Civic Intelligence

Richard Telinde Trust

990 • Fiscal year 2020 • EIN 52-6458357

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 05, 2021

Organization ProfileN/A
285 Delaware Avenue 3rd FloorBuffalo, NY 14202

(410) 244-4630

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

26th percentile

-3.7%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

26th percentile

-0.2%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-31%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$11,825,706

Down $20,034 (-0.2%) from 2019

Net Assets

Down

$11,825,706

Down $20,034 (-0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin26th percentile

Revenue

Down

$584,577

Down $257,547 (-31%) from 2019

Expenses

Up

$606,284

Up $35,555 (+6.2%) from 2019

Net Income

Down

-$21,707

Down $293,102 (-108%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,553,111Liabilities 2011: $0Net Assets 2011: $10,553,1112011Assets 2012: $10,631,315Liabilities 2012: $0Net Assets 2012: $10,631,3152012Assets 2013: $10,975,766Liabilities 2013: $0Net Assets 2013: $10,975,7662013Assets 2014: $11,136,104Liabilities 2014: $0Net Assets 2014: $11,136,1042014Assets 2015: $11,234,302Liabilities 2015: $0Net Assets 2015: $11,234,3022015Assets 2016: $11,428,738Liabilities 2016: $0Net Assets 2016: $11,428,7382016Assets 2017: $11,424,953Liabilities 2017: $0Net Assets 2017: $11,424,9532017Assets 2018: $11,574,991Liabilities 2018: $0Net Assets 2018: $11,574,9912018Assets 2019: $11,845,740Liabilities 2019: $0Net Assets 2019: $11,845,7402019Assets 2020: $11,825,706Liabilities 2020: $0Net Assets 2020: $11,825,7062020Assets 2021: $12,659,659Liabilities 2021: $0Net Assets 2021: $12,659,6592021Assets 2022: $12,364,504Liabilities 2022: $0Net Assets 2022: $12,364,5042022Assets 2023: $12,117,059Liabilities 2023: $0Net Assets 2023: $12,117,0592023Assets 2024: $12,740,486Liabilities 2024: $0Net Assets 2024: $12,740,4862024

Highlighted filing

2020

Assets$11,825,706
Liabilities$0
Net Assets$11,825,706
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $499,403Expenses 2011: $459,897Net Income 2011: $39,5062011Revenue 2012: $702,260Expenses 2012: $624,056Net Income 2012: $78,2042012Revenue 2013: $881,195Expenses 2013: $536,744Net Income 2013: $344,4512013Revenue 2014: $713,977Expenses 2014: $553,639Net Income 2014: $160,3382014Revenue 2015: $669,010Expenses 2015: $570,812Net Income 2015: $98,1982015Revenue 2016: $770,855Expenses 2016: $576,419Net Income 2016: $194,4362016Revenue 2017: $571,004Expenses 2017: $574,789Net Income 2017: -$3,7852017Revenue 2018: $731,298Expenses 2018: $581,260Net Income 2018: $150,0382018Revenue 2019: $842,124Expenses 2019: $570,729Net Income 2019: $271,3952019Revenue 2020: $584,577Expenses 2020: $606,284Net Income 2020: -$21,7072020Revenue 2021: $1,475,037Expenses 2021: $631,269Net Income 2021: $843,7682021Revenue 2022: $415,585Expenses 2022: $706,781Net Income 2022: -$291,1962022Revenue 2023: $453,306Expenses 2023: $699,215Net Income 2023: -$245,9092023Revenue 2024: $1,330,295Expenses 2024: $690,865Net Income 2024: $639,4302024

Highlighted filing

2020

Revenue$584,577
Expenses$606,284
Net Income-$21,707
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 5, 2021
Return Version
2020v4.1
Gross Receipts
$7,270,108
Mission and Program Overview

Mission

The organization's mission is set forth in its governing document: to endow a Chair of Gynecologic Pathology in the Medical School of the Johns Hopkins University. Assets from the organization are used to pay the expenses of the Medical School of the Johns Hopkins University. Assets from the organization are used to pay the expenses of the Professor of Gynecologic Pathology, with any additional assets used for the support of the Gynecologic Pathology Laboratory.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,390,894$11,531,827▲ $140,933
Savings and Temporary Cash Investments$431,898$293,879▼ $138,019
Cash and Non-Interest-Bearing Accounts$22,948--
Total Assets$11,845,740$11,825,706▼ $20,034
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,845,740$11,825,706▼ $20,034
Total Net Assets Fund Balance$11,845,740$11,825,706▼ $20,034
Total Liabilities and Net Assets / Fund Balance$11,845,740$11,825,706▼ $20,034
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$584,577
Other Revenue
$0
Change in Net Assets
$-21,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$511,689
Salaries, Compensation, and Employee Benefits$90,410
Other Expenses$4,185
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$511,689--$511,689
Current Officers, Directors, Trustees, and Key Employees-$90,410-$90,410
Other Expenses-$4,179-$4,179
All Other Expenses-$3-$3
Fees for Services Other-$3-$3
Total Functional Expenses$511,689$94,595$0$606,284
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The governing body, as an independent corporate trustee, does not conduct meetings and therefore does not document any meetings.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The governing body, as an independent corporate trustee, does not conduct meetings and therefore does not document any meetings.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“This tax return is reviewed with the trust's counsel and with its Executive Director.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The only compensation paid was to the independent corporate trustee, based on its schedule of commissions filed with the appropriate state banking commissioner.”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Richard Telinde Tchar
EIN
52-6458357
Phone
4102444630
Address
285 DELAWARE AVENUE 3RD FLOOR, BUFFALO, NY 14202

