Civic Intelligence

Jane Johnson Wasson Charitable Trust

990PF • Fiscal year 2021 • EIN 11-6577139

May 01, 2020 to Apr 30, 2021 • Filed on Sep 08, 2021

Chemung Canal Trust CO PO Box 152Elmira, NY 14902

(607) 737-3840

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

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

2021 filings • NTEE A • <$500k nonprofits • Source year 2021

Liabilities / Revenue

48th percentile

0.00x

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

2021 filings • NTEE A • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-293%

Higher net margin than 4% of similar nonprofits.

2021 filings • NTEE A • <$500k nonprofits • Source year 2021

Top Officer Pay

75th percentile

$1,138

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 35.3% of source-year revenue.

2021 filings • NTEE A • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2021 filings • NTEE A • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

41%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • NTEE A • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$77,922

Down $9,273 (-11%) from 2020

Net Assets

Down

$77,922

Down $9,273 (-11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$3,221

Up $929 (+41%) from 2020

Expenses

Up

$12,646

Up $11,492 (+996%) from 2020

Net Income

Down

-$9,425

Down $10,563 (-928%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $80,076Liabilities 2012: $0Net Assets 2012: $80,0762012Assets 2013: $81,623Liabilities 2013: $0Net Assets 2013: $81,6232013Assets 2014: $74,483Liabilities 2014: $0Net Assets 2014: $74,4832014Assets 2015: $77,080Liabilities 2015: $0Net Assets 2015: $77,0802015Assets 2016: $78,104Liabilities 2016: $0Net Assets 2016: $78,1042016Assets 2017: $75,267Liabilities 2017: $0Net Assets 2017: $75,2672017Assets 2018: $80,758Liabilities 2018: $0Net Assets 2018: $80,7582018Assets 2019: $85,841Liabilities 2019: $0Net Assets 2019: $85,8412019Assets 2020: $87,195Liabilities 2020: $0Net Assets 2020: $87,1952020Assets 2021: $77,922Liabilities 2021: $0Net Assets 2021: $77,9222021Assets 2022: $75,943Liabilities 2022: $0Net Assets 2022: $75,9432022Assets 2023: $72,372Liabilities 2023: $0Net Assets 2023: $72,3722023Assets 2024: $70,689Liabilities 2024: $0Net Assets 2024: $70,6892024Assets 2025: $69,369Liabilities 2025: $0Net Assets 2025: $69,3692025

Highlighted filing

2021

Assets$77,922
Liabilities$0
Net Assets$77,922

Operations Trend

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

$20K$10K$0-$10KExpenses 2012: $5,5612012Revenue 2013: $3,049Expenses 2013: $1,502Net Income 2013: $1,5472013Revenue 2014: $4,316Expenses 2014: $11,456Net Income 2014: -$7,1402014Revenue 2015: $8,547Expenses 2015: $5,950Net Income 2015: $2,5972015Revenue 2016: $3,300Expenses 2016: $6,195Net Income 2016: -$2,8952016Revenue 2017: $5,960Expenses 2017: $9,815Net Income 2017: -$3,8552017Revenue 2018: $10,418Expenses 2018: $6,784Net Income 2018: $3,6342018Revenue 2019: $6,822Expenses 2019: $2,549Net Income 2019: $4,2732019Revenue 2020: $2,292Expenses 2020: $1,154Net Income 2020: $1,1382020Revenue 2021: $3,221Expenses 2021: $12,646Net Income 2021: -$9,4252021Revenue 2022: $3,237Expenses 2022: $5,209Net Income 2022: -$1,9722022Revenue 2023: $2,252Expenses 2023: $6,207Net Income 2023: -$3,9552023Revenue 2024: $2,582Expenses 2024: $4,315Net Income 2024: -$1,7332024Revenue 2025: $3,614Expenses 2025: $5,100Net Income 2025: -$1,4862025

