Civic Intelligence

Watson Charitable Remainder Unitrust Spca 433663200

990PF • Fiscal year 2014 • EIN 23-7909225

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

Organization Profile
1100 Wehrle Drive 2nd FloorBuffalo, NY 14221

(716) 842-5506

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

0.00x

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

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

Net Margin

68th percentile

29%

Higher net margin than 68% of similar nonprofits.

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

Top Officer Pay

97th percentile

$4,640

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2014 filings • NTEE T22 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

3.4%

Faster asset growth than 65% of similar nonprofits.

2014 filings • NTEE T22 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

26%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • NTEE T22 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$232,735

Up $7,680 (+3.4%) from 2013

Net Assets

Up

$232,735

Up $7,680 (+3.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin68th percentile

Revenue

Up

$26,150

Up $5,333 (+26%) from 2013

Expenses

Up

$18,461

Up $2,240 (+14%) from 2013

Net Income

Up

$7,689

Up $3,093 (+67%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2010: $230,917Liabilities 2010: $0Net Assets 2010: $230,9172010Assets 2011: $225,571Liabilities 2011: $0Net Assets 2011: $225,5712011Assets 2012: $220,472Liabilities 2012: $0Net Assets 2012: $220,4722012Assets 2013: $225,055Liabilities 2013: $0Net Assets 2013: $225,0552013Assets 2014: $232,735Liabilities 2014: $0Net Assets 2014: $232,7352014Assets 2015: $228,786Liabilities 2015: $0Net Assets 2015: $228,7862015Assets 2016: $219,904Liabilities 2016: $0Net Assets 2016: $219,9042016Assets 2017: $218,189Liabilities 2017: $0Net Assets 2017: $218,1892017Assets 2018: $212,542Liabilities 2018: $0Net Assets 2018: $212,5422018Assets 2019: $210,772Liabilities 2019: $0Net Assets 2019: $210,7722019Assets 2020: $214,872Liabilities 2020: $0Net Assets 2020: $214,8722020Assets 2021: $247,638Liabilities 2021: $0Net Assets 2021: $247,6382021Assets 2022: $246,772Liabilities 2022: $0Net Assets 2022: $246,7722022Assets 2023: $238,073Liabilities 2023: $0Net Assets 2023: $238,0732023Assets 2024: $235,201Liabilities 2024: $0Net Assets 2024: $235,2012024

Highlighted filing

2014

Assets$232,735
Liabilities$0
Net Assets$232,735
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $11,5222010Expenses 2011: $12,4052011Expenses 2012: $14,0262012Revenue 2013: $20,817Expenses 2013: $16,221Net Income 2013: $4,5962013Revenue 2014: $26,150Expenses 2014: $18,461Net Income 2014: $7,6892014Revenue 2015: $13,818Expenses 2015: $17,766Net Income 2015: -$3,9482015Revenue 2016: $7,310Expenses 2016: $16,192Net Income 2016: -$8,8822016Revenue 2017: $14,455Expenses 2017: $16,004Net Income 2017: -$1,5492017Revenue 2018: $11,804Expenses 2018: $17,425Net Income 2018: -$5,6212018Revenue 2019: $19,368Expenses 2019: $21,125Net Income 2019: -$1,7572019Revenue 2020: $17,672Expenses 2020: $13,618Net Income 2020: $4,0542020Revenue 2021: $51,305Expenses 2021: $18,484Net Income 2021: $32,8212021Revenue 2022: $16,969Expenses 2022: $17,826Net Income 2022: -$8572022Revenue 2023: $9,598Expenses 2023: $18,207Net Income 2023: -$8,6092023Revenue 2024: $14,565Expenses 2024: $17,181Net Income 2024: -$2,6162024

Highlighted filing

2014

Revenue$26,150
Expenses$18,461
Net Income$7,689
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M T TRUST COCo TrusteePT$4,640-$4,640
Filing and Contact Details

Filer

Filer Name
Watson Charit Remaind Unitrust Spca
EIN
23-7909225
Address
1100 WEHRLE DRIVE 2ND FLOOR, BUFFALO, NY 14221

Signing Officer

Name
M T Trust Company
Title
Vice President
Signed
2015-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
Michele L Dore Ea
Phone
8043444548
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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt153480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt96603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt155700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1616000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt187117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt204840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0133.445 GUINNESS ATKINSON CHINA HONG KONG FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11.909 GUINNESS ATKINSON CHINA HONG KONG FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22.557 MFS EMERGING MARKETS DEBT FUND - I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3550. MFS EMERGING MARKETS DEBT FUND - I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4545.852 FEDERATED ULTRA SHORT BOND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5684.932 WILMINGTON SHORT TERM BOND FUND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63.18 LAZARD EMRG MARKETS EQUITY FD CL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7166.846 LAZARD EMRG MARKETS EQUITY FD CL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8268.886 LSV VALUE EQUITY FUND STRATEGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc965. ISHARES RUSSELL 1000 VALUE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10350. PIMCO FDS TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112.326 PIMCO FDS TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12202.469 STERLING CAPITAL MID-CAP VALUE CL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13135.135 ABERDEEN GLBL HIGH INC CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14172.414 T ROWE PRICE LRG CAP GROWTH FD INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15147.287 MSIF GROWTH PORTFOLIO CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1689.551 VANGUARD #94 INSTITUTIONAL INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1714.391 WILMINGTON MID CAP GROWTH FUND -I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18380. WILMINGTON MID CAP GROWTH FUND -I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc197.943 WILMINGTON BROAD MARKET BOND FUND -I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20500. WILMINGTON BROAD MARKET BOND FUND -I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021302
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07689
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt09
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0232744
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0225055
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0232735
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012853
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012853
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012853
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013068
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0215
IRS990PF/DistributableAmountGrp/TotalTaxAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0164
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0164
IRS990PF/FMVAssetsEOYAmt0259050
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0225055
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0232735
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0219681
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0228126
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0254441
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05374
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04609
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04609
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0225055
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0232735
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0259050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0225055
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0232735
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0225055
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0232735
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0265341
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05634
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0259707
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03980
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013068
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0261361
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0265341
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04640
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M T TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01100 WEHRLE DR 2ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AMHERST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt08576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt08075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.034965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.039457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0261361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0252621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0237338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0243300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0230599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0204654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt013470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.199653
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt013255
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013470
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0215
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013470
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,735
Liabilities
$0
Net assets
$232,735
Revenue
$26,150
Expenses
$18,461
Net income
$7,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.15$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.10$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.17$0.18$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.51$0.18$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.18$0.14$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.19$0.21$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.12$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.14$0.16$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.07$0.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.14$0.18$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.26$0.18$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.21$0.16$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits