Civic Intelligence

Npt Charitable Asset Trust

990 • Fiscal year 2013 • EIN 27-7059768

Jul 01, 2012 to Jun 30, 2013 • Filed on Apr 21, 2014

Organization ProfileWWW.NPTCAT.ORG
165 Township Line Road No 15019046
Siviq Scores

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

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

$5,522,126

No earlier filing loaded for comparison.

Net Assets

$5,424,041

No earlier filing loaded for comparison.

Liabilities

$98,085

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$63,144

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2013: $5,522,126Liabilities 2013: $98,085Net Assets 2013: $5,424,0412013Assets 2014: $5,605,072Liabilities 2014: $178,298Net Assets 2014: $5,426,7742014Assets 2015: $5,500,465Liabilities 2015: $152,264Net Assets 2015: $5,348,2012015Assets 2016: $11,289,023Liabilities 2016: $808,650Net Assets 2016: $10,480,3732016Assets 2017: $10,217,187Liabilities 2017: $312,846Net Assets 2017: $9,904,3412017Assets 2018: $9,787,563Liabilities 2018: $190,263Net Assets 2018: $9,597,3002018Assets 2019: $5,893,559Liabilities 2019: $237,330Net Assets 2019: $5,656,2292019Assets 2020: $16,456,984Liabilities 2020: $937,283Net Assets 2020: $15,519,7012020Assets 2021: $22,535,483Liabilities 2021: $1,764,488Net Assets 2021: $20,770,9952021Assets 2022: $21,312,815Liabilities 2022: $279,719Net Assets 2022: $21,033,0962022Assets 2023: $17,210,516Liabilities 2023: $432,234Net Assets 2023: $16,778,2822023Assets 2024: $17,405,601Liabilities 2024: $982,257Net Assets 2024: $16,423,3442024

Highlighted filing

2013

Assets$5,522,126
Liabilities$98,085
Net Assets$5,424,041
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MExpenses 2013: $63,1442013Revenue 2014: $63,952,785Expenses 2014: $63,661,361Net Income 2014: $291,4242014Revenue 2015: $1,786,584Expenses 2015: $1,700,182Net Income 2015: $86,4022015Revenue 2016: $16,629,925Expenses 2016: $11,667,579Net Income 2016: $4,962,3462016Revenue 2017: $2,003,158Expenses 2017: $5,035,371Net Income 2017: -$3,032,2132017Revenue 2018: $82,439Expenses 2018: $846,776Net Income 2018: -$764,3372018Revenue 2019: $13,974,571Expenses 2019: $14,522,050Net Income 2019: -$547,4792019Revenue 2020: $30,273,580Expenses 2020: $17,955,742Net Income 2020: $12,317,8382020Revenue 2021: $18,345,009Expenses 2021: $14,158,471Net Income 2021: $4,186,5382021Revenue 2022: $6,992,677Expenses 2022: $6,524,919Net Income 2022: $467,7582022Revenue 2023: $7,435,223Expenses 2023: $11,991,986Net Income 2023: -$4,556,7632023Revenue 2024: $926,668Expenses 2024: $1,409,203Net Income 2024: -$482,5352024

Highlighted filing

2013

Revenue-
Expenses$63,144
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Apr 21, 2014
Return Version
2012v2.1
Gross Receipts
$5,072,645
Mission and Program Overview

Mission

Npt charitable asset trust is dedicated to increasing philanthropy and facilitating charitable giving in society. Npt charitable asset trust is a supporting organization to national philanthropic trust (npt), an independent, nationally-recognized public charity whose mission is to increase philanthropy in society.

