Civic Intelligence

Huffman Trust

990PF • Fiscal year 2022 • EIN 73-6317789

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 27, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-81988%

Higher net margin than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,022,313

Down $25,301 (-2.4%) from 2021

Net Assets

Down

$1,022,313

Down $25,301 (-2.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$91

Down $57,875 (-100%) from 2021

Expenses

Up

$74,700

Up $27,098 (+57%) from 2021

Net Income

Down

-$74,609

Down $84,973 (-820%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2022

Assets$1,022,313
Liabilities$0
Net Assets$1,022,313
Open 2022 Filing

Operations Trend

Revenue Growth1st 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

2022

Revenue$91
Expenses$74,700
Net Income-$74,609
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 27, 2023
Return Version
2022v5.0
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
2023-06-27
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 Appendix314 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4832 shares of DUKE ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63400 shares of DOVER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71755 shares of JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82500 shares of NI SOURCE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112256 shares of ATTT COMMUNICATIONS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0none
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1none
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0none
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012452
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Animal Aide Of Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Meals On Wheels
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03307 E 15th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112620 E 31st ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174146
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074700
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/AppliedToYear1Amt074700
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073108
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074700
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt073108
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt074700
OtherIncreasesSchedule/OtherIncreasesDetail/Amt049308
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital Loss on Sale of Securities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lucien M Rouse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09182104498
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-27
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/PreparationDt02023-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lucien M Rouse
ReturnHeader/ReturnTs02023-06-27T11:58:35-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lucien
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rouse
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,022,313
Liabilities
$0
Net assets
$1,022,313
Revenue
$91
Expenses
$74,700
Net income
-$74,609
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