Civic Intelligence

The Royce W Clark Memorial Trust 007603

990PF • Fiscal year 2016 • EIN 16-6333418

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 21, 2017

Organization Profile
c/o WAYNE BANK 717 MAIN STHonesdale, PA 18431

(570) 253-8506

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

61st percentile

7.5%

Higher net margin than 61% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$544

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

50th percentile

0.5%

Faster asset growth than 50% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$163,810

Up $872 (+0.5%) from 2015

Net Assets

Up

$163,810

Up $872 (+0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin61st percentile

Revenue

Up

$11,577

Up $1,990 (+21%) from 2015

Expenses

Up

$10,705

Up $6,969 (+187%) from 2015

Net Income

Down

$872

Down $4,979 (-85%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$200K$150K$100K$50K$0Assets 2010: $146,920Liabilities 2010: $0Net Assets 2010: $146,9202010Assets 2011: $146,157Liabilities 2011: $0Net Assets 2011: $146,1572011Assets 2012: $146,656Liabilities 2012: $0Net Assets 2012: $146,6562012Assets 2013: $149,078Liabilities 2013: $0Net Assets 2013: $149,0782013Assets 2014: $157,088Liabilities 2014: $0Net Assets 2014: $157,0882014Assets 2015: $162,938Liabilities 2015: $0Net Assets 2015: $162,9382015Assets 2016: $163,810Liabilities 2016: $0Net Assets 2016: $163,8102016Assets 2017: $167,866Liabilities 2017: $0Net Assets 2017: $167,8662017Assets 2018: $171,349Liabilities 2018: $0Net Assets 2018: $171,3492018Assets 2019: $174,667Liabilities 2019: $0Net Assets 2019: $174,6672019Assets 2020: $175,044Liabilities 2020: $0Net Assets 2020: $175,0442020Assets 2021: $178,422Liabilities 2021: $0Net Assets 2021: $178,4222021Assets 2022: $167,088Liabilities 2022: $0Net Assets 2022: $167,0882022Assets 2023: $165,386Liabilities 2023: $0Net Assets 2023: $165,3862023Assets 2024: $163,268Liabilities 2024: $0Net Assets 2024: $163,2682024

Highlighted filing

2016

Assets$163,810
Liabilities$0
Net Assets$163,810
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $6,6272010Expenses 2011: $4,3572011Expenses 2012: $2,8452012Revenue 2013: $5,937Expenses 2013: $3,515Net Income 2013: $2,4222013Revenue 2014: $11,433Expenses 2014: $3,423Net Income 2014: $8,0102014Revenue 2015: $9,587Expenses 2015: $3,736Net Income 2015: $5,8512015Revenue 2016: $11,577Expenses 2016: $10,705Net Income 2016: $8722016Revenue 2017: $21,274Expenses 2017: $17,218Net Income 2017: $4,0562017Revenue 2018: $8,958Expenses 2018: $5,475Net Income 2018: $3,4832018Revenue 2019: $18,817Expenses 2019: $10,938Net Income 2019: $7,8792019Revenue 2020: $10,158Expenses 2020: $9,695Net Income 2020: $4632020Revenue 2021: $17,378Expenses 2021: $13,913Net Income 2021: $3,4652021Revenue 2022: $1,932Expenses 2022: $13,215Net Income 2022: -$11,2832022Revenue 2023: $7,169Expenses 2023: $8,817Net Income 2023: -$1,6482023Revenue 2024: $7,892Expenses 2024: $10,008Net Income 2024: -$2,1162024

Highlighted filing

2016

Revenue$11,577
Expenses$10,705
Net Income$872
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATL BANK OF DELAWARE COUNTYTrustee-$544-$544
WAYNE BANK WEALTH MGMTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Royce W Clark Memorial Trust
EIN
16-6333418
Phone
5702538506
Address
c/o WAYNE BANK 717 MAIN ST, HONESDALE, PA 18431

Signing Officer

Name
Wayne Bank Wealth Mgmt
Title
Trustee
Signed
2017-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Brian T Kelly CPA & Associates LLC
Address
32-34 North Scott Street, Carbondale, PA 18407
Preparer
Brian T Kelly CPA
Phone
5702822800
Raw XML Appendix312 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/AddressChangeInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0245 MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ONEONTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COMMUNITY BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06074334124
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Scholarship grants awarded to qualified graduates of Walton Central School District #1, Walton, NY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08597
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN SCHOLARSHIP APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PAUL WOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06074334124
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0245 MAIN ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ONEONTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd013820
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANTS MUST BE GRADUATES OF WALTON CENTRAL SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MAKAYLA KLINGER KEUKA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0141 CENTRAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KEUKA PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014478
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
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/AppliedToYear1Amt08597
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08636
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt05505
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08597
IRS990PF/UndistributedIncomeGrp/Taxable1Amt05505
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0487
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05505
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08636
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09084
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
TaxesSchedule/TaxesDetail/Amt01836
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE BANK WEALTH MGMT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROYCE W CLARK MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROYC
ReturnHeader/Filer/EIN0166333418
ReturnHeader/Filer/PhoneNum05702538506
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o WAYNE BANK 717 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0HONESDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRIAN T KELLY CPA & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032-34 North Scott Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carbondale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018407
ReturnHeader/PreparerPersonGrp/PhoneNum05702822800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian T Kelly CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-28T10:57:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,810
Liabilities
$0
Net assets
$163,810
Revenue
$11,577
Expenses
$10,705
Net income
$872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.07$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.02$0.13$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.17$0.14$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.19$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.09$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.21$0.17$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.12$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10$0.04$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.11$0.03$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.06$0.04$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07