Civic Intelligence

Athens Community Foundation C/O Eugene Hatton

990PF • Fiscal year 2017 • EIN 37-1419086

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

PO Box 153Athens, NY 12015

(518) 945-2574

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Net Margin

31st percentile

-21%

Higher net margin than 31% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Asset Growth

29th percentile

-1.4%

Faster asset growth than 29% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-6.7%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,864,751

Down $41,772 (-1.4%) from 2016

Net Assets

Down

$2,864,751

Down $41,772 (-1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$201,619

Down $14,565 (-6.7%) from 2016

Expenses

Up

$243,391

Up $7,955 (+3.4%) from 2016

Net Income

Down

-$41,772

Down $22,520 (-117%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,399,017Liabilities 2010: $0Net Assets 2010: $3,399,0172010Assets 2011: $3,318,857Liabilities 2011: $0Net Assets 2011: $3,318,8572011Assets 2012: $3,142,960Liabilities 2012: $0Net Assets 2012: $3,142,9602012Assets 2013: $3,075,180Liabilities 2013: $0Net Assets 2013: $3,075,1802013Assets 2014: $3,050,378Liabilities 2014: $0Net Assets 2014: $3,050,3782014Assets 2015: $2,926,423Liabilities 2015: $0Net Assets 2015: $2,926,4232015Assets 2016: $2,906,523Liabilities 2016: $0Net Assets 2016: $2,906,5232016Assets 2017: $2,864,751Liabilities 2017: $0Net Assets 2017: $2,864,7512017Assets 2018: $2,922,307Liabilities 2018: $0Net Assets 2018: $2,922,3072018Assets 2019: $3,145,550Liabilities 2019: $0Net Assets 2019: $3,145,5502019Assets 2020: $3,081,274Liabilities 2020: $0Net Assets 2020: $3,081,2742020Assets 2021: $3,500,525Liabilities 2021: $0Net Assets 2021: $3,500,5252021Assets 2022: $3,434,025Liabilities 2022: $0Net Assets 2022: $3,434,0252022Assets 2023: $3,362,917Liabilities 2023: $0Net Assets 2023: $3,362,9172023Assets 2024: $3,416,815Liabilities 2024: $0Net Assets 2024: $3,416,8152024

Highlighted filing

2017

Assets$2,864,751
Liabilities$0
Net Assets$2,864,751

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $143,4862010Expenses 2011: $155,0412011Expenses 2012: $180,1252012Revenue 2013: $119,968Expenses 2013: $187,748Net Income 2013: -$67,7802013Revenue 2014: $189,631Expenses 2014: $214,552Net Income 2014: -$24,9212014Revenue 2015: $110,766Expenses 2015: $234,027Net Income 2015: -$123,2612015Revenue 2016: $216,184Expenses 2016: $235,436Net Income 2016: -$19,2522016Revenue 2017: $201,619Expenses 2017: $243,391Net Income 2017: -$41,7722017Revenue 2018: $330,131Expenses 2018: $272,575Net Income 2018: $57,5562018Revenue 2019: $498,599Expenses 2019: $275,356Net Income 2019: $223,2432019Revenue 2020: $221,414Expenses 2020: $285,690Net Income 2020: -$64,2762020Revenue 2021: $738,630Expenses 2021: $319,379Net Income 2021: $419,2512021Revenue 2022: $290,777Expenses 2022: $357,277Net Income 2022: -$66,5002022Revenue 2023: $294,406Expenses 2023: $365,514Net Income 2023: -$71,1082023Revenue 2024: $427,807Expenses 2024: $373,909Net Income 2024: $53,8982024

Highlighted filing

2017

Revenue$201,619
Expenses$243,391
Net Income-$41,772
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BUTLERTrustee - As Needed-$0--
HANK TRIPPTrustee - As Needed-$0--
LEO PALMATEERTrustee - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Athens Community Foundation
EIN
37-1419086
In Care Of
% LEO PALMATEER
Phone
5189452574
Address
PO BOX 153, ATHENS, NY 12015

Signing Officer

Name
Leo Palmateer
Title
Trustee
Phone
5189452574
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Pattison Koskey Howe & Bucci CPA
Address
45 FIVE MILE WOODS ROAD, CATSKILL, NY 12414
Preparer
Bradley Cummings CPA
Phone
5189434502
Raw XML Appendix346 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/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0215962
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 153
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATHENS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012015
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LEO PALMATEER
IRS990PF/StatementsRegardingActyGrp/PhoneNum05185675634
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0B
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LEO PALMATEER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05185141364
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 153
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ATHENS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012015
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0B
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0215962
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED PDF FOR GRANTS ISSUED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED PDF FOR GRANTS ISSUED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 153
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATHENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012015
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0215962
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/AppliedToYear1Amt0215962
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0241039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0215962
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0241039
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0215962
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GRANTS REFUNDED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022609
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES CS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022609
TaxesSchedule/TaxesDetail/Amt01707
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/Amt21513
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NYS DEPARTMENT OF LAW
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01707
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEO PALMATEER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05189452574
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHENS COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o LEO PALMATEER
ReturnHeader/Filer/BusinessNameControlTxt0ATHE
ReturnHeader/Filer/EIN0371419086
ReturnHeader/Filer/InCareOfNm0% LEO PALMATEER
ReturnHeader/Filer/PhoneNum05189452574
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 153
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03B45D859335EF3074005DF706CB72C174F00F6DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B45D859335EF3074005DF706CB72C174F00F6DE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014015620181315000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.105.225.168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATTISON KOSKEY HOWE & BUCCI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 FIVE MILE WOODS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CATSKILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012414
ReturnHeader/PreparerPersonGrp/PhoneNum05189434502
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY CUMMINGS CPA
ReturnHeader/ReturnTs02018-05-14T08:39:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.43$0.37$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.29$0.37$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.29$0.36$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.74$0.32$0.42
2020Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.22$0.29$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.50$0.28$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.33$0.27$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.20$0.24$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.22$0.24$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.11$0.23$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.19$0.21$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$0.12$0.19$0.07
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.16
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.14