Civic Intelligence

Specific Trust U W Mildred P Wark

990PF • Fiscal year 2023 • EIN 16-6524848

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 30, 2025

Organization Profile
PO Box 276Old Forge, NY 13420

(518) 369-3956

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

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

Liabilities / Revenue

72nd percentile

0.00x

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

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

Net Margin

33rd percentile

-27%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2023 filings • NTEE T90 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

-0.6%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

39th percentile

-15%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$343,508

Down $1,958 (-0.6%) from 2022

Net Assets

Down

$343,508

Down $1,958 (-0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin33rd percentile

Revenue

Down

$14,907

Down $2,722 (-15%) from 2022

Expenses

Down

$18,865

Down $3,971 (-17%) from 2022

Net Income

Up

-$3,958

Up $1,249 (+24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2018: $380,208Liabilities 2018: $02018Assets 2019: $378,597Liabilities 2019: $02019Assets 2021: $350,673Liabilities 2021: $0Net Assets 2021: $350,6732021Assets 2022: $345,466Liabilities 2022: $0Net Assets 2022: $345,4662022Assets 2023: $343,508Liabilities 2023: $0Net Assets 2023: $343,5082023Assets 2024: $327,976Liabilities 2024: $0Net Assets 2024: $327,9762024

Highlighted filing

2023

Assets$343,508
Liabilities$0
Net Assets$343,508
Open 2023 Filing

Operations Trend

Revenue Growth39th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2018: $14,990Expenses 2018: $15,635Net Income 2018: -$6452018Revenue 2019: $15,965Expenses 2019: $17,576Net Income 2019: -$1,6112019Revenue 2021: $18,234Expenses 2021: $40,556Net Income 2021: -$22,3222021Revenue 2022: $17,629Expenses 2022: $22,836Net Income 2022: -$5,2072022Revenue 2023: $14,907Expenses 2023: $18,865Net Income 2023: -$3,9582023Revenue 2024: $15,732Expenses 2024: $29,264Net Income 2024: -$13,5322024

Highlighted filing

2023

Revenue$14,907
Expenses$18,865
Net Income-$3,958
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 30, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES C FOLEYTrustee-$0--
MARY ANN LUM NELSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Specific Trust Uw Mildred Wark
EIN
16-6524848
Phone
5183693956
Address
PO BOX 276, OLD FORGE, NY 13420

Signing Officer

Name
James C Foley
Title
Trustee
Signed
2025-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Gabriele Bottini & Associates Llp
Address
43 BRITISH AMERICAN BLVD, LATHAM, NY 12110
Preparer
Kevin J Bottini CPA
Phone
5184595280
Raw XML Appendix333 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01791
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0337729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0306842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
IRS990PF/AmendedReturnInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02470
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3958
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02000
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0345466
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015117
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015117
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015117
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015324
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0207
IRS990PF/DistributableAmountGrp/TotalTaxAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0207
IRS990PF/FMVAssetsEOYAmt0312621
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09737
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05779
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0335729
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0311139
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013644
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0297495
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04667
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015324
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0306472
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0311139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY ANN LUM NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt016831
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt016831
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 276
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OLD FORGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013420
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY ANN NELSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum05183693956
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01617
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2810
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6607
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12operational support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11TOWN OF WEBB HEALTH CENTER FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12ADIRONDACK COMMUNITY CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7INCOME BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8INCOME BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9INCOME BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10INCOME BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11INCOME BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12INCOME BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13INCOME BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14INCOME BENEFICIARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1OLD FORGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2OLD FORGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3SOUTH SHORE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4ROUTE 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5CROSBY BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6NYS ROUTE 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7247 BIRCH STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015117
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04167
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01713
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016831
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01714
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04167
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02453
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0331
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0331
TaxesSchedule/TaxesDetail/Amt0243
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES C FOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIFIC TRUST UW MILDRED WARK
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0166524848
ReturnHeader/Filer/PhoneNum05183693956
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 276
ReturnHeader/Filer/USAddress/CityNm0OLD FORGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141819005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GABRIELE BOTTINI & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 BRITISH AMERICAN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05184595280
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J BOTTINI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-30T10:22:01-08:00
ReturnHeader/ReturnTypeCd0990PF
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
$343,508
Liabilities
$0
Net assets
$343,508
Revenue
$14,907
Expenses
$18,865
Net income
-$3,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.16$0.29$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.15$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.18$0.23$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.18$0.41$0.22
2019Summary only. Only limited summary data is available for this year.$3.79$0.00$0.16$0.18$0.02
2018Summary only. Only limited summary data is available for this year.$3.80$0.00$0.15$0.16$0.01