Highlighted filing

2021

Revenue$3,221
Expenses$12,646
Net Income-$9,425
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Sep 8, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,138-$1,138
JAMES SCALESCommittee Member-$0--
JOHN SCANLONCommittee Member-$0--
JEFFREY SWEETCommittee Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVETERANS MEMORIAL PARK VILLAGE OF ENDICOTTMONUMENT PRESERVATION ANDNCENDICOTT, NY, US$2,925
Paid GrantAMERICAN LEGION POST 82MONUMENT PRESERVATION ANDNCENDICOTT, NY, US$2,122
Paid GrantAMERICAN LEGION POST 1390MONUMENT PRESERVATION ANDNCENDICOTT, NY, US$2,122
Paid GrantVETERANS MEMORIAL PARK MONUMENT COMMITTEMONUMENT PRESERVATION ANDNCENDWELL, NY, US$2,122
Filing and Contact Details

Filer

Filer Name
Jane Johnson Wasson Charitable Trust
EIN
11-6577139
Phone
6077373840
Address
CHEMUNG CANAL TRUST CO PO BOX 152, ELMIRA, NY 14902

Signing Officer

Name
Catherine B Crandall
Title
Senior VP
Phone
6077373840
Signed
2021-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Raw XML AppendixShowing 400 of 416 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MONUMENT PRESERVATION AND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VETERANS MEMORIAL PARK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VETERANS MEMORIAL PARK MONUMENT COMMITTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0VILLAGE OF ENDICOTT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11305 RIVERSIDE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22415 UNION CENTER MAINE HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3858 JON LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ENDICOTT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ENDICOTT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0863
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt04862
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010155
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt04862
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03740
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04430
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS EPTL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0152
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX COST TO BOOK VALUE ADJ ON SALES
TaxesSchedule/TaxesDetail/Amt01459
TaxesSchedule/TaxesDetail/Amt16
TaxesSchedule/TaxesDetail/Amt22
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES (NOT SUBJECT TO $1
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED DIV
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE B CRANDALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06077373840
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JANE JOHNSON WASSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WASS
ReturnHeader/Filer/EIN0116577139
ReturnHeader/Filer/PhoneNum06077373840
ReturnHeader/Filer/USAddress/AddressLine1Txt0CHEMUNG CANAL TRUST CO PO BOX 152
ReturnHeader/Filer/USAddress/CityNm0ELMIRA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$3.61$5.10$1.49
2024Detailed filing. Detailed filing data is available for this year.$70.7$0.00$70.7$2.58$4.32$1.73
2023Detailed filing. Detailed filing data is available for this year.$72.4$0.00$72.4$2.25$6.21$3.96
2022Detailed filing. Detailed filing data is available for this year.$75.9$0.00$75.9$3.24$5.21$1.97
2021Detailed filing. Detailed filing data is available for this year.$77.9$0.00$77.9$3.22$12.6$9.43
2020Detailed filing. Detailed filing data is available for this year.$87.2$0.00$87.2$2.29$1.15$1.14
2019Detailed filing. Detailed filing data is available for this year.$85.8$0.00$85.8$6.82$2.55$4.27
2018Detailed filing. Detailed filing data is available for this year.$80.8$0.00$80.8$10.4$6.78$3.63
2017Detailed filing. Detailed filing data is available for this year.$75.3$0.00$75.3$5.96$9.82$3.86
2016Detailed filing. Detailed filing data is available for this year.$78.1$0.00$78.1$3.30$6.20$2.90
2015Detailed filing. Detailed filing data is available for this year.$77.1$0.00$77.1$8.55$5.95$2.60
2014Detailed filing. Detailed filing data is available for this year.$74.5$0.00$74.5$4.32$11.5$7.14
2013Detailed filing. Detailed filing data is available for this year.$81.6$0.00$81.6$3.05$1.50$1.55
2012Detailed filing. Detailed filing data is available for this year.$80.1$0.00$80.1$5.56