Civic Intelligence

Datetree Charitable Trust

990PF • Fiscal year 2019 • EIN 33-6367026

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 25, 2020

Organization Profile
955 Taughannock BlvdIthaca, NY 14850

(607) 273-7340

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

75%

Higher net margin than 86% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

3.8%

Faster asset growth than 71% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-15%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$474,920

Up $17,580 (+3.8%) from 2018

Net Assets

Up

$474,920

Up $17,580 (+3.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin86th percentile

Revenue

Down

$23,309

Down $4,147 (-15%) from 2018

Expenses

Down

$5,730

Down $32,372 (-85%) from 2018

Net Income

Up

$17,579

Up $28,225 (+265%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$600K$400K$200K$0Assets 2010: $278,754Liabilities 2010: $0Net Assets 2010: $278,7542010Assets 2015: $350,906Liabilities 2015: $0Net Assets 2015: $350,9062015Assets 2016: $481,996Liabilities 2016: $0Net Assets 2016: $481,9962016Assets 2017: $467,986Liabilities 2017: $0Net Assets 2017: $467,9862017Assets 2018: $457,340Liabilities 2018: $0Net Assets 2018: $457,3402018Assets 2019: $474,920Liabilities 2019: $0Net Assets 2019: $474,9202019Assets 2020: $455,989Liabilities 2020: $0Net Assets 2020: $455,9892020Assets 2021: $515,279Liabilities 2021: $0Net Assets 2021: $515,2792021Assets 2022: $510,584Liabilities 2022: $0Net Assets 2022: $510,5842022Assets 2023: $560,601Liabilities 2023: $0Net Assets 2023: $560,6012023Assets 2024: $559,313Liabilities 2024: $0Net Assets 2024: $559,3132024

Highlighted filing

2019

Assets$474,920
Liabilities$0
Net Assets$474,920
Open 2019 Filing

Operations Trend

Revenue Growth42nd percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $29,6902010Revenue 2015: $155,199Expenses 2015: $23,045Net Income 2015: $132,1542015Revenue 2016: $170,228Expenses 2016: $39,138Net Income 2016: $131,0902016Revenue 2017: $27,699Expenses 2017: $41,709Net Income 2017: -$14,0102017Revenue 2018: $27,456Expenses 2018: $38,102Net Income 2018: -$10,6462018Revenue 2019: $23,309Expenses 2019: $5,730Net Income 2019: $17,5792019Revenue 2020: $23,490Expenses 2020: $42,421Net Income 2020: -$18,9312020Revenue 2021: $100,455Expenses 2021: $41,165Net Income 2021: $59,2902021Revenue 2022: $19,409Expenses 2022: $24,104Net Income 2022: -$4,6952022Revenue 2023: $97,236Expenses 2023: $47,219Net Income 2023: $50,0172023Revenue 2024: $34,449Expenses 2024: $35,737Net Income 2024: -$1,2882024

Highlighted filing

2019

Revenue$23,309
Expenses$5,730
Net Income$17,579
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 25, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY TEITELBAUMTrustee-$0--
LINDA ANDREITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Datetree Charitable Trust
EIN
33-6367026
Phone
6072737340
Address
955 TAUGHANNOCK BLVD, ITHACA, NY 14850

Signing Officer

Name
Ray Teitelbaum
Title
Trustee
Phone
6072737340
Signed
2020-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Sciarabba Walker & Co Llp
Address
410 EAST UPLAND ROAD, ITHACA, NY 14850
Preparer
Christopher Hart
Phone
6072725550
Raw XML Appendix350 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0474920
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0474920
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031903
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031903
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031903
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032364
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0461
IRS990PF/DistributableAmountGrp/TotalTaxAmt0461
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0608406
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09857
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0647272
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0657129
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RAY TEITELBAUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA ANDREI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1955 TAUGHANNOCK BLVD
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RAY TEITELBAUM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014850
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06072737340
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BROOKLYN ACADEMY OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PHYSICIANS FOR A NATIONAL HEALTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt130 LAFAYETTE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt229 E MADISON ST STE 1412
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05300
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt022952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04438
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt022952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03651
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEW YORK STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0255
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0255
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY TEITELBAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06072737340
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DATETREE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DATE
ReturnHeader/Filer/EIN0336367026
ReturnHeader/Filer/PhoneNum06072737340
ReturnHeader/Filer/USAddress/AddressLine1Txt0955 TAUGHANNOCK BLVD
ReturnHeader/Filer/USAddress/CityNm0ITHACA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014850
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04A15367F6C72485123DEFA69E86958FB97ECAFE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0507C01BEDEAB4F280F6AC90DB4DC6DECC6FC59B7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.152.125.150
ReturnHeader/FilingSecurityInformation/IPDt02020-06-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:33:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161071694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCIARABBA WALKER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0410 EAST UPLAND ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ITHACA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014850
ReturnHeader/PreparerPersonGrp/PhoneNum06072725550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER HART
ReturnHeader/ReturnTs02020-06-25T10:33:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,920
Liabilities
$0
Net assets
$474,920
Revenue
$23,309
Expenses
$5,730
Net income
$17,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.34$0.36$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$0.97$0.47$0.50
2022Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.19$0.24$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$1.00$0.41$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$0.23$0.42$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.23$0.06$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.27$0.38$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.28$0.42$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$1.70$0.39$1.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$1.55$0.23$1.32
2010Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.30