Civic Intelligence

The Linda M Hoag Charitable Trust

EIN 20-7208618 • Albany, NY

96 Menands RoadAlbany, NY 12204-1499
Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

82%

Higher net margin than 86% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T22 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

11%

Faster asset growth than 79% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

69%

Faster revenue growth than 72% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$40,223

Up $2,185 (+5.7%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue87th percentileNet Margin86th percentile

Revenue

Down

$3,273

Down $76 (-2.3%) from 2022

Expenses

Up

$1,088

Up $5 (+0.5%) from 2022

Net Income

Down

$2,185

Down $81 (-3.6%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$60K$40K$20K$0Assets 2011: $50,537Liabilities 2011: $02011Assets 2012: $42,869Liabilities 2012: $02012Assets 2013: $39,562Liabilities 2013: $0Net Assets 2013: $39,5622013Assets 2014: $40,916Liabilities 2014: $0Net Assets 2014: $40,9162014Assets 2015: $40,126Liabilities 2015: $0Net Assets 2015: $40,1262015Assets 2016: $37,333Liabilities 2016: $0Net Assets 2016: $37,3332016Assets 2017: $38,997Liabilities 2017: $0Net Assets 2017: $38,9972017Assets 2018: $38,646Liabilities 2018: $0Net Assets 2018: $38,6462018Assets 2019: $36,523Liabilities 2019: $0Net Assets 2019: $36,5232019Assets 2020: $36,551Liabilities 2020: $0Net Assets 2020: $36,5512020Assets 2021: $35,772Liabilities 2021: $12021Assets 2022: $38,038Liabilities 2022: $0Net Assets 2022: $38,0382022Assets 2023: $40,223Liabilities 2023: $12023

Highlighted filing

2023

Assets$40,223
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $1,883Expenses 2011: $14,025Net Income 2011: -$12,1422011Revenue 2012: $2,470Expenses 2012: $10,138Net Income 2012: -$7,6682012Revenue 2013: $162Expenses 2013: $3,469Net Income 2013: -$3,3072013Revenue 2014: $5,400Expenses 2014: $4,046Net Income 2014: $1,3542014Revenue 2015: $3,627Expenses 2015: $4,417Net Income 2015: -$7902015Revenue 2016: $2,197Expenses 2016: $4,990Net Income 2016: -$2,7932016Revenue 2017: $4,578Expenses 2017: $2,914Net Income 2017: $1,6642017Revenue 2018: $4,618Expenses 2018: $4,969Net Income 2018: -$3512018Revenue 2019: $2,664Expenses 2019: $4,787Net Income 2019: -$2,1232019Revenue 2020: $1,190Expenses 2020: $1,162Net Income 2020: $282020Revenue 2021: $3,927Expenses 2021: $4,706Net Income 2021: -$7792021Revenue 2022: $3,349Expenses 2022: $1,083Net Income 2022: $2,2662022Revenue 2023: $3,273Expenses 2023: $1,088Net Income 2023: $2,1852023

Highlighted filing

2023

Revenue$3,273
Expenses$1,088
Net Income$2,185
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$40,223
Liabilities
$1
Net assets
-
Revenue
$3,273
Expenses
$1,088
Net income
$2,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$40.2$0.00$3.27$1.09$2.19
2022Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$3.35$1.08$2.27
2021Summary only. Only limited summary data is available for this year.$35.8$0.00$3.93$4.71$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.6$0.00$36.6$1.19$1.16$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.5$0.00$36.5$2.66$4.79$2.12
2018Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$4.62$4.97$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.0$0.00$39.0$4.58$2.91$1.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$0.00$37.3$2.20$4.99$2.79
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$0.00$40.1$3.63$4.42$0.79
2014Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$5.40$4.05$1.35
2013Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$0.16$3.47$3.31
2012Summary only. Only limited summary data is available for this year.$42.9$0.00$2.47$10.1$7.67
2011Summary only. Only limited summary data is available for this year.$50.5$0.00$1.88$14.0$12.1
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA M HOAGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Linda Mhoag Charitable Trust
EIN
20-7208618
Phone
5184331004
Address
96 MENANDS ROAD, ALBANY, NY 12204-1499

Signing Officer

Name
Loretta Hoag
Title
Trustee
Phone
5184331004
Signed
2023-08-07
Discuss with paid preparer
Yes

Preparer

Firm
WOJESKI & COMPANY CPA'S PC
Address
159 WOLF RD, ALBANY, NY 12205
Preparer
Diane M Fuglein CPA
Phone
5184771102
Raw XML Appendix286 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0885
AppliedToPriorYearElection/ElectionDesc0TAXPAYER ELECTS UNDER REG SECTION 53.4942(A)-3(D)(2) TO APPLY REMAINING QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME FROM YEARS BEFORE 2009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt037589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt037148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH PORTFOLIO
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03397
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03349
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03349
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03349
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01083
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01083
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-48
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12566
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02518
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038038
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt035772
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038038
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01873
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01873
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012204
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
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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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01873
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01657
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01771
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05108
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06981
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE CHARITY REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/Amt141
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt141
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORETTA HOAG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05184331004
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LINDA MHOAG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LIND
ReturnHeader/Filer/EIN0207208618
ReturnHeader/Filer/PhoneNum05184331004
ReturnHeader/Filer/USAddress/AddressLine1Txt096 MENANDS ROAD
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122041499
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141798364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOJESKI & COMPANY CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0159 WOLF RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012205
ReturnHeader/PreparerPersonGrp/PhoneNum05184771102
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE M FUGLEIN CPA
ReturnHeader/ReturnTs02023-09-14T11:55:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORETTA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOAG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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