Civic Intelligence

The Katherine M Salisbury and Richard J

EIN 54-6460461 • West Sand Lake, NY

C L Tangredi 317 Old Best RoadWest Sand Lake, NY 12196
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$2,243

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-0.9%

Faster asset growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

222%

Faster revenue growth than 94% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,236,603

Down $11,726 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,236,603

Down $11,726 (-0.9%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin22nd percentile

Revenue

Up

$91,723

Up $63,266 (+222%) from 2023

Expenses

Up

$103,449

Up $7,392 (+7.7%) from 2023

Net Income

Up

-$11,726

Up $55,874 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,250,974Liabilities 2011: $0Net Assets 2011: $1,250,9742011Assets 2012: $1,180,183Liabilities 2012: $0Net Assets 2012: $1,180,1832012Assets 2013: $1,237,078Liabilities 2013: $0Net Assets 2013: $1,237,0782013Assets 2014: $1,156,610Liabilities 2014: $0Net Assets 2014: $1,156,6102014Assets 2015: $1,147,517Liabilities 2015: $0Net Assets 2015: $1,147,5172015Assets 2016: $1,161,741Liabilities 2016: $0Net Assets 2016: $1,161,7412016Assets 2017: $1,233,388Liabilities 2017: $0Net Assets 2017: $1,233,3882017Assets 2018: $1,135,171Liabilities 2018: $0Net Assets 2018: $1,135,1712018Assets 2019: $1,434,232Liabilities 2019: $0Net Assets 2019: $1,434,2322019Assets 2020: $1,375,731Liabilities 2020: $0Net Assets 2020: $1,375,7312020Assets 2021: $1,409,859Liabilities 2021: $0Net Assets 2021: $1,409,8592021Assets 2022: $1,315,929Liabilities 2022: $0Net Assets 2022: $1,315,9292022Assets 2023: $1,248,329Liabilities 2023: $0Net Assets 2023: $1,248,3292023Assets 2024: $1,236,603Liabilities 2024: $0Net Assets 2024: $1,236,6032024

Highlighted filing

2024

Assets$1,236,603
Liabilities$0
Net Assets$1,236,603
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2011: $154,1482011Expenses 2012: $167,0582012Expenses 2013: $186,5292013Revenue 2014: $50,900Expenses 2014: $131,368Net Income 2014: -$80,4682014Revenue 2015: $89,372Expenses 2015: $98,465Net Income 2015: -$9,0932015Revenue 2016: $37,888Expenses 2016: $23,664Net Income 2016: $14,2242016Revenue 2017: $165,458Expenses 2017: $93,811Net Income 2017: $71,6472017Revenue 2018: $72,563Expenses 2018: $170,780Net Income 2018: -$98,2172018Revenue 2019: $399,577Expenses 2019: $100,516Net Income 2019: $299,0612019Revenue 2020: $45,936Expenses 2020: $104,436Net Income 2020: -$58,5002020Revenue 2021: $57,707Expenses 2021: $23,579Net Income 2021: $34,1282021Revenue 2022: $85,176Expenses 2022: $179,106Net Income 2022: -$93,9302022Revenue 2023: $28,457Expenses 2023: $96,057Net Income 2023: -$67,6002023Revenue 2024: $91,723Expenses 2024: $103,449Net Income 2024: -$11,7262024

Highlighted filing

2024

Revenue$91,723
Expenses$103,449
Net Income-$11,726
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,236,603
Liabilities
$0
Net assets
$1,236,603
Revenue
$91,723
Expenses
$103,449
Net income
-$11,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.09$0.18$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.06$0.02$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.40$0.10$0.30
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.17$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.13$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.19
2012Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 20, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA L TANGREDITrusteePT$2,243-$2,243
Filing and Contact Details

Filer

Filer Name
The Katherine M Salisbury and Richard J
EIN
54-6460461
Phone
5182862146
Address
C L TANGREDI 317 OLD BEST ROAD, WEST SAND LAKE, NY 12196

Signing Officer

Name
Christina L Tangredi Ttee
Title
Trustee
Phone
5182862146
Signed
2025-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Brown & Fitzgerald Pc
Address
224 OLD LOUDON ROAD, LATHAM, NY 12110
Preparer
Joseph a Zalewski
Phone
5187835509
Raw XML Appendix288 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt069996
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTIONS IN ACCORDANCE WITH TRUST AGREEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRISTIAN BROTHERS ACADEMY ALBANY NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SOLE BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012 AIRLINE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt069996
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0CHRISTIAN BROTHERS ACADEMY ALBANY NY 12205
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501 (C)(3)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0SOLE BENEFICIARY IN ACCORDANCE WITH TRUST UNDER WILL.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt069996
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt071868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013030
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012303
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt071868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02043
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069996
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086214
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086941
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023960
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINA L TANGREDI TTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05182862146
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHERINE M SALISBURY AND RICHARD J
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SALISBURY 54 ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SALI
ReturnHeader/Filer/EIN0546460461
ReturnHeader/Filer/PhoneNum05182862146
ReturnHeader/Filer/USAddress/AddressLine1Txt0C L TANGREDI 317 OLD BEST ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST SAND LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012196
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141630137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN & FITZGERALD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0224 OLD LOUDON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05187835509
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A ZALEWSKI
ReturnHeader/ReturnTs02025-01-27T13:56:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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