Civic Intelligence

Huffman Trust

990PF • Fiscal year 2021 • EIN 73-6317789

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profile
PO Box 191Honeoye Falls, NY 14472

(918) 210-4498

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

56th percentile

18%

Higher net margin than 56% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

31st percentile

1.0%

Faster asset growth than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

2.2%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,047,614

Up $10,364 (+1.0%) from 2020

Net Assets

Up

$1,047,614

Up $10,364 (+1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin56th percentile

Revenue

Up

$57,966

Up $1,228 (+2.2%) from 2020

Expenses

Down

$47,602

Down $39,559 (-45%) from 2020

Net Income

Up

$10,364

Up $40,787 (+134%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.5M$1.0M$500K$0Assets 2017: $1,158,191Liabilities 2017: $0Net Assets 2017: $1,158,1912017Assets 2018: $1,127,668Liabilities 2018: $0Net Assets 2018: $1,127,6682018Assets 2019: $1,073,673Liabilities 2019: $6,000Net Assets 2019: $1,067,6732019Assets 2020: $1,037,250Liabilities 2020: $0Net Assets 2020: $1,037,2502020Assets 2021: $1,047,614Liabilities 2021: $0Net Assets 2021: $1,047,6142021Assets 2022: $1,022,313Liabilities 2022: $0Net Assets 2022: $1,022,3132022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$1,047,614
Liabilities$0
Net Assets$1,047,614
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2017: $48,423Expenses 2017: $75,506Net Income 2017: -$27,0832017Revenue 2018: $50,074Expenses 2018: $80,597Net Income 2018: -$30,5232018Revenue 2019: $58,737Expenses 2019: $86,296Net Income 2019: -$27,5592019Revenue 2020: $56,738Expenses 2020: $87,161Net Income 2020: -$30,4232020Revenue 2021: $57,966Expenses 2021: $47,602Net Income 2021: $10,3642021Revenue 2022: $91Expenses 2022: $74,700Net Income 2022: -$74,6092022Revenue 2024: $67,721Expenses 2024: $2,765,898Net Income 2024: -$2,698,1772024

Highlighted filing

2021

Revenue$57,966
Expenses$47,602
Net Income$10,364
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Huffman Trust
EIN
73-6317789
In Care Of
% Lucien M Rouse
Phone
9182104498
Address
PO Box 191, Honeoye Falls, NY 14472

Signing Officer

Name
Lucien M Rouse
Title
Trustee
Phone
9182104498
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Casey & Rouse Pc
Address
PO BOX 191, HONEYOE FALLS, NY 14472
Preparer
Lucien M Rouse
Phone
9182104498
Raw XML Appendix278 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lucien M Rouse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09182104498
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUFFMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HUFF
ReturnHeader/Filer/EIN0736317789
ReturnHeader/Filer/InCareOfNm0% Lucien M Rouse
ReturnHeader/Filer/PhoneNum09182104498
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 191
ReturnHeader/Filer/USAddress/CityNm0Honeoye Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014472
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731198677
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CASEY & ROUSE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 191
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONEYOE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014472
ReturnHeader/PreparerPersonGrp/PhoneNum09182104498
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lucien M Rouse
ReturnHeader/ReturnTs02022-06-03T05:47:28-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lucien
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rouse
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,047,614
Liabilities
$0
Net assets
$1,047,614
Revenue
$57,966
Expenses
$47,602
Net income
$10,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$2.77$2.70
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.07$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.08$0.03