Civic Intelligence

Pierson K Miller Tua Irrv Portion Tr

990PF • Fiscal year 2015 • EIN 16-6552192

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

Organization Profile
1100 Wehrle Drive 2nd FloorBuffalo, NY 14221

(717) 240-4505

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2015 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.00x

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

2015 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2015

Net Margin

16th percentile

-106%

Higher net margin than 16% of similar nonprofits.

2015 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$60,034

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2015 filings • NTEE T • $5M-$10M nonprofits • Source year 2015

Asset Growth

31st percentile

-3.3%

Faster asset growth than 31% of similar nonprofits.

2015 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-48%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$8,984,326

Down $306,255 (-3.3%) from 2014

Net Assets

Down

$8,984,326

Down $306,255 (-3.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin16th percentile

Revenue

Down

$288,125

Down $266,074 (-48%) from 2014

Expenses

Down

$593,950

Down $36,452 (-5.8%) from 2014

Net Income

Down

-$305,825

Down $229,622 (-301%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2011: $8,870,141Liabilities 2011: $02011Assets 2012: $8,745,743Liabilities 2012: $0Net Assets 2012: $8,745,7432012Assets 2013: $9,367,605Liabilities 2013: $0Net Assets 2013: $9,367,6052013Assets 2014: $9,290,581Liabilities 2014: $0Net Assets 2014: $9,290,5812014Assets 2015: $8,984,326Liabilities 2015: $0Net Assets 2015: $8,984,3262015Assets 2016: $8,845,294Liabilities 2016: $0Net Assets 2016: $8,845,2942016Assets 2017: $9,291,517Liabilities 2017: $0Net Assets 2017: $9,291,5172017Assets 2018: $9,212,682Liabilities 2018: $0Net Assets 2018: $9,212,6822018Assets 2019: $10,258,291Liabilities 2019: $0Net Assets 2019: $10,258,2912019Assets 2020: $9,789,053Liabilities 2020: $0Net Assets 2020: $9,789,0532020Assets 2021: $10,285,888Liabilities 2021: $0Net Assets 2021: $10,285,8882021Assets 2022: $9,957,620Liabilities 2022: $0Net Assets 2022: $9,957,6202022Assets 2023: $9,625,801Liabilities 2023: $0Net Assets 2023: $9,625,8012023Assets 2024: $9,703,966Liabilities 2024: $0Net Assets 2024: $9,703,9662024

Highlighted filing

2015

Assets$8,984,326
Liabilities$0
Net Assets$8,984,326
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $229,954Expenses 2011: $525,221Net Income 2011: -$295,2672011Expenses 2012: $511,1952012Revenue 2013: $1,172,231Expenses 2013: $550,202Net Income 2013: $622,0292013Revenue 2014: $554,199Expenses 2014: $630,402Net Income 2014: -$76,2032014Revenue 2015: $288,125Expenses 2015: $593,950Net Income 2015: -$305,8252015Revenue 2016: $418,094Expenses 2016: $557,108Net Income 2016: -$139,0142016Revenue 2017: $1,022,710Expenses 2017: $574,631Net Income 2017: $448,0792017Revenue 2018: $591,951Expenses 2018: $667,216Net Income 2018: -$75,2652018Revenue 2019: $1,629,145Expenses 2019: $581,636Net Income 2019: $1,047,5092019Revenue 2020: $266,301Expenses 2020: $737,940Net Income 2020: -$471,6392020Revenue 2021: $1,240,768Expenses 2021: $738,521Net Income 2021: $502,2472021Revenue 2022: $360,121Expenses 2022: $686,950Net Income 2022: -$326,8292022Revenue 2023: $344,982Expenses 2023: $672,561Net Income 2023: -$327,5792023Revenue 2024: $740,794Expenses 2024: $651,405Net Income 2024: $89,3892024

Highlighted filing

2015

Revenue$288,125
Expenses$593,950
Net Income-$305,825
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANUFACTURERS TRADERS TRUST COTrustee-$60,034-$60,034
Filing and Contact Details

Filer

Filer Name
Miller Pierson Post Dod
EIN
16-6552192
Phone
7172404505
Address
1100 WEHRLE DRIVE 2ND FLOOR, BUFFALO, NY 14221

Signing Officer

Name
M T Trust Company
Title
Vice President
Phone
7172404505
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Michele L Dore Ea
Phone
8043444548
Raw XML AppendixShowing 400 of 1,287 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BIOGEN IDEC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CHEVRON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CISCO SYSTEMS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6COACH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8GILEAD SCIENCES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9EXPRESS SCRIPS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10EXXON MOBIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FEDERATED STRATEGIC VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FPA NEW INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GENERAL ELECTRIC COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FEDEX CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DELTA AIR LINES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17KINDER MORGAN INCORPORATED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18LITMAN GREGORY MASTERS INTL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32WELLS FARGO & CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39EXTENDED STAY AMERICA INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43MORGAN STANLEY MID CAP GROWTH
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46ABERDEEN GLOBAL HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47AIR PRODUCTS & CHEMICALS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54DICKS SPORTING GOODS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56NORDSTROMS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106STRYKER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109ANALOG DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110MORGAN STANLEY INSTL FD INC GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111VANGUARD INSTIT INDEX FD CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112ISHARES RUSSELL MID-CAP GROWTH
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd88AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0254478
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt018772
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0288125
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0288125
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018772
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt060034
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060034
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0528544
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0528544
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0249818
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0254478
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-305825
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02839539

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,984,326
Liabilities
$0
Net assets
$8,984,326
Revenue
$288,125
Expenses
$593,950
Net income
-$305,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$0.00$9.70$0.74$0.65$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.63$0.00$9.63$0.34$0.67$0.33
2022Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.36$0.69$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.24$0.74$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.79$0.00$9.79$0.27$0.74$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.63$0.58$1.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$0.00$9.21$0.59$0.67$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$0.00$9.29$1.02$0.57$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.85$0.00$8.85$0.42$0.56$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.29$0.59$0.31
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$0.00$9.29$0.55$0.63$0.08
2013Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$1.17$0.55$0.62
2012Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.51
2011Summary only. Only limited summary data is available for this year.$8.87$0.00$0.23$0.53$0.30