Civic Intelligence

Harmon & Marie Dutton Memorial Trust

990PF • Fiscal year 2013 • EIN 22-3160372

Dec 01, 2012 to Nov 30, 2013 • Filed on Jan 27, 2014

Organization Profile
C/O Nbt Bank Na 52 S Broad St13815
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k 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

79th percentile

$4,202

Higher top officer pay than 79% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

53rd percentile

1.7%

Faster asset growth than 53% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$413,182

Up $7,075 (+1.7%) from 2012

Net Assets

Up

$413,182

Up $7,075 (+1.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$27,725

Down $1,167 (-4.0%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$600K$400K$200K$0Assets 2011: $421,384Liabilities 2011: $0Net Assets 2011: $421,3842011Assets 2012: $406,107Liabilities 2012: $0Net Assets 2012: $406,1072012Assets 2013: $413,182Liabilities 2013: $0Net Assets 2013: $413,1822013Assets 2014: $409,349Liabilities 2014: $0Net Assets 2014: $409,3492014Assets 2015: $413,099Liabilities 2015: $0Net Assets 2015: $413,0992015Assets 2017: $480,270Liabilities 2017: $0Net Assets 2017: $480,2702017Assets 2018: $463,572Liabilities 2018: $0Net Assets 2018: $463,5722018Assets 2019: $458,114Liabilities 2019: $0Net Assets 2019: $458,1142019Assets 2020: $438,480Liabilities 2020: $0Net Assets 2020: $438,4802020Assets 2021: $458,237Liabilities 2021: $0Net Assets 2021: $458,2372021Assets 2022: $452,792Liabilities 2022: $0Net Assets 2022: $452,7922022Assets 2023: $439,390Liabilities 2023: $0Net Assets 2023: $439,3902023Assets 2024: $422,006Liabilities 2024: $0Net Assets 2024: $422,0062024

Highlighted filing

2013

Assets$413,182
Liabilities$0
Net Assets$413,182
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $25,9872011Expenses 2012: $28,8922012Expenses 2013: $27,7252013Revenue 2014: $25,350Expenses 2014: $29,131Net Income 2014: -$3,7812014Revenue 2015: $34,257Expenses 2015: $30,440Net Income 2015: $3,8172015Revenue 2017: $109,289Expenses 2017: $30,188Net Income 2017: $79,1012017Revenue 2018: $19,213Expenses 2018: $35,913Net Income 2018: -$16,7002018Revenue 2019: $25,352Expenses 2019: $30,809Net Income 2019: -$5,4572019Revenue 2020: $9,936Expenses 2020: $29,569Net Income 2020: -$19,6332020Revenue 2021: $49,781Expenses 2021: $30,025Net Income 2021: $19,7562021Revenue 2022: $29,157Expenses 2022: $34,534Net Income 2022: -$5,3772022Revenue 2023: $16,659Expenses 2023: $30,057Net Income 2023: -$13,3982023Revenue 2024: $12,836Expenses 2024: $30,218Net Income 2024: -$17,3822024

Highlighted filing

2013

Revenue-
Expenses$27,725
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Jan 27, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$4,202-$4,202
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN CANCER SOCIETYGENERAL PURPOSES BENEFITNONENEW YORK, NY, US$22,862
Filing and Contact Details

Filer

EIN
22-3160372
Raw XML AppendixShowing 400 of 783 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/CostOrOtherBasis355000
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-07-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202011-08-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222010-07-12
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272011-04-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282007-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302008-03-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-01-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-01-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-01-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32013-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42013-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52013-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92013-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102013-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112013-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122013-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132013-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142013-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152013-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172013-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182013-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192013-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202013-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212013-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222013-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232013-07-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242013-07-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252013-07-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342013-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352013-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362013-11-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0721.5 DODGE & COX INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1877.193 FEDERATED TOTAL RETURN BOND FUND #328
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2916.591 VANGUARD GNMA FUND ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset339. CVS CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset414. SCHLUMBERGER LTD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset571. SUNCOR ENERGY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset615. WAL MART STORES INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7100. TEVA PHARMACEUTICAL INDS ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset825. TEVA PHARMACEUTICAL INDS ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset93. GOOGLE INC CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset106.99971 BED BATH & BEYOND INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1115.00029 BED BATH & BEYOND INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1225. PFIZER INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1310. PROCTER & GAMBLE CO COM

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$413,182
Liabilities
$0
Net assets
$413,182
Revenue
-
Expenses
$27,725
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.13$0.30$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.17$0.30$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.29$0.35$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.50$0.30$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.10$0.30$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.25$0.31$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.19$0.36$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$1.09$0.30$0.79
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.34$0.30$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.25$0.29$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.28
2012Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.29
2011Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.26