Civic Intelligence

Francis J & Elizabeth Brisson Macksey Charitable Trust

990PF • Fiscal year 2021 • EIN 01-6180488

Mar 01, 2020 to Feb 28, 2021 • Filed on Nov 11, 2021

Organization Profile
C/O Richard Runyon 185 N Broad StNorwich, NY 13815

(607) 336-5927

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Net Margin

37th percentile

5.1%

Higher net margin than 37% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

84th percentile

$4,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Asset Growth

36th percentile

0.5%

Faster asset growth than 36% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

4.7%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,296,546

Up $10,351 (+0.5%) from 2020

Net Assets

Up

$2,296,546

Up $10,351 (+0.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin37th percentile

Revenue

Up

$204,207

Up $9,132 (+4.7%) from 2020

Expenses

Up

$193,695

Up $5,056 (+2.7%) from 2020

Net Income

Up

$10,512

Up $4,076 (+63%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,524,772Liabilities 2011: $0Net Assets 2011: $2,524,7722011Assets 2012: $2,543,493Liabilities 2012: $0Net Assets 2012: $2,543,4932012Assets 2013: $2,473,506Liabilities 2013: $0Net Assets 2013: $2,473,5062013Assets 2014: $2,427,314Liabilities 2014: $0Net Assets 2014: $2,427,3142014Assets 2015: $2,407,493Liabilities 2015: $0Net Assets 2015: $2,407,4932015Assets 2016: $2,352,811Liabilities 2016: $0Net Assets 2016: $2,352,8112016Assets 2017: $2,294,010Liabilities 2017: $0Net Assets 2017: $2,294,0102017Assets 2018: $2,246,693Liabilities 2018: $0Net Assets 2018: $2,246,6932018Assets 2019: $2,279,759Liabilities 2019: $0Net Assets 2019: $2,279,7592019Assets 2020: $2,286,195Liabilities 2020: $0Net Assets 2020: $2,286,1952020Assets 2021: $2,296,546Liabilities 2021: $0Net Assets 2021: $2,296,5462021Assets 2022: $2,381,186Liabilities 2022: $0Net Assets 2022: $2,381,1862022Assets 2023: $2,346,826Liabilities 2023: $0Net Assets 2023: $2,346,8262023Assets 2024: $2,337,327Liabilities 2024: $0Net Assets 2024: $2,337,3272024Assets 2025: $2,397,433Liabilities 2025: $0Net Assets 2025: $2,397,4332025

Highlighted filing

2021

Assets$2,296,546
Liabilities$0
Net Assets$2,296,546
Open 2021 Filing

Operations Trend

Revenue Growth33rd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $140,9762011Expenses 2012: $129,2262012Revenue 2013: $101,109Expenses 2013: $152,809Net Income 2013: -$51,7002013Revenue 2014: $119,086Expenses 2014: $165,278Net Income 2014: -$46,1922014Revenue 2015: $150,092Expenses 2015: $169,913Net Income 2015: -$19,8212015Revenue 2016: $120,815Expenses 2016: $175,497Net Income 2016: -$54,6822016Revenue 2017: $109,488Expenses 2017: $168,289Net Income 2017: -$58,8012017Revenue 2018: $133,335Expenses 2018: $183,309Net Income 2018: -$49,9742018Revenue 2019: $204,545Expenses 2019: $171,061Net Income 2019: $33,4842019Revenue 2020: $195,075Expenses 2020: $188,639Net Income 2020: $6,4362020Revenue 2021: $204,207Expenses 2021: $193,695Net Income 2021: $10,5122021Revenue 2022: $289,765Expenses 2022: $205,125Net Income 2022: $84,6402022Revenue 2023: $155,891Expenses 2023: $190,251Net Income 2023: -$34,3602023Revenue 2024: $164,654Expenses 2024: $174,153Net Income 2024: -$9,4992024Revenue 2025: $241,865Expenses 2025: $181,759Net Income 2025: $60,1062025

Highlighted filing

2021

Revenue$204,207
Expenses$193,695
Net Income$10,512
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD M RUNYONCo-Trustee-$4,000-$4,000
THOMAS C EMERSONCo-Trustee-$4,000-$4,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OPERATING EXPENSESPCMARYKNOLL, NY, US$129,000
Paid Grant-TO SUPPORT FOOD & MEDICAL PROGRAMS FOR LOCAL FAMILIES IN NEED.PCNORWICH, NY, US$7,673
Paid Grant-GENERAL PURPOSESPCNORWICH, NY, US$5,542
Paid Grant-TO SUPPORT FOOD FOR LOCAL FAMILIES IN NEED.PCNORWICH, NY, US$5,000
Paid Grant-GENERAL PURPOSESPCNORWICH, NY, US$5,000
Paid Grant-GENERAL PURPOSESPCMORRISVILLE, NY, US$5,000
Paid Grant-GENERAL PURPOSESPCMORRISVILLE, NY, US$4,000
Paid Grant-GENERAL PURPOSESPCCAMILLUS, NY, US$3,000
Filing and Contact Details

Filer

Filer Name
Francis J & Elizabeth Brisson Macksey
EIN
01-6180488
Phone
6073365927
Address
C/O RICHARD RUNYON 185 N BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Richard M Runyon
Title
Co-TRUSTEE
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Piaker & Lyons Pc
Address
116 E MAIN ST STE 3, NORWICH, NY 13815
Preparer
Allison E Gunther CPA
Phone
6073368908
Raw XML Appendix333 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042690
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0140164
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD M RUNYON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS C EMERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT FOOD FOR LOCAL FAMILIES IN NEED.
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025280
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt099143
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017799
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017800
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS STATE FILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt137
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD M RUNYON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCIS J & ELIZABETH BRISSON MACKSEY
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ReturnHeader/Filer/BusinessNameControlTxt0FRAN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013815
ReturnHeader/PreparerPersonGrp/PhoneNum06073368908
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON E GUNTHER CPA
ReturnHeader/ReturnTs02021-11-11T14:52:12-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUNYON
ReturnHeader/TaxPeriodBeginDt02020-03-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,296,546
Liabilities
$0
Net assets
$2,296,546
Revenue
$204,207
Expenses
$193,695
Net income
$10,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.24$0.18$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.16$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.16$0.19$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.29$0.21$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.20$0.19$0.01
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.29$0.00$2.29$0.20$0.19$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.20$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.13$0.18$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.11$0.17$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.12$0.18$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.15$0.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.17$0.05
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.47$0.00$2.47$0.10$0.15$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.14