Civic Intelligence

Charles M Kurtz Trust

990PF • Fiscal year 2012 • EIN 16-6313958

Dec 01, 2011 to Nov 30, 2012 • Filed on Jun 27, 2013

Organization Profile
C/O 3 Fountain Plaza MT CenterRoom/Suite 110014203
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

50th percentile

0.0%

Faster asset growth than 50% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$83,478

Up $1 (+0.0%) from 2011

Net Assets

$83,478

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$0

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$100K$50K$0Assets 2011: $83,477Liabilities 2011: $12011Assets 2012: $83,478Liabilities 2012: $0Net Assets 2012: $83,4782012Assets 2013: $83,479Liabilities 2013: $02013

Highlighted filing

2012

Assets$83,478
Liabilities$0
Net Assets$83,478
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1$0Revenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Expenses 2012: $02012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013

Highlighted filing

2012

Revenue-
Expenses$0
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Jun 27, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EW DANN STEVENS DECEASED 42910Trustee-$0--
NO SUCCESSOR APPOINTED YETTo Be Appoin-$0--
Filing and Contact Details

Filer

EIN
16-6313958
Raw XML Appendix199 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
CompensationExplanation/Compensation/PersonName0EW DANN STEVENS DECEASED 42910
CompensationExplanation/Compensation/PersonName1NO SUCCESSOR APPOINTED YET
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss00
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY073200
IRS990PF/BalanceSheets/OtherAssetsEOY073200
IRS990PF/BalanceSheets/OtherAssetsEOYFMV073200
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY010277
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY010278
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV010278
IRS990PF/BalanceSheets/TotalAssetsBOY083477
IRS990PF/BalanceSheets/TotalAssetsEOY083478
IRS990PF/BalanceSheets/TotalAssetsEOYFMV083478
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY083477
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY083478
IRS990PF/BalanceSheets/TotalNetAssetsBOY083477
IRS990PF/BalanceSheets/TotalNetAssetsEOY083478
IRS990PF/BalanceSheets/UnrestrictedBOY083477
IRS990PF/BalanceSheets/UnrestrictedEOY083478
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal083478
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY083477
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY083478
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0506
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0506
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0506
IRS990PF/DistributableAmount/MinimumInvestmentReturn0506
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments010
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY083478
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets010278
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities010278
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0154
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0506
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets010124
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets010278
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EW DANN STEVENS DECEASED 42910
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NO SUCCESSOR APPOINTED YET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TO BE APPOIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103 FOUNTAIN PLAZA 1100 MT CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113 FOUNTAIN PLAZA 1100 MT CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BUFFALO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BUFFALO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode014203
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode114203
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0190
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0190
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.018764
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.054645
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.039173
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets010124
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1010123
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2010123
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3010980
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4012764
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5013775
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.093818
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MS DEBRA WILLARD
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07165661300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103 FOUNTAIN PLAZA 1100 MT CENTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BUFFALO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode014203
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102010
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202009
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear302008
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0506
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome01030
IRS990PF/UndistributedIncome/TaxableAmount101030
IRS990PF/UndistributedIncome/TaxableAmount20506
IRS990PF/UndistributedIncome/TotalForPriorYears01030
IRS990PF/UndistributedIncome/UndistributedIncomeCY0506
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0506
OtherAssetsSchedule/OtherAssets/BOYBookValue073200
OtherAssetsSchedule/OtherAssets/Description0PAINTINGS AND SKETCHES
OtherAssetsSchedule/OtherAssets/EOYBookValue073200
OtherAssetsSchedule/OtherAssets/EOYFMV073200
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0166313958
ReturnHeader/Filer/Name/BusinessNameLine10CHARLES M KURTZ TRUST
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone07165661300
ReturnHeader/Filer/USAddress/AddressLine10C/O 3 FOUNTAIN PLAZA MT CENTER
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 1100
ReturnHeader/Filer/USAddress/City0BUFFALO
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014203
ReturnHeader/Officer/DateSigned02013-06-27
ReturnHeader/Officer/Name0ELIZABETH S GURNEY
ReturnHeader/Officer/Phone07165661300
ReturnHeader/Officer/Title0FIDUCIARY
ReturnHeader/Preparer/DatePrepared02013-10-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ARCARA & BORCZYNSKI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10424 MAIN ST STE 1806
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BUFFALO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0142023618
ReturnHeader/Preparer/Name0DIANE STRAKA
ReturnHeader/Preparer/Phone07168526681
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-12-01
ReturnHeader/TaxPeriodEndDate02012-11-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-10-11T14:57:14-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,478
Liabilities
$0
Net assets
$83,478
Revenue
-
Expenses
$0
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Summary only. Only limited summary data is available for this year.$83.5$0.00$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$83.5$0.00$83.5$0.00
2011Summary only. Only limited summary data is available for this year.$83.5$0.00$0.00$0.00$0.00