Civic Intelligence

William D Stemples Trust

990PF • Fiscal year 2021 • EIN 47-7368470

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

52 S Broad StNorwich, NY 13815

(607) 337-6191

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Net Margin

8th percentile

-179%

Higher net margin than 8% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$30,955

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 39.9% of source-year revenue.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

17th percentile

-4.4%

Faster asset growth than 17% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-20%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$3,074,453

Down $140,601 (-4.4%) from 2020

Net Assets

Down

$3,074,453

Down $140,601 (-4.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$77,645

Down $19,715 (-20%) from 2020

Expenses

Up

$216,417

Up $58 (+0.0%) from 2020

Net Income

Down

-$138,772

Down $19,773 (-17%) from 2020

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 2019: $3,333,727Liabilities 2019: $0Net Assets 2019: $3,333,7272019Assets 2020: $3,215,054Liabilities 2020: $0Net Assets 2020: $3,215,0542020Assets 2021: $3,074,453Liabilities 2021: $0Net Assets 2021: $3,074,4532021Assets 2022: $3,071,022Liabilities 2022: $0Net Assets 2022: $3,071,0222022Assets 2023: $3,069,520Liabilities 2023: $0Net Assets 2023: $3,069,5202023Assets 2024: $2,867,001Liabilities 2024: $0Net Assets 2024: $2,867,0012024

Highlighted filing

2021

Assets$3,074,453
Liabilities$0
Net Assets$3,074,453

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2019: $55,868Expenses 2019: $220,266Net Income 2019: -$164,3982019Revenue 2020: $97,360Expenses 2020: $216,359Net Income 2020: -$118,9992020Revenue 2021: $77,645Expenses 2021: $216,417Net Income 2021: -$138,7722021Revenue 2022: $81,832Expenses 2022: $83,058Net Income 2022: -$1,2262022Revenue 2023: $90,249Expenses 2023: $91,039Net Income 2023: -$7902023Revenue 2024: $105,552Expenses 2024: $307,351Net Income 2024: -$201,7992024

Highlighted filing

2021

Revenue$77,645
Expenses$216,417
Net Income-$138,772
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$30,955-$30,955
JANE E OSGOODCo-Trustee-$5,664-$5,664
Filing and Contact Details

Filer

Filer Name
William D Stemples Trust
EIN
47-7368470
Phone
6073376191
Address
52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 654 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3319163
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3720128
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4129223
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4225912
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4318450
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4412308
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4518379
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4617388
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4799854
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4855416
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4965822
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5019986
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5180695
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5281644
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5380039
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5477633
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5535000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5612370
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5733707
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5880077
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5980370
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6034337
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt618725
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6233768
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt632500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6428574
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6579903
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6683744
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6780946
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6884477
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt694346
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt706482
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7114498
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt721406
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MCDONALDS CORP MTN 3.6250% 5/2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1COMCAST CORP 3.3000% 02/01/27
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2PEOPLES UNITED FINANCIAL INC 3
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3FEDERATED INSTITUTIONAL HIGH Y
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4ABBVIE INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5ALPHABET INC CL C
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6APPLE INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7CHEVRON CORPORATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8CME GROUP INC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9COGNIZANT TECHNOLOGY SOLUTIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10CONOCOPHILLIPS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11COSTCO WHOLESALE CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12CVS HEALTH CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13DANAHER CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc14DICKS SPORTING GOODS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc15DISNEY WALT CO NEW
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc16ENERGY SELECT SECTOR SPDR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc17META PLATFORMS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc18FRANKLIN RESOURCES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc19HONEYWELL INTERNATIONAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc20INTL. BUSINESS MACHINES CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc21ISHARES NASDAQ BIOTECH ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc22JOHNSON & JOHNSON
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc23JP MORGAN CHASE & CO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc24LAUDER ESTEE COS CL-A
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc25LOWES COS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc26MATERIALS SELECT SPDR FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc27MCDONALDS CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc28MICROSOFT CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc29MONDELEZ INTERNATIONAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc30NATIONAL-OILWELL INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc31NORFOLK SOUTHERN CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc32PEPSICO INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc33PFIZER INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc34PROCTER & GAMBLE CO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc35PRUDENTIAL FINL INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc36QUALCOMM INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc37TJX COS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc38UNITED PARCEL SERVICE CL B
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc39UNITEDHEALTH GROUP INC 3.5000%
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc40US BANCORP NEW
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc41UTILITIES SELECT SECTOR SPDR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc42V.F. CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc43VERIZON COMMUNICATIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc44WELLS FARGO & CO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc45EATON CORP PLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc46NOVARTIS AG SPONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc47SCHLUMBERGER LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc48ISHARES CORE S&P MID-CAP ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc49ISHARES RUSSELL 2000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc50ISHARES MSCI EAFE ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc51ISHARES MSCI EMERGING MKT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc52CIGNA CORPORATION 4.0000% 02/1
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc53MIDAMERICAN ENERGY 3.7500% 11/
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc54SIMON PPTY GROUP LP 3.7500% 02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc55DIAGEO CAP PLC 2.6250% 04/29/2

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