Civic Intelligence

Henry Calman Tr UW 24288220

990PF • Fiscal year 2015 • EIN 56-2604194

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 25, 2016

C/O Nbt Bank Na 52 South 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

80th percentile

0.00x

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

2015 filings • NTEE B82 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.00x

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

2015 filings • NTEE B82 • <$500k nonprofits • Source year 2015

Net Margin

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

2015 filings • NTEE B82 • <$500k nonprofits • Source year 2015

Top Officer Pay

97th percentile

$8,164

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

2015 filings • NTEE B82 • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.9%

Faster asset growth than 42% of similar nonprofits.

2015 filings • NTEE B82 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

60%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • NTEE B82 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$455,154

Down $8,665 (-1.9%) from 2014

Net Assets

Down

$455,154

Down $8,665 (-1.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$31,184

Up $11,730 (+60%) from 2014

Expenses

Up

$40,032

Up $10,357 (+35%) from 2014

Net Income

Up

-$8,848

Up $1,373 (+13%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $501,403Liabilities 2010: $0Net Assets 2010: $501,4032010Assets 2011: $486,648Liabilities 2011: $0Net Assets 2011: $486,6482011Assets 2012: $491,906Liabilities 2012: $0Net Assets 2012: $491,9062012Assets 2013: $474,040Liabilities 2013: $0Net Assets 2013: $474,0402013Assets 2014: $463,819Liabilities 2014: $0Net Assets 2014: $463,8192014Assets 2015: $455,154Liabilities 2015: $0Net Assets 2015: $455,1542015Assets 2016: $446,468Liabilities 2016: $0Net Assets 2016: $446,4682016Assets 2017: $435,233Liabilities 2017: $0Net Assets 2017: $435,2332017Assets 2018: $435,654Liabilities 2018: $0Net Assets 2018: $435,6542018Assets 2019: $421,866Liabilities 2019: $0Net Assets 2019: $421,8662019Assets 2020: $407,942Liabilities 2020: $0Net Assets 2020: $407,9422020Assets 2021: $418,417Liabilities 2021: $0Net Assets 2021: $418,4172021Assets 2022: $401,375Liabilities 2022: $0Net Assets 2022: $401,3752022Assets 2023: $398,571Liabilities 2023: $0Net Assets 2023: $398,5712023Assets 2024: $395,495Liabilities 2024: $0Net Assets 2024: $395,4952024

Highlighted filing

2015

Assets$455,154
Liabilities$0
Net Assets$455,154

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $29,8252010Expenses 2011: $28,7262011Expenses 2012: $27,7472012Revenue 2013: $14,720Expenses 2013: $29,967Net Income 2013: -$15,2472013Revenue 2014: $19,454Expenses 2014: $29,675Net Income 2014: -$10,2212014Revenue 2015: $31,184Expenses 2015: $40,032Net Income 2015: -$8,8482015Revenue 2016: $23,790Expenses 2016: $32,481Net Income 2016: -$8,6912016Revenue 2017: $21,087Expenses 2017: $31,904Net Income 2017: -$10,8172017Revenue 2018: $36,093Expenses 2018: $35,521Net Income 2018: $5722018Revenue 2019: $20,806Expenses 2019: $34,669Net Income 2019: -$13,8632019Revenue 2020: $22,197Expenses 2020: $35,966Net Income 2020: -$13,7692020Revenue 2021: $46,228Expenses 2021: $35,687Net Income 2021: $10,5412021Revenue 2022: $18,518Expenses 2022: $35,492Net Income 2022: -$16,9742022Revenue 2023: $31,702Expenses 2023: $34,465Net Income 2023: -$2,7632023Revenue 2024: $32,499Expenses 2024: $35,523Net Income 2024: -$3,0242024

Highlighted filing

2015

Revenue$31,184
Expenses$40,032
Net Income-$8,848
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 25, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$8,164-$8,164
Filing and Contact Details

Filer

Filer Name
Henry Calman Tr Uw 24288220
EIN
56-2604194
Phone
6073376191
Address
C/O NBT BANK NA 52 SOUTH BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2016-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Diego Restrepo
Phone
7327679100
Raw XML Appendix378 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0511628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0506216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0488331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.210403
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt031987
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032223
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0236
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032223
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0241 MAIN ST STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BUFFALO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NBT BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07165663027
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP AWARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN ISRAEL CULTURAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN ESTATES & TRUST ADMIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01140 BROADWAY SUITE 304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031306
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/AppliedToCurrentYearAmt023692
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08531
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026999
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/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032223
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03307
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08531
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0325
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME PAID IN 2016 TAXED IN 2015
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS EPTL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0508
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME PAID IN 2015 TAXED IN 2014
TaxesSchedule/TaxesDetail/Amt0202
TaxesSchedule/TaxesDetail/Amt1168
TaxesSchedule/TaxesDetail/Amt291
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1168
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt291
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376191
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY CALMAN TR UW 24288220
ReturnHeader/Filer/BusinessNameControlTxt0CALM
ReturnHeader/Filer/EIN0562604194
ReturnHeader/Filer/PhoneNum06073376191
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA 52 SOUTH BROAD ST
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIEGO RESTREPO
ReturnHeader/ReturnTs02016-05-10T23:00:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.32$0.36$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.32$0.34$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.19$0.35$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.46$0.36$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.22$0.36$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.21$0.35$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.36$0.36$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.21$0.32$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.24$0.32$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.31$0.40$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.19$0.30$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.15$0.30$0.15
2012Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.28
2011Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.29
2010Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.30