Civic Intelligence

Peter and Nancy Allatt Family Foundation II C/O Market Street Trust Company

990PF • Fiscal year 2020 • EIN 20-2515474

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 15, 2021

80 East Market Street Ste 300Corning, NY 14830

(607) 734-2271

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1366%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,960,329

Up $507,452 (+15%) from 2019

Net Assets

$3,960,329

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$702,096

Up $654,200 (+1366%) from 2019

Expenses

Down

$239,255

Down $5,282 (-2.2%) from 2019

Net Income

Up

$462,841

Up $659,482 (+335%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,616,407Liabilities 2011: $0Net Assets 2011: $3,616,4072011Assets 2012: $3,482,189Liabilities 2012: $12012Assets 2013: $3,434,258Liabilities 2013: $02013Assets 2014: $3,675,770Liabilities 2014: $0Net Assets 2014: $3,675,7702014Assets 2015: $4,065,554Liabilities 2015: $0Net Assets 2015: $4,065,5542015Assets 2017: $3,679,717Liabilities 2017: $0Net Assets 2017: $3,679,7172017Assets 2018: $3,649,518Liabilities 2018: $0Net Assets 2018: $3,649,5182018Assets 2019: $3,452,877Liabilities 2019: $02019Assets 2020: $3,960,329Liabilities 2020: $0Net Assets 2020: $3,960,3292020Assets 2021: $3,881,006Liabilities 2021: $0Net Assets 2021: $3,881,0062021Assets 2022: $3,517,646Liabilities 2022: $0Net Assets 2022: $3,517,6462022Assets 2023: $3,313,037Liabilities 2023: $0Net Assets 2023: $3,313,0372023Assets 2024: $3,350,412Liabilities 2024: $0Net Assets 2024: $3,350,4122024

Highlighted filing

2020

Assets$3,960,329
Liabilities$0
Net Assets$3,960,329

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $151,7822011Revenue 2012: $104,453Expenses 2012: $239,996Net Income 2012: -$135,5432012Revenue 2013: $150,755Expenses 2013: $198,895Net Income 2013: -$48,1402013Revenue 2014: $477,175Expenses 2014: $235,338Net Income 2014: $241,8372014Revenue 2015: $121,837Expenses 2015: $284,149Net Income 2015: -$162,3122015Revenue 2017: $80,784Expenses 2017: $250,398Net Income 2017: -$169,6142017Revenue 2018: $207,048Expenses 2018: $237,247Net Income 2018: -$30,1992018Revenue 2019: $47,896Expenses 2019: $244,537Net Income 2019: -$196,6412019Revenue 2020: $702,096Expenses 2020: $239,255Net Income 2020: $462,8412020Revenue 2021: $146,603Expenses 2021: $225,926Net Income 2021: -$79,3232021Revenue 2022: -$80,257Expenses 2022: $274,739Net Income 2022: -$354,9962022Revenue 2023: $93,760Expenses 2023: $298,369Net Income 2023: -$204,6092023Revenue 2024: $162,963Expenses 2024: $125,588Net Income 2024: $37,3752024

Highlighted filing

2020

Revenue$702,096
Expenses$239,255
Net Income$462,841
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER J D ALLATT JRTrustee-$0--
NANCY C ALLATTTrustee-$0--
LAUREN WALSHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
AllattWalsh Foundation
EIN
20-2515474
In Care Of
% MARKET STREET SERVICES LLC
Address
80 EAST MARKET STREET STE 300, CORNING, NY 14830

Signing Officer

Name
Peter Jd Allatt
Title
Trustee
Phone
6079626876
Signed
2021-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Sayles & Evans
Address
One West Church Street, Elmira, NY 14901
Preparer
Steven E Agan
Phone
6077342271
Raw XML Appendix364 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PARENTS' FUND ANNUAL GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GREENWICH EMERGENCY MEDICAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1YWCA OF GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NEIGHBOR TO NEIGHBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3INDIAN RIVER LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GREENWICH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BERKSHIRE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01111 EAST PUTNAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1259 EAST PUTNAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2248 EAST PUTNAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt380 ROYAL PALM POINTE STE 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45 PERRYRIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5245 NORTH UNDERMOUNTAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SHEFFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006878
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501257
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0185000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0175370
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0175370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt050033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt050033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt096919
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029518
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025298
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0185000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09630
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0146952
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0137322
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt067
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0658
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0658
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MS GLOBAL ALTERNATIVES FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MS GLOBAL CREDIT FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MS GLOBAL EQUITY FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06893
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16005
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt211655
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16893
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26005
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt311655
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MARKET STREET GLOBAL EQUITY FUND
OtherIncreasesSchedule/OtherIncreasesDetail/Amt044611
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER BOOK/TAX ADJS FROM INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023212
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023212
TaxesSchedule/TaxesDetail/Amt01455
TaxesSchedule/TaxesDetail/Amt15000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01455
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER JD ALLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06079626876
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AllattWalsh Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALLA
ReturnHeader/Filer/EIN0202515474
ReturnHeader/Filer/InCareOfNm0% MARKET STREET SERVICES LLC
ReturnHeader/Filer/USAddress/AddressLine1Txt080 EAST MARKET STREET STE 300
ReturnHeader/Filer/USAddress/CityNm0CORNING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014830
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sayles & Evans
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One West Church Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elmira
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014901
ReturnHeader/PreparerPersonGrp/PhoneNum06077342271
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven E Agan
ReturnHeader/ReturnTs02021-07-22T12:26:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER JD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLATT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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