Civic Intelligence

Tr UW Lauder Bo Schenectady Foundation

EIN 90-0492822 • 501(c)3 • Albany, NY

Profile

Support charitable organizations

C/O Trustco Bank 6 Metro Park RdAlbany, NY 12205
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$1,575

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

1.8%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$143,688

Up $1,943 (+1.4%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$8,480

Up $1,146 (+16%) from 2022

Expenses

Up

$6,537

Up $1,285 (+24%) from 2022

Net Income

Down

$1,943

Down $139 (-6.7%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $101,855Liabilities 2011: $02011Assets 2012: $102,843Liabilities 2012: $02012Assets 2013: $106,978Liabilities 2013: $02013Assets 2014: $112,241Liabilities 2014: $02014Assets 2015: $113,344Liabilities 2015: $02015Assets 2016: $113,652Liabilities 2016: $02016Assets 2017: $117,738Liabilities 2017: $02017Assets 2018: $119,572Liabilities 2018: $02018Assets 2019: $120,160Liabilities 2019: $02019Assets 2020: $122,659Net Assets 2020: $122,6592020Assets 2021: $139,663Liabilities 2021: $02021Assets 2022: $141,745Net Assets 2022: $141,7452022Assets 2023: $143,688Liabilities 2023: $02023

Highlighted filing

2023

Assets$143,688
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2011: $5,559Expenses 2011: $4,007Net Income 2011: $1,5522011Revenue 2012: $4,831Expenses 2012: $3,843Net Income 2012: $9882012Revenue 2013: $8,062Expenses 2013: $3,927Net Income 2013: $4,1352013Revenue 2014: $9,626Expenses 2014: $4,363Net Income 2014: $5,2632014Revenue 2015: $5,222Expenses 2015: $4,119Net Income 2015: $1,1032015Revenue 2016: $4,751Expenses 2016: $4,443Net Income 2016: $3082016Revenue 2017: $8,670Expenses 2017: $4,584Net Income 2017: $4,0862017Revenue 2018: $7,542Expenses 2018: $5,708Net Income 2018: $1,8342018Revenue 2019: $6,190Expenses 2019: $5,602Net Income 2019: $5882019Revenue 2020: $7,048Expenses 2020: $4,549Net Income 2020: $2,4992020Revenue 2021: $21,780Expenses 2021: $4,776Net Income 2021: $17,0042021Revenue 2022: $7,334Expenses 2022: $5,252Net Income 2022: $2,0822022Revenue 2023: $8,480Expenses 2023: $6,537Net Income 2023: $1,9432023

Highlighted filing

2023

Revenue$8,480
Expenses$6,537
Net Income$1,943
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$143,688
Liabilities
$0
Net assets
-
Revenue
$8,480
Expenses
$6,537
Net income
$1,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.44$0.00$0.08$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.07$0.05$0.02
2021Summary only. Only limited summary data is available for this year.$1.40$0.00$0.22$0.05$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.07$0.05$0.02
2019Summary only. Only limited summary data is available for this year.$1.20$0.00$0.06$0.06$0.01
2018Summary only. Only limited summary data is available for this year.$1.20$0.00$0.08$0.06$0.02
2017Summary only. Only limited summary data is available for this year.$1.18$0.00$0.09$0.05$0.04
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$0.05$0.04$0.00
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$0.05$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$0.10$0.04$0.05
2013Summary only. Only limited summary data is available for this year.$1.07$0.00$0.08$0.04$0.04
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$0.05$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.06$0.04$0.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 19, 2023
Return Version
2022v5.0
Gross Receipts
$7,334
Mission and Program Overview

Mission

Support charitable organizations

Program Services

DescriptionGrantsExpenses
TRUST AGREEMENT BETWEEN THE DISTRIBUTION COMMITTEE OF THE LAUDER B/0 SCHENECTADY FOUNDATION & TRUSTCO BANK TO PROVIDE SUPPORT FOR THE SCHENECTADY FOUNDATION'S CHARITABLE OBJECTIVES.$3,311$3,311
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,341-$1,341
Filing and Contact Details

Filer

Filer Name
Tr Uw Lauder Bo Schenectady
EIN
90-0492822
Phone
5183813643
Address
C/O TRUSTCO BANK 6 METRO PARK RD, ALBANY, NY 12205

Signing Officer

Name
Trustco Bank
Title
Trustee
Phone
5183813643
Signed
2023-04-19

Preparer

Firm
West & Company Cpas Pc
Address
PO BOX 1219, GLOVERSVILLE, NY 12078-0354
Preparer
Trisha Rogers-byrns
Phone
5187257127
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses filing fees 50 total 50”

Form 990-ez, Part III, Line 28

“Trust agreement between the distribution committee of the lauder b/0 schenectady foundation & trustco bank to provide support for the schenectady foundation's charitable objectives.”

Raw XML Appendix139 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0TRUSTCO BANK
IRS990EZ/BooksInCareOfDetail/PhoneNum05183813643
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06 METRO PARK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139663
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141745
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02082
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139663
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0141745
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02566
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03311
IRS990EZ/GrossReceiptsAmt07334
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04768
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139663
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0141745
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139663
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141745
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0TRUSTCO BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01341
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRUST AGREEMENT BETWEEN THE DISTRIBUTION COMMITTEE OF THE LAUDER B/0 SCHENECTADY FOUNDATION & TRUSTCO BANK TO PROVIDE SUPPORT FOR THE SCHENECTADY FOUNDATION'S CHARITABLE OBJECTIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03311
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03311
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01341
IRS990EZ/SaleOfAssetsGrossAmt02566
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05252
IRS990EZ/TotalProgramServiceExpensesAmt03311
IRS990EZ/TotalRevenueAmt07334
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST'S ONLY ACTIVITY IS PROVIDING FUNDING TO THE SCHENECTADY FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1FROM THIS TRUST THE SCHENECTADY FOUNDATION RECEIVES FUNDING TO SUPPORT THE ACTIVITIES THAT IT IS ALREADY ENGAGED IN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0146019650
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03311
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SCHENECTADY FOUNDATION ENDOWMENT FUND
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt03311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FILING FEES 50 TOTAL 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUST AGREEMENT BETWEEN THE DISTRIBUTION COMMITTEE OF THE LAUDER B/0 SCHENECTADY FOUNDATION & TRUSTCO BANK TO PROVIDE SUPPORT FOR THE SCHENECTADY FOUNDATION'S CHARITABLE OBJECTIVES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTCO BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05183813643
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TR UW LAUDER BO SCHENECTADY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRUW
ReturnHeader/Filer/EIN0900492822
ReturnHeader/Filer/PhoneNum05183813643
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TRUSTCO BANK 6 METRO PARK RD
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141662664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEST & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1219
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLOVERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0120780354
ReturnHeader/PreparerPersonGrp/PhoneNum05187257127
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRISHA ROGERS-BYRNS
ReturnHeader/ReturnTs02023-05-12T13:22:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRUSTCO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.