Civic Intelligence

Ulster Savings Charitable Foundation

990PF • Fiscal year 2018 • EIN 56-2307217

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 11, 2019

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

15th percentile

0.00x

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

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.00x

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

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

61%

Higher net margin than 95% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-6.4%

Faster asset growth than 21% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

51%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$3,592,368

Down $244,265 (-6.4%) from 2017

Net Assets

Down

$3,592,368

Down $244,265 (-6.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$454,617

Up $152,815 (+51%) from 2017

Expenses

Up

$178,712

Up $22,130 (+14%) from 2017

Net Income

Up

$275,905

Up $130,685 (+90%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$3,592,368
Liabilities$0
Net Assets$3,592,368

Operations Trend

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

2018

Revenue$454,617
Expenses$178,712
Net Income$275,905
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 11, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN FINCHExecutive Director/Director-$0--
JAMES HASTINGSTreasurer/Director-$0--
MARY ROSE WARCHOLAKDirector-$0--
ANN MARROTTVice President/Director-$0--
WILLIAM CALDERARADirector-$0--
DORA VISBECKSecretary/Director-$0--
PETE SHULTSPresident/Director-$0--
AL GRUNERDirector-$0--
JOE ELYDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
James Cotter
Title
Treasurer
Phone
8453386322
Signed
2019-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Wolf & Company Pc
Address
99 HIGH STREET 21ST FLOOR, BOSTON, MA 02110
Preparer
Charles J Frago CPA
Phone
6174399700
Raw XML AppendixShowing 400 of 839 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/PersonNm0JOHN FINCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES HASTINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY ROSE WARCHOLAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANN MARROTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM CALDERARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DORA VISBECK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8JOE ELY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT/DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41EXEMPT PUPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44EXEMPT PUPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45EXEMPT PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BREAST CANCER OPTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CORNELL COOPERATIVE EXTENSION OF ULSTER COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FAMILY OF WOODSTOCK INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GATEWAY COMMUNITY INDUSTRIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GOOD NEIGHBOR FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HIGH MEADOW SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HUDSON RIVER MARITIME MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7HUDSON VALLEY SEED INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HUDSON VALLEY SENIOR RESIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9JEWISH FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10JOHN A COLEMAN CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11KINGSTON LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12POUGHKEEPSIE FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13REBUILD TOGETHER DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14SAFE HARBORS OF THE HUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15SAN MIGUEL ACADEMY OF NEWBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16SEED SONG CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SUNY ULSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18THE ARC OF ULSTER GREENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19THE CENTER FOR THE PREVENTION OF CHILD ABUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20THE CHILDRENS HOME OF KINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21ULSTER CORPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22ULSTER COUNTY COMMUNITY ACTION COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23ULSTER COUNTY REGIONAL CHAMBER OF COMMERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24ULSTER LITERACY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25UNITED WAY OF DUTCHESS COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26WILD EARTH WILDERNESS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27WOODSTOCK SCHOOL OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28GIRLS AND BOYS CLUB OF DUTCHESSORANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29FRIENDS OF THE LIBRARY OF WOODSTOCK NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30HARRIET TUBMAN ACADEMIC SKILLS CENTER

Document Assets

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Filings

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