Civic Intelligence

Sherman Harriet M Mem Tr UW 31V013012

990 • Fiscal year 2019 • EIN 03-6010182

Jan 01, 2019 to Dec 31, 2019

Buffalo, NY
Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Net Margin

65th percentile

23%

Higher net margin than 65% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

54th percentile

1.6%

Faster asset growth than 54% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-7.7%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,065,835

Up $31,634 (+1.6%) from 2018

Net Assets

Up

$2,065,835

Up $31,634 (+1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$132,865

Down $11,130 (-7.7%) from 2018

Expenses

Down

$102,318

Down $6,728 (-6.2%) from 2018

Net Income

Down

$30,547

Down $4,402 (-13%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,034,201Liabilities 2018: $0Net Assets 2018: $2,034,2012018Assets 2019: $2,065,835Liabilities 2019: $0Net Assets 2019: $2,065,8352019Assets 2020: $2,019,964Liabilities 2020: $0Net Assets 2020: $2,019,9642020Assets 2021: $2,167,252Liabilities 2021: $0Net Assets 2021: $2,167,2522021Assets 2022: $2,194,200Liabilities 2022: $0Net Assets 2022: $2,194,2002022Assets 2023: $2,292,079Liabilities 2023: $0Net Assets 2023: $2,292,0792023Assets 2024: $2,349,444Liabilities 2024: $0Net Assets 2024: $2,349,4442024

Highlighted filing

2019

Assets$2,065,835
Liabilities$0
Net Assets$2,065,835

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $143,995Expenses 2018: $109,046Net Income 2018: $34,9492018Revenue 2019: $132,865Expenses 2019: $102,318Net Income 2019: $30,5472019Revenue 2020: $51,760Expenses 2020: $99,787Net Income 2020: -$48,0272020Revenue 2021: $250,333Expenses 2021: $103,042Net Income 2021: $147,2912021Revenue 2022: $126,299Expenses 2022: $99,875Net Income 2022: $26,4242022Revenue 2023: $196,070Expenses 2023: $98,841Net Income 2023: $97,2292023Revenue 2024: $161,615Expenses 2024: $103,310Net Income 2024: $58,3052024

Highlighted filing

2019

Revenue$132,865
Expenses$102,318
Net Income$30,547
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Mission and Program Overview

Mission

Trust operates exclusively to make distributions to the New England Kurn Hattin Homes, also known as the Kurn Hattin Homes for Children, in Westminster, Vermont, for the permanent support and maintenance of the said institution.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings