Civic Intelligence

Clara M Mixter Higher Education Trust 005760

990 • Fiscal year 2017 • EIN 16-6492076

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

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

(607) 433-4131

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Net Margin

79th percentile

59%

Higher net margin than 79% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$13,115

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

63rd percentile

6.5%

Faster asset growth than 63% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

181%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$1,109,719

Up $67,409 (+6.5%) from 2016

Net Assets

Up

$1,109,719

Up $67,409 (+6.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin79th percentile

Revenue

Up

$114,294

Up $73,567 (+181%) from 2016

Expenses

Down

$46,885

Down $23,487 (-33%) from 2016

Net Income

Up

$67,409

Up $97,054 (+327%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2017

Assets$1,109,719
Liabilities$0
Net Assets$1,109,719
Open 2017 Filing

Operations Trend

Revenue Growth83rd 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

2017

Revenue$114,294
Expenses$46,885
Net Income$67,409
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Gross Receipts
$269,502
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
Cap Stk Tr Prin Current Funds$1,042,310$1,109,719▲ $67,409
Investments in Publicly Traded Securities$1,008,850$1,085,964▲ $77,114
Savings and Temporary Cash Investments$33,460$23,755▼ $9,705
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,042,310$1,109,719▲ $67,409
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,042,310$1,109,719▲ $67,409
Total Liabilities and Net Assets / Fund Balance$1,042,310$1,109,719▲ $67,409
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
Community Bank NaTrustee$13,115$13,115
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$114,294
Other Revenue
$0
Change in Net Assets
$67,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,251
Salaries, Compensation, and Employee Benefits$13,115
Other Expenses$519
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$33,251--$33,251
Current Officers, Directors, Trustees, and Key Employees-$13,115-$13,115
Fees for Services Other-$250-$250
Other Expenses-$19-$19
Total Functional Expenses$33,251$13,634$0$46,885
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed by the corporate trustee's (Community Bank NA) Trust Department.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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

Filing and Contact Details

Filer

Filer Name
Clara M Mixter Higher Education Trust
EIN
16-6492076
Phone
6074334131
Address
5 FORD AVE PO BOX 430, ONEONTA, NY 13820

Signing Officer

Name
Community Bank Na
Title
Trustee
Signed
2018-05-03
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
Mostert Manzanero & Scott LLP
Address
4 Associate Dr, Oneonta, NY 13820
Preparer
Deborah L Mostert
Phone
6074328700
Raw XML Appendix384 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0156002356
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RICHFIELD SPRINGS CSD
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt033251
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the corporate trustee's (Community Bank NA) Trust Department.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01042310
IRS990/TotalAssetsEOYAmt01109719
IRS990/TotalAssetsGrp/BOYAmt01042310
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013634
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033251
IRS990/TotalFunctionalExpensesGrp/TotalAmt046885
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01109719
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114294
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01109719
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0245 MAIN STREET
IRS990/USAddress/CityNm0ONEONTA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013820
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COMMUNITY BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA M MIXTER HIGHER EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0166492076
ReturnHeader/Filer/PhoneNum06074334131
ReturnHeader/Filer/USAddress/AddressLine1Txt05 FORD AVE PO BOX 430
ReturnHeader/Filer/USAddress/CityNm0ONEONTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013820
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0150625503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mostert Manzanero & Scott LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 Associate Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oneonta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013820
ReturnHeader/PreparerPersonGrp/PhoneNum06074328700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH L MOSTERT
ReturnHeader/ReturnTs02018-05-03T06:07:35-07:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,109,719
Liabilities
$0
Net assets
$1,109,719
Revenue
$114,294
Expenses
$46,885
Net income
$67,409
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