Civic Intelligence

Winter Memorial Trust

990PF • Fiscal year 2014 • EIN 23-6718170

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Citizens Northern Bk Trustee 90-92Wellsboro, PA 16901

(570) 724-0243

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$7,711

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

393%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$708,240

Up $120,590 (+21%) from 2013

Net Assets

Up

$708,240

Up $120,590 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$165,989

Up $132,335 (+393%) from 2013

Expenses

Up

$45,399

Up $3,638 (+8.7%) from 2013

Net Income

Up

$120,590

Up $128,697 (+1587%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $597,402Liabilities 2010: $0Net Assets 2010: $597,4022010Assets 2011: $599,420Liabilities 2011: $0Net Assets 2011: $599,4202011Assets 2012: $595,757Liabilities 2012: $0Net Assets 2012: $595,7572012Assets 2013: $587,650Liabilities 2013: $0Net Assets 2013: $587,6502013Assets 2014: $708,240Liabilities 2014: $0Net Assets 2014: $708,2402014Assets 2015: $682,786Liabilities 2015: $0Net Assets 2015: $682,7862015Assets 2016: $660,472Liabilities 2016: $0Net Assets 2016: $660,4722016Assets 2017: $659,632Liabilities 2017: $0Net Assets 2017: $659,6322017Assets 2018: $663,701Liabilities 2018: $0Net Assets 2018: $663,7012018Assets 2020: $640,902Liabilities 2020: $0Net Assets 2020: $640,9022020Assets 2021: $677,650Liabilities 2021: $0Net Assets 2021: $677,6502021Assets 2022: $637,106Liabilities 2022: $0Net Assets 2022: $637,1062022Assets 2023: $618,881Liabilities 2023: $0Net Assets 2023: $618,8812023Assets 2024: $641,293Liabilities 2024: $0Net Assets 2024: $641,2932024

Highlighted filing

2014

Assets$708,240
Liabilities$0
Net Assets$708,240

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $31,7762010Expenses 2011: $40,5552011Expenses 2012: $42,5962012Revenue 2013: $33,654Expenses 2013: $41,761Net Income 2013: -$8,1072013Revenue 2014: $165,989Expenses 2014: $45,399Net Income 2014: $120,5902014Revenue 2015: $26,089Expenses 2015: $51,543Net Income 2015: -$25,4542015Revenue 2016: $21,758Expenses 2016: $44,072Net Income 2016: -$22,3142016Revenue 2017: $42,262Expenses 2017: $43,102Net Income 2017: -$8402017Revenue 2018: $50,688Expenses 2018: $46,619Net Income 2018: $4,0692018Revenue 2020: $27,165Expenses 2020: $47,814Net Income 2020: -$20,6492020Revenue 2021: $85,961Expenses 2021: $49,213Net Income 2021: $36,7482021Revenue 2022: $15,288Expenses 2022: $55,832Net Income 2022: -$40,5442022Revenue 2023: $28,590Expenses 2023: $46,815Net Income 2023: -$18,2252023Revenue 2024: $70,297Expenses 2024: $47,885Net Income 2024: $22,4122024

Highlighted filing

2014

Revenue$165,989
Expenses$45,399
Net Income$120,590
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$7,711-$7,711
Filing and Contact Details

Filer

Filer Name
Winter Memorial Trust
EIN
23-6718170
Phone
5707240243
Address
CITIZENS NORTHERN BK TRUSTEE 90-92, WELLSBORO, PA 16901

Signing Officer

Name
Lynne M Smith
Title
ASS'T VICE PRESIDENT
Phone
5707240243
Signed
2015-05-13
Raw XML Appendix331 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.

Path#Value
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt037591
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011449
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1LORI BLASCAK TRUST OFFICER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1PA
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS ARE TYPICALLY MADE TO SECTION 501(C)(3) CHARITIES OPERATING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1IN BRADFORD COUNTY PA.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25794
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55993
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75794
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CEMETERYMAINTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTEDGENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTEDGENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTEDGENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTEDGENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTEDGENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIPSAWARDED BY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7UNRESTRICTEDGENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TOWANDA CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIVE RIVERS COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MEMORIAL HOSPITAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TOWANDA PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MASONIC HALL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CENTRAL BRADFORD COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLICCHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLICCHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLICCHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLICCHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLICCHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLICCHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6GOVT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLICCHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RUTH CONKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4OF TOWANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6TOWANDA AREA HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75 COURT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TOWANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELMIRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TOWANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TOWANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TOWANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TOWANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6TOWANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7TOWANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd218848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd318848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd418848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd518848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd618848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd718848
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036214
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/AppliedToCurrentYearAmt032839
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01598
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01598
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03375
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03375
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036214
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03375
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03375
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01598
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/Amt1381
TaxesSchedule/TaxesDetail/Amt2517
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX-DIVIDEND INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX EST PMTS
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX PMTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE M SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASS'T VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05707240243
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINTER MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0236718170
ReturnHeader/Filer/PhoneNum05707240243
ReturnHeader/Filer/USAddress/AddressLine1Txt0CITIZENS NORTHERN BK TRUSTEE 90-92
ReturnHeader/Filer/USAddress/CityNm0WELLSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016901
ReturnHeader/ReturnTs02015-05-14T06:10:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.70$0.48$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.00$6.19$0.29$0.47$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$0.15$0.56$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.86$0.49$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$0.00$6.41$0.27$0.48$0.21
2018Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.51$0.47$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$0.42$0.43$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$0.22$0.44$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.83$0.00$6.83$0.26$0.52$0.25
2014Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$1.66$0.45$1.21
2013Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.34$0.42$0.08
2012Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.43
2011Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.41
2010Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.32