Civic Intelligence

Joseph M Asselta Charitable Trust

990PF • Fiscal year 2017 • EIN 16-6251762

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 20, 2018

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

84th percentile

0.20x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

3.21x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-268%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Flat

$54,082

Flat from 2016

Net Assets

Down

$43,452

Down $8,891 (-17%) from 2016

Liabilities

Up

$10,630

Up $8,891 (+511%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Up

$3,316

Up $358 (+12%) from 2016

Expenses

Up

$12,207

Up $4,713 (+63%) from 2016

Net Income

Down

-$8,891

Down $4,355 (-96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2017

Assets$54,082
Liabilities$10,630
Net Assets$43,452
Open 2017 Filing

Operations Trend

Revenue Growth66th 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

2017

Revenue$3,316
Expenses$12,207
Net Income-$8,891
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 20, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
Trustee
Phone
3157320087
Signed
2018-06-20
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 Appendix319 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/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/AppliedToCurrentYearAmt027
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03973
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08646
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03973
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01739
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010630
TaxesSchedule/TaxesDetail/Amt06939
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NYS DEPARTMENT OF LAW
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS LEOGRANDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03157320087
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-20
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01BE6195DF1D7FDC71E685761E3EB3E78AE452CB6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C6FA70DF670552F6C23255D4426B84A5D712AB7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.217.215.146
ReturnHeader/FilingSecurityInformation/IPDt02018-06-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:31:25
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/PreparationDt02018-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E MILLER CPA
ReturnHeader/ReturnTs02018-06-20T12:32:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,082
Liabilities
$10,630
Net assets
$43,452
Revenue
$3,316
Expenses
$12,207
Net income
-$8,891
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
2017Detailed filing. Detailed filing data is available for this year.$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