Civic Intelligence

Peter & Margaret Zanghi Scholarship Fd

EIN 20-6886976 • Pittsford, NY

1150 Pittsford-victor RoadPittsford, NY 14534
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2024

Net Margin

41st percentile

3.2%

Higher net margin than 41% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$6,850

Higher top officer pay than 97% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

34%

Faster revenue growth than 71% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$296,349

Up $1,033 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$296,349

Up $1,033 (+0.3%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin41st percentile

Revenue

Up

$36,567

Up $9,180 (+34%) from 2023

Expenses

Up

$35,407

Up $116 (+0.3%) from 2023

Net Income

Up

$1,160

Up $9,064 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $337,668Liabilities 2011: $0Net Assets 2011: $337,6682011Assets 2012: $339,013Liabilities 2012: $02012Assets 2013: $354,680Liabilities 2013: $0Net Assets 2013: $354,6802013Assets 2014: $353,469Liabilities 2014: $02014Assets 2015: $338,564Liabilities 2015: $0Net Assets 2015: $338,5642015Assets 2016: $327,046Liabilities 2016: $0Net Assets 2016: $327,0462016Assets 2017: $330,892Liabilities 2017: $0Net Assets 2017: $330,8922017Assets 2018: $328,898Liabilities 2018: $0Net Assets 2018: $328,8982018Assets 2019: $319,795Liabilities 2019: $0Net Assets 2019: $319,7952019Assets 2020: $312,817Liabilities 2020: $0Net Assets 2020: $312,8172020Assets 2021: $311,792Liabilities 2021: $0Net Assets 2021: $311,7922021Assets 2022: $303,289Liabilities 2022: $0Net Assets 2022: $303,2892022Assets 2023: $295,316Liabilities 2023: $0Net Assets 2023: $295,3162023Assets 2024: $296,349Liabilities 2024: $0Net Assets 2024: $296,3492024

Highlighted filing

2024

Assets$296,349
Liabilities$0
Net Assets$296,349
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KExpenses 2011: $27,0412011Revenue 2012: $28,324Expenses 2012: $26,980Net Income 2012: $1,3442012Revenue 2013: $44,002Expenses 2013: $28,336Net Income 2013: $15,6662013Revenue 2014: $29,190Expenses 2014: $30,401Net Income 2014: -$1,2112014Revenue 2015: $20,775Expenses 2015: $31,533Net Income 2015: -$10,7582015Revenue 2016: $22,906Expenses 2016: $31,512Net Income 2016: -$8,6062016Revenue 2017: $28,066Expenses 2017: $31,236Net Income 2017: -$3,1702017Revenue 2018: $30,416Expenses 2018: $32,221Net Income 2018: -$1,8052018Revenue 2019: $23,281Expenses 2019: $32,402Net Income 2019: -$9,1212019Revenue 2020: $25,683Expenses 2020: $32,857Net Income 2020: -$7,1742020Revenue 2021: $33,834Expenses 2021: $34,561Net Income 2021: -$7272021Revenue 2022: $28,792Expenses 2022: $37,188Net Income 2022: -$8,3962022Revenue 2023: $27,387Expenses 2023: $35,291Net Income 2023: -$7,9042023Revenue 2024: $36,567Expenses 2024: $35,407Net Income 2024: $1,1602024

Highlighted filing

2024

Revenue$36,567
Expenses$35,407
Net Income$1,160
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,349
Liabilities
$0
Net assets
$296,349
Revenue
$36,567
Expenses
$35,407
Net income
$1,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.37$0.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.27$0.35$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.29$0.37$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.34$0.35$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.26$0.33$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.23$0.32$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.30$0.32$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.28$0.31$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.23$0.32$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.21$0.32$0.11
2014Summary only. Only limited summary data is available for this year.$3.53$0.00$0.29$0.30$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.44$0.28$0.16
2012Summary only. Only limited summary data is available for this year.$3.39$0.00$0.28$0.27$0.01
2011Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Canandaigua National Bank TrustTrustee-$6,609-$6,609
Filing and Contact Details

Filer

Filer Name
Peter & Margaret Zanghi Scholarship Fd
EIN
20-6886976
Phone
5853936113
Address
1150 PITTSFORD-VICTOR ROAD, PITTSFORD, NY 14534

Signing Officer

Name
Mary Beth Uhlen
Title
Vice President
Phone
5853936113
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
1 W SENECA STREET SUITE 2900, BUFFALO, NY 14203
Preparer
Andrew S Kim
Phone
2245780543
Raw XML Appendix368 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/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt031042
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt031042
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0true
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/AddressLine1Txt01150 PITTSFORD-VICTOR RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014534
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Canandaigua National Bk and Tr Co
IRS990PF/StatementsRegardingActyGrp/PhoneNum05853936113
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STUDENT AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Our Lady of Mercy High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN PEGGY KENRICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0146102298
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027099
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026550
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025254
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07355
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04638
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031042
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04492
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029744
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025252
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0367
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME PD IN 2025 TAXED IN 2024
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAX PREPARATION FEE (NON-ALLOC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt032
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0240
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME PD IN 2024 TAXED IN 2023
TaxesSchedule/TaxesDetail/Amt0340
TaxesSchedule/TaxesDetail/Amt158
TaxesSchedule/TaxesDetail/Amt21
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt158
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BETH UHLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum05853936113
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER & MARGARET ZANGHI SCHOLARSHIP FD
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0206886976
ReturnHeader/Filer/PhoneNum05853936113
ReturnHeader/Filer/USAddress/AddressLine1Txt01150 PITTSFORD-VICTOR ROAD
ReturnHeader/Filer/USAddress/CityNm0PITTSFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014534
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 W SENECA STREET SUITE 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014203
ReturnHeader/PreparerPersonGrp/PhoneNum02245780543
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW S KIM
ReturnHeader/ReturnTs02025-04-24T12:01:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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