Civic Intelligence

William D Stemples Trust

990PF • Fiscal year 2022 • EIN 47-7368470

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

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

71st percentile

0.00x

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.00x

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

-1.5%

Higher net margin than 48% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$29,826

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 36.4% of source-year revenue.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Asset Growth

60th percentile

-0.1%

Faster asset growth than 60% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

5.4%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,071,022

Down $3,431 (-0.1%) from 2021

Net Assets

Down

$3,071,022

Down $3,431 (-0.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$81,832

Up $4,187 (+5.4%) from 2021

Expenses

Down

$83,058

Down $133,359 (-62%) from 2021

Net Income

Up

-$1,226

Up $137,546 (+99%) from 2021

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

2022

Assets$3,071,022
Liabilities$0
Net Assets$3,071,022

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

2022

Revenue$81,832
Expenses$83,058
Net Income-$1,226
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$29,826-$29,826
JANE E OSGOODCo-Trustee-$5,893-$5,893
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
Nbt Bank Na
Title
Trustee
Phone
6073376191
Signed
2023-05-01
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 637 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc280000. 21ST CENTY FOX AMER 3.0000% 09/15/22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc375000. PEOPLES UNITED FINANCIAL INC3.6500% 12/06/22
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3620128
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3780506
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3954805
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4029223
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4320597
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4418379
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4517388
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4699854
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4755416
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4865822
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4919986
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5081112
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5180028
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5333565
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5412370
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5533707
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5680056
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5780251
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5834337
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5933768
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt602500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6128574
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6279903
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6383100
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6483523
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt654346
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt666482
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6714498
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6886418
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6987122
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7082972
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7182642
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7281379
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7389179
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7486590
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt754609
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7612251
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COMCAST CORP 3.3000% 02/01/27
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PEOPLES UNITED FINANCIAL INC 3
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2FEDERATED INSTITUTIONAL HIGH Y
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3ABBVIE INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4ALPHABET INC CL C
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5APPLE INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6CHEVRON CORPORATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7CME GROUP INC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8COGNIZANT TECHNOLOGY SOLUTIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9CONOCOPHILLIPS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10COSTCO WHOLESALE CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11CVS HEALTH CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12DANAHER CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13DICKS SPORTING GOODS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc14DISNEY WALT CO NEW
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc15ENERGY SELECT SECTOR SPDR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc16META PLATFORMS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc17FRANKLIN RESOURCES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc18HONEYWELL INTERNATIONAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc19INTL. BUSINESS MACHINES CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc20ISHARES NASDAQ BIOTECH ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc21JOHNSON & JOHNSON
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc22JP MORGAN CHASE & CO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc23LAUDER ESTEE COS CL-A
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc24LOWES COS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc25MATERIALS SELECT SPDR FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc26MCDONALDS CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc27MICROSOFT CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc28MONDELEZ INTERNATIONAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc29NORFOLK SOUTHERN CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc30PEPSICO INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc31PFIZER INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc32PROCTER & GAMBLE CO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc33PRUDENTIAL FINL INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc34QUALCOMM INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc35TJX COS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc36UNITED PARCEL SERVICE CL B
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc37UNITEDHEALTH GROUP INC 3.5000%
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc38US BANCORP NEW
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc39UTILITIES SELECT SECTOR SPDR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc40V.F. CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc41VERIZON COMMUNICATIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc42WELLS FARGO & CO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc43EATON CORP PLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc44NOVARTIS AG SPONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc45SCHLUMBERGER LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc46ISHARES CORE S&P MID-CAP ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc47ISHARES RUSSELL 2000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc48ISHARES MSCI EAFE ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc49ISHARES MSCI EMERGING MKT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc50MIDAMERICAN ENERGY 3.7500% 11/
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc51SIMON PPTY GROUP LP 3.7500% 02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc52DIAGEO CAP PLC 2.6250% 04/29/2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc53TEMPLETON GLOBAL BOND FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc54BECTON DICKINSON

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