Civic Intelligence

H B Purcell Testa Trust 2-2361-0 FBO Cape Vincent Library

990PF • Fiscal year 2017 • EIN 16-6227692

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 28, 2018

Organization Profile
C/O Nbt Bank Na52 South Broad StrNorwich, NY 13815

(607) 337-6191

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

6th percentile

-111%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

81st percentile

$5,210

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 44.7% of source-year revenue.

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

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$317,075

Down $13,306 (-4.0%) from 2016

Net Assets

Down

$317,075

Down $13,306 (-4.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$11,646

Down $2,938 (-20%) from 2016

Expenses

Up

$24,627

Up $1,167 (+5.0%) from 2016

Net Income

Down

-$12,981

Down $4,105 (-46%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$400K$300K$200K$100K$0Assets 2010: $369,101Liabilities 2010: $0Net Assets 2010: $369,1012010Assets 2011: $360,994Liabilities 2011: $12011Assets 2012: $367,851Liabilities 2012: $0Net Assets 2012: $367,8512012Assets 2013: $352,105Liabilities 2013: $0Net Assets 2013: $352,1052013Assets 2014: $347,827Liabilities 2014: $0Net Assets 2014: $347,8272014Assets 2015: $339,270Liabilities 2015: $0Net Assets 2015: $339,2702015Assets 2016: $330,381Liabilities 2016: $0Net Assets 2016: $330,3812016Assets 2017: $317,075Liabilities 2017: $0Net Assets 2017: $317,0752017Assets 2018: $317,127Liabilities 2018: $0Net Assets 2018: $317,1272018Assets 2019: $304,339Liabilities 2019: $0Net Assets 2019: $304,3392019Assets 2020: $303,542Liabilities 2020: $0Net Assets 2020: $303,5422020Assets 2021: $312,103Liabilities 2021: $0Net Assets 2021: $312,1032021Assets 2022: $294,984Liabilities 2022: $0Net Assets 2022: $294,9842022Assets 2023: $284,952Liabilities 2023: $0Net Assets 2023: $284,9522023Assets 2024: $277,817Liabilities 2024: $0Net Assets 2024: $277,8172024

Highlighted filing

2017

Assets$317,075
Liabilities$0
Net Assets$317,075
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$40K$20K$0-$20KExpenses 2010: $19,3052010Revenue 2011: $9,258Expenses 2011: $17,365Net Income 2011: -$8,1072011Expenses 2012: $24,8832012Revenue 2013: $13,846Expenses 2013: $22,427Net Income 2013: -$8,5812013Revenue 2014: $24,292Expenses 2014: $28,570Net Income 2014: -$4,2782014Revenue 2015: $14,814Expenses 2015: $23,515Net Income 2015: -$8,7012015Revenue 2016: $14,584Expenses 2016: $23,460Net Income 2016: -$8,8762016Revenue 2017: $11,646Expenses 2017: $24,627Net Income 2017: -$12,9812017Revenue 2018: $28,630Expenses 2018: $28,511Net Income 2018: $1192018Revenue 2019: $13,839Expenses 2019: $26,682Net Income 2019: -$12,8432019Revenue 2020: $22,701Expenses 2020: $23,362Net Income 2020: -$6612020Revenue 2021: $32,973Expenses 2021: $24,365Net Income 2021: $8,6082021Revenue 2022: $15,027Expenses 2022: $32,045Net Income 2022: -$17,0182022Revenue 2023: $17,069Expenses 2023: $27,140Net Income 2023: -$10,0712023Revenue 2024: $18,385Expenses 2024: $25,520Net Income 2024: -$7,1352024

Highlighted filing

2017

Revenue$11,646
Expenses$24,627
Net Income-$12,981
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 28, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$5,210-$5,210
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCape Vincent Community Library Attn Debbie Sullers TreasurerUNRESTRICTED USE OF FUNDSPCCAPE VINCENT, NY, US$18,367
Filing and Contact Details

Filer

Filer Name
Tuw H B Purcell for Cape Vincent Library
EIN
16-6227692
Phone
6073376191
Address
C/O NBT BANK NA52 SOUTH BROAD STR, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2018-03-28
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 Appendix370 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/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0142032703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NBT BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07165663024
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018367
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED USE OF FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Cape Vincent Community Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0Attn Debbie Sullers Treasurer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0157 NORTH REAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAPE VINCENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013618
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018367
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/AppliedToCurrentYearAmt04901
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014817
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019718
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015827
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014817
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0246
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1307
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MF TIMING DIFFERENCE SUBTRACTION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TEMPLETON GLOBAL ASSET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1227
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1MF TIMING DIFFERENCE ADDITION
TaxesSchedule/TaxesDetail/Amt0154
TaxesSchedule/TaxesDetail/Amt166
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0154
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt166
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376191
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUW H B PURCELL FOR CAPE VINCENT LIBRARY
ReturnHeader/Filer/BusinessNameControlTxt0PURC
ReturnHeader/Filer/EIN0166227692
ReturnHeader/Filer/PhoneNum06073376191
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA52 SOUTH BROAD STR
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AEB781229864BE90CF0DA9EDE6A8BFB924D37163
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DE22CDCBB3D8303407641B08135F19ECE10C0A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.13
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/PreparationDt02018-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-04T13:00:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$317,075
Liabilities
$0
Net assets
$317,075
Revenue
$11,646
Expenses
$24,627
Net income
-$12,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.18$0.26$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.17$0.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.15$0.32$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.33$0.24$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.23$0.23$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.14$0.27$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.29$0.29$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.12$0.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.15$0.23$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.15$0.24$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.24$0.29$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.14$0.22$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.25
2011Summary only. Only limited summary data is available for this year.$3.61$0.00$0.09$0.17$0.08
2010Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.19