title
Officer
Phone
3157320087
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
D'ARCANGELO & CO LLP
Address
120 LOMOND COURT, UTICA, NY 13502-5950
Preparer
Scott E Miller CPA
Phone
3157355216
Raw XML Appendix334 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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AppliedToPriorYearElection/ElectionDesc0ELECTION PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2)THE JOSEPH M. ASSELTA CHARITABLE TRUST HEREBY ELECTS PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL REMAINING QUALIFYING DISTRIBUTIONS (AFTER REDUCING THE 2007 UNDISTRIBUTED INCOME TO ZERO) TO UNDISTRIBUTED INCOME REMAINING FROM YEARS PRIOR TO 2007.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SUSAN G KOMEN CENTRAL NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE SUNYPOLY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt066 OXFORD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1251 GENESEE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25008 BRITTONFIELD PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 SEYMOUR ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1UTICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SYRACUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3UTICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013413
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd113501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd213057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313502
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt07309
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0205
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0191
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0191
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0205
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt132
TaxesSchedule/TaxesDetail/CategoryTxt0NYS DEPARTMENT OF LAW FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS LEOGRANDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03157320087
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH M ASSELTA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0166251762
ReturnHeader/Filer/PhoneNum03157320087
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O LOUIS LEOGRANDE 16 GARY AVE
ReturnHeader/Filer/USAddress/CityNm0NEW HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013413
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132550103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 LOMOND COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UTICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0135025950
ReturnHeader/PreparerPersonGrp/PhoneNum03157355216
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E MILLER CPA
ReturnHeader/ReturnTs02015-05-15T15:50:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$22,279
Liabilities
$0
Net assets
$22,279
Revenue
$3,944
Expenses
$10,708
Net income
-$6,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$49.4$0.00$23.8$11.4$12.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.1$17.1$37.0$3.48$9.95$6.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.1$10.6$43.5$3.32$12.2$8.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.1$1.74$52.3$2.96$7.49$4.54
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.9$0.00$56.9$40.7$6.11$34.6
2014Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$3.94$10.7$6.76
2013Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$7.24$11.7$4.49
2012Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$6.41
2011Summary only. Only limited summary data is available for this year.$37.2$0.00$2.39$14.4$12.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits