Civic Intelligence

Trust UW Clara a March

EIN 16-6119078 • Buffalo, NY

779 Washington StreetBuffalo, NY 14203
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

50th percentile

2.5%

Faster asset growth than 50% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

124%

Faster revenue growth than 91% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,793,611

Up $43,208 (+2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,793,611

Up $43,208 (+2.5%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin72nd percentile

Revenue

Up

$132,510

Up $73,276 (+124%) from 2023

Expenses

Up

$104,486

Up $179 (+0.2%) from 2023

Net Income

Up

$28,024

Up $73,097 (+162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,227,954Liabilities 2011: $02011Assets 2012: $1,685,908Liabilities 2012: $02012Assets 2013: $1,853,306Liabilities 2013: $02013Assets 2014: $1,798,054Liabilities 2014: $02014Assets 2015: $1,678,798Liabilities 2015: $02015Assets 2016: $1,759,385Liabilities 2016: $0Net Assets 2016: $1,759,3852016Assets 2019: $1,725,125Liabilities 2019: $02019Assets 2020: $1,732,192Liabilities 2020: $0Net Assets 2020: $1,732,1922020Assets 2021: $1,919,702Liabilities 2021: $0Net Assets 2021: $1,919,7022021Assets 2022: $1,650,333Liabilities 2022: $0Net Assets 2022: $1,650,3332022Assets 2023: $1,750,403Liabilities 2023: $0Net Assets 2023: $1,750,4032023Assets 2024: $1,793,611Liabilities 2024: $0Net Assets 2024: $1,793,6112024

Highlighted filing

2024

Assets$1,793,611
Liabilities$0
Net Assets$1,793,611
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $49,858Expenses 2011: $65,403Net Income 2011: -$15,5452011Revenue 2012: $374,619Expenses 2012: $17,991Net Income 2012: $356,6282012Revenue 2013: $94,979Expenses 2013: $149,783Net Income 2013: -$54,8042013Revenue 2014: $105,555Expenses 2014: $90,342Net Income 2014: $15,2132014Revenue 2015: $49,646Expenses 2015: $89,665Net Income 2015: -$40,0192015Revenue 2016: $75,408Expenses 2016: $103,125Net Income 2016: -$27,7172016Revenue 2019: $65,832Expenses 2019: $109,674Net Income 2019: -$43,8422019Revenue 2020: $46,636Expenses 2020: $101,569Net Income 2020: -$54,9332020Revenue 2021: $162,876Expenses 2021: $91,786Net Income 2021: $71,0902021Revenue 2022: $85,893Expenses 2022: $123,843Net Income 2022: -$37,9502022Revenue 2023: $59,234Expenses 2023: $104,307Net Income 2023: -$45,0732023Revenue 2024: $132,510Expenses 2024: $104,486Net Income 2024: $28,0242024

Highlighted filing

2024

Revenue$132,510
Expenses$104,486
Net Income$28,024
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,793,611
Liabilities
$0
Net assets
$1,793,611
Revenue
$132,510
Expenses
$104,486
Net income
$28,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.06$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.09$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.16$0.09$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.05$0.10$0.05
2019Summary only. Only limited summary data is available for this year.$1.73$0.00$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.08$0.10$0.03
2015Summary only. Only limited summary data is available for this year.$1.68$0.00$0.05$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$1.80$0.00$0.11$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$1.85$0.00$0.09$0.15$0.05
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.37$0.02$0.36
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.05$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT STEVENSONTrustee-$0--
TUCKER MCCARTHYTrustee-$0--
STEVEN CALZITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust Uw Clara a March
EIN
16-6119078
Phone
7168837800
Address
779 WASHINGTON STREET, BUFFALO, NY 14203

Signing Officer

Name
Tucker Mccarthy
Title
Trustee
Phone
7168837800
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Chiampou Travis Besaw & Kershner Llp
Address
45 BRYANT WOODS NORTH, AMHERST, NY 14228
Preparer
Lisa Laroussi
Phone
7166302400
Raw XML Appendix311 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART IX-A, PART XV - LINES 2 AND 3, PART XVI-B
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0STATEMENT OF PURPOSE OF GRANT OR CONTRIBUTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT OF PURPOSE OF GRANT OR CONTRIBUTIONTHIS TRUST WAS ESTABLISHED UNDER THE LAST WILL AND TESTAMENT OF CLARA MARCH, DECEASED(ARTICLE FIFTEENTH) WHICH READS AS FOLLOWS, "I GIVE, DEVISE AND BEQUEATH THE REST, RESIDUE AND REMAINDER OF MY ESTATE TO MY TRUSTEES IN TRUST NEVERTHELESS FOR THE FOLLOWING USES AND PURPOSES.THE NET INCOME FROM SUCH TRUST SHALL BE USED TO ASSIST, BY LOAN OR BYOUTRIGHT GIFT, IN THE SOLE DISCRETION OF MY TRUSTEES, STUDENTS IN THEMEDICAL SCHOOL OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO AND SHALLBE KNOWN AS THE "CLARA A. MARCH SCHOLARSHIP FUND."THE TRUST IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE MEDICAL SCHOOL OF THE STATE UNIVERSITY OF NEW YORK SINCE THE INCOME OF THE TRUST MUST BE USED TO PROMOTE THE ACCOMPLISHMENT OF THE PURPOSES OF THE SAID SCHOOL BY PROVIDING FINANCIAL ASSISTANCE TO ITS STUDENTS.PART XV - 2 (A), 2 (B), AND 2 (D)SINCE THE WILL UNDER WHICH THE FOUNDATION WAS ESTABLISHED PROVIDES THAT ALL INCOME BE PAID TO THE MEDICAL SCHOOL OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, THE ONLY CONTRIBUTION WHICH CAN BE MADE BY THIS FOUNDATION IS TO THE MEDICAL SCHOOL.ANYONE WISHING TO APPLY FOR AID SHOULD APPLY TO THE DEAN OF THE MEDICAL SCHOOL, FARBER HALL, SUNY- BUFFALO, N.Y. 14214 BY LETTER OUTLINING THE PURPOSE OF THE GRANT AND AN EXPLANATION OF FINANCIAL NEED.
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TUCKER MCCARTHY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0210 MORRIS AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014214
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02024037323
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt079195
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP AND LOANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STATE UNIVERSITY OF NEW YORK AT BUFFALO SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL - PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0103 CENTER FOR TOMORROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014260
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt079195
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03999
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt079195
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt083194
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084762
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt079195
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0760
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0JEWELRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0760
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0760
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015184
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016462
TaxesSchedule/TaxesDetail/Amt01331
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01331
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TUCKER MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07168837800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW CLARA A MARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MARCH MEDICAL SCHOLARSHIPS
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0166119078
ReturnHeader/Filer/PhoneNum07168837800
ReturnHeader/Filer/USAddress/AddressLine1Txt0779 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0BUFFALO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161468002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHIAMPOU TRAVIS BESAW & KERSHNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 BRYANT WOODS NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014228
ReturnHeader/PreparerPersonGrp/PhoneNum07166302400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA LAROUSSI
ReturnHeader/ReturnTs02025-05-14T15:34:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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