Civic Intelligence

Mott Charitable Tr

990PF • Fiscal year 2013 • EIN 26-6666780

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

36th percentile

0.00x

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

2013 filings • $500k-$1M 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

87th percentile

$8,331

Higher top officer pay than 87% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

52nd percentile

2.0%

Faster asset growth than 52% of similar nonprofits.

2013 filings • $500k-$1M 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 / Assets36th percentile

Assets

Up

$554,679

Up $10,878 (+2.0%) from 2012

Net Assets

Up

$554,679

Up $10,878 (+2.0%) 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

$42,990

Down $2,209 (-4.9%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $524,910Liabilities 2011: $0Net Assets 2011: $524,9102011Assets 2012: $543,801Liabilities 2012: $0Net Assets 2012: $543,8012012Assets 2013: $554,679Liabilities 2013: $0Net Assets 2013: $554,6792013Assets 2014: $673,550Liabilities 2014: $0Net Assets 2014: $673,5502014Assets 2015: $663,081Liabilities 2015: $0Net Assets 2015: $663,0812015Assets 2017: $631,920Liabilities 2017: $0Net Assets 2017: $631,9202017Assets 2018: $622,580Liabilities 2018: $0Net Assets 2018: $622,5802018Assets 2019: $628,527Liabilities 2019: $0Net Assets 2019: $628,5272019Assets 2020: $626,156Liabilities 2020: $0Net Assets 2020: $626,1562020Assets 2021: $639,737Liabilities 2021: $0Net Assets 2021: $639,7372021Assets 2022: $627,829Liabilities 2022: $0Net Assets 2022: $627,8292022Assets 2023: $614,576Liabilities 2023: $0Net Assets 2023: $614,5762023Assets 2024: $591,601Liabilities 2024: $0Net Assets 2024: $591,6012024

Highlighted filing

2013

Assets$554,679
Liabilities$0
Net Assets$554,679
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $35,9812011Expenses 2012: $45,1992012Expenses 2013: $42,9902013Revenue 2014: $164,409Expenses 2014: $45,538Net Income 2014: $118,8712014Revenue 2015: $38,110Expenses 2015: $48,579Net Income 2015: -$10,4692015Revenue 2017: $28,726Expenses 2017: $42,836Net Income 2017: -$14,1102017Revenue 2018: $35,935Expenses 2018: $45,275Net Income 2018: -$9,3402018Revenue 2019: $50,916Expenses 2019: $44,965Net Income 2019: $5,9512019Revenue 2020: $40,178Expenses 2020: $42,548Net Income 2020: -$2,3702020Revenue 2021: $60,101Expenses 2021: $46,522Net Income 2021: $13,5792021Revenue 2022: $32,543Expenses 2022: $44,343Net Income 2022: -$11,8002022Revenue 2023: $28,490Expenses 2023: $41,741Net Income 2023: -$13,2512023Revenue 2024: $19,840Expenses 2024: $42,816Net Income 2024: -$22,9762024