Signing Officer

Name
M T Trust Company
Title
Vice President
Phone
4102444630
Signed
2021-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Stengel
Formed
1989
Legal Domicile
Md
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Eric W Coursey
Phone
8043444548
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2A

“The organization's financial statements are reviewed at least annually as part of a comprehensive review of the administrative and investment performance of the trust.”

Schedule A, Line 3E

“The preparation of the return was moved to a new tax preparer for tax year 2019. Upon review of the prior year returns, errors were noticed and Schedule A is adjusted to reflect the correct carry forward for the excess distributions.”

Explanation for Form 990, Part XI, Line 9

“Net pre/post year transactions $2028.88: 2019 basis adj for Return of Capital -$360.82: Rounding $5”

Raw XML Appendix338 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization's financial statements are reviewed at least annually as part of a comprehensive review of the administrative and investment performance of the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The preparation of the return was moved to a new tax preparer for tax year 2019. Upon review of the prior year returns, errors were noticed and Schedule A is adjusted to reflect the correct carry forward for the excess distributions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing body, as an independent corporate trustee, does not conduct meetings and therefore does not document any meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing body, as an independent corporate trustee, does not conduct meetings and therefore does not document any meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4This tax return is reviewed with the trust's counsel and with its Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The only compensation paid was to the independent corporate trustee, based on its schedule of commissions filed with the appropriate state banking commissioner.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Net pre/post year transactions $2028.88: 2019 basis adj for Return of Capital -$360.82: Rounding $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART XII, LINE 2a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE A, LINE 3E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011845740
IRS990/TotalAssetsEOYAmt011825706
IRS990/TotalAssetsGrp/BOYAmt011845740
IRS990/TotalAssetsGrp/EOYAmt011825706
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094595
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0511689
IRS990/TotalFunctionalExpensesGrp/TotalAmt0606284
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011845740
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011825706
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0584577
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0584577
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011845740
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011825706
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O MT TRUST CO PO BOX 1596
IRS990/USAddress/CityNm0BALTIMORE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021202
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M T TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04102444630
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD TELINDE TCHAR
ReturnHeader/Filer/BusinessNameControlTxt0TELI
ReturnHeader/Filer/EIN0526458357
ReturnHeader/Filer/PhoneNum04102444630
ReturnHeader/Filer/USAddress/AddressLine1Txt0285 DELAWARE AVENUE 3RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0BUFFALO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 E CARY ST SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023223
ReturnHeader/PreparerPersonGrp/PhoneNum08043444548
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC W COURSEY
ReturnHeader/ReturnTs02021-09-02T14:00:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,825,706
Liabilities
$0
Net assets
$11,825,706
Revenue
$584,577
Expenses
$606,284
Net income
-$21,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.33$0.69$0.64
2023Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.45$0.70$0.25
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.42$0.71$0.29
2021Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.48$0.63$0.84
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.58$0.61$0.02
2019Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.84$0.57$0.27
2018Summary only. Only limited summary data is available for this year.$11.6$0.00$11.6$0.73$0.58$0.15
2017Summary only. Only limited summary data is available for this year.$11.4$0.00$11.4$0.57$0.57$0.00
2016Summary only. Only limited summary data is available for this year.$11.4$0.00$11.4$0.77$0.58$0.19
2015Summary only. Only limited summary data is available for this year.$11.2$0.00$11.2$0.67$0.57$0.10
2014Summary only. Only limited summary data is available for this year.$11.1$0.00$11.1$0.71$0.55$0.16
2013Summary only. Only limited summary data is available for this year.$11.0$0.00$11.0$0.88$0.54$0.34
2012Summary only. Only limited summary data is available for this year.$10.6$0.00$10.6$0.70$0.62$0.08
2011Summary only. Only limited summary data is available for this year.$10.6$0.00$10.6$0.50$0.46$0.04