Civic Intelligence

Louis E and Frances Beatty Charitable Foundation

990PF • Fiscal year 2013 • EIN 16-1447310

Sep 01, 2012 to Aug 31, 2013 • Filed on Oct 23, 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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

51st percentile

$8,352

Higher top officer pay than 51% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,054,108

Up $22,152 (+2.1%) from 2012

Net Assets

Up

$1,054,108

Up $22,152 (+2.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$63,974

Down $2,865 (-4.3%) from 2012

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.

$1.5M$1.0M$500K$0Assets 2011: $1,062,305Liabilities 2011: $0Net Assets 2011: $1,062,3052011Assets 2012: $1,031,956Liabilities 2012: $0Net Assets 2012: $1,031,9562012Assets 2013: $1,054,108Liabilities 2013: $0Net Assets 2013: $1,054,1082013Assets 2014: $1,061,958Liabilities 2014: $0Net Assets 2014: $1,061,9582014Assets 2015: $1,065,726Liabilities 2015: $0Net Assets 2015: $1,065,7262015Assets 2017: $1,075,966Liabilities 2017: $0Net Assets 2017: $1,075,9662017Assets 2018: $1,070,040Liabilities 2018: $0Net Assets 2018: $1,070,0402018Assets 2019: $1,061,794Liabilities 2019: $0Net Assets 2019: $1,061,7942019Assets 2020: $1,062,352Liabilities 2020: $0Net Assets 2020: $1,062,3522020Assets 2021: $1,077,367Liabilities 2021: $0Net Assets 2021: $1,077,3672021Assets 2022: $1,051,716Liabilities 2022: $0Net Assets 2022: $1,051,7162022Assets 2023: $1,039,945Liabilities 2023: $0Net Assets 2023: $1,039,9452023Assets 2024: $1,016,063Liabilities 2024: $0Net Assets 2024: $1,016,0632024Assets 2025: $1,039,799Liabilities 2025: $0Net Assets 2025: $1,039,7992025

Highlighted filing

2013

Assets$1,054,108
Liabilities$0
Net Assets$1,054,108

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $65,3672011Expenses 2012: $66,8392012Expenses 2013: $63,9742013Revenue 2014: $76,792Expenses 2014: $70,360Net Income 2014: $6,4322014Revenue 2015: $85,281Expenses 2015: $74,476Net Income 2015: $10,8052015Revenue 2017: $113,591Expenses 2017: $74,082Net Income 2017: $39,5092017Revenue 2018: $77,836Expenses 2018: $79,635Net Income 2018: -$1,7992018Revenue 2019: $71,493Expenses 2019: $79,026Net Income 2019: -$7,5332019Revenue 2020: $79,240Expenses 2020: $75,412Net Income 2020: $3,8282020Revenue 2021: $91,211Expenses 2021: $76,200Net Income 2021: $15,0112021Revenue 2022: $58,999Expenses 2022: $82,326Net Income 2022: -$23,3272022Revenue 2023: $71,920Expenses 2023: $83,613Net Income 2023: -$11,6932023Revenue 2024: $53,068Expenses 2024: $76,881Net Income 2024: -$23,8132024Revenue 2025: $104,459Expenses 2025: $78,706Net Income 2025: $25,7532025

Highlighted filing

2013

Revenue-
Expenses$63,974
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Oct 23, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NACo Trustee-$8,352-$8,352
ROBERT WADSWORTHCo Trustee-$0--
JOHN WHEELERCo Trustee-$0--
PAUL MARQUITCo Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW BERLIN LIBRARY ASSNUNRESTRICTED CHARITABLENONENEW BERLIN, NY, US$10,913
Paid GrantSHRINERS HOSPITAL FORUNRESTRICTED CHARITABLENONETAMPA, FL, US$10,913
Paid GrantMASONIC MEDICAL RESEARCHUNRESTRICTED CHARITABLENONEUTICA, NY, US$10,913
Paid GrantPHOEBUS LODGE #82 F&AMCHARITABLE PURPOSESEXEMPTNEW BERLIN, NY, US$10,913
Paid GrantNEW BERLIN EMERGENCYGENERAL SERVICES BENEFITEXEMPTNew Berlin, NY, US$4,092
Paid GrantNEW BERLIN FIREUNRESTRICTED CHARITABLENONENEW BERLIN, NY, US$4,092
Paid GrantVILLAGE OF NEW BERLINNEW BERLIN YOUTH DAYSEXEMPTNEW BERLIN, NY, US$2,730
Filing and Contact Details

Filer

EIN
16-1447310
Raw XML AppendixShowing 400 of 955 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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ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine10PHOEBUS LODGE # 82 F & AM
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine20ATTN WILLIAM JOHNSON TREASURER
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee010/17/2013
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate02013-03-06
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose0CHARITABLE PURPOSES
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302011-10-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-09-13
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-11-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142013-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152013-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172013-01-09

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.08$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.11$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.09$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07