Civic Intelligence

Edna a Blersch Trust 43P022015

990PF • Fiscal year 2024 • EIN 06-6488055

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 29, 2025

Organization Profile
PO Box 1504Buffalo, NY 14240

(802) 872-6852

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.00x

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

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Net Margin

69th percentile

31%

Higher net margin than 69% of similar nonprofits.

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$6,472

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Asset Growth

57th percentile

2.4%

Faster asset growth than 57% of similar nonprofits.

2024 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-65%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$514,199

Up $12,035 (+2.4%) from 2023

Net Assets

Up

$514,199

Up $12,035 (+2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin69th percentile

Revenue

Down

$41,421

Down $76,558 (-65%) from 2023

Expenses

Up

$28,776

Up $1,008 (+3.6%) from 2023

Net Income

Down

$12,645

Down $77,566 (-86%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2019: $327,689Liabilities 2019: $02019Assets 2020: $355,075Liabilities 2020: $0Net Assets 2020: $355,0752020Assets 2021: $405,411Liabilities 2021: $0Net Assets 2021: $405,4112021Assets 2022: $412,078Liabilities 2022: $0Net Assets 2022: $412,0782022Assets 2023: $502,164Liabilities 2023: $0Net Assets 2023: $502,1642023Assets 2024: $514,199Liabilities 2024: $0Net Assets 2024: $514,1992024

Highlighted filing

2024

Assets$514,199
Liabilities$0
Net Assets$514,199
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $26,935Expenses 2019: $36,466Net Income 2019: -$9,5312019Revenue 2020: $71,145Expenses 2020: $43,690Net Income 2020: $27,4552020Revenue 2021: $89,327Expenses 2021: $38,937Net Income 2021: $50,3902021Revenue 2022: $36,872Expenses 2022: $30,222Net Income 2022: $6,6502022Revenue 2023: $117,979Expenses 2023: $27,768Net Income 2023: $90,2112023Revenue 2024: $41,421Expenses 2024: $28,776Net Income 2024: $12,6452024

Highlighted filing

2024

Revenue$41,421
Expenses$28,776
Net Income$12,645
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,472-$6,472
Filing and Contact Details

Filer

Filer Name
Edna a Blersch Trust
EIN
06-6488055
Phone
8028726852
Address
PO BOX 1504, BUFFALO, NY 14240

Signing Officer

Name
Manufacturers Traders Trust Co
Title
SVP
Phone
8028726852
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Sandra Murphy
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8736752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88411512478 HARBOR LG-CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8945775L408 T ROWE PRICE LG-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90461418444 WCM FOCUSED INT'L GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91464287598 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92464287614 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9346432F339 ISHARES MSCI USA QUA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9446434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9546625H100 JPMORGAN CHASE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9856823396 BAILLIE GIFFORD EMERG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102617446448 MORGAN STANLEY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103681919106 OMNICOM GROUP INC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10468389X105 ORACLE CORPORATION C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10570450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106713448108 PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1078.7611999999 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10988160R101 TESLA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1119158106 AIR PRODUCTS & CHEMICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11292828N593 VIRTUS KAR SMALL-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11397181C332 WILMINGTON GLOBAL AL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11497181C431 WILMINGTON REAL ASSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11597181C787 WILMINGTON INTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117009158106 AIR PRODUCTS & CHEMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11809290D101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11987612E106 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12056065F282 NYLI PINESTONE US EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122056823396 BAILLIE GIFFORD EMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12614064D774 FT BHVRL SM CAP GRW-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128G6700G107 NVENT ELECTRIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12900770X675 PZENA EMERG MKTS VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130025537101 AMERICAN ELECTRIC PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131060505104 BANK AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133053484101 AVALONBAY COMMUNITIE
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-02-13
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392024-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462022-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472022-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512001-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542022-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552023-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562023-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572001-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582001-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612024-08-29

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Filings

Displayed year

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

Open filing
Assets
$514,199
Liabilities
$0
Net assets
$514,199
Revenue
$41,421
Expenses
$28,776
Net income
$12,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.41$0.29$0.13
2023Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$1.18$0.28$0.90
2022Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.37$0.30$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.89$0.39$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.71$0.44$0.27
2019Summary only. Only limited summary data is available for this year.$3.28$0.00$0.27$0.36$0.10