Civic Intelligence

Trust UW Edward S Barton C/O Fleet Investment Serivces

990PF • Fiscal year 2024 • EIN 16-6385508

Aug 01, 2023 to Jul 31, 2024 • Filed on Nov 27, 2024

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

18th percentile

-18%

Higher net margin than 18% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$7,495

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.1%

Faster asset growth than 37% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,800,558

Down $4,804 (-0.1%) from 2023

Net Assets

Down

$4,800,558

Down $4,804 (-0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin18th percentile

Revenue

Up

$238,907

Up $428,887 (+226%) from 2023

Expenses

Up

$282,747

Up $32,195 (+13%) from 2023

Net Income

Up

-$43,840

Up $396,692 (+90%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,855,321Liabilities 2012: $02012Assets 2013: $3,799,499Liabilities 2013: $02013Assets 2014: $4,000,416Liabilities 2014: $0Net Assets 2014: $4,000,4162014Assets 2015: $4,073,942Liabilities 2015: $0Net Assets 2015: $4,073,9422015Assets 2016: $4,284,828Liabilities 2016: $0Net Assets 2016: $4,284,8282016Assets 2017: $4,414,881Liabilities 2017: $0Net Assets 2017: $4,414,8812017Assets 2018: $4,659,955Liabilities 2018: $0Net Assets 2018: $4,659,9552018Assets 2019: $4,591,143Liabilities 2019: $0Net Assets 2019: $4,591,1432019Assets 2020: $4,345,453Liabilities 2020: $0Net Assets 2020: $4,345,4532020Assets 2021: $5,033,277Liabilities 2021: $0Net Assets 2021: $5,033,2772021Assets 2022: $5,149,179Liabilities 2022: $0Net Assets 2022: $5,149,1792022Assets 2023: $4,805,362Liabilities 2023: $0Net Assets 2023: $4,805,3622023Assets 2024: $4,800,558Liabilities 2024: $0Net Assets 2024: $4,800,5582024Assets 2025: $5,083,054Liabilities 2025: $0Net Assets 2025: $5,083,0542025

Highlighted filing

2024

Assets$4,800,558
Liabilities$0
Net Assets$4,800,558
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $420,859Expenses 2012: $194,266Net Income 2012: $226,5932012Revenue 2013: $450,030Expenses 2013: $199,687Net Income 2013: $250,3432013Revenue 2014: $154,172Expenses 2014: $240,616Net Income 2014: -$86,4442014Revenue 2015: $396,603Expenses 2015: $311,124Net Income 2015: $85,4792015Revenue 2016: $327,067Expenses 2016: $117,207Net Income 2016: $209,8602016Revenue 2017: $192,013Expenses 2017: $214,938Net Income 2017: -$22,9252017Revenue 2018: $447,869Expenses 2018: $236,444Net Income 2018: $211,4252018Revenue 2019: -$6,294Expenses 2019: $277,008Net Income 2019: -$283,3022019Revenue 2020: $499,662Expenses 2020: $331,337Net Income 2020: $168,3252020Revenue 2021: $259,348Expenses 2021: $281,963Net Income 2021: -$22,6152021Revenue 2022: $1,197,666Expenses 2022: $310,422Net Income 2022: $887,2442022Revenue 2023: -$189,980Expenses 2023: $250,552Net Income 2023: -$440,5322023Revenue 2024: $238,907Expenses 2024: $282,747Net Income 2024: -$43,8402024Revenue 2025: $657,671Expenses 2025: $312,169Net Income 2025: $345,5022025

Highlighted filing

2024

Revenue$238,907
Expenses$282,747
Net Income-$43,840
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 27, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ACo-Trustee-$7,495-$7,495
WILLIAM H GETMANCo-Trustee-$7,495-$7,495
Filing and Contact Details

Filer

Filer Name
Tr Uw Edward S Barton
EIN
16-6385508
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2024-11-27
Raw XML AppendixShowing 400 of 442 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8UNRESTRICTED GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WATERVILLE HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CNY SNOW TRAVELERS INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WATERVILLE FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8VILLAGE OF ORISKANY FALLS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02640 STATE RT 12B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1206 WHITE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2220 E MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 53
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 264
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt59107 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61084 NY STATE ROUTE 12
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7234 WHITE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8185 NORTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DEANSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WATERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WATERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DEANSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DEANSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NORTH BROOKFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SANGERFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WATERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ORISKANY FALLS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd213480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313328
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd413328
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd513416
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd613455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd713480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd813425
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt0129202
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0137304
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0267708
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/QualifyingDistributionsAmt0266506
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0138506
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0137304
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER ALLOCABLE EXPENSE-INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0801
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1801
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0801
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1801
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,800,558
Liabilities
$0
Net assets
$4,800,558
Revenue
$238,907
Expenses
$282,747
Net income
-$43,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.66$0.31$0.35
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.24$0.28$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.19$0.25$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$1.20$0.31$0.89
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.26$0.28$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.50$0.33$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.00$4.59$0.01$0.28$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.45$0.24$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.19$0.21$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.00$4.28$0.33$0.12$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$0.40$0.31$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.15$0.24$0.09
2013Summary only. Only limited summary data is available for this year.$3.80$0.00$0.45$0.20$0.25
2012Summary only. Only limited summary data is available for this year.$3.86$0.00$0.42$0.19$0.23