Civic Intelligence

Richards Alice B Scholarship Fund Ua

990PF • Fiscal year 2024 • EIN 16-6141614

Jun 01, 2023 to May 31, 2024 • Filed on Oct 01, 2024

Organization Profile
C/O Nbt Bank Na 52 S Broad StNorwich, NY 13815

(607) 337-6136

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

23rd percentile

-17%

Higher net margin than 23% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$299

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-0.7%

Faster asset growth than 46% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-4.0%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$20,014

Down $148 (-0.7%) from 2023

Net Assets

Down

$20,014

Down $148 (-0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin23rd percentile

Revenue

Down

$893

Down $37 (-4.0%) from 2023

Expenses

Down

$1,042

Down $1,596 (-61%) from 2023

Net Income

Up

-$149

Up $1,559 (+91%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$30K$20K$10K$0Assets 2011: $29,396Liabilities 2011: $0Net Assets 2011: $29,3962011Assets 2012: $28,519Liabilities 2012: $0Net Assets 2012: $28,5192012Assets 2013: $28,968Liabilities 2013: $0Net Assets 2013: $28,9682013Assets 2014: $27,565Liabilities 2014: $0Net Assets 2014: $27,5652014Assets 2015: $27,744Liabilities 2015: $0Net Assets 2015: $27,7442015Assets 2016: $25,183Liabilities 2016: $0Net Assets 2016: $25,1832016Assets 2017: $23,815Liabilities 2017: $0Net Assets 2017: $23,8152017Assets 2018: $22,943Liabilities 2018: $0Net Assets 2018: $22,9432018Assets 2019: $24,248Liabilities 2019: $0Net Assets 2019: $24,2482019Assets 2020: $23,272Liabilities 2020: $0Net Assets 2020: $23,2722020Assets 2021: $22,026Liabilities 2021: $0Net Assets 2021: $22,0262021Assets 2022: $21,871Liabilities 2022: $0Net Assets 2022: $21,8712022Assets 2023: $20,162Liabilities 2023: $0Net Assets 2023: $20,1622023Assets 2024: $20,014Liabilities 2024: $0Net Assets 2024: $20,0142024Assets 2025: $18,773Liabilities 2025: $0Net Assets 2025: $18,7732025

Highlighted filing

2024

Assets$20,014
Liabilities$0
Net Assets$20,014
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$4.0K$2.0K$0-$2.0K-$4.0KExpenses 2011: $1,7752011Expenses 2012: $1,9002012Expenses 2013: $2,0182013Revenue 2014: $838Expenses 2014: $1,945Net Income 2014: -$1,1072014Revenue 2015: $2,117Expenses 2015: $1,938Net Income 2015: $1792015Revenue 2016: $744Expenses 2016: $3,308Net Income 2016: -$2,5642016Revenue 2017: $959Expenses 2017: $2,324Net Income 2017: -$1,3652017Revenue 2018: $1,868Expenses 2018: $2,742Net Income 2018: -$8742018Revenue 2019: $2,460Expenses 2019: $1,155Net Income 2019: $1,3052019Revenue 2020: $1,765Expenses 2020: $2,745Net Income 2020: -$9802020Revenue 2021: $1,406Expenses 2021: $2,650Net Income 2021: -$1,2442021Revenue 2022: $2,502Expenses 2022: $2,656Net Income 2022: -$1542022Revenue 2023: $930Expenses 2023: $2,638Net Income 2023: -$1,7082023Revenue 2024: $893Expenses 2024: $1,042Net Income 2024: -$1492024Revenue 2025: $1,218Expenses 2025: $2,456Net Income 2025: -$1,2382025

Highlighted filing

2024

Revenue$893
Expenses$1,042
Net Income-$149
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 1, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$299-$299
Filing and Contact Details

Filer

Filer Name
Richards Alice B Scholarship Fund Ua
EIN
16-6141614
Phone
6073376136
Address
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Nbt Bank Na
Title
Trustee
Phone
6073376136
Signed
2024-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix322 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/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt080
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0760
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0818
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0480
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02531
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01053
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0818
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0760
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03011
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
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TaxesSchedule/TaxesDetail/Amt09
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NBT BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376136
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARDS ALICE B SCHOLARSHIP FUND UA
ReturnHeader/Filer/BusinessNameControlTxt0TEAC
ReturnHeader/Filer/EIN0166141614
ReturnHeader/Filer/PhoneNum06073376136
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA 52 S BROAD ST
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-03T09:01:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,014
Liabilities
$0
Net assets
$20,014
Revenue
$893
Expenses
$1,042
Net income
-$149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$1.22$2.46$1.24
2024Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$0.89$1.04$0.15
2023Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$0.93$2.64$1.71
2022Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$2.50$2.66$0.15
2021Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.41$2.65$1.24
2020Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$1.77$2.75$0.98
2019Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$2.46$1.16$1.31
2018Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$1.87$2.74$0.87
2017Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.96$2.32$1.37
2016Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$0.74$3.31$2.56
2015Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$2.12$1.94$0.18
2014Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$0.84$1.95$1.11
2013Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$2.02
2012Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$1.90
2011Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$1.78