Civic Intelligence

The Educational Charitable Trust Aka the Themian Charitable Center

990PF • Fiscal year 2015 • EIN 23-2111548

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

Organization Profile
Karen Kline 100 Meridian Ctr No 310Rochester, NY 14618

(585) 271-2300

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

54th percentile

1.0%

Faster asset growth than 54% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-71%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,334,342

Up $24,214 (+1.0%) from 2014

Net Assets

Up

$2,334,342

Up $24,214 (+1.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin67th percentile

Revenue

Down

$173,039

Down $423,406 (-71%) from 2014

Expenses

Down

$153,948

Down $33,499 (-18%) from 2014

Net Income

Down

$19,091

Down $389,907 (-95%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,829,793Liabilities 2011: $02011Assets 2012: $1,737,496Liabilities 2012: $0Net Assets 2012: $1,737,4962012Assets 2013: $1,901,130Liabilities 2013: $12013Assets 2014: $2,310,128Liabilities 2014: $0Net Assets 2014: $2,310,1282014Assets 2015: $2,334,342Liabilities 2015: $0Net Assets 2015: $2,334,3422015Assets 2016: $1,665,980Liabilities 2016: $0Net Assets 2016: $1,665,9802016Assets 2017: $1,668,972Liabilities 2017: $0Net Assets 2017: $1,668,9722017Assets 2018: $1,887,044Liabilities 2018: $0Net Assets 2018: $1,887,0442018Assets 2019: $1,557,018Liabilities 2019: $0Net Assets 2019: $1,557,0182019Assets 2020: $1,523,733Liabilities 2020: $12020Assets 2021: $1,426,176Liabilities 2021: $0Net Assets 2021: $1,426,1762021Assets 2022: $1,498,420Liabilities 2022: $0Net Assets 2022: $1,498,4202022Assets 2023: $2,131,225Liabilities 2023: $12023Assets 2024: $1,875,649Liabilities 2024: $12024Assets 2025: $1,098,569Liabilities 2025: $0Net Assets 2025: $1,098,5692025

Highlighted filing

2015

Assets$2,334,342
Liabilities$0
Net Assets$2,334,342
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $96,613Expenses 2011: $99,988Net Income 2011: -$3,3752011Expenses 2012: $119,8792012Revenue 2013: $378,549Expenses 2013: $214,915Net Income 2013: $163,6342013Revenue 2014: $596,445Expenses 2014: $187,447Net Income 2014: $408,9982014Revenue 2015: $173,039Expenses 2015: $153,948Net Income 2015: $19,0912015Revenue 2016: $74,427Expenses 2016: $1,169,514Net Income 2016: -$1,095,0872016Revenue 2017: $124,892Expenses 2017: $120,616Net Income 2017: $4,2762017Revenue 2018: $249,207Expenses 2018: $35,219Net Income 2018: $213,9882018Revenue 2019: -$53,230Expenses 2019: $276,240Net Income 2019: -$329,4702019Revenue 2020: $151,663Expenses 2020: $189,950Net Income 2020: -$38,2872020Revenue 2021: $148,768Expenses 2021: $241,502Net Income 2021: -$92,7342021Revenue 2022: $221,544Expenses 2022: $325,930Net Income 2022: -$104,3862022Revenue 2023: -$6,901Expenses 2023: $181,155Net Income 2023: -$188,0562023Revenue 2024: $60,918Expenses 2024: $183,950Net Income 2024: -$123,0322024Revenue 2025: $220,920Expenses 2025: $183,018Net Income 2025: $37,9022025

Highlighted filing

2015

Revenue$173,039
Expenses$153,948
Net Income$19,091
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK HIMMELSTEINTrusteePT$0--
LAUREN FRIEDMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Educational Charitable Trust Aka
EIN
23-2111548
Phone
5852712300
Address
KAREN KLINE 100 MERIDIAN CTR NO 310, ROCHESTER, NY 14618

