Civic Intelligence

William D Stemples Trust

990PF • Fiscal year 2023 • EIN 47-7368470

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

52 S Broad StNorwich, NY 13815

(607) 337-6136

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.

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

67th percentile

0.00x

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

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Net Margin

52nd percentile

-0.9%

Higher net margin than 52% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$29,402

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 32.6% of source-year revenue.

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Asset Growth

54th percentile

-0.0%

Faster asset growth than 54% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

10%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$3,069,520

Down $1,502 (-0.0%) from 2022

Net Assets

Down

$3,069,520

Down $1,502 (-0.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$90,249

Up $8,417 (+10%) from 2022

Expenses

Up

$91,039

Up $7,981 (+9.6%) from 2022

Net Income

Up

-$790

Up $436 (+36%) from 2022

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

2023

Assets$3,069,520
Liabilities$0
Net Assets$3,069,520

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

2023

Revenue$90,249
Expenses$91,039
Net Income-$790
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$29,402-$29,402
JANE E OSGOODCo-Trustee-$6,262-$6,262
Filing and Contact Details

Filer

Filer Name
William D Stemples Trust
EIN
47-7368470
Phone
6073376136
Address
52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Nbt Bank Na
Title
Trustee
Phone
6073376136
Signed
2024-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 652 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/PropertyDesc011. EMBECTA CORP COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1435. FRANKLIN RES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc280000. DIAGEO CAP PLC 2.6250% 04/29/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc380000. ASTRAZENECA PLC 3.50% 08/17/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4.333 VERALTO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5.8 SANDOZ GROUP AG SPONSORED ADS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc680000. MIDAMERICAN ENERGY 3.7500% 11/15/23
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6685159
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6785569
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6882131
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6981302
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt74275
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COMCAST CORP 3.3000% 02/01/27
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERATED INSTITUTIONAL HIGH Y
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ABBVIE INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3ALPHABET INC CL C
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4APPLE INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5CHEVRON CORPORATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6CME GROUP INC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7COGNIZANT TECHNOLOGY SOLUTIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8CONOCOPHILLIPS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9COSTCO WHOLESALE CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10CVS HEALTH CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11DANAHER CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12DICKS SPORTING GOODS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13DISNEY WALT CO NEW
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc14ENERGY SELECT SECTOR SPDR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc15META PLATFORMS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc16FRANKLIN RESOURCES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc17HONEYWELL INTERNATIONAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc18INTL. BUSINESS MACHINES CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc19ISHARES NASDAQ BIOTECH ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc20JOHNSON & JOHNSON
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc21JP MORGAN CHASE & CO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc22LAUDER ESTEE COS CL-A
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc23LOWES COS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc24MATERIALS SELECT SPDR FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc25MCDONALDS CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc26MICROSOFT CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc27MONDELEZ INTERNATIONAL INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc28NORFOLK SOUTHERN CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc29PEPSICO INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc30PFIZER INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc31PROCTER & GAMBLE CO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc32PRUDENTIAL FINL INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc33QUALCOMM INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc34TJX COS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc35UNITED PARCEL SERVICE CL B
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc36UNITEDHEALTH GROUP INC 3.5000%
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc37US BANCORP NEW
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc38UTILITIES SELECT SECTOR SPDR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc39V.F. CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc40VERIZON COMMUNICATIONS

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