Filing and Contact Details

Filer

EIN
27-7059768
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IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs117270
IRS990ScheduleJ/Form990ScheduleJPartII/Title0PRESIDENT, CEO & TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/Title1VP & TREASURER
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0490677
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1211371
IRS990ScheduleJ/IndependentConsultant0X
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan01
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleM/AnyPropertyThatMustBeHeld00
IRS990ScheduleM/ReviewProcessUnusualNCGifts00
IRS990ScheduleM/SecuritiesPrtnrshpTrustIntrsts/MethodOfDeterminingRevenues0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPrtnrshpTrustIntrsts/NonCashCheckbox0X
IRS990ScheduleM/SecuritiesPrtnrshpTrustIntrsts/NoncashContribsRptdF99005020000
IRS990ScheduleM/SecuritiesPrtnrshpTrustIntrsts/NumberOfContributions01
IRS990ScheduleM/ThirdPartiesUsed00
IRS990ScheduleO/GeneralExplanation/Explanation0THE NOTE HOLDER MAY APPOINT TWO MEMBERS TO THE BORROWER'S BOARD OF TRUSTEES. ONE OF THESE APPOINTED MEMBERS WILL BE DESIGNATED AS A MEMBER OF THE BORROWER'S EXECUTIVE COMMITTEE. AT PRESENT, THERE ARE 12 BOARD MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990 IS COMPLETED BY NPT CHARITABLE ASSET TRUST'S FINANCE DEPARTMENT WITH ASSISTANCE FROM AN INDEPENDENT CONTRACTED TAX FIRM. ONCE A WORKING DRAFT IS COMPLETE, IT IS REVIEWED BY NPT CHARITABLE ASSET TRUST'S SENIOR MANAGEMENT TEAM FOR REVISIONS. NPT CHARITABLE ASSET TRUST'S TREASURER APPROVES THE FINAL DOCUMENT, WHICH IS THEN SUBMITTED TO THE AUDIT COMMITTEE OF NPT CHARITABLE ASSET TRUST'S BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/GeneralExplanation/Explanation2THROUGH RESPONSES TO A WRITTEN QUESTIONNAIRE, NPT CHARITABLE ASSET TRUST REQUIRES THAT OFFICERS, DIRECTORS, TRUSTEES, AND RELATED PARTIES ANNUALLY DISCLOSE ANY TRANSACTIONS OR RELATIONSHIPS THAT COULD PRESENT A CONFLICT OF INTEREST. NPT CHARITABLE ASSET TRUST'S DEFINITION OF "CONFLICT OF INTEREST" IS AVAILABLE BY REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3TO ENSURE REASONABLE COMPENSATION AND BENEFITS FOR THE NPT CHARITABLE ASSET TRUST PRESIDENT/CEO, THE NPT CHARITABLE ASSET TRUST BOARD OF TRUSTEES' HUMAN RESOURCES COMMITTEE MANAGES A PROCESS THAT BEGINS WITH THE SELECTION OF A QUALIFIED INDEPENDENT CONSULTANT WHO CONDUCTS A SURVEY OF PRESIDENT/CEO COMPENSATION AT COMPARABLE ORGANIZATIONS. THE COMMITTEE CREATES A PROPOSED COMPENSATION PACKAGE BASED ON THE SURVEY RESULTS. INDEPENDENT LEGAL COUNSEL THEN REVIEWS THE RECOMMENDED PACKAGE TO DETERMINE IF THE COMPENSATION AND BENEFITS WOULD BE SUBJECT TO "INTERMEDIATE SANCTIONS", AN IRS PENALTY FOR NOT-FOR-PROFIT MANAGERS WHO RECEIVE EXCESS COMPENSATION. THE COMPENSATION AND BENEFITS ARE PRESENTED TO THE PRESIDENT/CEO AND UPON AGREEMENT ARE THEN APPROVED BY THE EXECUTIVE AND FINANCE COMMITTEE AND FINALLY BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation4ALL GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 19,821. TOTAL EXPENSES 19,821.
IRS990ScheduleO/GeneralExplanation/Explanation6THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER FEES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART IX, LINE 11G
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10165 TOWNSHIP LINE ROAD SUITE 150
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11165 TOWNSHIP LINE ROAD SUITE 150
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12165 TOWNSHIP LINE ROAD SUITE 150
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13165 TOWNSHIP LINE ROAD SUITE 150
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine14165 TOWNSHIP LINE ROAD SUITE 150
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine15165 TOWNSHIP LINE ROAD SUITE 150
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0JENKINTOWN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1JENKINTOWN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2JENKINTOWN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3JENKINTOWN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4JENKINTOWN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5JENKINTOWN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State5PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode019046

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,522,126
Liabilities
$98,085
Net assets
$5,424,041
Revenue
-
Expenses
$63,144
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.4$0.98$16.4$0.93$1.41$0.48
2023Detailed filing. Detailed filing data is available for this year.$17.2$0.43$16.8$7.44$12.0$4.56
2022Detailed filing. Detailed filing data is available for this year.$21.3$0.28$21.0$6.99$6.52$0.47
2021Detailed filing. Detailed filing data is available for this year.$22.5$1.76$20.8$18.3$14.2$4.19
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.94$15.5$30.3$18.0$12.3
2019Detailed filing. Detailed filing data is available for this year.$5.89$0.24$5.66$14.0$14.5$0.55
2018Detailed filing. Detailed filing data is available for this year.$9.79$0.19$9.60$0.08$0.85$0.76
2017Detailed filing. Detailed filing data is available for this year.$10.2$0.31$9.90$2.00$5.04$3.03
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.81$10.5$16.6$11.7$4.96
2015Detailed filing. Detailed filing data is available for this year.$5.50$0.15$5.35$1.79$1.70$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.61$0.18$5.43$64.0$63.7$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.10$5.42$0.06