Civic Intelligence

The New York Cincinnati Charitable Trust

990EZ • Fiscal year 2014 • EIN 22-2274703

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

Mount Gulian145 Sterling StreetBeacon, NY 12508

(212) 947-7147

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

72%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$252,952

Up $18,786 (+8.0%) from 2013

Net Assets

Up

$252,952

Up $18,786 (+8.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$36,593

Up $15,286 (+72%) from 2013

Expenses

Down

$160

Down $10,340 (-98%) from 2013

Net Income

Up

$36,433

Up $25,626 (+237%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $199,561Liabilities 2010: $0Net Assets 2010: $199,5612010Assets 2011: $173,019Liabilities 2011: $0Net Assets 2011: $173,0192011Assets 2012: $192,993Liabilities 2012: $0Net Assets 2012: $192,9932012Assets 2013: $234,166Liabilities 2013: $0Net Assets 2013: $234,1662013Assets 2014: $252,952Liabilities 2014: $0Net Assets 2014: $252,9522014Assets 2015: $250,633Liabilities 2015: $02015Assets 2016: $244,028Liabilities 2016: $02016Assets 2017: $324,926Liabilities 2017: $0Net Assets 2017: $324,9262017Assets 2018: $332,957Liabilities 2018: $0Net Assets 2018: $332,9572018Assets 2019: $449,611Liabilities 2019: $0Net Assets 2019: $449,6112019Assets 2020: $565,743Liabilities 2020: $0Net Assets 2020: $565,7432020Assets 2021: $611,401Liabilities 2021: $0Net Assets 2021: $611,4012021Assets 2022: $420,955Liabilities 2022: $0Net Assets 2022: $420,9552022Assets 2023: $543,422Liabilities 2023: $0Net Assets 2023: $543,4222023Assets 2024: $591,938Liabilities 2024: $0Net Assets 2024: $591,9382024

Highlighted filing

2014

Assets$252,952
Liabilities$0
Net Assets$252,952

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2010: $9,904Expenses 2010: $11,000Net Income 2010: -$1,0962010Revenue 2011: $8,267Expenses 2011: $15,000Net Income 2011: -$6,7332011Revenue 2012: $9,923Expenses 2012: $20,000Net Income 2012: -$10,0772012Revenue 2013: $21,307Expenses 2013: $10,500Net Income 2013: $10,8072013Revenue 2014: $36,593Expenses 2014: $160Net Income 2014: $36,4332014Revenue 2015: $30,223Expenses 2015: $0Net Income 2015: $30,2232015Revenue 2016: $25,935Expenses 2016: $0Net Income 2016: $25,9352016Revenue 2017: $50,677Expenses 2017: $0Net Income 2017: $50,6772017Revenue 2018: $23,222Expenses 2018: $0Net Income 2018: $23,2222018Revenue 2019: $9,557Expenses 2019: $0Net Income 2019: $9,5572019Revenue 2020: $237Expenses 2020: $0Net Income 2020: $2372020Revenue 2021: $192,825Expenses 2021: $0Net Income 2021: $192,8252021Revenue 2022: -$129,210Expenses 2022: $0Net Income 2022: -$129,2102022Revenue 2023: $66,026Expenses 2023: $0Net Income 2023: $66,0262023Revenue 2024: $25,474Expenses 2024: $0Net Income 2024: $25,4742024

Highlighted filing

2014

Revenue$36,593
Expenses$160
Net Income$36,433
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Gross Receipts
$36,593
Mission and Program Overview

Mission

Support to qualified tax-exempt org

Program Services

DescriptionGrantsExpenses
Public, Society Benefit Programs, General/Other: Research, Support, Educate, and Publish original research on the Revolutionary War. Support of the New York Society of the Cincinnati, a 501c(4) organization.$160$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter Mapes DodgePresident-$0--
Robert Carter ArnoldVice President-$0--
John O'MalleyTreasurer-$0--
Philip LivingstonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
New York Cincinnati Charitable Tr
EIN
22-2274703
Phone
2129477147
Address
Mount Gulian, 145 Sterling Street, Beacon, NY 12508

Signing Officer

Name
John OMalley
Title
Treasurer
Phone
2128288442
Signed
2015-08-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20

Decrease in portfolio value due to changes in investment market at the time.

Raw XML Appendix177 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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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0John O'Malley
IRS990EZ/BooksInCareOfDetail/PhoneNum02128288442
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Mount Gulian
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0145 Sterling Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Beacon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012508
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0234166
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0252952
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09045
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt036433
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt036593
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt027548
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0234166
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peter Mapes Dodge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Carter Arnold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John O'Malley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Philip Livingston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-17647
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support to qualified tax-exempt org
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Public, Society Benefit Programs, General/Other: Research, Support, Educate, and Publish original research on the Revolutionary War. Support of the New York Society of the Cincinnati, a 501c(4) organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0160
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0160
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt036593
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Documenting letter from IRS dated January 2, 1980 and reconfirmed in state documents in 2011 of the New York State Society of the Cincinnati, Inc. a 501(c)(4) entity.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1All support must be approved by the Standing Committee and a majority of members in attendance at any meeting.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The members of the Investment Committee make investment decisions for both. An Investment Report is presented to members at every meeting.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The New York Cincinnati Charitable Trust and the New York State Society Society, Inc. are each an integral part of the same organization with shared purpose of historical education.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4The mission of the New York Cincinnati Trust is to support the New York State Society of the Cincinnati, Inc. and no other organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section A, Line 3b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section A, Line 3c
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Schedule A, Part IV, Section E, Line 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Schedule A, Part IV, Section E, Line 2b
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0800720835
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc013
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0160
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0New York Society of the Cincinnati Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Decrease in portfolio value due to changes in investment market at the time.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt0Caring for elderly parent.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John OMalley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02128288442
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK CINCINNATI CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0222274703
ReturnHeader/Filer/PhoneNum02129477147
ReturnHeader/Filer/USAddress/AddressLine1Txt0Mount Gulian
ReturnHeader/Filer/USAddress/AddressLine2Txt0145 Sterling Street
ReturnHeader/Filer/USAddress/CityNm0Beacon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012508
ReturnHeader/ReturnTs02015-08-14T19:35:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.25$0.00$0.25
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.66$0.00$0.66
2022Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$1.29$0.00$1.29
2021Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$1.93$0.00$1.93
2020Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.10$0.00$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.23$0.00$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.51$0.00$0.51
2016Summary only. Only limited summary data is available for this year.$2.44$0.00$0.26$0.00$0.26
2015Summary only. Only limited summary data is available for this year.$2.51$0.00$0.30$0.00$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.37$0.00$0.36
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.21$0.11$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.10$0.20$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.08$0.15$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.10$0.11$0.01