Civic Intelligence

Clara M Mixter Higher Education Trust 005760

EIN 16-6492076 • 501(c)3 • Oneonta, NY

Profile

This trust was created to assist graduates of the richfield springs ny central school who wish to pursue education as a career by granting scholarships.

5 Ford Ave PO Box 430Oneonta, NY 13820

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Net Margin

49th percentile

11%

Higher net margin than 49% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$11,912

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

NTEE T • $1M-$5M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

44th percentile

13%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,220,798

Up $7,791 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,220,798

Up $7,791 (+0.6%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin49th percentile

Revenue

Up

$72,143

Up $8,428 (+13%) from 2023

Expenses

Up

$64,094

Up $3,466 (+5.7%) from 2023

Net Income

Up

$8,049

Up $4,962 (+161%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,243,684Liabilities 2010: $0Net Assets 2010: $1,243,6842010Assets 2011: $1,149,292Liabilities 2011: $0Net Assets 2011: $1,149,2922011Assets 2012: $1,102,629Liabilities 2012: $0Net Assets 2012: $1,102,6292012Assets 2013: $1,090,988Liabilities 2013: $0Net Assets 2013: $1,090,9882013Assets 2014: $1,084,265Liabilities 2014: $0Net Assets 2014: $1,084,2652014Assets 2015: $1,071,955Liabilities 2015: $0Net Assets 2015: $1,071,9552015Assets 2016: $1,042,310Liabilities 2016: $0Net Assets 2016: $1,042,3102016Assets 2017: $1,109,719Liabilities 2017: $0Net Assets 2017: $1,109,7192017Assets 2018: $1,147,214Liabilities 2018: $0Net Assets 2018: $1,147,2142018Assets 2019: $1,157,475Liabilities 2019: $0Net Assets 2019: $1,157,4752019Assets 2020: $1,167,117Liabilities 2020: $0Net Assets 2020: $1,167,1172020Assets 2021: $1,200,216Liabilities 2021: $0Net Assets 2021: $1,200,2162021Assets 2022: $1,210,609Liabilities 2022: $0Net Assets 2022: $1,210,6092022Assets 2023: $1,213,007Liabilities 2023: $0Net Assets 2023: $1,213,0072023Assets 2024: $1,220,798Liabilities 2024: $0Net Assets 2024: $1,220,7982024

Highlighted filing

2024

Assets$1,220,798
Liabilities$0
Net Assets$1,220,798
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $94,6282010Revenue 2011: $41,943Expenses 2011: $84,506Net Income 2011: -$42,5632011Revenue 2012: $47,993Expenses 2012: $94,656Net Income 2012: -$46,6632012Revenue 2013: $39,310Expenses 2013: $50,951Net Income 2013: -$11,6412013Revenue 2014: $84,057Expenses 2014: $90,780Net Income 2014: -$6,7232014Revenue 2015: $69,116Expenses 2015: $81,426Net Income 2015: -$12,3102015Revenue 2016: $40,727Expenses 2016: $70,372Net Income 2016: -$29,6452016Revenue 2017: $114,294Expenses 2017: $46,885Net Income 2017: $67,4092017Revenue 2018: $71,948Expenses 2018: $34,453Net Income 2018: $37,4952018Revenue 2019: $64,406Expenses 2019: $54,145Net Income 2019: $10,2612019Revenue 2020: $63,665Expenses 2020: $54,023Net Income 2020: $9,6422020Revenue 2021: $77,846Expenses 2021: $44,747Net Income 2021: $33,0992021Revenue 2022: $72,271Expenses 2022: $61,553Net Income 2022: $10,7182022Revenue 2023: $63,715Expenses 2023: $60,628Net Income 2023: $3,0872023Revenue 2024: $72,143Expenses 2024: $64,094Net Income 2024: $8,0492024

Highlighted filing

2024

Revenue$72,143
Expenses$64,094
Net Income$8,049
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,220,798
Liabilities
$0
Net assets
$1,220,798
Revenue
$72,143
Expenses
$64,094
Net income
$8,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.03$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.11$0.05$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.07$0.08$0.01
2014Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.08$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.04$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.05$0.09$0.05
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.04$0.08$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$262,201
Mission and Program Overview

Mission

This trust was created to assist graduates of the Richfield Springs NY Central School who wish to pursue education as a career by granting scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,213,007$1,220,798▲ $7,791
Investments in Publicly Traded Securities$1,200,395$1,169,899▼ $30,496
Savings and Temporary Cash Investments$12,111$49,771▲ $37,660
Cash and Non-Interest-Bearing Accounts$501$1,128▲ $627
Total Assets$1,213,007$1,220,798▲ $7,791
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,213,007$1,220,798▲ $7,791
Total Liabilities and Net Assets / Fund Balance$1,213,007$1,220,798▲ $7,791
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
-Trustee$11,912$11,912
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$72,143
Other Revenue
$0
Change in Net Assets
$8,049
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,061
Salaries, Compensation, and Employee Benefits$11,912
Other Expenses$1,121
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$35,548--$35,548
Grants to Domestic Orgs$15,513--$15,513
Current Officers, Directors, Trustees, and Key Employees-$11,912-$11,912
Fees for Services Accounting-$750-$750
All Other Expenses-$250-$250
Fees for Services Other-$121-$121
Total Functional Expenses$51,061$13,033$0$64,094
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“There is no separate committee to act on behalf of the governing body”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 990 is reviewed by the corporate trustee's (community bank na) trust department.”

Form 990, Page 6, Part VI, Line 19

“The documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Clara M Mixter Higher Education Trust 005760
EIN
16-6492076
Phone
6074334129
Address
5 FORD AVE PO BOX 430, ONEONTA, NY 13820

Signing Officer

Name
David Laforest
Title
Vice President
Phone
6074334129
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Community Bank Na
Formed
1998
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Adjustment of ($258) relates to purchase accrued interest $82, return of capital ($345), and rounding $5”

Raw XML Appendix353 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJUSTMENT OF ($258) RELATES TO PURCHASE ACCRUED INTEREST $82, RETURN OF CAPITAL ($345), AND ROUNDING $5
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LAFOREST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA M MIXTER HIGHER EDUCATION TRUST 005760
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02025-05-14T13:01:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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