Civic Intelligence

American Monetary Institute Charitable Trust

EIN 22-6713770 • 501(c)3 • Valatie, NY

Profile

Promote and discuss monetary/economic information

PO Box 601Valatie, NY 12184

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

98th percentile

405%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

213%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$90,897

Up $72,889 (+405%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$90,897

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Up

$103,810

Up $70,665 (+213%) from 2018

Expenses

Up

$30,921

Up $5,051 (+20%) from 2018

Net Income

Up

$72,889

Up $65,614 (+902%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$100K$50K$0Assets 2011: $4,791Liabilities 2011: $02011Assets 2012: $3,176Net Assets 2012: $3,1762012Assets 2013: $0Net Assets 2013: $8,5152013Assets 2015: $8,541Net Assets 2015: $8,5412015Assets 2016: $3,530Net Assets 2016: $3,5302016Assets 2017: $10,733Liabilities 2017: $02017Assets 2018: $18,008Liabilities 2018: $02018Assets 2019: $90,897Net Assets 2019: $90,8972019

Highlighted filing

2019

Assets$90,897
Liabilities-
Net Assets$90,897
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $57,015Expenses 2011: $56,788Net Income 2011: $2272011Revenue 2012: $44,496Expenses 2012: $41,320Net Income 2012: $3,1762012Revenue 2013: $37,566Expenses 2013: $29,051Net Income 2013: $8,5152013Revenue 2015: $28,604Expenses 2015: $45,059Net Income 2015: -$16,4552015Revenue 2016: $27,726Expenses 2016: $32,737Net Income 2016: -$5,0112016Revenue 2017: $19,961Expenses 2017: $12,758Net Income 2017: $7,2032017Revenue 2018: $33,145Expenses 2018: $25,870Net Income 2018: $7,2752018Revenue 2019: $103,810Expenses 2019: $30,921Net Income 2019: $72,8892019

Highlighted filing

2019

Revenue$103,810
Expenses$30,921
Net Income$72,889
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$90,897
Liabilities
-
Net assets
$90,897
Revenue
$103,810
Expenses
$30,921
Net income
$72,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.91$1.04$0.31$0.73
2018Summary only. Only limited summary data is available for this year.$0.18$0.00$0.33$0.26$0.07
2017Summary only. Only limited summary data is available for this year.$0.11$0.00$0.20$0.13$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.28$0.33$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.29$0.45$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.09$0.38$0.29$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.44$0.41$0.03
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.57$0.57$0.00
Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 15, 2017
Return Version
2016v3.0
Gross Receipts
$27,726
Mission and Program Overview

Mission

Promote and discuss monetary/economic information

Program Services

DescriptionGrantsExpenses
PROMOTE AND DISCUSS MONETARY & ECONOMIC INFORMATION WITH GENERAL PUBLIC AND MONETARY INSTITUTIONS-$27,726
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN ZARLENGADirectorPT$0--
Filing and Contact Details

Filer

Filer Name
American Monetary Institute Charitable Trust
EIN
22-6713770
Phone
5183925387
Address
PO BOX 601, VALATIE, NY 12184

Signing Officer

Name
Stephen Zarlenga
Title
Director
Phone
5183925387
Signed
2017-10-15

Preparer

Firm
Mj Fitzgerald Inc
Address
4047 COUNTY ROUTE 21, SCHODACK LANDING, NY 12156-2008
Preparer
Mark J Fitzgerald
Phone
5187283476
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Office supplies and printing 740.”

Form 990EZ, Part I, Line 16

“POSTAGE 1318.”

Form 990EZ, Part I, Line 16

“PHONE & INTERNET 1185.”

Form 990EZ, Part I, Line 16

“UTILITIES 848.”

Form 990EZ, Part I, Line 16

“CONFRENCES 9302.”

Form 990EZ, Part I, Line 16

“TRAVEL 5955.”

Form 990EZ, Part I, Line 16

“AUTO 261.”

Form 990EZ, Part I, Line 16

“INSURANCE 1473.”

Form 990EZ, Part I, Line 16

“Credit card & bank fees 879.”

Form 990EZ, Part I, Line 16

“Books & subscriptions 1324.”

Form 990EZ, Part I, Line 16

“CONFERENCE FOOD 2024.”

Form 990EZ, Part I, Line 16

“ACCOUNTING 2250.”

Form 990EZ, Part I, Line 16

“RENT 1955.”

Form 990EZ, Part I, Line 16

“GAS TRAVEL 2170.”

Form 990EZ, Part I, Line 16

“MISC 1053.”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVEN ZARLENGA
IRS990EZ/BooksInCareOfDetail/PhoneNum05183925387
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 681
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALATIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012184
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03530
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027726
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5011
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08541
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03530
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt027726
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03530
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03530
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN ZARLENGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032737
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AND DISCUSS MONETARY/ECONOMIC INFORMATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AND DISCUSS MONETARY & ECONOMIC INFORMATION WITH GENERAL PUBLIC AND MONETARY INSTITUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027726
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032737
IRS990EZ/TotalProgramServiceExpensesAmt027726
IRS990EZ/TotalRevenueAmt027726
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101798
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017592
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0119390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014246
IRS990ScheduleA/Total509Grp/TotalAmt0119390
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0119390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE SUPPLIES AND PRINTING 740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POSTAGE 1318.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PHONE & INTERNET 1185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES 848.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFRENCES 9302.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAVEL 5955.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AUTO 261.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 1473.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CREDIT CARD & BANK FEES 879.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOOKS & SUBSCRIPTIONS 1324.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CONFERENCE FOOD 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACCOUNTING 2250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12RENT 1955.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GAS TRAVEL 2170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISC 1053.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN ZARLENGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05183925387
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN MONETARY INSTITUTE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0226713770
ReturnHeader/Filer/PhoneNum05183925387
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 601
ReturnHeader/Filer/USAddress/CityNm0VALATIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012184
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ED8197070867E2EDA514A6F57A3198B541B7371D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED8197070867E2EDA514A6F57A3198B541B7371D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.209.131.234
ReturnHeader/FilingSecurityInformation/IPDt02017-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:50:24
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MJ FITZGERALD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04047 COUNTY ROUTE 21
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHODACK LANDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0121562008
ReturnHeader/PreparerPersonGrp/PhoneNum05187283476
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J FITZGERALD
ReturnHeader/ReturnTs02017-10-16T10:50:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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