Civic Intelligence

Co Tw Frank C Meyer Trust 2 16-230330

990PF • Fiscal year 2017 • EIN 74-6516326

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 06, 2017

Organization Profile
C/O Nbt Bank Na 52 S Broad StreetNorwich, NY 13815

(607) 337-6191

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-91%

Higher net margin than 21% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$7,135

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 43.9% of source-year revenue.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-3.9%

Faster asset growth than 39% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

3.5%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$372,330

Down $14,915 (-3.9%) from 2016

Net Assets

Down

$372,330

Down $14,915 (-3.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin21st percentile

Revenue

Up

$16,248

Up $542 (+3.5%) from 2016

Expenses

Down

$31,062

Down $1,045 (-3.3%) from 2016

Net Income

Up

-$14,814

Up $1,587 (+9.7%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $452,819Liabilities 2011: $0Net Assets 2011: $452,8192011Assets 2012: $437,437Liabilities 2012: $0Net Assets 2012: $437,4372012Assets 2013: $423,898Liabilities 2013: $0Net Assets 2013: $423,8982013Assets 2014: $407,735Liabilities 2014: $0Net Assets 2014: $407,7352014Assets 2015: $403,575Liabilities 2015: $0Net Assets 2015: $403,5752015Assets 2016: $387,245Liabilities 2016: $0Net Assets 2016: $387,2452016Assets 2017: $372,330Liabilities 2017: $0Net Assets 2017: $372,3302017Assets 2018: $362,454Liabilities 2018: $0Net Assets 2018: $362,4542018Assets 2019: $353,118Liabilities 2019: $0Net Assets 2019: $353,1182019Assets 2020: $337,906Liabilities 2020: $0Net Assets 2020: $337,9062020Assets 2021: $325,499Liabilities 2021: $0Net Assets 2021: $325,4992021Assets 2022: $330,646Liabilities 2022: $0Net Assets 2022: $330,6462022Assets 2023: $317,588Liabilities 2023: $0Net Assets 2023: $317,5882023Assets 2024: $305,061Liabilities 2024: $0Net Assets 2024: $305,0612024Assets 2025: $321,770Liabilities 2025: $0Net Assets 2025: $321,7702025

Highlighted filing

2017

Assets$372,330
Liabilities$0
Net Assets$372,330
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$60K$40K$20K$0-$20KExpenses 2011: $32,3422011Expenses 2012: $30,7952012Expenses 2013: $32,6622013Revenue 2014: $18,003Expenses 2014: $34,166Net Income 2014: -$16,1632014Revenue 2015: $29,705Expenses 2015: $33,865Net Income 2015: -$4,1602015Revenue 2016: $15,706Expenses 2016: $32,107Net Income 2016: -$16,4012016Revenue 2017: $16,248Expenses 2017: $31,062Net Income 2017: -$14,8142017Revenue 2018: $24,993Expenses 2018: $34,871Net Income 2018: -$9,8782018Revenue 2019: $21,502Expenses 2019: $30,837Net Income 2019: -$9,3352019Revenue 2020: $18,467Expenses 2020: $33,675Net Income 2020: -$15,2082020Revenue 2021: $22,321Expenses 2021: $34,530Net Income 2021: -$12,2092021Revenue 2022: $42,231Expenses 2022: $37,082Net Income 2022: $5,1492022Revenue 2023: $18,127Expenses 2023: $31,189Net Income 2023: -$13,0622023Revenue 2024: $19,843Expenses 2024: $32,369Net Income 2024: -$12,5262024Revenue 2025: $50,381Expenses 2025: $33,676Net Income 2025: $16,7052025

Highlighted filing

2017

Revenue$16,248
Expenses$31,062
Net Income-$14,814
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NACo Trustee-$7,135-$7,135
FATHER FRANK E LIOICo Trustee-$392-$392
Filing and Contact Details

Filer

Filer Name
CO TW FRANK C MEYER TRUST #2
EIN
74-6516326
Phone
6073376191
Address
C/O NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815

Signing Officer

Name
Timothy J Handy
Title
Senior VP
Phone
6073376191
Signed
2017-10-06
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 427 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/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NBT BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07165663032
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122989
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC FRGN MISSION SOC OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1St Mary's Catholic Church Of Auburn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SOC FOR PROPOGATION OF FAITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MERCY HOME FOR GIRLS & BOYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0Attn Rev R C Bradler
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1Attn James J Close
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O REV RICHARD CALLAHAN MM TREAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115 CLARK STREET BLDG FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21150 BUFFALO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31140 W JACKSON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Maryknoll
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Auburn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0105450306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd113021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2146291899
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023289
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/AppliedToCurrentYearAmt022699
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08481
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01443
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02118
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024142
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01443
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09652
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08209
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0368
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TEMPLETON GLOBAL ASSET ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0264
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0221
OtherIncreasesSchedule/OtherIncreasesDetail/Amt146
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME PAID IN 2016 TAXED IN 2015
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1COST BASIS ADJ
TaxesSchedule/TaxesDetail/Amt081
TaxesSchedule/TaxesDetail/Amt165
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt081
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt165
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376191

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$372,330
Liabilities
$0
Net assets
$372,330
Revenue
$16,248
Expenses
$31,062
Net income
-$14,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.50$0.34$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$0.20$0.32$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.18$0.31$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.42$0.37$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$0.22$0.35$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.18$0.34$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.22$0.31$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.25$0.35$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.16$0.31$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.16$0.32$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.30$0.34$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.18$0.34$0.16
2013Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.33
2012Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.32