Civic Intelligence

Linda T Marshall Trust UW FBO First Presbyterian Soc of Niagara

990PF • Fiscal year 2013 • EIN 52-1255971

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 28, 2014

Organization Profile
C/O Nbt Bank Na 52 South Broad St13815

(607) 337-6068

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

8th percentile

-69%

Higher net margin than 8% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

77th percentile

$1,306

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 47.7% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

38th percentile

-3.1%

Faster asset growth than 38% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$94,775

Down $2,996 (-3.1%) from 2012

Net Assets

Down

$94,775

Down $2,996 (-3.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

$2,738

No earlier filing loaded for comparison.

Expenses

Up

$4,623

Up $524 (+13%) from 2012

Net Income

-$1,885

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$150K$100K$50K$0Assets 2010: $102,208Liabilities 2010: $0Net Assets 2010: $102,2082010Assets 2011: $95,359Liabilities 2011: $0Net Assets 2011: $95,3592011Assets 2012: $97,771Liabilities 2012: $0Net Assets 2012: $97,7712012Assets 2013: $94,775Liabilities 2013: $0Net Assets 2013: $94,7752013Assets 2014: $92,993Liabilities 2014: $0Net Assets 2014: $92,9932014Assets 2015: $90,045Liabilities 2015: $0Net Assets 2015: $90,0452015Assets 2016: $89,253Liabilities 2016: $0Net Assets 2016: $89,2532016Assets 2017: $87,038Liabilities 2017: $0Net Assets 2017: $87,0382017Assets 2018: $86,262Liabilities 2018: $0Net Assets 2018: $86,2622018Assets 2019: $83,025Liabilities 2019: $0Net Assets 2019: $83,0252019Assets 2020: $82,844Liabilities 2020: $0Net Assets 2020: $82,8442020Assets 2021: $80,810Liabilities 2021: $0Net Assets 2021: $80,8102021Assets 2022: $78,102Liabilities 2022: $0Net Assets 2022: $78,1022022Assets 2023: $75,053Liabilities 2023: $0Net Assets 2023: $75,0532023Assets 2024: $72,195Liabilities 2024: $0Net Assets 2024: $72,1952024

Highlighted filing

2013

Assets$94,775
Liabilities$0
Net Assets$94,775
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KExpenses 2010: $5,8052010Expenses 2011: $9,7462011Expenses 2012: $4,0992012Revenue 2013: $2,738Expenses 2013: $4,623Net Income 2013: -$1,8852013Revenue 2014: $6,616Expenses 2014: $8,398Net Income 2014: -$1,7822014Revenue 2015: $4,084Expenses 2015: $7,064Net Income 2015: -$2,9802015Revenue 2016: $4,118Expenses 2016: $4,908Net Income 2016: -$7902016Revenue 2017: $4,410Expenses 2017: $6,531Net Income 2017: -$2,1212017Revenue 2018: $6,163Expenses 2018: $6,919Net Income 2018: -$7562018Revenue 2019: $3,918Expenses 2019: $7,169Net Income 2019: -$3,2512019Revenue 2020: $6,500Expenses 2020: $6,645Net Income 2020: -$1452020Revenue 2021: $4,708Expenses 2021: $6,739Net Income 2021: -$2,0312021Revenue 2022: $5,117Expenses 2022: $7,793Net Income 2022: -$2,6762022Revenue 2023: $3,759Expenses 2023: $6,828Net Income 2023: -$3,0692023Revenue 2024: $3,903Expenses 2024: $6,759Net Income 2024: -$2,8562024

Highlighted filing

2013

Revenue$2,738
Expenses$4,623
Net Income-$1,885
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 28, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$1,306-$1,306
Filing and Contact Details

Filer

EIN
52-1255971
Phone
6073376068

Signing Officer

Name
Donna Harlander
Title
Vice President
Phone
6073376068
Signed
2014-04-28
Discuss with paid preparer
Yes

Preparer

Preparer
Louis J Derose
Phone
7327679100
Raw XML Appendix350 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/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10241 MAIN ST STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0142032703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10NBT BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07165663028
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03178
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED - GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine20C/O SOCIETY OF NIAGARA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10311 FIRST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NIAGARA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode014303
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03178
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/AppliedToCurrentYearAmt0302
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03058
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05329
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/QualifyingDistributionsAmt03360
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05027
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03058
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01111
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ADJUSTMENT TO BOOK VALUE DUE TO SUCCESSOR TRUSTEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS EPTL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
TaxesSchedule/TaxesDetail/Amt088
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA HARLANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376068
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10TW MARSHALL PRESSOC NIAG 24214580
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0521255971
ReturnHeader/Filer/PhoneNum06073376068
ReturnHeader/Filer/USAddress/AddressLine10C/O NBT BANK NA 52 SOUTH BROAD ST
ReturnHeader/Filer/USAddress/City0NORWICH
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013815
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS J DEROSE
ReturnHeader/ReturnTs02014-05-12T07:16:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,775
Liabilities
$0
Net assets
$94,775
Revenue
$2,738
Expenses
$4,623
Net income
-$1,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06