Civic Intelligence

Ulster Savings Charitable Foundation

990PF • Fiscal year 2014 • EIN 56-2307217

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 21, 2015

Organization Profile
Maryrose Warcholak 180 Schwenk DrKingston, NY 12401

(845) 338-6322

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

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

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

56%

Higher net margin than 94% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Asset Growth

62nd percentile

9.2%

Faster asset growth than 62% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-17%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$2,820,649

Up $237,164 (+9.2%) from 2013

Net Assets

Up

$2,820,649

Up $237,164 (+9.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Down

$398,756

Down $80,315 (-17%) from 2013

Expenses

Down

$174,894

Down $9,500 (-5.2%) from 2013

Net Income

Down

$223,862

Down $70,815 (-24%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,651,568Liabilities 2010: $0Net Assets 2010: $1,651,5682010Assets 2011: $1,889,973Liabilities 2011: $0Net Assets 2011: $1,889,9732011Assets 2012: $2,017,845Liabilities 2012: $12012Assets 2013: $2,583,485Liabilities 2013: $0Net Assets 2013: $2,583,4852013Assets 2014: $2,820,649Liabilities 2014: $0Net Assets 2014: $2,820,6492014Assets 2015: $2,761,924Liabilities 2015: $0Net Assets 2015: $2,761,9242015Assets 2016: $3,359,613Liabilities 2016: $0Net Assets 2016: $3,359,6132016Assets 2017: $3,836,633Liabilities 2017: $0Net Assets 2017: $3,836,6332017Assets 2018: $3,592,368Liabilities 2018: $0Net Assets 2018: $3,592,3682018Assets 2019: $4,289,966Liabilities 2019: $0Net Assets 2019: $4,289,9662019Assets 2020: $5,110,985Liabilities 2020: $0Net Assets 2020: $5,110,9852020Assets 2021: $6,218,857Liabilities 2021: $0Net Assets 2021: $6,218,8572021Assets 2022: $5,318,286Liabilities 2022: $0Net Assets 2022: $5,318,2862022Assets 2023: $6,135,513Liabilities 2023: $0Net Assets 2023: $6,135,5132023Assets 2024: $6,421,342Liabilities 2024: $18,886Net Assets 2024: $6,402,4562024

Highlighted filing

2014

Assets$2,820,649
Liabilities$0
Net Assets$2,820,649
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $189,8612010Expenses 2011: $189,4262011Revenue 2012: $200,935Expenses 2012: $201,424Net Income 2012: -$4892012Revenue 2013: $479,071Expenses 2013: $184,394Net Income 2013: $294,6772013Revenue 2014: $398,756Expenses 2014: $174,894Net Income 2014: $223,8622014Revenue 2015: $213,905Expenses 2015: $122,433Net Income 2015: $91,4722015Revenue 2016: $738,345Expenses 2016: $278,460Net Income 2016: $459,8852016Revenue 2017: $301,802Expenses 2017: $156,582Net Income 2017: $145,2202017Revenue 2018: $454,617Expenses 2018: $178,712Net Income 2018: $275,9052018Revenue 2019: $442,275Expenses 2019: $197,763Net Income 2019: $244,5122019Revenue 2020: $650,777Expenses 2020: $244,258Net Income 2020: $406,5192020Revenue 2021: $955,764Expenses 2021: $197,708Net Income 2021: $758,0562021Revenue 2022: $399,046Expenses 2022: $269,277Net Income 2022: $129,7692022Revenue 2023: $507,054Expenses 2023: $283,712Net Income 2023: $223,3422023Revenue 2024: $849,352Expenses 2024: $366,369Net Income 2024: $482,9832024

Highlighted filing

2014

Revenue$398,756
Expenses$174,894
Net Income$223,862
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN E FINCH JRDirector-$0--
LISA M CATHIEDirector-$0--
MARYROSE WARCHOLAKDirector-$0--
RONALD K MYERSTresurer-$0--
DORA VISBECKSecertary-$0--
JOE ELYDirector-$0--
AL GRUNERDirector-$0--
ANN M MARROTTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ulster Savings Charitable
EIN
56-2307217
Phone
8453386322
Address
MARYROSE WARCHOLAK 180 SCHWENK DR, KINGSTON, NY 12401

Signing Officer

Name
Ms Maryrose Warcholak
Title
Executive Director
Phone
8453386322
Signed
2015-04-21

Preparer

Firm
Ulster Financial Group
Address
180 SCHWENK DRIVE, KINGSTON, NY 12401
Preparer
Ronald Myers
Phone
8453395744
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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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02075
IRS990PF/FMVAssetsEOYAmt02820649
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054300
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN E FINCH JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARYROSE WARCHOLAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RONALD K MYERS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRESURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03565726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02068500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02050770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RONALD K MYERS CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0180 SCHWENK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KINGSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08453386322
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORMS AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ULSTER CARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08453386322
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0180 SCHWENK DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0KINGSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS NOR LIMITATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0176211
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0101899
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0176211
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0101899
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1L.I.F.E. GRANTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SCHOLARSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OHER GRANTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4EVENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09947
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2139410
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0289410
OtherIncomeSchedule2/OtherIncomeDetail/Desc0USB CONTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0289410
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013302
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET VALUE INCREASES
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/Amt1276
TaxesSchedule/TaxesDetail/Amt211
TaxesSchedule/TaxesDetail/CategoryTxt0NYS EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt2FEES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MS MARYROSE WARCHOLAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08453386322
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ULSTER SAVINGS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ULST
ReturnHeader/Filer/EIN0562307217
ReturnHeader/Filer/PhoneNum08453386322
ReturnHeader/Filer/USAddress/AddressLine1Txt0MARYROSE WARCHOLAK 180 SCHWENK DR
ReturnHeader/Filer/USAddress/CityNm0KINGSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263845886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ULSTER FINANCIAL GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 SCHWENK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012401
ReturnHeader/PreparerPersonGrp/PhoneNum08453395744
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD MYERS
ReturnHeader/ReturnTs02015-04-28T10:18:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,820,649
Liabilities
$0
Net assets
$2,820,649
Revenue
$398,756
Expenses
$174,894
Net income
$223,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.42$0.02$6.40$0.85$0.37$0.48
2023Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.51$0.28$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.40$0.27$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.96$0.20$0.76
2020Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.65$0.24$0.41
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.44$0.20$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.45$0.18$0.28
2017Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.30$0.16$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.74$0.28$0.46
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.21$0.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.40$0.17$0.22
2013Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.48$0.18$0.29
2012Summary only. Only limited summary data is available for this year.$2.02$0.00$0.20$0.20$0.00
2011Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.19
2010Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.19