Civic Intelligence

The Nicholas Charitable Trust 001183

990PF • Fiscal year 2012 • EIN 14-6197843

Jan 01, 2012 to Dec 31, 2012 • Filed on May 05, 2013

C/O Nbt Bank Na 52 S Broad St13815
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

86th percentile

$19,958

Higher top officer pay than 86% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,149,573

Up $7,457 (+0.3%) from 2011

Net Assets

Up

$2,149,573

Up $7,457 (+0.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$130,820

Up $19,330 (+17%) from 2011

Net Income

-

No earlier filing loaded for comparison.

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 2010: $2,174,989Liabilities 2010: $0Net Assets 2010: $2,174,9892010Assets 2011: $2,142,116Liabilities 2011: $0Net Assets 2011: $2,142,1162011Assets 2012: $2,149,573Liabilities 2012: $0Net Assets 2012: $2,149,5732012Assets 2013: $2,098,403Liabilities 2013: $0Net Assets 2013: $2,098,4032013Assets 2014: $2,080,422Liabilities 2014: $0Net Assets 2014: $2,080,4222014Assets 2015: $2,044,142Liabilities 2015: $0Net Assets 2015: $2,044,1422015Assets 2016: $1,998,694Liabilities 2016: $0Net Assets 2016: $1,998,6942016Assets 2017: $1,955,155Liabilities 2017: $0Net Assets 2017: $1,955,1552017Assets 2018: $1,909,538Liabilities 2018: $0Net Assets 2018: $1,909,5382018Assets 2019: $1,939,706Liabilities 2019: $0Net Assets 2019: $1,939,7062019Assets 2020: $1,903,214Liabilities 2020: $0Net Assets 2020: $1,903,2142020Assets 2021: $1,957,404Liabilities 2021: $0Net Assets 2021: $1,957,4042021Assets 2022: $1,879,250Liabilities 2022: $0Net Assets 2022: $1,879,2502022Assets 2023: $1,875,439Liabilities 2023: $0Net Assets 2023: $1,875,4392023Assets 2024: $1,881,723Liabilities 2024: $0Net Assets 2024: $1,881,7232024

Highlighted filing

2012

Assets$2,149,573
Liabilities$0
Net Assets$2,149,573

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $71,7722010Expenses 2011: $111,4902011Expenses 2012: $130,8202012Revenue 2013: $86,638Expenses 2013: $137,808Net Income 2013: -$51,1702013Revenue 2014: $119,561Expenses 2014: $137,542Net Income 2014: -$17,9812014Revenue 2015: $103,805Expenses 2015: $139,961Net Income 2015: -$36,1562015Revenue 2016: $74,669Expenses 2016: $120,185Net Income 2016: -$45,5162016Revenue 2017: $91,905Expenses 2017: $135,475Net Income 2017: -$43,5702017Revenue 2018: $90,695Expenses 2018: $136,050Net Income 2018: -$45,3552018Revenue 2019: $157,496Expenses 2019: $126,651Net Income 2019: $30,8452019Revenue 2020: $97,854Expenses 2020: $129,347Net Income 2020: -$31,4932020Revenue 2021: $186,458Expenses 2021: $134,063Net Income 2021: $52,3952021Revenue 2022: $72,074Expenses 2022: $152,554Net Income 2022: -$80,4802022Revenue 2023: $131,391Expenses 2023: $134,996Net Income 2023: -$3,6052023Revenue 2024: $139,638Expenses 2024: $133,282Net Income 2024: $6,3562024

Highlighted filing

2012

Revenue-
Expenses$130,820
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 5, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$19,958-$19,958
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFULTON CTY REGIONAL CHAMBERUNRESTRICTED- GENERALEXEMPTGLOVERSVILLE, NY, US$17,686
Paid GrantGLOVERSVILLE THEATRE CORPORATIONUNRESTRICTED-GENERALEXEMPTGLOVERSVILLE, NY, US$17,686
Paid GrantFULTON COUNTY YMCAUNRESTRICTED- GENERALEXEMPTJOHNSTOWN, NY, US$16,507
Paid GrantGLOVERSVILLE LIBRARY FOUNDATION INCUNRESTRICTED-GENERALEXEMPTGLOVERSVILLE, NY, US$16,507
Paid GrantSENIOR CITIZEN SERVICE CENTERUNRESTRICTED- GENERALEXEMPTGLOVERSVILLE, NY, US$16,507
Paid GrantMOUNTAIN VALLEY HOSPICEUNRESTRICTED - GENERALEXEMPTGLOVERSVILLE, NY, US$16,507
Paid GrantCHURCH OF THE HOLY SPIRITUNRESTRICTED- GENERALEXEMPTGLOVERSVILLE, NY, US$1,500
Paid GrantJAMES A BRENNAN MEMORIAL HUMANE SOCIUNRESTRICTED-GENERALEXEMPTGLOVERSVILLE, NY, US$1,000
Paid GrantEDINBURG BIBLE CHURCHUNRESTRICTED-GENERALEXEMPTNORTHVILLE, NY, US$1,000
Paid GrantGLOVERSVILLE COUNCIL OF CHURCHESUNRESTRICTED- GENERALEXEMPTJOHNSTOWN, NY, US$1,000
Paid GrantFIRST PRESBYTERIAN CHURCH GLOVERSVILUNRESTRICTED-GENERALEXEMPTGLOVERSVILLE, NY, US$1,000
Paid GrantSALVATION ARMYUNRESTRICTED - GENERALEXEMPTGLOVERSVILLE, NY, US$500
Paid GrantCHURCH OF JESUS CHRIST OFUNRESTRICTED-GENERALEXEMPTAMSTERDAM, NY, US$500
Paid GrantJEHOVAS WITNESSES OF GLOVERSVILLEUNRESTRICTED- GENERALEXEMPTGLOVERSVILLE, NY, US$500
Paid GrantST JOHN'S EPISCOPAL CHURCH OFUNRESTRICTED- GENERALEXEMPTJOHNSTOWN, NY, US$500
Paid GrantWESLEYAN CHURCHUNRESTRICTED-GENERALEXEMPTGLOVERSVILLE, NY, US$500
Paid GrantFOOTHILLS UNITED METHODIST CHURCHUNRESTRICTED-GENERALEXEMPTGLOVERSVILLE, NY, US$500
Filing and Contact Details

Filer

EIN
14-6197843
Raw XML AppendixShowing 400 of 709 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV126384
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0JP MORGAN CHASE 3.15% 7/5/2016
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1WELLS FARGO 2.625% 12/15/2016
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-12-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-12-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141.19 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset212.24 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset341.42 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset412.37 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset541.66 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset613.01 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset741.9 GNMA II PL #003075 6.000% 4/20/16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset812.06 GNMA PL #354721 6.500% 12/15/23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2060.98 GNMA PL #354721 6.500% 12/15/23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2211.23 GNMA PL #354721 6.500% 12/15/23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2411.46 GNMA PL #354721 6.500% 12/15/23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2529.55 GNMA II PL #003075 6.000% 4/20/16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27853.242 VANGUARD INTM TERM TREAS-ADM
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02149573
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02142116
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02149573
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation019958
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0NBT BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1052 SOUTH BROAD STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NORWICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.14$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.19$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.10$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.09$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.09$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.07$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.10$0.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.12$0.14$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.09$0.14$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.11
2010Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.07