Civic Intelligence

The Clark Manor House

990PF • Fiscal year 2015 • EIN 16-0755755

Nov 01, 2014 to Oct 31, 2015 • Filed on Feb 25, 2016

318 Fort Hill AvenueCanandaigua, NY 14424

(585) 394-0965

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

69th percentile

5.8%

Faster asset growth than 69% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

45%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$5,756,380

Up $316,261 (+5.8%) from 2014

Net Assets

Up

$5,735,242

Up $319,475 (+5.9%) from 2014

Liabilities

Down

$21,138

Down $3,214 (-13%) from 2014

Revenue

Up

$1,159,443

Up $361,546 (+45%) from 2014

Expenses

Up

$839,968

Up $13,958 (+1.7%) from 2014

Net Income

Up

$319,475

Up $347,588 (+1236%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,396,308Liabilities 2010: $13,036Net Assets 2010: $5,383,2722010Assets 2011: $5,354,521Liabilities 2011: $10,304Net Assets 2011: $5,344,2172011Assets 2012: $5,459,066Liabilities 2012: $15,342Net Assets 2012: $5,443,7242012Assets 2013: $5,463,029Liabilities 2013: $19,149Net Assets 2013: $5,443,8802013Assets 2014: $5,440,119Liabilities 2014: $24,352Net Assets 2014: $5,415,7672014Assets 2015: $5,756,380Liabilities 2015: $21,138Net Assets 2015: $5,735,2422015Assets 2016: $5,797,377Liabilities 2016: $10,675Net Assets 2016: $5,786,7022016Assets 2017: $6,153,892Liabilities 2017: $15,641Net Assets 2017: $6,138,2512017Assets 2019: $6,860,707Liabilities 2019: $17,931Net Assets 2019: $6,842,7762019Assets 2020: $6,838,210Liabilities 2020: $37,097Net Assets 2020: $6,801,1132020Assets 2021: $7,569,877Liabilities 2021: $87,4242021Assets 2022: $7,700,053Liabilities 2022: $48,798Net Assets 2022: $7,651,2552022Assets 2023: $7,680,058Liabilities 2023: $89,3162023

Highlighted filing

2015

Assets$5,756,380
Liabilities$21,138
Net Assets$5,735,242

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $762,5092010Expenses 2011: $768,3882011Expenses 2012: $770,4472012Expenses 2013: $793,0872013Revenue 2014: $797,897Expenses 2014: $826,010Net Income 2014: -$28,1132014Revenue 2015: $1,159,443Expenses 2015: $839,968Net Income 2015: $319,4752015Revenue 2016: $929,491Expenses 2016: $878,031Net Income 2016: $51,4602016Revenue 2017: $1,302,860Expenses 2017: $951,311Net Income 2017: $351,5492017Revenue 2019: $1,081,827Expenses 2019: $1,029,857Net Income 2019: $51,9702019Revenue 2020: $1,110,868Expenses 2020: $1,152,531Net Income 2020: -$41,6632020Revenue 2021: $1,829,869Expenses 2021: $1,148,529Net Income 2021: $681,3402021Revenue 2022: $1,604,056Expenses 2022: $1,435,254Net Income 2022: $168,8022022Revenue 2023: $1,534,983Expenses 2023: $1,595,496Net Income 2023: -$60,5132023

Highlighted filing

2015

Revenue$1,159,443
Expenses$839,968
Net Income$319,475
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Feb 25, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN BELLVice President-$0--
ROY BEECHERManager-$0--
SALLY MAXSONPresident-$0--
GREGORY MACKAYTreasurer-$0--
DONALD CHENEYManager-$0--
BARBARA DAVISSecretary-$0--
JOYCE BRADLEYManager-$0--
SANDRA ECKHERTManager-$0--
CHRIS HUBLERManager-$0--
MARTY JONES WALLACEManager-$0--
BRIAN WHEELERManager-$0--
ROBERT GAGEManager-$0--
ROBERT PALUMBOManager-$0--
CAROL PETERSManager-$0--
JAMES EXTONManager-$0--
Filing and Contact Details

Filer

Filer Name
The Clark Manor House
EIN
16-0755755
Phone
5853940965
Address
318 FORT HILL AVENUE, CANANDAIGUA, NY 14424

Signing Officer

Name
Gregory Mackay
Title
Treasurer
Signed
2016-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Parrish & Brassie Llp
Address
108 S MAIN ST, CANANDAIGUA, NY 14424-1996
Preparer
David S Brassie CPA
Phone
5853948190
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0INCOME FROM RESIDENTS
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc1MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt0375578
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt14565
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0779300
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0380143
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01159443
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt018780
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt018780
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018780
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0411816
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0312044
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt038387
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0467254
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0467254
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0467254
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0319475
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03702572
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0312044
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0707210
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt016650
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt087827
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt087827
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0472209
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0472209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0119254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0119254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0380143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt053310
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt053310
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt053310
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt050201
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt050201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0483906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt072090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0729491
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt072090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0839968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0779300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01159443
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt072090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0729491
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt072090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0839968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51949-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61987-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1499850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3733500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt853821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3229018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt466371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3229018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt466371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6232375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9120192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100000 FHLB STEP - UP 2.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500000 FFCB 2.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500000 FHLB STEP - UP 1.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3750000 FHLB STEP - UP 1.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500000 FHLB STEP - UP 1.125%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5.4 CHEMOURS CO.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61952 CONSTELLATION BRANDS, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7500000 FHLB STEP - UP 1.75%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8500000 FHLB STEP - UP 2.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91600 MEDTRONIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0312044
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt016650
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0319475
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05735242
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05415767
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05735242
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014144

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