Civic Intelligence

Myosotis Charitable Trust Inc.

990PF • Fiscal year 2016 • EIN 46-1932020

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 31, 2017

20 Cleverdon RoadHo Ho Kus, NJ 07423-1615

(908) 898-0100

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

17%

Higher net margin than 64% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

5.6%

Faster asset growth than 70% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-42%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$119,616

Up $6,396 (+5.6%) from 2015

Net Assets

Up

$119,616

Up $6,396 (+5.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$39,991

Down $29,204 (-42%) from 2015

Expenses

Up

$33,194

Up $7,589 (+30%) from 2015

Net Income

Down

$6,797

Down $36,793 (-84%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $55,025Liabilities 2013: $02013Assets 2014: $69,630Liabilities 2014: $0Net Assets 2014: $69,6302014Assets 2015: $113,220Liabilities 2015: $0Net Assets 2015: $113,2202015Assets 2016: $119,616Liabilities 2016: $0Net Assets 2016: $119,6162016Assets 2017: $123,163Liabilities 2017: $0Net Assets 2017: $123,1632017Assets 2018: $138,345Liabilities 2018: $0Net Assets 2018: $138,3452018Assets 2019: $139,824Liabilities 2019: $0Net Assets 2019: $139,8242019Assets 2020: $148,596Liabilities 2020: $0Net Assets 2020: $148,5962020Assets 2021: $189,313Liabilities 2021: $0Net Assets 2021: $189,3132021Assets 2022: $200,191Liabilities 2022: $0Net Assets 2022: $200,1912022Assets 2023: $246,852Liabilities 2023: $0Net Assets 2023: $246,8522023Assets 2024: $243,781Liabilities 2024: $0Net Assets 2024: $243,7812024

Highlighted filing

2016

Assets$119,616
Liabilities$0
Net Assets$119,616

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $55,025Expenses 2013: $0Net Income 2013: $55,0252013Revenue 2014: $57,511Expenses 2014: $42,906Net Income 2014: $14,6052014Revenue 2015: $69,195Expenses 2015: $25,605Net Income 2015: $43,5902015Revenue 2016: $39,991Expenses 2016: $33,194Net Income 2016: $6,7972016Revenue 2017: $47,275Expenses 2017: $43,728Net Income 2017: $3,5472017Revenue 2018: $55,833Expenses 2018: $40,651Net Income 2018: $15,1822018Revenue 2019: $37,850Expenses 2019: $36,371Net Income 2019: $1,4792019Revenue 2020: $50,811Expenses 2020: $42,039Net Income 2020: $8,7722020Revenue 2021: $87,905Expenses 2021: $47,188Net Income 2021: $40,7172021Revenue 2022: $61,378Expenses 2022: $50,500Net Income 2022: $10,8782022Revenue 2023: $99,211Expenses 2023: $52,550Net Income 2023: $46,6612023Revenue 2024: $51,479Expenses 2024: $54,550Net Income 2024: -$3,0712024

Highlighted filing

2016

Revenue$39,991
Expenses$33,194
Net Income$6,797
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 31, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David P Stuhr PresidentTrustee-$0--
Edward P Stuhr Jr Vice PresTrustee-$0--
Jacqueline E Schafer SecretaryTrustee-$0--
Brian E Stuhr TreasurerTrustee-$0--
David P Battini TrusteeTrustee-$0--
Harold S Hayward TrusteeTrustee-$0--
Jeffry A Stuhr TrusteeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Myosotis Charitable Trust Inc
EIN
46-1932020
Address
20 Cleverdon Road, Ho Ho Kus, NJ 07423-1615

Signing Officer

Name
David P Stuhr
Title
Trustee
Phone
9088980100
Signed
2017-03-31
Discuss with paid preparer
No

Preparer

Firm
McManus & Associates
Address
571 Central Avenue Suite 120, New Providence, NJ 07974
Preparer
Carol Molnar Esq
Phone
9088980100
Raw XML Appendix384 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/OfficerDirTrstKeyEmplGrp/PersonNm0David P Stuhr President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Edward P Stuhr Jr Vice Pres
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01000 Shares Franklin Resources
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0David P Stuhr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09088980100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Myosotis Charitable Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0MYOS
ReturnHeader/Filer/EIN0461932020
ReturnHeader/Filer/USAddress/AddressLine1Txt020 Cleverdon Road
ReturnHeader/Filer/USAddress/CityNm0Ho Ho Kus
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId020805420171281wewqfo
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.121.10
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTm014:28:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223700827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McManus & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0571 Central Avenue Suite 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Providence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007974
ReturnHeader/PreparerPersonGrp/PhoneNum09088980100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Molnar Esq
ReturnHeader/ReturnTs02017-05-03T08:57:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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