Civic Intelligence

Nicolas M Salgo Charitable Trust C/O Heritage Group LC

990PF • Fiscal year 2015 • EIN 48-6250539

Dec 01, 2014 to Nov 30, 2015 • Filed on Jan 20, 2016

Organization Profile
7309 E 21st Street N Suite 120Wichita, KS 67206-1178

(316) 261-5301

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-295%

Higher net margin than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

362%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$115,266

Down $39,754 (-26%) from 2014

Net Assets

Down

$115,266

Down $39,754 (-26%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Up

$13,486

Up $10,565 (+362%) from 2014

Expenses

Up

$53,240

Up $48,888 (+1123%) from 2014

Net Income

Down

-$39,754

Down $38,323 (-2678%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,044,956Liabilities 2010: $0Net Assets 2010: $1,044,9562010Assets 2011: $747,835Liabilities 2011: $0Net Assets 2011: $747,8352011Assets 2012: $299,601Liabilities 2012: $0Net Assets 2012: $299,6012012Assets 2013: $156,451Liabilities 2013: $1Net Assets 2013: $156,4512013Assets 2014: $155,020Liabilities 2014: $1Net Assets 2014: $155,0202014Assets 2015: $115,266Liabilities 2015: $0Net Assets 2015: $115,2662015Assets 2016: $117,748Liabilities 2016: $0Net Assets 2016: $117,7482016

Highlighted filing

2015

Assets$115,266
Liabilities$0
Net Assets$115,266
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $243,2632010Expenses 2011: $342,0722011Expenses 2012: $462,1222012Revenue 2013: $62,121Expenses 2013: $205,271Net Income 2013: -$143,1502013Revenue 2014: $2,921Expenses 2014: $4,352Net Income 2014: -$1,4312014Revenue 2015: $13,486Expenses 2015: $53,240Net Income 2015: -$39,7542015Revenue 2016: $6,068Expenses 2016: $3,586Net Income 2016: $2,4822016

Highlighted filing

2015

Revenue$13,486
Expenses$53,240
Net Income-$39,754
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Jan 20, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKLOS P SALGOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nicolas M Salgo Charitable Trust
EIN
48-6250539
Phone
3162615301
Address
7309 E 21ST STREET N SUITE 120, WICHITA, KS 67206-1178

Signing Officer

Name
Miklos P Salgo
Title
Trustee
Phone
3162615301
Signed
2016-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Heritage Group Lc
Address
7309 E 21ST STREET N SUITE 120, WICHITA, KS 67206-1178
Preparer
Todd M Connell CPA
Phone
3162615301
Raw XML Appendix310 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OGLAS ASSOCIATES, A PARTNERSHIP
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09418
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0191931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0431379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0288877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0180234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0180234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0954604
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0191931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0431379
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0288877
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051835
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042417
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01134838
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01092421
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OGLAS ASSOC., A PARTNERSHIP - DEDUCTIONS RELATED TO PORTFOLIO INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SOLKIM ASSOC., A PARTNERSHIP - DEDUCTIONS RELATED TO PORTFOLIO INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0469
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0469
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt152
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0568
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YEAR EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0568
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1CURRENT YEAR EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKLOS P SALGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03162615301
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NICOLAS M SALGO CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HERITAGE GROUP LC
ReturnHeader/Filer/BusinessNameControlTxt0SALG
ReturnHeader/Filer/EIN0486250539
ReturnHeader/Filer/PhoneNum03162615301
ReturnHeader/Filer/USAddress/AddressLine1Txt07309 E 21ST STREET N SUITE 120
ReturnHeader/Filer/USAddress/CityNm0WICHITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd0672061178
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481208823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERITAGE GROUP LC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07309 E 21ST STREET N SUITE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WICHITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0672061178
ReturnHeader/PreparerPersonGrp/PhoneNum03162615301
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD M CONNELL CPA
ReturnHeader/ReturnTs02016-08-24T13:09:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,266
Liabilities
$0
Net assets
$115,266
Revenue
$13,486
Expenses
$53,240
Net income
-$39,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.06$0.21$0.14
2012Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.46
2011Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.34
2010Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.24