Civic Intelligence

Residuary Trust UW Mildred P Wark

EIN 56-6594822 • Old Forge, NY

PO Box 276Old Forge, NY 13420
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

5th percentile

-95%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$2,732

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

25th percentile

-7.6%

Faster revenue growth than 25% of similar nonprofits.

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

Assets

Down

$1,081,364

Down $41,521 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,081,364

Down $41,521 (-3.7%) from 2023

Revenue

Down

$43,863

Down $3,615 (-7.6%) from 2023

Expenses

Up

$85,384

Up $29,713 (+53%) from 2023

Net Income

Down

-$41,521

Down $33,328 (-407%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2019: $1,223,581Liabilities 2019: $02019Assets 2020: $1,215,323Liabilities 2020: $0Net Assets 2020: $1,215,3232020Assets 2021: $1,151,265Liabilities 2021: $0Net Assets 2021: $1,151,2652021Assets 2022: $1,131,078Liabilities 2022: $0Net Assets 2022: $1,131,0782022Assets 2023: $1,122,885Liabilities 2023: $0Net Assets 2023: $1,122,8852023Assets 2024: $1,081,364Liabilities 2024: $0Net Assets 2024: $1,081,3642024

Highlighted filing

2024

Assets$1,081,364
Liabilities$0
Net Assets$1,081,364

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2019: $49,982Expenses 2019: $52,319Net Income 2019: -$2,3372019Revenue 2020: $46,855Expenses 2020: $55,113Net Income 2020: -$8,2582020Revenue 2021: $61,775Expenses 2021: $125,833Net Income 2021: -$64,0582021Revenue 2022: $49,069Expenses 2022: $71,168Net Income 2022: -$22,0992022Revenue 2023: $47,478Expenses 2023: $55,671Net Income 2023: -$8,1932023Revenue 2024: $43,863Expenses 2024: $85,384Net Income 2024: -$41,5212024

Highlighted filing

2024

Revenue$43,863
Expenses$85,384
Net Income-$41,521

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES C FOLEYTrustee-$2,732-$2,732
MARY ANN LUM NELSONTrustee-$2,732-$2,732
Filing and Contact Details

Filer

Filer Name
Residuary Trust Uw Mildred P Wark
EIN
56-6594822
Phone
5183693956
Address
PO BOX 276, OLD FORGE, NY 13420

Signing Officer

Name
Mary Ann Lum Nelson
Title
Trustee
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Gabriele Bottini & Associates Llp
Address
43 BRITISH AMERICAN BLVD, LATHAM, NY 12110
Preparer
Kevin J Bottini CPA
Phone
5184595280
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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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 BRITISH AMERICAN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05184595280
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J BOTTINI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T04:53:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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