Civic Intelligence

William Fleming Education Trust

990PF • Fiscal year 2020 • EIN 16-6236360

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 29, 2021

Organization Profile
42 Albany StreetCazenovia, NY 13035

(315) 815-4221

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1132%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$501,041

Up $162,855 (+48%) from 2019

Net Assets

$501,041

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin97th percentile

Revenue

Up

$173,830

Up $159,716 (+1132%) from 2019

Expenses

Down

$12,983

Down $92,416 (-88%) from 2019

Net Income

Up

$160,847

Up $252,132 (+276%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$600K$400K$200K$0Assets 2019: $338,186Liabilities 2019: $02019Assets 2020: $501,041Liabilities 2020: $0Net Assets 2020: $501,0412020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$501,041
Liabilities$0
Net Assets$501,041
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $14,114Expenses 2019: $105,399Net Income 2019: -$91,2852019Revenue 2020: $173,830Expenses 2020: $12,983Net Income 2020: $160,8472020Revenue 2021: $7,263Expenses 2021: $574,872Net Income 2021: -$567,6092021

Highlighted filing

2020

Revenue$173,830
Expenses$12,983
Net Income$160,847
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL J CURTIN JRDirector-$0--
FRANK MACOMBERDirector-$0--
Filing and Contact Details

Filer

Filer Name
William Fleming Education Trust
EIN
16-6236360
Phone
3158154221
Address
42 ALBANY STREET, CAZENOVIA, NY 13035

Signing Officer

Name
Paul J Curtin Jr
Title
Director
Phone
3158154221
Signed
2021-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Sinopoli & Sinopoli Cpas Pc
Address
6323 FLY ROAD SUITE 1, EAST SYRACUSE, NY 13057
Preparer
Joseph M Sinopoli
Phone
3154747500
Raw XML Appendix290 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt020302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0309696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0RBC ACCOUNTS - EQUITY INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0342722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08830
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TRUSTEE FEES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02074
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRANK MACOMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt066
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02854
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02854
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0TRUSTEE FEES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0165000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0105
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11969
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISC INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CAPITAL GAIN
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL J CURTIN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03158154221
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM FLEMING EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0166236360
ReturnHeader/Filer/PhoneNum03158154221
ReturnHeader/Filer/USAddress/AddressLine1Txt042 ALBANY STREET
ReturnHeader/Filer/USAddress/CityNm0CAZENOVIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141729675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINOPOLI & SINOPOLI CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06323 FLY ROAD SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013057
ReturnHeader/PreparerPersonGrp/PhoneNum03154747500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M SINOPOLI
ReturnHeader/ReturnTs02021-11-30T12:42:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CURTIN JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$501,041
Liabilities
$0
Net assets
$501,041
Revenue
$173,830
Expenses
$12,983
Net income
$160,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$5.75$5.68
2020Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$1.74$0.13$1.61
2019Summary only. Only limited summary data is available for this year.$3.38$0.00$0.14$1.05$0.91