Civic Intelligence

Bjeffery Ebbels Memorial Scholarship Trust

990PF • Fiscal year 2020 • EIN 16-1074649

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization Profile
277 Thompson BlvdWatertown, NY 13601

(315) 777-2167

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-15614%

Higher net margin than 1% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-42%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$6,594

Down $1,093 (-14%) from 2019

Net Assets

Down

$6,594

Down $1,093 (-14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$7

Down $5 (-42%) from 2019

Expenses

Down

$1,100

Down $950 (-46%) from 2019

Net Income

Up

-$1,093

Up $945 (+46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$15K$10K$5.0K$0Assets 2010: $13,807Liabilities 2010: $0Net Assets 2010: $13,8072010Assets 2011: $11,605Liabilities 2011: $0Net Assets 2011: $11,6052011Assets 2012: $10,844Liabilities 2012: $12012Assets 2013: $10,859Liabilities 2013: $0Net Assets 2013: $10,8592013Assets 2014: $10,622Liabilities 2014: $0Net Assets 2014: $10,6222014Assets 2015: $10,577Liabilities 2015: $0Net Assets 2015: $10,5772015Assets 2016: $10,145Liabilities 2016: $0Net Assets 2016: $10,1452016Assets 2017: $9,710Liabilities 2017: $0Net Assets 2017: $9,7102017Assets 2018: $9,725Liabilities 2018: $0Net Assets 2018: $9,7252018Assets 2019: $7,687Liabilities 2019: $0Net Assets 2019: $7,6872019Assets 2020: $6,594Liabilities 2020: $0Net Assets 2020: $6,5942020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$6,594
Liabilities$0
Net Assets$6,594
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $1,2502010Expenses 2011: $2,2502011Revenue 2012: $23Expenses 2012: $784Net Income 2012: -$7612012Revenue 2013: $15Expenses 2013: $0Net Income 2013: $152013Revenue 2014: $13Expenses 2014: $250Net Income 2014: -$2372014Revenue 2015: $305Expenses 2015: $350Net Income 2015: -$452015Revenue 2016: $18Expenses 2016: $450Net Income 2016: -$4322016Revenue 2017: $15Expenses 2017: $450Net Income 2017: -$4352017Revenue 2018: $15Expenses 2018: $0Net Income 2018: $152018Revenue 2019: $12Expenses 2019: $2,050Net Income 2019: -$2,0382019Revenue 2020: $7Expenses 2020: $1,100Net Income 2020: -$1,0932020Revenue 2021: $2Expenses 2021: $6,596Net Income 2021: -$6,5942021

Highlighted filing

2020

Revenue$7
Expenses$1,100
Net Income-$1,093
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE E ATKINSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bjeffery Ebbels Memorial
EIN
16-1074649
Phone
3157772167
Address
277 THOMPSON BLVD, WATERTOWN, NY 13601

Signing Officer

Name
Leslie E Atkinson
Title
Trustee
Phone
3157772167
Signed
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Whalen Davey & Looney CPA Llp
Address
31 GLENN STREET, MASSENA, NY 13662
Preparer
Patrick J Dowdle CPA
Phone
3157692200
Raw XML Appendix184 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04204
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04204
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt063
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0207
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04141
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0true
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0true
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02017
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LESLIE E ATKINSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum03157772167
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0769
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IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0371
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0371
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0976
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0371
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BorrowerPersonNm0LESLIE E ATKINSON
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BorrowerTitleTxt0TRUSTEE
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03157772167
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BJEFFERY EBBELS MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BJEF
ReturnHeader/Filer/EIN0161074649
ReturnHeader/Filer/PhoneNum03157772167
ReturnHeader/Filer/USAddress/AddressLine1Txt0277 THOMPSON BLVD
ReturnHeader/Filer/USAddress/CityNm0WATERTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0150614604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALEN DAVEY & LOONEY CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 GLENN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASSENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013662
ReturnHeader/PreparerPersonGrp/PhoneNum03157692200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J DOWDLE CPA
ReturnHeader/ReturnTs02021-11-05T13:00:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ATKINSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,594
Liabilities
$0
Net assets
$6,594
Revenue
$7
Expenses
$1,100
Net income
-$1,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$6.60$6.59
2020Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.01$1.10$1.09
2019Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.01$2.05$2.04
2018Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$0.02$0.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$0.02$0.45$0.44
2016Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.02$0.45$0.43
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.31$0.35$0.05
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.01$0.25$0.24
2013Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.02$0.00$0.02
2012Summary only. Only limited summary data is available for this year.$10.8$0.00$0.02$0.78$0.76
2011Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$2.25
2010Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$1.25