Civic Intelligence

Rex L and Edna Irene Mickle Charitable Trust

990PF • Fiscal year 2013 • EIN 16-6521142

Apr 01, 2012 to Mar 31, 2013 • Filed on Jul 15, 2013

C/O Nbt Bank Na 52 S Broad Street13815
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.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

85th percentile

$12,470

Higher top officer pay than 85% of similar nonprofits.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Asset Growth

29th percentile

-1.9%

Faster asset growth than 29% of similar nonprofits.

2013 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,774,137

Down $34,531 (-1.9%) from 2012

Net Assets

$1,774,137

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$120,551

Up $8,123 (+7.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,754,895Liabilities 2011: $0Net Assets 2011: $1,754,8952011Assets 2012: $1,808,668Liabilities 2012: $12012Assets 2013: $1,774,137Liabilities 2013: $0Net Assets 2013: $1,774,1372013Assets 2014: $1,788,055Liabilities 2014: $0Net Assets 2014: $1,788,0552014Assets 2015: $1,766,051Liabilities 2015: $0Net Assets 2015: $1,766,0512015Assets 2016: $1,742,070Liabilities 2016: $0Net Assets 2016: $1,742,0702016Assets 2017: $1,767,454Liabilities 2017: $0Net Assets 2017: $1,767,4542017Assets 2018: $1,731,183Liabilities 2018: $0Net Assets 2018: $1,731,1832018Assets 2019: $1,798,353Liabilities 2019: $0Net Assets 2019: $1,798,3532019Assets 2020: $1,760,031Liabilities 2020: $0Net Assets 2020: $1,760,0312020Assets 2021: $1,790,494Liabilities 2021: $0Net Assets 2021: $1,790,4942021Assets 2022: $1,945,036Liabilities 2022: $0Net Assets 2022: $1,945,0362022Assets 2023: $1,856,737Liabilities 2023: $0Net Assets 2023: $1,856,7372023Assets 2024: $1,875,383Liabilities 2024: $0Net Assets 2024: $1,875,3832024Assets 2025: $1,830,776Liabilities 2025: $0Net Assets 2025: $1,830,7762025

Highlighted filing

2013

Assets$1,774,137
Liabilities$0
Net Assets$1,774,137

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $101,9922011Revenue 2012: $166,201Expenses 2012: $112,428Net Income 2012: $53,7732012Expenses 2013: $120,5512013Revenue 2014: $136,105Expenses 2014: $122,187Net Income 2014: $13,9182014Revenue 2015: $114,880Expenses 2015: $136,582Net Income 2015: -$21,7022015Revenue 2016: $110,247Expenses 2016: $145,287Net Income 2016: -$35,0402016Revenue 2017: $164,610Expenses 2017: $139,006Net Income 2017: $25,6042017Revenue 2018: $108,046Expenses 2018: $143,881Net Income 2018: -$35,8352018Revenue 2019: $227,445Expenses 2019: $157,036Net Income 2019: $70,4092019Revenue 2020: $126,894Expenses 2020: $163,711Net Income 2020: -$36,8172020Revenue 2021: $191,087Expenses 2021: $160,165Net Income 2021: $30,9222021Revenue 2022: $323,848Expenses 2022: $168,476Net Income 2022: $155,3722022Revenue 2023: $105,907Expenses 2023: $194,206Net Income 2023: -$88,2992023Revenue 2024: $201,182Expenses 2024: $166,047Net Income 2024: $35,1352024Revenue 2025: $115,570Expenses 2025: $175,407Net Income 2025: -$59,8372025

Highlighted filing

2013

Revenue-
Expenses$120,551
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Jul 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NACotrustee-$12,470-$12,470
THOMAS C EMERSON ESQCotrustee-$1,980-$1,980
JAMES A HOYCotrustee-$1,980-$1,980
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNYS SHERIFF'S ASSN INSTITUTE INCUNRESTRICTED- GENERALEXEMPTALBANY, NY, US$24,658
Paid GrantNORWICH YMCAUNRESTRICTED - GENERALEXEMPTNORWICH, NY, US$24,658
Paid GrantCHENANGO COUNTY S P C AUNRESTRICTED - GENERALEXEMPTNORWICH, NY, US$24,658
Paid GrantCHEN MEMORIAL HOSPITAL FDNUNRESTRICTED - GENERALEXEMPTNORWICH, NY, US$24,658
Filing and Contact Details

Filer

EIN
16-6521142
Raw XML AppendixShowing 400 of 653 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02006-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-08-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32002-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52002-09-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62004-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72004-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82002-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92004-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-08-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52013-02-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122013-03-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset125000. FHLMC 5.125% 7/15/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset225000. DISCOVER BANK CD 4.750% 8/13/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset325000. FHLB 3.050% 8/24/20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset450000. GEN ELEC CAP CRP MTN 5.600% 12/15/15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5500. HEINZ H J CO COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6220. AT&T INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7140. DOMINION RES INC VA NEW COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8250. DU PONT E I DE NEMOURS & CO COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9192. FRONTIER COMMUNICATIONS CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10100. NEXTERA ENERGY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11165. VERIZON COMMUNICATIONS COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12425. WELLS FARGO & CO NEW COM
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-34531
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01774137
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01808668
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01774137
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IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01435
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01435
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02988
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02239430
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02140920
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances018387
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.18$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.20$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.11$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.32$0.17$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.19$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.13$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.23$0.16$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.11$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.16$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.11$0.15$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.11$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.12
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.17$0.11$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.10