Civic Intelligence

Charity Treks Inc Co Frederic S Ury

EIN 75-3128407 • 501(c)3 • Westport, CT

Profile

Charity treks raises money for aids vaccine research and breast cancer research through it's bike ride related event fundraisers. Most contributions go direclty to the american cancer society, the emory vaccine center and the ucla aids institute.

17 Ellery LaneWestport, CT 06880

www.charitytreks.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

22nd percentile

-41%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$818

Down $579 (-41%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$818

Down $579 (-41%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $35 (-100%) from 2023

Expenses

Down

$579

Down $450 (-44%) from 2023

Net Income

Up

-$579

Up $415 (+42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$60K$40K$20K$0Assets 2011: $49,066Liabilities 2011: $02011Assets 2012: $30,914Liabilities 2012: $02012Assets 2013: $22,442Liabilities 2013: $0Net Assets 2013: $22,4422013Assets 2014: $18,912Liabilities 2014: $0Net Assets 2014: $18,9122014Assets 2015: $18,648Liabilities 2015: $0Net Assets 2015: $18,6482015Assets 2016: $3,633Liabilities 2016: $0Net Assets 2016: $3,6332016Assets 2017: $1,312Liabilities 2017: $0Net Assets 2017: $1,3122017Assets 2018: $2,080Liabilities 2018: $0Net Assets 2018: $2,0802018Assets 2019: $4,417Liabilities 2019: $0Net Assets 2019: $4,4172019Assets 2020: $7,349Liabilities 2020: $0Net Assets 2020: $7,3492020Assets 2021: $2,659Liabilities 2021: $0Net Assets 2021: $2,6592021Assets 2022: $2,391Liabilities 2022: $0Net Assets 2022: $2,3912022Assets 2023: $1,397Liabilities 2023: $0Net Assets 2023: $1,3972023Assets 2024: $818Liabilities 2024: $0Net Assets 2024: $8182024

Highlighted filing

2024

Assets$818
Liabilities$0
Net Assets$818
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $125,956Expenses 2011: $104,072Net Income 2011: $21,8842011Revenue 2012: $92,416Expenses 2012: $110,568Net Income 2012: -$18,1522012Revenue 2013: $54,033Expenses 2013: $62,505Net Income 2013: -$8,4722013Revenue 2014: $149,991Expenses 2014: $123,402Net Income 2014: $26,5892014Revenue 2015: $105,832Expenses 2015: $106,096Net Income 2015: -$2642015Revenue 2016: $84,927Expenses 2016: $99,942Net Income 2016: -$15,0152016Revenue 2017: $125,240Expenses 2017: $127,561Net Income 2017: -$2,3212017Revenue 2018: $127,192Expenses 2018: $126,424Net Income 2018: $7682018Revenue 2019: $70,093Expenses 2019: $67,756Net Income 2019: $2,3372019Revenue 2020: $2,932Expenses 2020: $0Net Income 2020: $2,9322020Revenue 2021: $57,914Expenses 2021: $62,604Net Income 2021: -$4,6902021Revenue 2022: $535Expenses 2022: $803Net Income 2022: -$2682022Revenue 2023: $35Expenses 2023: $1,029Net Income 2023: -$9942023Revenue 2024: $0Expenses 2024: $579Net Income 2024: -$5792024

Highlighted filing

2024

Revenue$0
Expenses$579
Net Income-$579
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$818
Liabilities
$0
Net assets
$818
Revenue
$0
Expenses
$579
Net income
-$579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.58$0.63$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.03$0.00$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.70$0.68$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.27$1.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.25$1.28$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.85$1.00$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.06$1.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.50$1.23$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.54$0.63$0.08
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.92$1.11$0.18
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$1.26$1.04$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

Charity treks raises money for aids vaccine research and breast cancer research through its bike ride related event fundraisers. The majority of contributions go to the emory vaccine center and the ucla foundation.

Program Services

DescriptionGrantsExpenses
CHARITY TREKS, INC. DID NOT HOST ANY EVENTS IN 2024, AND AS A RESULT, DID NOT DONATE ANY SUPPORT RECEIVED IN 2024 TO 501(C)(3) ORGANIZATIONS. CHARITY TREKS, INC. IS NOT PLANNING TO HOST ANOTHER EVENT IN UPCOMING YEARS.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK STANISPresident/DirectorPT$0--
DAVID THIBAULTSenior V.P./Director-$0--
GREG BECKHAMSenior V.P./Director-$0--
FREDERIC S URYVP/Counsel/Director-$0--
ELANIA MANGIONEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charity Treks Inc
EIN
75-3128407
Phone
2033302269
Address
17 ELLERY LANE, WESTPORT, CT 06880

Signing Officer

Name
Frederic S Ury
Title
Director
Phone
2033302269
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
ONE CORPORATE DRIVE SUITE 725, SHELTON, CT 06484-6241
Preparer
James S Rollinson Jr CPA
Phone
2039293535
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 168. Description: state licensing fees. Amount: 50. Total to form 990-ez, line 16: 218.”

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FREDERIC S URY
IRS990EZ/BooksInCareOfDetail/PhoneNum02036106393
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017 ELLERY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006880
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01397
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0818
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-579
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0361
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01397
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0818
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01397
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0818
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01397
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0818
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK STANIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID THIBAULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG BECKHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FREDERIC S URY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELANIA MANGIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SENIOR V.P./DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SENIOR V.P./DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP/COUNSEL/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0218
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITY TREKS RAISES MONEY FOR AIDS VACCINE RESEARCH AND BREAST CANCER RESEARCH THROUGH ITS BIKE RIDE RELATED EVENT FUNDRAISERS. THE MAJORITY OF CONTRIBUTIONS GO TO THE EMORY VACCINE CENTER AND THE UCLA FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITY TREKS, INC. DID NOT HOST ANY EVENTS IN 2024, AND AS A RESULT, DID NOT DONATE ANY SUPPORT RECEIVED IN 2024 TO 501(C)(3) ORGANIZATIONS. CHARITY TREKS, INC. IS NOT PLANNING TO HOST ANOTHER EVENT IN UPCOMING YEARS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0579
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARITYTREKS.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt067292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03880
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87680
IRS990ScheduleA/PublicSupportPY509Pct00.84560
IRS990ScheduleA/PublicSupportTotal509Amt071168
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt010000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010411
IRS990ScheduleA/Total509Grp/TotalAmt081168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010411
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 168. DESCRIPTION: STATE LICENSING FEES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 218.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERIC S URY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02033302269
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITY TREKS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FREDERIC S URY
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0753128407
ReturnHeader/Filer/PhoneNum02033302269
ReturnHeader/Filer/USAddress/AddressLine1Txt017 ELLERY LANE
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331374517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE CORPORATE DRIVE SUITE 725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064846241
ReturnHeader/PreparerPersonGrp/PhoneNum02039293535
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES S ROLLINSON JR CPA
ReturnHeader/ReturnTs02025-05-14T08:57:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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