Civic Intelligence

B William Mahoney Charitable Trust

990PF • Fiscal year 2022 • EIN 14-6186780

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 23, 2023

Organization Profile
C/O Nbt Bank Na 52 S 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

75th percentile

0.00x

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.00x

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Net Margin

15th percentile

-85%

Higher net margin than 15% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$1,775

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 33.8% of source-year revenue.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

40th percentile

-4.9%

Faster asset growth than 40% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-48%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$86,064

Down $4,467 (-4.9%) from 2021

Net Assets

Down

$86,064

Down $4,467 (-4.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin15th percentile

Revenue

Down

$5,244

Down $4,761 (-48%) from 2021

Expenses

Up

$9,713

Up $974 (+11%) from 2021

Net Income

Down

-$4,469

Down $5,735 (-453%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2011: $109,957Liabilities 2011: $0Net Assets 2011: $109,9572011Assets 2012: $106,471Liabilities 2012: $0Net Assets 2012: $106,4712012Assets 2013: $104,846Liabilities 2013: $0Net Assets 2013: $104,8462013Assets 2014: $104,350Liabilities 2014: $0Net Assets 2014: $104,3502014Assets 2015: $101,504Liabilities 2015: $0Net Assets 2015: $101,5042015Assets 2017: $94,830Liabilities 2017: $0Net Assets 2017: $94,8302017Assets 2018: $96,181Liabilities 2018: $0Net Assets 2018: $96,1812018Assets 2019: $93,333Liabilities 2019: $0Net Assets 2019: $93,3332019Assets 2020: $89,267Liabilities 2020: $0Net Assets 2020: $89,2672020Assets 2021: $90,531Liabilities 2021: $0Net Assets 2021: $90,5312021Assets 2022: $86,064Liabilities 2022: $0Net Assets 2022: $86,0642022Assets 2023: $86,456Liabilities 2023: $0Net Assets 2023: $86,4562023Assets 2024: $83,768Liabilities 2024: $0Net Assets 2024: $83,7682024Assets 2025: $82,771Liabilities 2025: $0Net Assets 2025: $82,7712025

Highlighted filing

2022

Assets$86,064
Liabilities$0
Net Assets$86,064
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2011: $11,2672011Expenses 2012: $7,4972012Expenses 2013: $6,8602013Revenue 2014: $5,851Expenses 2014: $6,347Net Income 2014: -$4962014Revenue 2015: $5,618Expenses 2015: $8,464Net Income 2015: -$2,8462015Revenue 2017: $3,012Expenses 2017: $7,951Net Income 2017: -$4,9392017Revenue 2018: $7,612Expenses 2018: $6,259Net Income 2018: $1,3532018Revenue 2019: $5,139Expenses 2019: $7,987Net Income 2019: -$2,8482019Revenue 2020: $6,426Expenses 2020: $10,492Net Income 2020: -$4,0662020Revenue 2021: $10,005Expenses 2021: $8,739Net Income 2021: $1,2662021Revenue 2022: $5,244Expenses 2022: $9,713Net Income 2022: -$4,4692022Revenue 2023: $6,638Expenses 2023: $6,239Net Income 2023: $3992023Revenue 2024: $4,347Expenses 2024: $7,033Net Income 2024: -$2,6862024Revenue 2025: $6,453Expenses 2025: $7,451Net Income 2025: -$9982025

Highlighted filing

2022

Revenue$5,244
Expenses$9,713
Net Income-$4,469
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 23, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$1,775-$1,775
Filing and Contact Details

Filer

Filer Name
B William Mahoney Charitable Trust
EIN
14-6186780
Phone
6073376191
Address
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2023-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix360 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/GrantOrContributionPurposeTxt2SCHOLARSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST BONAVENTURE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SUNY ADIRONDACK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0FBO JOHNATHAN FREEBERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1FBO MARIA MANGINI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2FBO HAILEY ST JOHN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt025 LOMB MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 2448
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2640 BAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST BONAVENTURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2QUEENSBURY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114778
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212804
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06924
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06779
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03092
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01102
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01770
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07881
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01102
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03092
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01990
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/Amt1120
TaxesSchedule/TaxesDetail/Amt233
TaxesSchedule/TaxesDetail/Amt315
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt233
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt315
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376191
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0B WILLIAM MAHONEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MAHO
ReturnHeader/Filer/EIN0146186780
ReturnHeader/Filer/PhoneNum06073376191
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA 52 S BROAD ST
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-02-03T13:00:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,064
Liabilities
$0
Net assets
$86,064
Revenue
$5,244
Expenses
$9,713
Net income
-$4,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.06$0.07$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.05$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.11