Civic Intelligence

Robert E Martin Tr Ua Acct No 10-218370

990PF • Fiscal year 2017 • EIN 16-6369746

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

Organization Profile
C/O Nbt Bank Na 52 South Broad SNorwich, NY 13815

(607) 337-6191

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

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

Liabilities / Revenue

82nd percentile

0.00x

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

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

Net Margin

15th percentile

-127%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

95th percentile

$5,295

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 43.7% of source-year revenue.

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

Asset Growth

37th percentile

-4.4%

Faster asset growth than 37% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-0.4%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$342,250

Down $15,790 (-4.4%) from 2016

Net Assets

Down

$342,250

Down $15,790 (-4.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin15th percentile

Revenue

Down

$12,108

Down $52 (-0.4%) from 2016

Expenses

Up

$27,481

Up $7,003 (+34%) from 2016

Net Income

Down

-$15,373

Down $7,055 (-85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2010: $334,889Liabilities 2010: $0Net Assets 2010: $334,8892010Assets 2011: $323,483Liabilities 2011: $0Net Assets 2011: $323,4832011Assets 2012: $329,207Liabilities 2012: $0Net Assets 2012: $329,2072012Assets 2013: $351,195Liabilities 2013: $0Net Assets 2013: $351,1952013Assets 2014: $381,249Liabilities 2014: $0Net Assets 2014: $381,2492014Assets 2015: $366,355Liabilities 2015: $0Net Assets 2015: $366,3552015Assets 2016: $358,040Liabilities 2016: $0Net Assets 2016: $358,0402016Assets 2017: $342,250Liabilities 2017: $0Net Assets 2017: $342,2502017Assets 2018: $336,908Liabilities 2018: $0Net Assets 2018: $336,9082018Assets 2019: $324,687Liabilities 2019: $0Net Assets 2019: $324,6872019Assets 2020: $315,108Liabilities 2020: $0Net Assets 2020: $315,1082020Assets 2021: $322,244Liabilities 2021: $0Net Assets 2021: $322,2442021Assets 2022: $308,673Liabilities 2022: $0Net Assets 2022: $308,6732022Assets 2023: $300,828Liabilities 2023: $0Net Assets 2023: $300,8282023Assets 2024: $290,055Liabilities 2024: $0Net Assets 2024: $290,0552024

Highlighted filing

2017

Assets$342,250
Liabilities$0
Net Assets$342,250
Open 2017 Filing

Operations Trend

Revenue Growth43rd percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $19,0262010Expenses 2011: $28,0862011Expenses 2012: $18,0752012Revenue 2013: $48,631Expenses 2013: $24,554Net Income 2013: $24,0772013Revenue 2014: $56,332Expenses 2014: $26,278Net Income 2014: $30,0542014Revenue 2015: $17,003Expenses 2015: $32,018Net Income 2015: -$15,0152015Revenue 2016: $12,160Expenses 2016: $20,478Net Income 2016: -$8,3182016Revenue 2017: $12,108Expenses 2017: $27,481Net Income 2017: -$15,3732017Revenue 2018: $18,692Expenses 2018: $23,973Net Income 2018: -$5,2812018Revenue 2019: $14,573Expenses 2019: $26,842Net Income 2019: -$12,2692019Revenue 2020: $16,321Expenses 2020: $25,779Net Income 2020: -$9,4582020Revenue 2021: $33,815Expenses 2021: $26,609Net Income 2021: $7,2062021Revenue 2022: $15,958Expenses 2022: $29,433Net Income 2022: -$13,4752022Revenue 2023: $18,522Expenses 2023: $26,414Net Income 2023: -$7,8922023Revenue 2024: $15,354Expenses 2024: $26,123Net Income 2024: -$10,7692024

Highlighted filing

2017

Revenue$12,108
Expenses$27,481
Net Income-$15,373
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$5,295-$5,295
Filing and Contact Details

Filer

Filer Name
Robert E Martin Tr Ua
EIN
16-6369746
Phone
6073376191
Address
C/O NBT BANK NA 52 SOUTH BROAD S, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2018-04-24
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 Appendix373 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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0241 MAIN ST STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NBT BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07165663034
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC CHARITIES DIOCESE OF BKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0191 JORALEMON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
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/AppliedToCurrentYearAmt03730
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018630
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022360
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017400
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018630
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0244
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2420
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MF TIMING DIFFERENCE SUBTRACTION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2TEMPLETON GLOBAL ASSET ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0249
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MF TIMING DIFFERENCE ADDITION
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/Amt1125
TaxesSchedule/TaxesDetail/Amt2159
TaxesSchedule/TaxesDetail/Amt371
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2159
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt371
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376191
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E MARTIN TR UA
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0166369746
ReturnHeader/Filer/PhoneNum06073376191
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA 52 SOUTH BROAD S
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AEB781229864BE90CF0DA9EDE6A8BFB924D37163
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DE22CDCBB3D8303407641B08135F19ECE10C0A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-04T13:00:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$342,250
Liabilities
$0
Net assets
$342,250
Revenue
$12,108
Expenses
$27,481
Net income
-$15,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.15$0.26$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.19$0.26$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.16$0.29$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.34$0.27$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.16$0.26$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$0.15$0.27$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.19$0.24$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.12$0.27$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.12$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.17$0.32$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.56$0.26$0.30
2013Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.49$0.25$0.24
2012Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.28
2010Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.19