Civic Intelligence

Clara M Robbins Charitable Trust 003366

990PF • Fiscal year 2012 • EIN 16-6334986

Sep 01, 2011 to Aug 31, 2012 • Filed on Oct 16, 2012

Organization Profile
C/O Nbt Bank Na 52 S Broad St13815
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

91st percentile

$2,751

Higher top officer pay than 91% of similar nonprofits.

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

Asset Growth

42nd percentile

-2.2%

Faster asset growth than 42% 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

Down

$303,468

Down $6,789 (-2.2%) from 2011

Net Assets

Down

$303,468

Down $6,789 (-2.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$20,331

Up $887 (+4.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $310,257Liabilities 2011: $0Net Assets 2011: $310,2572011Assets 2012: $303,468Liabilities 2012: $0Net Assets 2012: $303,4682012Assets 2013: $301,308Liabilities 2013: $0Net Assets 2013: $301,3082013Assets 2014: $332,486Liabilities 2014: $0Net Assets 2014: $332,4862014Assets 2015: $327,062Liabilities 2015: $0Net Assets 2015: $327,0622015Assets 2017: $301,045Liabilities 2017: $0Net Assets 2017: $301,0452017Assets 2018: $293,053Liabilities 2018: $0Net Assets 2018: $293,0532018Assets 2019: $281,364Liabilities 2019: $0Net Assets 2019: $281,3642019Assets 2020: $295,599Liabilities 2020: $0Net Assets 2020: $295,5992020Assets 2021: $292,647Liabilities 2021: $0Net Assets 2021: $292,6472021Assets 2022: $303,652Liabilities 2022: $0Net Assets 2022: $303,6522022Assets 2023: $292,839Liabilities 2023: $0Net Assets 2023: $292,8392023Assets 2024: $283,203Liabilities 2024: $0Net Assets 2024: $283,2032024Assets 2025: $282,039Liabilities 2025: $0Net Assets 2025: $282,0392025

Highlighted filing

2012

Assets$303,468
Liabilities$0
Net Assets$303,468
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2011: $19,4442011Expenses 2012: $20,3312012Expenses 2013: $20,8072013Revenue 2014: $54,322Expenses 2014: $23,144Net Income 2014: $31,1782014Revenue 2015: $13,712Expenses 2015: $23,077Net Income 2015: -$9,3652015Revenue 2017: $15,360Expenses 2017: $26,411Net Income 2017: -$11,0512017Revenue 2018: $13,433Expenses 2018: $21,426Net Income 2018: -$7,9932018Revenue 2019: $13,093Expenses 2019: $24,783Net Income 2019: -$11,6902019Revenue 2020: $34,600Expenses 2020: $20,363Net Income 2020: $14,2372020Revenue 2021: $18,513Expenses 2021: $21,459Net Income 2021: -$2,9462021Revenue 2022: $19,215Expenses 2022: $8,177Net Income 2022: $11,0382022Revenue 2023: $10,561Expenses 2023: $21,366Net Income 2023: -$10,8052023Revenue 2024: $10,720Expenses 2024: $20,355Net Income 2024: -$9,6352024Revenue 2025: $19,904Expenses 2025: $21,034Net Income 2025: -$1,1302025

Highlighted filing

2012

Revenue-
Expenses$20,331
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Oct 16, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$2,751-$2,751
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN LEGION POST 189UNRESTRICTED CHARITABLE PURPOSESNONENORWICH, NY, US$1,897
Paid GrantNORWICH VOLUNTEERGENERAL VOLUNTEER SERVICES BENEFIT PUBLICNONENORWICH, NY, US$1,896
Paid GrantNORWICH EMERGENCY SQUADPROVIDE EMERGENCY SERVICE TO PUBLICNONENORWICH, NY, US$1,896
Paid GrantMARCH OF DIMES BIRTH DEFECTSUNRESTRICTED GENERAL PURPOSESNONEWHITE PLAINS, NY, US$1,895
Paid GrantAMERICAN HEART ASSNUNRESTRICTED GENERAL PURPOSESNONEBINGHAMTON, NY, US$1,895
Paid GrantNATL MULTIPLE SCLEROSIS SOCUNRESTRICTED GENERAL PURPOSESNONEBINGHAMTON, NY, US$1,895
Paid GrantCEREBAL PALSY & HANDICAPPEDUNRESTRICTED GENERAL PURPOSESNONEJOHNSON CITY, NY, US$1,895
Paid GrantAMERICAN CANCER SOCIETYUNRESTRICTED GENERAL PURPOSESNONENEW YORK, NY, US$1,895
Paid GrantAMERICAN LUNG ASSOC OF NYSUNRESTRICTED GENERAL PURPOSESNONEHAUPPAUGH, NY, US$1,895
Filing and Contact Details

Filer

EIN
16-6334986
Raw XML AppendixShowing 400 of 583 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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ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee1NO
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine10LT WARREN EATON DSC POST 189
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine11LT WARREN EATON DSC POST 189
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee009/24/2012
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee109/24/2012
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantAmount0602
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate02012-08-27
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate12012-08-29
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose0CHARITABLE PURPOSES
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose1CHARITABLE PURPOSES
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-7539
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-10-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-07-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-01-02
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162008-04-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-10-05
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-08-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-08-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-08-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6827.305 SELECTED AMERICAN SHARES-D
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9216.92 DODGE & COX INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10103.896 FEDERATED TOTAL RETURN BOND FUND #328
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset114.054 HARTFORD MIDCAP FUND-Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset125.246 LAZARD EMERGING MKTS PORT-IN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1312.111 T ROWE PRICE DIVIDEND GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset148.22 ROYCE PENNSYLVANIA MUT FUND-IN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset155.221 VANGUARD MORGAN GROWTH FD-AD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1629.359 VANGUARD GNMA FUND ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset173.278 CRM MID CAP VALUE FD INSTL
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0NBT BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1052 SOUTH BROAD STREET
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IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06073376497
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1052 SOUTH BROAD ST
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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/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0true
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$303,468
Liabilities
$0
Net assets
$303,468
Revenue
-
Expenses
$20,331
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.20$0.21$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.11$0.20$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.11$0.21$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.19$0.08$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.19$0.21$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.35$0.20$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.13$0.25$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.13$0.21$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.15$0.26$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.14$0.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.54$0.23$0.31
2013Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.21
2012Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • <$500k nonprofits