Civic Intelligence

Clara M Mixter Higher Education Trust 005760

990 • Fiscal year 2016 • EIN 16-6492076

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization ProfileN/A
5 Ford Ave PO Box 430Oneonta, NY 13820

(607) 432-4131

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

27th percentile

-73%

Higher net margin than 27% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

36th percentile

-2.8%

Faster asset growth than 36% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-41%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$1,042,310

Down $29,645 (-2.8%) from 2015

Net Assets

Down

$1,042,310

Down $29,645 (-2.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin27th percentile

Revenue

Down

$40,727

Down $28,389 (-41%) from 2015

Expenses

Down

$70,372

Down $11,054 (-14%) from 2015

Net Income

Down

-$29,645

Down $17,335 (-141%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2016

Assets$1,042,310
Liabilities$0
Net Assets$1,042,310
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$40,727
Expenses$70,372
Net Income-$29,645
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$42,203
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.

Distribute scholarships and enrich staff development and equipment atthe Richfield Springs NY Central School. College scholarships are given to graduates who wish to pursue education as a career. ClaraMixter was a teacher at this school for over 30 years.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,071,927$1,042,310▼ $29,617
Investments in Publicly Traded Securities$1,010,353$1,008,670▼ $1,683
Savings and Temporary Cash Investments$61,602$33,640▼ $27,962
Rtn Earn Endowment Incm Other Fnds$28--
Total Assets$1,071,955$1,042,310▼ $29,645
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,071,955$1,042,310▼ $29,645
Total Liabilities and Net Assets / Fund Balance$1,071,955$1,042,310▼ $29,645
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$40,727
Other Revenue
$0
Change in Net Assets
$-29,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,586
Salaries, Compensation, and Employee Benefits$11,038
Other Expenses$748
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,000--$35,000
Grants to Domestic Individuals$23,586--$23,586
Current Officers, Directors, Trustees, and Key Employees-$11,038-$11,038
All Other Expenses-$626-$626
Fees for Services Other-$122-$122
Total Functional Expenses$58,586$11,786$0$70,372
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 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

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 18

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

Form 990, Page 6, Part VI, Line 19

“N/A”

Form 990, Page 7, Part VII, Section A

“Community Bank NA - Institutional Trustee 1 hr/week”

Filing and Contact Details

Filer

Filer Name
Clara M Mixter Higher Education Trust
EIN
16-6492076
Phone
6074324131
Address
5 FORD AVE PO BOX 430, ONEONTA, NY 13820

Signing Officer

Name
Patricia a Lowe
Title
AVP Trust
Phone
6074324131
Signed
2017-05-05

Organization Details

Formed
1998
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

This trust was created to assist the Richfield Springs NY CS

“assist graduates who wish to pursue education as a career by granting scholarships .”

All forms are available for public inspection

“at Community Bank NA located at 5 Ford Ave Oneonta, NY 13820.”

Community Bank'S role as institutional trustee is primarily

“related to investing the trust assets and, as such, provide the funds needed to support the organization. As trustee the bank is also respo nsible for making distributions to/for individuals as requested by the Richfield Springs CSD using a guideline determined by the school and the bank.”

Explanation for Form 990, Part XI, Line 9

“Adjust due to transaction correction between years”

Raw XML Appendix326 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/ExplanationTxt0assist graduates who wish to pursue education as a career by granting scholarships .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1at Community Bank NA located at 5 Ford Ave Oneonta, NY 13820.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2related to investing the trust assets and, as such, provide the funds needed to support the organization. As trustee the bank is also respo nsible for making distributions to/for individuals as requested by the Richfield Springs CSD using a guideline determined by the school and the bank.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 is reviewed by the corporate trustee's (Community Bank NA) Trust Department
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community Bank NA - Institutional Trustee 1 hr/week
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Adjust due to transaction correction between years
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0This trust was created to assist the Richfield Springs NY CS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1All forms are available for public inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Community Bank's role as institutional trustee is primarily
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01071955
IRS990/TotalAssetsEOYAmt01042310
IRS990/TotalAssetsGrp/BOYAmt01071955
IRS990/TotalAssetsGrp/EOYAmt01042310
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011786
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058586
IRS990/TotalFunctionalExpensesGrp/TotalAmt070372
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01071955
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01042310
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0-58586
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt039999
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040727
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01071955
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01042310
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05 Ford Ave PO Box 430
IRS990/USAddress/CityNm0Oneonta
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013820
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA A LOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP Trust
ReturnHeader/BusinessOfficerGrp/PhoneNum06074324131
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA M MIXTER HIGHER EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0166492076
ReturnHeader/Filer/PhoneNum06074324131
ReturnHeader/Filer/USAddress/AddressLine1Txt05 FORD AVE PO BOX 430
ReturnHeader/Filer/USAddress/CityNm0ONEONTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013820
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04D0A0E2DE29F91AAE4F422AB34A3165DB0FFF7FE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D0A0E2DE29F91AAE4F422AB34A3165DB0FFF7FE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.139.80.2
ReturnHeader/ReturnTs02017-05-05T15:00:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,042,310
Liabilities
$0
Net assets
$1,042,310
Revenue
$40,727
Expenses
$70,372
Net income
-$29,645
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