Civic Intelligence

Robert W Traip Trust

990 • Fiscal year 2015 • EIN 01-0242095

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

Organization ProfileN/A
PO Box 18Kittery, ME 03904

(207) 439-3612

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

63rd percentile

4.8%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

83%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$4,648,032

Up $212,080 (+4.8%) from 2014

Net Assets

Up

$4,648,032

Up $212,080 (+4.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin93rd percentile

Revenue

Up

$217,495

Up $98,530 (+83%) from 2014

Expenses

Down

$96,808

Down $2,599 (-2.6%) from 2014

Net Income

Up

$120,687

Up $101,129 (+517%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$15M$10M$5.0M$0Assets 2012: $3,267,448Liabilities 2012: $0Net Assets 2012: $3,267,4482012Assets 2013: $3,724,993Liabilities 2013: $0Net Assets 2013: $3,724,9932013Assets 2014: $4,435,952Liabilities 2014: $0Net Assets 2014: $4,435,9522014Assets 2015: $4,648,032Liabilities 2015: $0Net Assets 2015: $4,648,0322015Assets 2016: $4,550,793Liabilities 2016: $0Net Assets 2016: $4,550,7932016Assets 2017: $5,447,276Liabilities 2017: $0Net Assets 2017: $5,447,2762017Assets 2018: $6,480,818Liabilities 2018: $19,187Net Assets 2018: $6,461,6312018Assets 2019: $7,195,630Liabilities 2019: $465,637Net Assets 2019: $6,729,9932019Assets 2020: $7,477,609Liabilities 2020: $486,340Net Assets 2020: $6,991,2692020Assets 2021: $9,351,795Liabilities 2021: $629,244Net Assets 2021: $8,722,5512021Assets 2022: $8,299,461Liabilities 2022: $537,864Net Assets 2022: $7,761,5972022Assets 2023: $9,612,091Liabilities 2023: $626,654Net Assets 2023: $8,985,4372023Assets 2024: $11,205,450Liabilities 2024: $722,289Net Assets 2024: $10,483,1612024

Highlighted filing

2015

Assets$4,648,032
Liabilities$0
Net Assets$4,648,032
Open 2015 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0Revenue 2012: $95,350Expenses 2012: $90,639Net Income 2012: $4,7112012Revenue 2013: $100,963Expenses 2013: $87,584Net Income 2013: $13,3792013Revenue 2014: $118,965Expenses 2014: $99,407Net Income 2014: $19,5582014Revenue 2015: $217,495Expenses 2015: $96,808Net Income 2015: $120,6872015Revenue 2016: $113,590Expenses 2016: $112,563Net Income 2016: $1,0272016Revenue 2017: $501,549Expenses 2017: $105,676Net Income 2017: $395,8732017Revenue 2018: $581,243Expenses 2018: $125,087Net Income 2018: $456,1562018Revenue 2019: $271,119Expenses 2019: $110,208Net Income 2019: $160,9112019Revenue 2020: $158,084Expenses 2020: $107,450Net Income 2020: $50,6342020Revenue 2021: $126,715Expenses 2021: $109,818Net Income 2021: $16,8972021Revenue 2022: $113,869Expenses 2022: $87,742Net Income 2022: $26,1272022Revenue 2023: $152,821Expenses 2023: $93,904Net Income 2023: $58,9172023Revenue 2024: $260,738Expenses 2024: $173,145Net Income 2024: $87,5932024

Highlighted filing

2015

Revenue$217,495
Expenses$96,808
Net Income$120,687
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$217,495
Mission and Program Overview

Mission

To promote education in the town of kittery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,371,382$4,553,435▲ $182,053
Savings and Temporary Cash Investments$63,607$93,636▲ $30,029
Prepaid Expenses and Deferred Charges$963$963→ $0
Cash and Non-Interest-Bearing Accounts-$-2-
Total Assets$4,435,952$4,648,032▲ $212,080
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,822,341$2,898,475▲ $76,134
Permanently Rstr Net Assets$1,543,577$1,673,406▲ $129,829
Temporarily Rstr Net Assets$70,034$76,151▲ $6,117
Total Net Assets Fund Balance$4,435,952$4,648,032▲ $212,080
Total Liabilities and Net Assets / Fund Balance$4,435,952$4,648,032▲ $212,080

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,435,955$100,000▲ $188,027$18,516$4,648,034
2014$3,724,996$1,375▲ $808,990$11,535$4,435,955
2013$3,267,451-▲ $545,129$10,140$3,724,996
2012$3,131,618-▲ $226,472$10,489$3,267,451
2011$2,578,832-▲ $649,451$10,909$3,131,618
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Daniel O Seaward JrPresident
Jeffrey Pelkey-
Kenneth E Lemont-
Sherri Frisbee-marr-
Tammy Hoyt Melcher-
Jay DurginSecretary
Bret TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$0
Investment Income
$117,495
Other Revenue
$0
All Other Contributions
$100,000
Change in Net Assets
$120,687

