Civic Intelligence

Dolores M Finley Charitable Foundation Trust Agreement

EIN 82-6697499 • Lagrangeville, NY

107 Reggies WayLagrangeville, NY 12540
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

8.0%

Higher net margin than 45% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

12%

Faster revenue growth than 38% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,853,548

Up $10,530 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,853,548

Up $10,530 (+0.6%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin45th percentile

Revenue

Up

$131,954

Up $14,463 (+12%) from 2023

Expenses

Down

$121,424

Down $22,315 (-16%) from 2023

Net Income

Up

$10,530

Up $36,778 (+140%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,329,330Liabilities 2019: $02019Assets 2020: $2,221,947Liabilities 2020: $1Net Assets 2020: $2,221,9472020Assets 2021: $2,115,722Liabilities 2021: $1Net Assets 2021: $2,115,7222021Assets 2022: $1,869,266Liabilities 2022: $1Net Assets 2022: $1,869,2662022Assets 2023: $1,843,018Liabilities 2023: $0Net Assets 2023: $1,843,0182023Assets 2024: $1,853,548Liabilities 2024: $0Net Assets 2024: $1,853,5482024

Highlighted filing

2024

Assets$1,853,548
Liabilities$0
Net Assets$1,853,548
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

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

$400K$200K$0-$200K-$400KRevenue 2019: $52,372Expenses 2019: $155,103Net Income 2019: -$102,7312019Revenue 2020: $84,009Expenses 2020: $191,392Net Income 2020: -$107,3832020Revenue 2021: $109,139Expenses 2021: $215,364Net Income 2021: -$106,2252021Revenue 2022: -$58,401Expenses 2022: $188,055Net Income 2022: -$246,4562022Revenue 2023: $117,491Expenses 2023: $143,739Net Income 2023: -$26,2482023Revenue 2024: $131,954Expenses 2024: $121,424Net Income 2024: $10,5302024

Highlighted filing

2024

Revenue$131,954
Expenses$121,424
Net Income$10,530
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,853,548
Liabilities
$0
Net assets
$1,853,548
Revenue
$131,954
Expenses
$121,424
Net income
$10,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.13$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.12$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.19$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.11$0.22$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.08$0.19$0.11
2019Summary only. Only limited summary data is available for this year.$2.33$0.00$0.05$0.16$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER A FINLEYTrustee-$0--
KIM FINLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dolores M Finley Charitable Foundation Trust Agreement
EIN
82-6697499
Phone
8452274891
Address
107 REGGIES WAY, LAGRANGEVILLE, NY 12540

Signing Officer

Name
Christopher a Finley
Title
Trustee
Phone
8452274891
Signed
2025-11-16

Preparer

Firm
Elizabeth T Cervone CPA
Address
3 HIDDEN WOODS LN, NEWNAN, GA 30265
Preparer
Elizabeth T Cervone
Phone
7702517492
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt68000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONSTRUCTIONPROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORTCATHOLICEDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL RELIGIOUSACTIVITIES OFTHE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TRAINING ANDEQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4VARIOUSCHARITABLEACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ALS RESEARCHAND SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPPORTCHRISTIAN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SPARROW'S NEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OUR LADY OF LOURDES SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VALLEY CHRISTIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LACKAWAXEN FIRE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4KEITH T ULICH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ALS ASSN GREATER NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UPTON LAKE CHRISTIAN SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1131 BOARDMAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21072 ROUTE 82
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3169 URBAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt479 BALDWIN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt542 BROADWAY STE 1724
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 63
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOPEWELL JUNCTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CLINTON CORNERS
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ESTIMATED TAX PAYMENTS
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0897
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2786
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OtherIncomeSchedule2/OtherIncomeDetail/Desc01099-R ANNUITY
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029569
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt029569
TaxesSchedule/TaxesDetail/Amt0183
TaxesSchedule/TaxesDetail/Amt11172
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1SECTION 4940 TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0183
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11172
ReturnHeader/BuildTS02025-03-06 01:10:19Z

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