Civic Intelligence

Wilmurt Charitable Trust

990PF • Fiscal year 2023 • EIN 16-6374433

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
300 S State Street 410Syracuse, NY 13202

(315) 701-5990

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-85%

Higher net margin than 10% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

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.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-3.8%

Faster asset growth than 40% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-39%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$97,938

Down $3,896 (-3.8%) from 2022

Net Assets

Down

$97,938

Down $3,896 (-3.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin10th percentile

Revenue

Down

$4,560

Down $2,864 (-39%) from 2022

Expenses

Down

$8,456

Down $730 (-7.9%) from 2022

Net Income

Down

-$3,896

Down $2,134 (-121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2011: $95,301Liabilities 2011: $02011Assets 2012: $103,350Liabilities 2012: $02012Assets 2013: $99,127Liabilities 2013: $02013Assets 2014: $99,343Liabilities 2014: $2802014Assets 2015: $97,430Liabilities 2015: $02015Assets 2019: $135,623Liabilities 2019: $0Net Assets 2019: $135,6232019Assets 2020: $100,468Liabilities 2020: $0Net Assets 2020: $100,4682020Assets 2021: $103,596Liabilities 2021: $0Net Assets 2021: $103,5962021Assets 2022: $101,834Liabilities 2022: $0Net Assets 2022: $101,8342022Assets 2023: $97,938Liabilities 2023: $0Net Assets 2023: $97,9382023Assets 2024: $107,387Liabilities 2024: $0Net Assets 2024: $107,3872024

Highlighted filing

2023

Assets$97,938
Liabilities$0
Net Assets$97,938
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $5,359Expenses 2011: $8,185Net Income 2011: -$2,8262011Revenue 2012: $22,937Expenses 2012: $14,888Net Income 2012: $8,0492012Revenue 2013: $4,400Expenses 2013: $8,623Net Income 2013: -$4,2232013Revenue 2014: $8,263Expenses 2014: $8,327Net Income 2014: -$642014Revenue 2015: $3,776Expenses 2015: $5,409Net Income 2015: -$1,6332015Revenue 2019: $13,911Expenses 2019: $8,426Net Income 2019: $5,4852019Revenue 2020: $9,794Expenses 2020: $8,028Net Income 2020: $1,7662020Revenue 2021: $5,283Expenses 2021: $9,318Net Income 2021: -$4,0352021Revenue 2022: $7,424Expenses 2022: $9,186Net Income 2022: -$1,7622022Revenue 2023: $4,560Expenses 2023: $8,456Net Income 2023: -$3,8962023Revenue 2024: $11,309Expenses 2024: $1,860Net Income 2024: $9,4492024

Highlighted filing

2023

Revenue$4,560
Expenses$8,456
Net Income-$3,896
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK CLARKTrustee-$0--
ANNE ROSETrustee-$0--
DANIEL JOSEPHSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wilmurt Charitable Trust
EIN
16-6374433
Phone
3157015990
Address
300 S STATE STREET 410, SYRACUSE, NY 13202

Signing Officer

Name
Frank Clark
Title
Trustee
Phone
3157015990
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
D'ARCANGELO & CO LLP
Address
5000 BRITTONFIELD PARKWAY, EAST SYRACUSE, NY 13057
Preparer
Eric D Longway CPA
Phone
3154757213
Raw XML Appendix361 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VIATRIS INC 24 SHARES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANIEL JOSEPHSON
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRANK CLARK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 S STATE STREET STE 410
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SYRACUSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03157015993
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM-NAME AND ADDRESS OF APPLICANT, AMOUNT & PURPOSE OF GRANT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FRANK CLARK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03157015990
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0300 S STATE STREET STE 410
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SYRACUSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd013202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ADIRONDACK FISHERIES RESEARCH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CORNELL UNIVERISTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0616 THURSTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014853
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06407
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/AppliedToCurrentYearAmt06407
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0260
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0227
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05976
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06407
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013504
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013764
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PETER GRAVES
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1LORI R STEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01088 DELAWARE AVE 4G
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt125 PARK LN S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BUFFALO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1EAST AURORA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd014209
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1140522706
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1100
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/Amt222
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1DEPARTMENT OF LAW
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt052
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt222
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03157015990
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILMURT CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FRANK CLARK
ReturnHeader/Filer/BusinessNameControlTxt0WILM
ReturnHeader/Filer/EIN0166374433
ReturnHeader/Filer/PhoneNum03157015990
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 S STATE STREET 410
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132550103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 BRITTONFIELD PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013057
ReturnHeader/PreparerPersonGrp/PhoneNum03154757213
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC D LONGWAY CPA
ReturnHeader/ReturnTs02024-05-09T11:29:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLARK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,938
Liabilities
$0
Net assets
$97,938
Revenue
$4,560
Expenses
$8,456
Net income
-$3,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.02$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.08$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.07$0.09$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.09$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.10$0.08$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.14$0.08$0.05
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$0.04$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$0.99$0.00$0.08$0.08$0.00
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.04$0.09$0.04
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$0.23$0.15$0.08
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.05$0.08$0.03