Civic Intelligence

Romer C Borst Tr UW FBO Pearl River High School Scholarship Fund 2

990PF • Fiscal year 2015 • EIN 13-6591416

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
C/O Nbt Bank Na 52 South Broad StNorwich, NY 13815

(607) 337-6191

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

6th percentile

-137%

Higher net margin than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$515

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-6.3%

Faster asset growth than 32% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$34,038

Down $2,291 (-6.3%) from 2014

Net Assets

Down

$34,038

Down $2,291 (-6.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$1,690

Down $732 (-30%) from 2014

Expenses

Up

$3,997

Up $1,252 (+46%) from 2014

Net Income

Down

-$2,307

Down $1,984 (-614%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$40K$30K$20K$10K$0Assets 2010: $39,592Liabilities 2010: $0Net Assets 2010: $39,5922010Assets 2011: $38,077Liabilities 2011: $0Net Assets 2011: $38,0772011Assets 2012: $38,412Liabilities 2012: $0Net Assets 2012: $38,4122012Assets 2013: $36,652Liabilities 2013: $0Net Assets 2013: $36,6522013Assets 2014: $36,329Liabilities 2014: $0Net Assets 2014: $36,3292014Assets 2015: $34,038Liabilities 2015: $0Net Assets 2015: $34,0382015Assets 2018: $30,590Liabilities 2018: $0Net Assets 2018: $30,5902018Assets 2019: $30,401Liabilities 2019: $0Net Assets 2019: $30,4012019Assets 2020: $29,144Liabilities 2020: $0Net Assets 2020: $29,1442020Assets 2021: $29,127Liabilities 2021: $0Net Assets 2021: $29,1272021Assets 2022: $26,892Liabilities 2022: $0Net Assets 2022: $26,8922022Assets 2023: $25,452Liabilities 2023: $0Net Assets 2023: $25,4522023Assets 2024: $24,430Liabilities 2024: $0Net Assets 2024: $24,4302024

Highlighted filing

2015

Assets$34,038
Liabilities$0
Net Assets$34,038
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$4.0K$2.0K$0-$2.0K-$4.0KExpenses 2010: $2,0772010Expenses 2011: $2,5612011Expenses 2012: $2,4502012Revenue 2013: $1,230Expenses 2013: $2,615Net Income 2013: -$1,3852013Revenue 2014: $2,422Expenses 2014: $2,745Net Income 2014: -$3232014Revenue 2015: $1,690Expenses 2015: $3,997Net Income 2015: -$2,3072015Revenue 2018: $2,317Expenses 2018: $2,790Net Income 2018: -$4732018Revenue 2019: $1,902Expenses 2019: $2,094Net Income 2019: -$1922019Revenue 2020: $1,965Expenses 2020: $3,213Net Income 2020: -$1,2482020Revenue 2021: $3,156Expenses 2021: $3,171Net Income 2021: -$152021Revenue 2022: $1,243Expenses 2022: $3,474Net Income 2022: -$2,2312022Revenue 2023: $1,697Expenses 2023: $3,137Net Income 2023: -$1,4402023Revenue 2024: $2,040Expenses 2024: $3,059Net Income 2024: -$1,0192024

Highlighted filing

2015

Revenue$1,690
Expenses$3,997
Net Income-$2,307
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$515-$515
Filing and Contact Details

Filer

Filer Name
TW ROMER C BORST -FUND #2 24245110
EIN
13-6591416
Phone
6073376191
Address
C/O NBT BANK NA 52 SOUTH BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Diego Restrepo
Phone
7327679100
Raw XML Appendix378 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2112.054 VANGUARD HIGH YIELD CORP-ADM
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IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03492
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt012
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03492
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0241 MAIN ST STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0142032703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NBT BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07165663024
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIV OF SOUTH CAROLINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0FOR JULIANNA MADIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0516 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01940
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01552
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03492
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0116
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01552
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME PAID IN 2016 TAXED IN 2015
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS EPTL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt038
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME PAID IN 2015 TAXED IN 2014
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt114
TaxesSchedule/TaxesDetail/Amt27
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt27
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376191
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TW ROMER C BORST -FUND #2 24245110
ReturnHeader/Filer/BusinessNameControlTxt0BORS
ReturnHeader/Filer/EIN0136591416
ReturnHeader/Filer/PhoneNum06073376191
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA 52 SOUTH BROAD ST
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIEGO RESTREPO
ReturnHeader/ReturnTs02016-05-11T13:00:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,038
Liabilities
$0
Net assets
$34,038
Revenue
$1,690
Expenses
$3,997
Net income
-$2,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$2.04$3.06$1.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$0.00$25.5$1.70$3.14$1.44
2022Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$1.24$3.47$2.23
2021Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$3.16$3.17$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$29.1$1.97$3.21$1.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.00$30.4$1.90$2.09$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$0.00$30.6$2.32$2.79$0.47
2015Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$1.69$4.00$2.31
2014Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$2.42$2.75$0.32
2013Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$1.23$2.62$1.39
2012Detailed filing. Detailed filing data is available for this year.$38.4$0.00$38.4$2.45
2011Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$2.56
2010Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$2.08