Civic Intelligence

The Alice Harris Charitable Remainder Tr

990PF • Fiscal year 2020 • EIN 41-6569414

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 11, 2022

Organization Profile
14 Partridge RoadDelmar, NY 12054

(518) 464-9958

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-449%

Higher net margin than 7% of similar nonprofits.

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$3,973

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Asset Growth

29th percentile

-0.2%

Faster asset growth than 29% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$1,547,679

Down $3,268 (-0.2%) from 2019

Net Assets

$1,547,679

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin7th percentile

Revenue

Down

$15,471

Down $51,036 (-77%) from 2019

Expenses

Down

$84,944

Down $26,841 (-24%) from 2019

Net Income

Down

-$69,473

Down $24,195 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,581,942Liabilities 2011: $02011Assets 2012: $1,457,128Liabilities 2012: $02012Assets 2013: $1,715,283Liabilities 2013: $02013Assets 2014: $1,725,777Liabilities 2014: $5,0002014Assets 2015: $1,625,380Liabilities 2015: $02015Assets 2019: $1,550,947Liabilities 2019: $02019Assets 2020: $1,547,679Liabilities 2020: $0Net Assets 2020: $1,547,6792020Assets 2021: $1,571,641Liabilities 2021: $0Net Assets 2021: $1,571,6412021Assets 2022: $1,282,474Liabilities 2022: $0Net Assets 2022: $1,282,4742022Assets 2023: $1,367,533Liabilities 2023: $0Net Assets 2023: $1,367,5332023Assets 2024: $1,437,554Liabilities 2024: $0Net Assets 2024: $1,437,5542024

Highlighted filing

2020

Assets$1,547,679
Liabilities$0
Net Assets$1,547,679
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $55,686Expenses 2011: $73,330Net Income 2011: -$17,6442011Revenue 2012: $64,354Expenses 2012: $83,103Net Income 2012: -$18,7492012Revenue 2013: $104,458Expenses 2013: $92,586Net Income 2013: $11,8722013Revenue 2014: $89,515Expenses 2014: $84,021Net Income 2014: $5,4942014Revenue 2015: $77,467Expenses 2015: $87,926Net Income 2015: -$10,4592015Revenue 2019: $66,507Expenses 2019: $111,785Net Income 2019: -$45,2782019Revenue 2020: $15,471Expenses 2020: $84,944Net Income 2020: -$69,4732020Revenue 2021: $326,668Expenses 2021: $178,812Net Income 2021: $147,8562021Revenue 2022: $69,014Expenses 2022: $101,025Net Income 2022: -$32,0112022Revenue 2023: $56,568Expenses 2023: $90,951Net Income 2023: -$34,3832023Revenue 2024: $106,755Expenses 2024: $90,900Net Income 2024: $15,8552024

Highlighted filing

2020

Revenue$15,471
Expenses$84,944
Net Income-$69,473
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 11, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A BOSMANTrustee-$3,973-$3,973
Filing and Contact Details

Filer

Filer Name
Alice Harris
EIN
41-6569414
Phone
5184649958
Address
14 PARTRIDGE ROAD, DELMAR, NY 12054

Signing Officer

Name
Robert a Bosman
Title
Trustee
Phone
5184649958
Signed
2022-07-11

Preparer

Firm
Scott Stackrow & Company Pc
Address
314 HOOSICK ST, TROY, NY 12180-2073
Preparer
David P Pietrafesa
Phone
5182749081
Raw XML Appendix269 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3MORGAN STA INST INC US REAL ESTATE
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0537
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt071450
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071450
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02620
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02620
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLAENOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0443
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0443
OtherIncreasesSchedule/OtherIncreasesDetail/Amt066205
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET GAIN IN INVESTMENT ACCOUNT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013494
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013494
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A BOSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05184649958
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE HARRIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE REMAINDER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0416569414
ReturnHeader/Filer/PhoneNum05184649958
ReturnHeader/Filer/USAddress/AddressLine1Txt014 PARTRIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0DELMAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012054
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141637151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCOTT STACKROW & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 HOOSICK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0121802073
ReturnHeader/PreparerPersonGrp/PhoneNum05182749081
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID P PIETRAFESA
ReturnHeader/ReturnTs02022-10-27T16:28:17-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOSMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,547,679
Liabilities
$0
Net assets
$1,547,679
Revenue
$15,471
Expenses
$84,944
Net income
-$69,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.33$0.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.02$0.08$0.07
2019Summary only. Only limited summary data is available for this year.$1.55$0.00$0.07$0.11$0.05
2015Summary only. Only limited summary data is available for this year.$1.63$0.00$0.08$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$1.73$0.01$0.09$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$1.72$0.00$0.10$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$0.06$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.06$0.07$0.02