Civic Intelligence

Henry Calman Tr UW 24288220

990PF • Fiscal year 2017 • EIN 56-2604194

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

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

79th percentile

0.00x

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.00x

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-51%

Higher net margin than 14% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$8,186

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 38.8% of source-year revenue.

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-2.5%

Faster asset growth than 34% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-11%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$435,233

Down $11,235 (-2.5%) from 2016

Net Assets

Down

$435,233

Down $11,235 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$21,087

Down $2,703 (-11%) from 2016

Expenses

Down

$31,904

Down $577 (-1.8%) from 2016

Net Income

Down

-$10,817

Down $2,126 (-24%) from 2016

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

2017

Assets$435,233
Liabilities$0
Net Assets$435,233

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

2017

Revenue$21,087
Expenses$31,904
Net Income-$10,817
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$8,186-$8,186
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN ISRAEL CULTURAL FOUNDATION ATTN ESTATES & TRUST ADMINSCHOLARSHIP AWARDSPCNEW YORK, NY, US$23,213
Filing and Contact Details

Filer

Filer Name
Henry Calman Tr Uw
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
2018-04-19
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 403 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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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
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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
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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/Amt023213
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt020165
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03967
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
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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/QualifyingDistributionsAmt024132
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07221
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03967
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0264
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2428
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MF TIMING DIFFERENCE SUBTRACTION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2TEMPLETON ASSET ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0275
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MF TIMING DIFFERENCE ADDITION
TaxesSchedule/TaxesDetail/Amt084
TaxesSchedule/TaxesDetail/Amt1220
TaxesSchedule/TaxesDetail/Amt2101
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
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/NetInvestmentIncomeAmt1220
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2101
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376191
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY CALMAN TR UW
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04DE22CDCBB3D8303407641B08135F19ECE10C0A4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DE22CDCBB3D8303407641B08135F19ECE10C0A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-04T13:00:51-05:00
ReturnHeader/ReturnTypeCd0990PF

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