Civic Intelligence

Emily M Jeffers Memorial Trust Comm

990PF • Fiscal year 2017 • EIN 16-6062642

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 09, 2018

Organization Profile
C/O Nbt Bank Na 52 South BroadNorwich, NY 13815

(607) 337-6068

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-162%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$605

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 39.6% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-6.6%

Faster asset growth than 32% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-15%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$35,765

Down $2,520 (-6.6%) from 2016

Net Assets

Down

$35,765

Down $2,520 (-6.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$1,529

Down $274 (-15%) from 2016

Expenses

Up

$4,009

Up $536 (+15%) from 2016

Net Income

Down

-$2,480

Down $810 (-49%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$60K$40K$20K$0Assets 2010: $45,307Liabilities 2010: $0Net Assets 2010: $45,3072010Assets 2011: $43,493Liabilities 2011: $0Net Assets 2011: $43,4932011Assets 2012: $44,629Liabilities 2012: $0Net Assets 2012: $44,6292012Assets 2013: $41,956Liabilities 2013: $0Net Assets 2013: $41,9562013Assets 2014: $41,356Liabilities 2014: $0Net Assets 2014: $41,3562014Assets 2015: $39,951Liabilities 2015: $0Net Assets 2015: $39,9512015Assets 2016: $38,285Liabilities 2016: $0Net Assets 2016: $38,2852016Assets 2017: $35,765Liabilities 2017: $0Net Assets 2017: $35,7652017Assets 2018: $35,164Liabilities 2018: $0Net Assets 2018: $35,1642018Assets 2019: $32,830Liabilities 2019: $0Net Assets 2019: $32,8302019Assets 2020: $31,277Liabilities 2020: $0Net Assets 2020: $31,2772020Assets 2021: $31,642Liabilities 2021: $0Net Assets 2021: $31,6422021Assets 2022: $29,729Liabilities 2022: $0Net Assets 2022: $29,7292022Assets 2023: $29,389Liabilities 2023: $0Net Assets 2023: $29,3892023Assets 2024: $28,467Liabilities 2024: $0Net Assets 2024: $28,4672024

Highlighted filing

2017

Assets$35,765
Liabilities$0
Net Assets$35,765
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KExpenses 2010: $4,1322010Expenses 2011: $3,0912011Expenses 2012: $3,1132012Revenue 2013: $1,574Expenses 2013: $3,275Net Income 2013: -$1,7012013Revenue 2014: $2,611Expenses 2014: $3,211Net Income 2014: -$6002014Revenue 2015: $2,142Expenses 2015: $3,561Net Income 2015: -$1,4192015Revenue 2016: $1,803Expenses 2016: $3,473Net Income 2016: -$1,6702016Revenue 2017: $1,529Expenses 2017: $4,009Net Income 2017: -$2,4802017Revenue 2018: $3,317Expenses 2018: $3,914Net Income 2018: -$5972018Revenue 2019: $1,599Expenses 2019: $3,938Net Income 2019: -$2,3392019Revenue 2020: $2,331Expenses 2020: $3,869Net Income 2020: -$1,5382020Revenue 2021: $4,243Expenses 2021: $3,874Net Income 2021: $3692021Revenue 2022: $1,543Expenses 2022: $3,448Net Income 2022: -$1,9052022Revenue 2023: $3,214Expenses 2023: $3,555Net Income 2023: -$3412023Revenue 2024: $2,711Expenses 2024: $3,636Net Income 2024: -$9252024

Highlighted filing

2017

Revenue$1,529
Expenses$4,009
Net Income-$2,480
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$605-$605
Filing and Contact Details

Filer

Filer Name
Emily M Jeffers Memorial Trust Comm
EIN
16-6062642
Phone
6073376068
Address
C/O NBT BANK NA 52 SOUTH BROAD, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376068
Signed
2018-04-09
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 Appendix378 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0241 MAIN ST STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NBT BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07165663032
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH OF WINDSOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 36 CHAPEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WINDSOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013865
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02600
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
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02402
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0271
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0271
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02347
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0151
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03416
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01014
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02618
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01604
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt028
OtherDecreasesSchedule/OtherDecreasesDetail/Amt136
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MF TIMING DIFFERENCE SUBTRACTION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TEMPLETON ROC ASSET ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MF TIMING DIFFERENCE ADDITION
TaxesSchedule/TaxesDetail/Amt012
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/Amt218
TaxesSchedule/TaxesDetail/Amt37
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/NetInvestmentIncomeAmt218
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt37
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376068
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMILY M JEFFERS MEMORIAL TRUST COMM
ReturnHeader/Filer/BusinessNameControlTxt0EMIL
ReturnHeader/Filer/EIN0166062642
ReturnHeader/Filer/PhoneNum06073376068
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA 52 SOUTH BROAD
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04DE22CDCBB3D8303407641B08135F19ECE10C0A4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DE22CDCBB3D8303407641B08135F19ECE10C0A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.27
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/PreparationDt02018-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-04T13:00:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,765
Liabilities
$0
Net assets
$35,765
Revenue
$1,529
Expenses
$4,009
Net income
-$2,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.71$3.64$0.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$0.00$29.4$3.21$3.56$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.7$0.00$29.7$1.54$3.45$1.91
2021Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$4.24$3.87$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.3$0.00$31.3$2.33$3.87$1.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$0.00$32.8$1.60$3.94$2.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.2$0.00$35.2$3.32$3.91$0.60
2017Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$1.53$4.01$2.48
2016Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$1.80$3.47$1.67
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.0$0.00$40.0$2.14$3.56$1.42
2014Detailed filing. Detailed filing data is available for this year.$41.4$0.00$41.4$2.61$3.21$0.60
2013Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$1.57$3.28$1.70
2012Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$3.11
2011Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$3.09
2010Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$4.13