Civic Intelligence

Judith L Chiara Charitable Fund Inc C/O River Partners Capital Mgmt LP

990PF • Fiscal year 2018 • EIN 31-1577990

Nov 01, 2017 to Oct 31, 2018 • Filed on Jan 22, 2019

Organization Profile
595 Madison Avenue-16th FloorNew York, NY 10022

(212) 259-0813

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2018 filings • NTEE T • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

2018 filings • NTEE T • $5M-$10M nonprofits • Source year 2018

Net Margin

39th percentile

-1.5%

Higher net margin than 39% of similar nonprofits.

2018 filings • NTEE T • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2018 filings • NTEE T • $5M-$10M nonprofits • Source year 2018

Asset Growth

45th percentile

-0.2%

Faster asset growth than 45% of similar nonprofits.

2018 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-21%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$8,447,509

Up $395,999 (+4.9%) from 2016

Net Assets

Up

$8,447,509

Up $395,999 (+4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin39th percentile

Revenue

Up

$841,301

Up $470,469 (+127%) from 2016

Expenses

Up

$854,078

Up $70,941 (+9.1%) from 2016

Net Income

Up

-$12,777

Up $399,528 (+97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$10M$5.0M$0Assets 2011: $8,698,500Liabilities 2011: $0Net Assets 2011: $8,698,5002011Assets 2012: $8,943,253Liabilities 2012: $0Net Assets 2012: $8,943,2532012Assets 2016: $8,051,510Liabilities 2016: $0Net Assets 2016: $8,051,5102016Assets 2018: $8,447,509Liabilities 2018: $0Net Assets 2018: $8,447,5092018Assets 2019: $7,541,509Liabilities 2019: $0Net Assets 2019: $02019Assets 2021: $7,494,678Liabilities 2021: $0Net Assets 2021: $7,494,6782021Assets 2022: $6,028,279Liabilities 2022: $0Net Assets 2022: $6,028,2802022Assets 2025: $5,578,301Liabilities 2025: $0Net Assets 2025: $5,578,3012025

Highlighted filing

2018

Assets$8,447,509
Liabilities$0
Net Assets$8,447,509
Open 2018 Filing

Operations Trend

Revenue Growth29th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $810,2082011Expenses 2012: $817,4152012Revenue 2016: $370,832Expenses 2016: $783,137Net Income 2016: -$412,3052016Revenue 2018: $841,301Expenses 2018: $854,078Net Income 2018: -$12,7772018Revenue 2019: $148,929Expenses 2019: $1,054,929Net Income 2019: -$906,0002019Revenue 2021: $3,195,084Expenses 2021: $1,689,120Net Income 2021: $1,505,9642021Revenue 2022: $65,968Expenses 2022: $1,532,367Net Income 2022: -$1,466,3992022Revenue 2025: $414,923Expenses 2025: $1,032,708Net Income 2025: -$617,7852025

Highlighted filing

2018

Revenue$841,301
Expenses$854,078
Net Income-$12,777
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Jan 22, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR JOHN T BEATYPresident-$0--
MR JEROME MANNING0-$0--
MR ROBERT BERNHARD0-$0--
Filing and Contact Details

Filer

Filer Name
Judith L Chiara Charitable Fund Inc
EIN
31-1577990
In Care Of
% RP TAX LLC
Phone
2122590813
Address
595 Madison Avenue-16th Floor, New York, NY 10022

Signing Officer

Name
John T Beaty
Title
Trustee
Phone
2122590813
Signed
2019-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Rp Tax LLC
Address
595 MADISON AVENUE 16TH FLOOR, NEW YORK, NY 10022
Preparer
Elaine Lok
Phone
2122590813
Raw XML AppendixShowing 400 of 429 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BROWN ADVISORY LLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MR JOHN T BEATY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MR JEROME MANNING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MR ROBERT BERNHARD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9NORTH COUNTRY SCHOOL AND CAMP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt94382 CASCADE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt108000 UTOPIA PARKWAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PASADENA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4POUGHKEEPSIE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SARANAC LAKE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0214686
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt043
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt066462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt066462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18075
TaxesSchedule/TaxesDetail/Amt01043
TaxesSchedule/TaxesDetail/Amt120000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01043
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt120000
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN T BEATY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02122590813
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-22

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,447,509
Liabilities
$0
Net assets
$8,447,509
Revenue
$841,301
Expenses
$854,078
Net income
-$12,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.41$1.03$0.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$0.00$6.03$0.07$1.53$1.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.00$7.49$3.20$1.69$1.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.54$0.00$0.00$0.15$1.05$0.91
2018Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.84$0.85$0.01
2016Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.37$0.78$0.41
2012Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$0.82
2011Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.81