Civic Intelligence

Harris Memorial Library Tuw Dasa E Harris

990PF • Fiscal year 2013 • EIN 16-6207347

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

C/O Community Bank Na 245 MainStreet13820

(607) 433-4122

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2013 filings • NTEE T20 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

0.00x

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

2013 filings • NTEE T20 • <$500k nonprofits • Source year 2013

Net Margin

75th percentile

50%

Higher net margin than 75% of similar nonprofits.

2013 filings • NTEE T20 • <$500k nonprofits • Source year 2013

Top Officer Pay

89th percentile

$765

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2013 filings • NTEE T20 • <$500k nonprofits • Source year 2013

Asset Growth

69th percentile

6.4%

Faster asset growth than 69% of similar nonprofits.

2013 filings • NTEE T20 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$220,939

Up $13,379 (+6.4%) from 2012

Net Assets

Up

$220,939

Up $13,379 (+6.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$26,854

No earlier filing loaded for comparison.

Expenses

Up

$13,475

Up $136 (+1.0%) from 2012

Net Income

$13,379

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.

$300K$200K$100K$0Assets 2011: $205,363Liabilities 2011: $0Net Assets 2011: $205,3632011Assets 2012: $207,560Liabilities 2012: $0Net Assets 2012: $207,5602012Assets 2013: $220,939Liabilities 2013: $0Net Assets 2013: $220,9392013Assets 2014: $219,360Liabilities 2014: $0Net Assets 2014: $219,3602014Assets 2015: $221,177Liabilities 2015: $0Net Assets 2015: $221,1772015Assets 2016: $216,274Liabilities 2016: $0Net Assets 2016: $216,2742016Assets 2017: $217,620Liabilities 2017: $0Net Assets 2017: $217,6202017Assets 2018: $211,910Liabilities 2018: $0Net Assets 2018: $211,9102018Assets 2019: $207,456Liabilities 2019: $0Net Assets 2019: $207,4562019Assets 2020: $209,220Liabilities 2020: $0Net Assets 2020: $209,2202020Assets 2021: $204,565Liabilities 2021: $0Net Assets 2021: $204,5652021Assets 2022: $190,175Liabilities 2022: $0Net Assets 2022: $190,1752022Assets 2023: $187,866Liabilities 2023: $0Net Assets 2023: $187,8662023Assets 2024: $213,559Liabilities 2024: $0Net Assets 2024: $213,5592024

Highlighted filing

2013

Assets$220,939
Liabilities$0
Net Assets$220,939

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $12,8802011Expenses 2012: $13,3392012Revenue 2013: $26,854Expenses 2013: $13,475Net Income 2013: $13,3792013Revenue 2014: $12,306Expenses 2014: $13,885Net Income 2014: -$1,5792014Revenue 2015: $15,189Expenses 2015: $13,372Net Income 2015: $1,8172015Revenue 2016: $8,357Expenses 2016: $13,260Net Income 2016: -$4,9032016Revenue 2017: $14,974Expenses 2017: $13,628Net Income 2017: $1,3462017Revenue 2018: $8,268Expenses 2018: $13,978Net Income 2018: -$5,7102018Revenue 2019: $9,592Expenses 2019: $14,046Net Income 2019: -$4,4542019Revenue 2020: $16,115Expenses 2020: $14,324Net Income 2020: $1,7912020Revenue 2021: $9,580Expenses 2021: $14,126Net Income 2021: -$4,5462021Revenue 2022: $354Expenses 2022: $14,665Net Income 2022: -$14,3112022Revenue 2023: $11,215Expenses 2023: $13,421Net Income 2023: -$2,2062023Revenue 2024: $38,948Expenses 2024: $13,252Net Income 2024: $25,6962024

Highlighted filing

2013

Revenue$26,854
Expenses$13,475
Net Income$13,379
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMMUNITY BANK NA TRUST DEPARTMENTTrustee-$765-$765
Filing and Contact Details

Filer

EIN
16-6207347
Phone
6074334122

Signing Officer

Name
Patricia a Lowe
Title
Avp Trust Operations
Phone
6074334122
Signed
2014-05-07
Discuss with paid preparer
Yes

Preparer

Preparer
Chad a Burrows CPA
Phone
6074329082
Raw XML Appendix391 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13100 CISCO SYSTEM
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt011989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt012307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt012819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0260281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0258640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0252307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0240377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0232759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0252427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.246924
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012710
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012710
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012710
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03, 4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt1& 8
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE PURPOSE OF THE TRUST IS TO PROVIDE FUNDS TO THE HARRIS MEMORIAL
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1LIBRARY TO AID IN THE UPKEEP AND MAINTENANCE OF THE LIBRARY. THE INCOME GENERATED BY THE INVESTMENTS OF THE TRUST ASSETS PROVIDES THE FUNDS NECESSARY TO CARRY OUT THIS PURPOSE.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/IndividualWithBooksNm0JOHN JONES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10COMMUNITY BANK NA 245 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0ONEONTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode013820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06074334122
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO PROVIDE FUNDS FOR THE UPKEEP AND MAINTENANCE OF THE LIBRARY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt012710
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011746
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE FUNDS FOR THE UPKEEP AND MAINTENANCE OF THE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10THE HARRIS MEMORIAL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10334 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0OTEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode013825
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011746
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/AppliedToCurrentYearAmt0964
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011746
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012710
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011528
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011746
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt0294
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX ON INVESTMENT INCOME FROM 2012 FORM 990 PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0294
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA A LOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP TRUST OPERATIONS
ReturnHeader/BusinessOfficerGrp/PhoneNum06074334122
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10HARRIS MEMORIAL LIBRARY TUW DASA E HARRIS
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0166207347
ReturnHeader/Filer/PhoneNum06074334122
ReturnHeader/Filer/USAddress/AddressLine10C/O COMMUNITY BANK NA 245 MAIN
ReturnHeader/Filer/USAddress/AddressLine20STREET
ReturnHeader/Filer/USAddress/City0ONEONTA
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013820
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263826003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHAD A BURROWS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104966 STATE HIGHWAY 23 SUITE 0
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ONEONTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode013820
ReturnHeader/PreparerPersonGrp/PhoneNum06074329082
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHAD A BURROWS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-15T13:12:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.39$0.13$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.11$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.00$0.15$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.10$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.16$0.14$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.10$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.08$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.15$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.08$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.15$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.12$0.14$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.27$0.13$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.13