Highlighted filing

2013

Revenue-
Expenses$42,990
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 Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$8,331-$8,331
VIRGINIA BRANDTAdvisory Committee Mem-$0--
BARRY COLEAdvisory Committee Mem-$0--
ROSALIND K CONNERAdvisory Committee Mem-$0--
THOMAS EMERSONAdvisory Committee Mem-$0--
PAULA DYGER MDAdvisory Committee Mem-$0--
BENJAMIN H SHAWAdvisory Committee Mem-$0--
JUDY COLLIERAdvisory Committee Mem-$0--
MARJORIE TIFFANYAdvisory Committee Mem-$0--
HELEN MOTTAdvisory Committee Mem-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST UNITED METHODIST2013 DONATIONEXEMPTBAINBRIDGE, NY, US$4,000
Paid GrantBGA DOLLARS FOR SCHOLARSSCHOLARSHIPSN/ABAINBRIDGE, NY, US$3,500
Paid GrantAMERICAN DIABITIES ASSOCMEMORY OF DALE A MOTTEXEMPTMERRIFIELD, VA, US$2,000
Paid GrantAMERICAN CANCER SOCIETY2013 DONATIONEXEMPTJOHNSON CITY, NY, US$2,000
Paid GrantVASCULITIS FOUNDATION2013 GRANT MEMORY MARJORIEEXEMPTKANSAS CITY, MO, US$2,000
Paid GrantPULMONARY HYPERTENSION2013 GRANT MEMORY MARJORIEEXEMPTSILVER SPRINGS, MD, US$2,000
Paid GrantANGEL FLIGHT NORTHEAST2013 DONATIONEXEMPTNORTH ANDOVER, MA, US$2,000
Paid GrantSIDNEY MEMORIAL PUBLIC2013 GRANTEXEMPTSIDNEY, NY, US$2,000
Paid GrantMASONVILLE FEDERATED2013 GRANT MASONVILLE FOODEXEMPTMASONVILLE, NY, US$2,000
Paid GrantSIDNEY UNITED METHODIST2013 DONATIONEXEMPTSIDNEY, NY, US$2,000
Paid GrantNAZARETH COLLEGESCHOLARSHIPN/AROCHESTER, NY, US$2,000
Paid GrantBAINBRIDGE- GUILFORD CSD2013 GRANTEXEMPTBAINBRIDGE, NY, US$1,575
Paid GrantMASONVILLE LIBRARY2013 GRANTEXEMPTMASONVILLE, NY, US$1,000
Paid GrantBAINBRIDGE FIRE DEPT2013 GRANTEXEMPTBAINBRIDGE, NY, US$1,000
Paid GrantMASONVILLE FIRE DEPT2013 GRANTEXEMPTMASONVILLE, NY, US$1,000
Paid GrantOPERATION SMILE2013 DONATIONEXEMPTNORFOLK, VA, US$1,000
Paid GrantBAINBRIDGE PUBLIC LIBRARY2013 GRANTEXEMPTBAINBRIDGE, NY, US$1,000
Paid GrantSIDNEY DOLLARS FOR SCHOLARSSCHOLARSHIPSEXEMPTSIDNEY, NY, US$1,000
Filing and Contact Details

Filer

EIN
26-6666780
Raw XML AppendixShowing 400 of 805 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/DateAcquired02009-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-03-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-01-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-03-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122009-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132011-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142012-01-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152013-02-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162009-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172009-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182009-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192011-10-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202009-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212011-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222012-01-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232009-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242009-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-02-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-02-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-02-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182013-05-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202013-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212013-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222013-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232013-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242013-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252013-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262013-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0370.125 AMERICAN BEACON L/C VALU-IS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset149.156 DODGE & COX INTL STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2369.642 DODGE & COX INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3372.755 FEDERATED TOTAL RETURN BOND FUND #328
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset433.148 HARTFORD MIDCAP FUND-Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5129.312 T ROWE PRICE DIVIDEND GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset663.234 CRM MID CAP VALUE FD INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset748.138 VANGUARD MORGAN GROWTH FD-AD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8181.682 VANGUARD GNMA FUND ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9275.427 AMERICAN BEACON L/C VALU-IS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1019.548 DODGE & COX INTL STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11371.509 DODGE & COX INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12435.943 FEDERATED TOTAL RETURN BOND FUND #328
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1350.984 HARTFORD MIDCAP FUND-Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1461.54 T ROWE PRICE DIVIDEND GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15124.729 TEMPLETON GLOBAL BOND FUND-AD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1658.842 VANGUARD MORGAN GROWTH FD-AD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17391.452 VANGUARD GNMA FUND ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1821.401 CRM MID CAP VALUE FD INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19210.516 AMERICAN BEACON L/C VALU-IS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2013.968 DODGE & COX INTL STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2153.689 HARTFORD MIDCAP FUND-Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2265.518 T ROWE PRICE DIVIDEND GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23135.531 ROYCE PENNSYLVANIA MUT FUND-IN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2468.03 VANGUARD MORGAN GROWTH FD-AD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25802.815 CRM MID CAP VALUE FD INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset263846.154 VANGUARD GNMA FUND ADM
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0554679
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0543801
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0554679
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj033173
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0576
IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances014044
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0668864
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition60

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$554,679
Liabilities
$0
Net assets
$554,679
Revenue
-
Expenses
$42,990
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.20$0.43$0.23
2023Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.28$0.42$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.33$0.44$0.12
2021Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.60$0.47$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.40$0.43$0.02
2019Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.51$0.45$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.36$0.45$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.29$0.43$0.14
2015Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.38$0.49$0.10
2014Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$1.64$0.46$1.19
2013Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.43
2012Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.45
2011Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.36