Civic Intelligence

Huntington Memorial Library Foundation Trust

990 • Fiscal year 2015 • EIN 16-6160202

Dec 01, 2014 to Nov 30, 2015 • Filed on Jan 21, 2016

Organization ProfileN/A
245 Main Street PO Box 430Oneonta, NY 13820

(607) 432-1700

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$21,624

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

24th percentile

-4.1%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

33%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$6,126,731

Down $263,015 (-4.1%) from 2014

Net Assets

Down

$6,126,731

Down $263,015 (-4.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin92nd percentile

Revenue

Up

$342,005

Up $84,564 (+33%) from 2014

Expenses

Down

$160,593

Down $23,518 (-13%) from 2014

Net Income

Up

$181,412

Up $108,082 (+147%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$10M$5.0M$0Assets 2011: $4,477,716Liabilities 2011: $0Net Assets 2011: $4,477,7162011Assets 2012: $4,414,532Liabilities 2012: $0Net Assets 2012: $4,414,5322012Assets 2013: $4,451,687Liabilities 2013: $0Net Assets 2013: $4,451,6872013Assets 2014: $6,389,746Liabilities 2014: $0Net Assets 2014: $6,389,7462014Assets 2015: $6,126,731Liabilities 2015: $0Net Assets 2015: $6,126,7312015Assets 2016: $6,456,811Liabilities 2016: $0Net Assets 2016: $6,456,8112016Assets 2017: $6,979,967Liabilities 2017: $0Net Assets 2017: $6,979,9672017Assets 2018: $6,803,196Liabilities 2018: $0Net Assets 2018: $6,803,1962018Assets 2019: $7,439,312Liabilities 2019: $0Net Assets 2019: $7,439,3122019Assets 2020: $7,627,781Liabilities 2020: $0Net Assets 2020: $7,627,7812020Assets 2021: $7,987,726Liabilities 2021: $0Net Assets 2021: $7,987,7262021Assets 2022: $7,442,000Liabilities 2022: $0Net Assets 2022: $7,442,0002022Assets 2023: $7,171,508Liabilities 2023: $0Net Assets 2023: $7,171,5082023Assets 2025: $8,480,926Liabilities 2025: $0Net Assets 2025: $8,480,9262025

Highlighted filing

2015

Assets$6,126,731
Liabilities$0
Net Assets$6,126,731
Open 2015 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $215,095Expenses 2011: $167,725Net Income 2011: $47,3702011Revenue 2012: $111,957Expenses 2012: $175,141Net Income 2012: -$63,1842012Expenses 2013: $167,6062013Revenue 2014: $257,441Expenses 2014: $184,111Net Income 2014: $73,3302014Revenue 2015: $342,005Expenses 2015: $160,593Net Income 2015: $181,4122015Revenue 2016: $204,116Expenses 2016: $167,107Net Income 2016: $37,0092016Revenue 2017: $761,545Expenses 2017: $279,999Net Income 2017: $481,5462017Revenue 2018: $386,603Expenses 2018: $284,577Net Income 2018: $102,0262018Revenue 2019: $542,218Expenses 2019: $289,167Net Income 2019: $253,0512019Revenue 2020: $314,500Expenses 2020: $302,015Net Income 2020: $12,4852020Revenue 2021: $515,730Expenses 2021: $311,990Net Income 2021: $203,7402021Revenue 2022: $267,695Expenses 2022: $330,093Net Income 2022: -$62,3982022Revenue 2023: $489,010Expenses 2023: $38,312Net Income 2023: $450,6982023Revenue 2025: $726,976Expenses 2025: $42,321Net Income 2025: $684,6552025

Highlighted filing

2015

Revenue$342,005
Expenses$160,593
Net Income$181,412
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Jan 21, 2016
Return Version
2014v6.0
Gross Receipts
$804,346
Mission and Program Overview