Signing Officer

Name
Jack Himmelstein
Title
Trustee
Phone
5852712300
Signed
2015-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Freed Maxick Cpas Pc
Address
100 MERIDIAN CENTRE SUITE 310, ROCHESTER, NY 14618
Preparer
Karen J Kline
Phone
5852712300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59500 SHS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60500 SHS AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61500 SHS ALCOA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62100 SHS ALIBABA GRP HOLDING ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63500 SHS AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64500 SHS BANK NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm653000 SHS BELMOND LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66800 SHS CABLEVISION SYSTEMS NY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67500 SHS CBS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68500 SHS CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69300 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701500 SHS COVANTA HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711500 SHS DIAMOND FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72600 SHS ENTERPRISE PRODUCTS PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73100 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741000 SHS LKQ CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm752000 SHS MEDICAL PROPERTIES TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76672 SHS OUTFRONT MEDIA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771000 SHS PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78500 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791500 SHS POTASH CORP OF SASKATCHEWAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80500 SHS RITE AID CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811500 SHS SAFEGUARD SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm821000 SHS SENIOR HOUSING PROP TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83500 SHS ST JUDE MEDICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84500 SHS SYMANTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8554 SHS TARGA RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86500 SHS VANGUARD FTSE ET EUROPEAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87400 SHS WILLIAMS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88500 SHS JP MORGAN PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89600 SHS FIAT CHRYSLER AUTOMOBILES NV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211039
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt273707
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt384984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3914789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4015288
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5326622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5432186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5513809
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt575349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt581029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GNMA #184522 8% DUE 3/15/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GNMA #201973 7.5% DUE 6/15/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GNMA #319062 8% DUE 5/15/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GNMA #321843 7% DUE 6/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GNMA #328597 7% DUE 9/15/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GNMA #330555 7.5% DUE 12/15/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GNMA #342555 8% DUE 3/15/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GNMA #345068 7.5% DUE 10/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8GNMA #345967 6.5% DUE 11/15/23
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GNMA #352045 6.5% DUE 10/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GNMA #352137 6.5% DUE 7/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12GNMA #372090 7% DUE 5/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GNMA #374684 6.5% DUE 4/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14GNMA #375893 7.5% DUE 6/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GNMA #376343 7.5% DUE 3/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GNMA #376439 7.5% DUE 3/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GNMA #385903 8% DUE 9/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GNMA #392239 8% DUE 5/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19GNMA #398717 7.5% DUE 6/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20GNMA #405144 7.5% DUE 9/15/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21GNMA #405603 7% DUE 4/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GNMA #412177 7% DUE 9/15/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GNMA #412221 6.5% DUE 2/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24GNMA #412487 7% DUE 9/15/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25GNMA #422650 6.5% DUE 4/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26GNMA #422833 7.5% DUE 5/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27GNMA #429083 7% DUE 3/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28GNMA #521291 6.5% DUE 4/15/35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29GNMA #538299 6% DUE 1/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30GNMA #552313 6% DUE 1/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31GNMA #564603 6.5% DUE 8/15/31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32GNMA #568295 6% DUE 5/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33GNMA #584426 6% DUE 5/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34GNMA #586539 7% DUE 3/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35GNMA #586974 6% DUE 3/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36GNMA #587472 6.5% DUE 4/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37GNMA #590365 6% DUE 7/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38GNMA #596620 6% DUE 10/15/32
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40GNMA #617213 6% DUE 9/15/36
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41GNMA #622566 6% DUE 10/15/33
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42GNMA #647715 7% DUE 6/15/35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43GNMA #651712 6% DUE 2/15/36
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44GNMA #669026 6% DUE 5/15/37
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45GNMA #706008 6% DUE 1/15/39
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46GNMA #780912 6.5% DUE 11/15/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47GNMA #781226 6.5% DUE 12/15/30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48GNMA II #1188 11% DUE 5/20/19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49GNMA II #2602 6% DUE 6/20/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50GNMA II #3095 6.5% DUE 6/20/31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51GNMA II #3557 6% DUE 8/20/34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52GNMA II #380 11% DUE 8/20/15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53GNMA II #3865 6% DUE 6/20/36
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54GNMA II #3975 5.5% DUE 4/20/37
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55GNMA II #4006 6% DUE 8/20/34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56GNMA II #4470 5.5% DUE 6/20/39
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57GNMA II #631831 5.5% DUE 6/20/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58GNMA II #779 7.5% DUE 6/20/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59GNMA #190319, 7.5% DUE 3/15/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60GNMA #359958, 6.5% DUE 12/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61GNMA #386947, 6.5% DUE 3/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5111

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,334,342
Liabilities
$0
Net assets
$2,334,342
Revenue
$173,039
Expenses
$153,948
Net income
$19,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.22$0.18$0.04
2024Summary only. Only limited summary data is available for this year.$1.88$0.00$0.06$0.18$0.12
2023Summary only. Only limited summary data is available for this year.$2.13$0.00$0.01$0.18$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.22$0.33$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.15$0.24$0.09
2020Summary only. Only limited summary data is available for this year.$1.52$0.00$0.15$0.19$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.05$0.28$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.25$0.04$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.12$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.07$1.17$1.10
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.17$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.60$0.19$0.41
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$0.38$0.21$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.12
2011Summary only. Only limited summary data is available for this year.$1.83$0.00$0.10$0.10$0.00