Civic Intelligence

Harold C Burns Scholarship Fund 18-254270

990PF • Fiscal year 2017 • EIN 16-6245166

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 03, 2018

Organization Profile
52 S Broad StNorwich, 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

5th percentile

-164%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

77th percentile

$817

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 42.4% of source-year revenue.

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

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$51,900

Down $2,649 (-4.9%) from 2015

Net Assets

Down

$51,900

Down $2,649 (-4.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$1,927

Down $3,576 (-65%) from 2015

Expenses

Down

$5,086

Down $7,574 (-60%) from 2015

Net Income

Up

-$3,159

Up $3,998 (+56%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$80K$60K$40K$20K$0Assets 2011: $62,756Liabilities 2011: $0Net Assets 2011: $62,7562011Assets 2012: $61,526Liabilities 2012: $12012Assets 2013: $60,908Liabilities 2013: $0Net Assets 2013: $60,9082013Assets 2014: $61,706Liabilities 2014: $0Net Assets 2014: $61,7062014Assets 2015: $54,549Liabilities 2015: $0Net Assets 2015: $54,5492015Assets 2017: $51,900Liabilities 2017: $0Net Assets 2017: $51,9002017Assets 2018: $54,262Liabilities 2018: $0Net Assets 2018: $54,2622018Assets 2019: $51,236Liabilities 2019: $0Net Assets 2019: $51,2362019Assets 2020: $50,136Liabilities 2020: $0Net Assets 2020: $50,1362020Assets 2021: $50,878Liabilities 2021: $0Net Assets 2021: $50,8782021Assets 2022: $49,806Liabilities 2022: $0Net Assets 2022: $49,8062022Assets 2023: $47,533Liabilities 2023: $0Net Assets 2023: $47,5332023Assets 2024: $46,022Liabilities 2024: $0Net Assets 2024: $46,0222024Assets 2025: $48,068Liabilities 2025: $0Net Assets 2025: $48,0682025

Highlighted filing

2017

Assets$51,900
Liabilities$0
Net Assets$51,900
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2011: $3,8422011Revenue 2012: $2,829Expenses 2012: $4,059Net Income 2012: -$1,2302012Expenses 2013: $4,0712013Revenue 2014: $1,966Expenses 2014: $1,168Net Income 2014: $7982014Revenue 2015: $5,503Expenses 2015: $12,660Net Income 2015: -$7,1572015Revenue 2017: $1,927Expenses 2017: $5,086Net Income 2017: -$3,1592017Revenue 2018: $4,815Expenses 2018: $2,452Net Income 2018: $2,3632018Revenue 2019: $2,746Expenses 2019: $5,773Net Income 2019: -$3,0272019Revenue 2020: $2,030Expenses 2020: $3,132Net Income 2020: -$1,1022020Revenue 2021: $6,183Expenses 2021: $5,440Net Income 2021: $7432021Revenue 2022: $2,734Expenses 2022: $3,805Net Income 2022: -$1,0712022Revenue 2023: $2,738Expenses 2023: $5,015Net Income 2023: -$2,2772023Revenue 2024: $2,419Expenses 2024: $3,931Net Income 2024: -$1,5122024Revenue 2025: $6,298Expenses 2025: $4,249Net Income 2025: $2,0492025

Highlighted filing

2017

Revenue$1,927
Expenses$5,086
Net Income-$3,159
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 3, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$817-$817
Filing and Contact Details

Filer

Filer Name
Harold C Burns Scholarship Fund
EIN
16-6245166
Phone
6073376191
Address
52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2018-01-03
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 Appendix337 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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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16
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ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
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ReturnHeader/BusinessOfficerGrp/PhoneNum06073376191
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-03
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/ReturnTs02018-01-10T11:01:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$51,900
Liabilities
$0
Net assets
$51,900
Revenue
$1,927
Expenses
$5,086
Net income
-$3,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$6.30$4.25$2.05
2024Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$2.42$3.93$1.51
2023Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$2.74$5.02$2.28
2022Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$2.73$3.81$1.07
2021Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$6.18$5.44$0.74
2020Detailed filing. Detailed filing data is available for this year.$50.1$0.00$50.1$2.03$3.13$1.10
2019Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$2.75$5.77$3.03
2018Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$4.82$2.45$2.36
2017Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$1.93$5.09$3.16
2015Detailed filing. Detailed filing data is available for this year.$54.5$0.00$54.5$5.50$12.7$7.16
2014Detailed filing. Detailed filing data is available for this year.$61.7$0.00$61.7$1.97$1.17$0.80
2013Detailed filing. Detailed filing data is available for this year.$60.9$0.00$60.9$4.07
2012Summary only. Only limited summary data is available for this year.$61.5$0.00$2.83$4.06$1.23
2011Detailed filing. Detailed filing data is available for this year.$62.8$0.00$62.8$3.84