Civic Intelligence

Tw L T Marshallauburn Theo Sem

EIN 52-1255967 • Norwich, NY

C/O Nbt Bank Na 52 S Broad StNorwich, NY 13815
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-71%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$1,363

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 35.3% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-3.7%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

3.9%

Faster revenue growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$71,274

Down $2,740 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$71,274

Down $2,740 (-3.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Up

$3,857

Up $145 (+3.9%) from 2023

Expenses

Down

$6,595

Down $171 (-2.5%) from 2023

Net Income

Up

-$2,738

Up $316 (+10%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $101,740Liabilities 2010: $0Net Assets 2010: $101,7402010Assets 2011: $98,842Liabilities 2011: $0Net Assets 2011: $98,8422011Assets 2012: $99,062Liabilities 2012: $0Net Assets 2012: $99,0622012Assets 2013: $95,175Liabilities 2013: $0Net Assets 2013: $95,1752013Assets 2014: $94,626Liabilities 2014: $0Net Assets 2014: $94,6262014Assets 2015: $90,927Liabilities 2015: $0Net Assets 2015: $90,9272015Assets 2016: $87,642Liabilities 2016: $0Net Assets 2016: $87,6422016Assets 2017: $86,063Liabilities 2017: $0Net Assets 2017: $86,0632017Assets 2018: $84,851Liabilities 2018: $0Net Assets 2018: $84,8512018Assets 2019: $81,027Liabilities 2019: $0Net Assets 2019: $81,0272019Assets 2020: $81,271Liabilities 2020: $0Net Assets 2020: $81,2712020Assets 2021: $79,275Liabilities 2021: $0Net Assets 2021: $79,2752021Assets 2022: $77,045Liabilities 2022: $0Net Assets 2022: $77,0452022Assets 2023: $74,014Liabilities 2023: $0Net Assets 2023: $74,0142023Assets 2024: $71,274Liabilities 2024: $0Net Assets 2024: $71,2742024

Highlighted filing

2024

Assets$71,274
Liabilities$0
Net Assets$71,274
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KExpenses 2010: $5,6202010Expenses 2011: $6,0292011Expenses 2012: $6,2512012Revenue 2013: $3,657Expenses 2013: $6,343Net Income 2013: -$2,6862013Revenue 2014: $6,141Expenses 2014: $6,690Net Income 2014: -$5492014Revenue 2015: $3,541Expenses 2015: $7,269Net Income 2015: -$3,7282015Revenue 2016: $3,739Expenses 2016: $7,034Net Income 2016: -$3,2952016Revenue 2017: $4,711Expenses 2017: $6,193Net Income 2017: -$1,4822017Revenue 2018: $5,644Expenses 2018: $6,837Net Income 2018: -$1,1932018Revenue 2019: $3,643Expenses 2019: $7,483Net Income 2019: -$3,8402019Revenue 2020: $6,451Expenses 2020: $6,172Net Income 2020: $2792020Revenue 2021: $4,580Expenses 2021: $6,574Net Income 2021: -$1,9942021Revenue 2022: $5,443Expenses 2022: $7,637Net Income 2022: -$2,1942022Revenue 2023: $3,712Expenses 2023: $6,766Net Income 2023: -$3,0542023Revenue 2024: $3,857Expenses 2024: $6,595Net Income 2024: -$2,7382024

Highlighted filing

2024

Revenue$3,857
Expenses$6,595
Net Income-$2,738
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,274
Liabilities
$0
Net assets
$71,274
Revenue
$3,857
Expenses
$6,595
Net income
-$2,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.05$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.05$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.06$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.05$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.06$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$1,363-$1,363
Filing and Contact Details

Filer

Filer Name
Tw L T Marshallauburn Theo Sem
EIN
52-1255967
Phone
6073376136
Address
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Nbt Bank Na
Title
Trustee
Phone
6073376136
Signed
2025-04-14
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 Appendix337 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD DEVELOPED MKTS INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD MID-CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DFA EMERGING MARKETS PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DFA GLOBAL REAL ESTATE SEC POR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FLEXSHARES STOXX GLBL BRD INFR
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt052 SOUTH BROAD STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORWICH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013815
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NBT NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06073376136
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AUBURN THEOLOGICAL SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0475 RIVERSIDE DRIVE SUITE 438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04325
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/AppliedToCurrentYearAmt0918
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04323
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05241
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04822
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04323
OtherDecreasesSchedule/OtherDecreasesDetail/Amt067
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MF TIMING DIFFERENCE SUBTRACTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt065
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MF TIMING DIFFERENCE ADDITION
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt167
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt167
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt225
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NBT BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376136
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TW L T MARSHALLAUBURN THEO SEM
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0521255967
ReturnHeader/Filer/PhoneNum06073376136
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA 52 S BROAD ST
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-06T18:01:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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