Mission

Provide financial support to the huntington memorial library, oneonta, ny

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,389,746$6,126,731▼ $263,015
Investments in Publicly Traded Securities$6,265,021$6,074,215▼ $190,806
Savings and Temporary Cash Investments$124,725$52,516▼ $72,209
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,389,746$6,126,731▼ $263,015
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,389,746$6,126,731▼ $263,015
Total Liabilities and Net Assets / Fund Balance$6,389,746$6,126,731▼ $263,015
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleBaseTotal
Community Bank NaCorp. Trustee$21,624$21,624
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$341,826
Other Revenue
$179
Change in Net Assets
$181,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$136,156
Salaries, Compensation, and Employee Benefits$21,624
Other Expenses$2,813
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$136,156--$136,156
Current Officers, Directors, Trustees, and Key Employees-$21,624-$21,624
Fees for Services Accounting-$2,000-$2,000
Other Expenses-$15-$15
Total Functional Expenses$136,156$24,437$0$160,593
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Huntington Memorial LibryOneonta, NY-General Financial Support$136,156
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed by the corporate trustee's (community bank na) trust department staff.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Members are asked to confirm on an annual basis that no conflict of interest exist.should a potential conflict of interest arise, the remaining board members shall make a decision on subsequent action to be taken.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation is approved by the board of trustees of huntington memorial library”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The documents are available to the public, by request”

Filing and Contact Details

Filer

Filer Name
Huntington Memorial Library
EIN
16-6160202
Phone
6074321700
Address
245 MAIN STREET PO BOX 430, ONEONTA, NY 13820

Signing Officer

Name
Community Bank Na
Title
Corp. Trustee
Signed
2016-01-21
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Mostert Manzanero & Scott LLP
Address
4 Associate Dr, Oneonta, NY 13820
Preparer
Deborah L Mostert
Phone
6074328700
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Unrealized loss on investments = -$444427”

Raw XML Appendix359 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee of the trust is Community Bank. The trustee is required to retain, sell, invest and reinvest the Trust assets according to the trust document. The trustee is required to render an account of the transactions to the Board of Trustees of The Huntington Memorial Library at least annually. The trust agreement may be amended or modified from time to time by the Board of Trustees of The Huntington Memorial Library whenever necessary or advisable for the more convenient and efficient administration of the trust, but no such amendment or modification shall alter the intention of donors.
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd013820
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE CORPORATE TRUSTEE'S (COMMUNITY BANK NA) TRUST DEPARTMENT STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ARE ASKED TO CONFIRM ON AN ANNUAL BASIS THAT NO CONFLICT OF INTEREST EXIST.SHOULD A POTENTIAL CONFLICT OF INTEREST ARISE, THE REMAINING BOARD MEMBERS SHALL MAKE A DECISION ON SUBSEQUENT ACTION TO BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES OF HUNTINGTON MEMORIAL LIBRARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC, BY REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED LOSS ON INVESTMENTS = -$444427
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06389746
IRS990/TotalAssetsEOYAmt06126731
IRS990/TotalAssetsGrp/BOYAmt06389746
IRS990/TotalAssetsGrp/EOYAmt06126731
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024437
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0136156
IRS990/TotalFunctionalExpensesGrp/TotalAmt0160593
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06126731
IRS990/TotalProgramServiceExpensesAmt0136156
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt021624
IRS990/TotalRevenueGrp/ExclusionAmt0342005
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0342005
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06389746
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06126731
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COMMUNITY BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORP. TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUNTINGTON MEMORIAL LIBRARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HUNT
ReturnHeader/Filer/EIN0166160202
ReturnHeader/Filer/PhoneNum06074321700
ReturnHeader/Filer/USAddress/AddressLine1Txt0245 MAIN STREET PO BOX 430
ReturnHeader/Filer/USAddress/CityNm0ONEONTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mostert Manzanero & Scott LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 Associate Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oneonta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013820
ReturnHeader/PreparerPersonGrp/PhoneNum06074328700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH L MOSTERT
ReturnHeader/ReturnTs02016-01-21T10:08:25-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,126,731
Liabilities
$0
Net assets
$6,126,731
Revenue
$342,005
Expenses
$160,593
Net income
$181,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.48$0.00$8.48$0.73$0.04$0.68
2023Summary only. Only limited summary data is available for this year.$7.17$0.00$7.17$0.49$0.04$0.45
2022Summary only. Only limited summary data is available for this year.$7.44$0.00$7.44$0.27$0.33$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$0.00$7.99$0.52$0.31$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.00$7.63$0.31$0.30$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$0.00$7.44$0.54$0.29$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$0.00$6.80$0.39$0.28$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.98$0.00$6.98$0.76$0.28$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$0.20$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.34$0.16$0.18
2014Summary only. Only limited summary data is available for this year.$6.39$0.00$6.39$0.26$0.18$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.45$0.00$4.45$0.17
2012Summary only. Only limited summary data is available for this year.$4.41$0.00$4.41$0.11$0.18$0.06
2011Summary only. Only limited summary data is available for this year.$4.48$0.00$4.48$0.22$0.17$0.05