Civic Intelligence

Armando J Caruso Trust Dtd 72994

EIN 27-6459958 • 4947(a)1 • Schenectady, NY

Profile

Trust created that upon grantor's death bequests be made to designated organizations annually until it is no longer practical to operate the trust.

41 Front StreetSchenectady, NY 12305
Siviq Scores

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

Liabilities / Assets

94th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-24%

Higher net margin than 27% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$6,650

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Asset Growth

20th percentile

-1.4%

Faster asset growth than 20% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$2,086,790

Down $29,702 (-1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,086,790

Down $29,702 (-1.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin27th percentile

Revenue

Down

$123,155

Down $42,161 (-26%) from 2023

Expenses

Up

$152,857

Up $3,345 (+2.2%) from 2023

Net Income

Down

-$29,702

Down $45,506 (-288%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,143,158Liabilities 2019: $0Net Assets 2019: $2,143,1582019Assets 2020: $2,102,758Liabilities 2020: $0Net Assets 2020: $2,102,7582020Assets 2021: $2,256,316Liabilities 2021: $0Net Assets 2021: $2,256,3162021Assets 2022: $2,121,881Liabilities 2022: $0Net Assets 2022: $2,121,8812022Assets 2023: $2,116,492Liabilities 2023: $0Net Assets 2023: $2,116,4922023Assets 2024: $2,086,790Liabilities 2024: $0Net Assets 2024: $2,086,7902024

Highlighted filing

2024

Assets$2,086,790
Liabilities$0
Net Assets$2,086,790
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$400K$200K$0-$200KRevenue 2019: $102,654Expenses 2019: $153,262Net Income 2019: -$50,6082019Revenue 2020: $104,013Expenses 2020: $146,220Net Income 2020: -$42,2072020Revenue 2021: $305,848Expenses 2021: $152,290Net Income 2021: $153,5582021Revenue 2022: $138,019Expenses 2022: $272,454Net Income 2022: -$134,4352022Revenue 2023: $165,316Expenses 2023: $149,512Net Income 2023: $15,8042023Revenue 2024: $123,155Expenses 2024: $152,857Net Income 2024: -$29,7022024

Highlighted filing

2024

Revenue$123,155
Expenses$152,857
Net Income-$29,702
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,086,790
Liabilities
$0
Net assets
$2,086,790
Revenue
$123,155
Expenses
$152,857
Net income
-$29,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.12$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.17$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.14$0.27$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.31$0.15$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10$0.15$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.10$0.15$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Gross Receipts
$123,166
Mission and Program Overview

Mission

Trust created that upon grantor's death bequests be made to designated organizations annually until it is no longer practical to operate the trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,116,492$2,075,103▼ $41,389
Cash and Non-Interest-Bearing Accounts-$11,687-
Total Assets$2,116,492$2,086,790▼ $29,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,116,492$2,086,790▼ $29,702
Total Net Assets Fund Balance$2,116,492$2,086,790▼ $29,702
Total Liabilities and Net Assets / Fund Balance$2,116,492$2,086,790▼ $29,702
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleBaseTotal
John ProvostTrustee$6,650$6,650
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$122,390
Other Revenue
$765
Change in Net Assets
$-29,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,000
Other Expenses$42,857
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,000--$110,000
Fees for Service Investment Mgmnt Fees-$34,732-$34,732
Fees for Services Management-$6,650-$6,650
Fees for Services Accounting-$1,225-$1,225
Other Expenses-$250-$250
Total Functional Expenses$110,000$42,857$0$152,857
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Near East Welfare AssocNew York, NY-Support Organization$33,000
Basilica of the National ShrineWashington, DC-Support Organization$11,000
Catholic Medical Mission Board IncNew York, NY-Support Organization$11,000
Congregation of the Marians of theStockbridge, MA-Support Organization$11,000
Discalced Carmelite Nuns of SchenetPittsford, NY-Support Organization$11,000
National Shrine of the Divine MercyStockbridge, MA-Support Organization$11,000
Society for the Propagation of theAlbany, NY-Support Organization$11,000
The Blue Army Ofour Lady of FatimaWashington, NJ--$11,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed and approved by the trustee prior to submission.”

Form 990, Page 6, Part VI, Line 19

“The form 990's are available upon request from the trustee, john provost, at 41 front street, schenectady, ny”

Filing and Contact Details

Filer

Filer Name
Armando J Caruso Trust Dtd 72994
EIN
27-6459958
Phone
5187257127
Address
41 FRONT STREET, SCHENECTADY, NY 12305

Signing Officer

Name
John Provost
Title
Trustee
Phone
5187257127
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Provost
Formed
2010
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
West & Company Cpas Pc
Address
PO BOX 1219, GLOVERSVILLE, NY 12078-0354
Preparer
Trisha Rogers-byrns
Phone
5187257127
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The trust's grantor created the trust to provide annual payments to certain charities detailed in the trust agreement.”

Form 990, Part XI, Line 9

“COST BASIS ADJUSTMENT 0”

Raw XML AppendixShowing 400 of 446 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOCIETY FOR THE PROPAGATION OF THE FAITH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DISCALCED CARMELITE NUNS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2NAT'L SHRINE OF THE DIVINE MERCY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3CONGREGATION OF THE MARIANS OF IMMACULATE CONCEPTION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4BASILICA OF THE NATIONAL SHRINE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5CATHOLIC MEDICAL MISSION BOARD INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6BLUE ARMY OF OUR LADY OF FATIMA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7CATHOLIC NEAR EAST WELFARE ASSOC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SOCIETY FOR THE PROPAGATION OF THE FAITH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1DISCALCED CARMELITE NUNS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt2NAT'S SHRINE OF THE DEVINE MERCY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt3CONGREGATION OF THE MARIANS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt4BASILICA OF THE NATIONAL SHRINE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt5CATHOLIC MEDICAL MISSION BOARD INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt6BLUE ARMY OF OUR LADY OF FATIMA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt7CATHOILIC NEAR EAST WELFARE ASSOC
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT ORGANIZATION
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CATHOLIC MEDICAL MISSION BOARD INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CATHOLIC NEAR EAST WELFARE ASSOC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DISCALCED CARMELITE NUNS OF SCHENET
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CONGREGATION OF THE MARIANS OF THE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5NATIONAL SHRINE OF THE DIVINE MERCY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6BASILICA OF THE NATIONAL SHRINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7THE BLUE ARMY OFOUR LADY OF FATIMA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0FAITH OF THE ROMAN CATHOLIC DIOCESE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52 PROSPECT HILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6400 MICHIGAN AVENUE NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7PO BOX 976
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALBANY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEW YORK
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S GRANTOR CREATED THE TRUST TO PROVIDE ANNUAL PAYMENTS TO CERTAIN CHARITIES DETAILED IN THE TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AND APPROVED BY THE TRUSTEE PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990'S ARE AVAILABLE UPON REQUEST FROM THE TRUSTEE, JOHN PROVOST, AT 41 FRONT STREET, SCHENECTADY, NY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COST BASIS ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02086790

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