Audited Revenue Reconciliation

Revenue per Audited Statements
$217,495
Revenue Not Reported on Form 990
$91,393
Total Revenue per Audited Statements
$308,888
Total Revenue per Form 990
$217,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,508
Other Expenses$31,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$46,993--$46,993
Fees for Service Investment Mgmnt Fees$18,775$2,086-$20,861
Grants to Domestic Orgs$18,515--$18,515
Office Expenses$3,491$360-$3,851
Fees for Services Accounting-$3,325-$3,325
Insurance-$3,263-$3,263
Total Functional Expenses$87,774$9,034$0$96,808

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$96,808
Total Expenses per Audited Statements$96,808
Total Expenses per Form 990$96,808
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of Kittery Maine School DeptKittery, ME6School Equipment$15,128
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The treasurer of the board reviews and signs the return prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Annual full disclosure, by notice in writing, shall be made by the interested parties to the full board of directors in all conflicts of interest. Following full disclosure of a possible conflict of interest, the board of directors shall determine whether a conflict of interest exists, and if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect the trust's best interests.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Robert W Traip Trust
EIN
01-0242095
Phone
2074393612
Address
PO BOX 18, KITTERY, ME 03904

Signing Officer

Name
Daniel O Seaward Jr
Title
Treasurer
Phone
2074393612
Signed
2016-05-12

Organization Details

Principal Officer
Daniel O Seaward Jr
Formed
1905
Legal Domicile
Me
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Smith & Associates Cpas
Address
500 US ROUTE 1 STE 203, YARMOUTH, ME 04096-6937
Preparer
Amanda Schultz Brown CPA
Phone
2078468881
Raw XML Appendix385 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ROBERT W. TRAIP TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE CITIZENS AND PUBLIC OFFICIALS OF THE TOWN OF KITTERY. AS A RESULT OF THIS RELATIONSHIP THE TOWN OF KITTERY, BOTH THROUGH ITS CITIZENS AND ITS PUBLIC OFFICIALS, ALWAYS HAS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE ORGANIZATION, IN THE TIMING OF GRANTS, THE MANNER OF MAKING THEM, THE SELECTION OF RECIPIENTS OR PROJECTS TO BE SUPPORTED, AND IN OTHERWISE DIRECTING THE USE OF THE INCOME AND ASSETS OF THE ROBERT W. TRAIP TRUST AS A SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1AS DESCRIBED IN LINE 2, THE TOWN OF KITTERY HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ROBERT W. TRAIP TRUST PERFORMS SIGNIFICANT FUNCTIONS IN THE AREA OF EDUCATION WHICH WOULD NORMALLY BE PERFORMED BY THE TOWN OF KITTERY, MAINE'S SCHOOL DEPARTMENT ITSELF. THESE PROJECTS INCLUDE THE FUNDING OF LIBRARY FACILITIES, MULTI-MEDIA CENTERS, ATHLETIC FACILITIES, COMPUTER SERVICES AND RELATED EQUIPMENT, MEDIA EQUIPMENT, FIELD TRIPS, CULTURAL ENRICHMENT ACTIVITIES, EXTRA-CURRICULAR ACTIVITIES AT THE SCHOOL, ETC. SINCE MOST OF THESE PAYMENTS ARE SPECIFICALLY EARMARKED FOR PARTICULAR PROJECTS, R.W. TRAIP TRUST MAINTAINS THAT IT CLEARLY MEETS THE INTEGRAL PART TEST. R.W. TRAIP TRUST ALSO FUNDS SECONDARY EDUCATION SCHOLARSHIPS SPECIFICALLY FOR THE TOWN OF KITTERY SCHOOL DEPARTMENT GRADUATES.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 1C
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt015465
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03131618
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03267451
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt064685
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0226472
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IRS990ScheduleD/RevenueSubtotalAmt0217495
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01640
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE BOARD REVIEWS AND SIGNS THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL FULL DISCLOSURE, BY NOTICE IN WRITING, SHALL BE MADE BY THE INTERESTED PARTIES TO THE FULL BOARD OF DIRECTORS IN ALL CONFLICTS OF INTEREST. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, AND IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE TRUST'S BEST INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt04648032
IRS990/TotalAssetsGrp/BOYAmt04435952
IRS990/TotalAssetsGrp/EOYAmt04648032
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0100000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09034
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087774
IRS990/TotalFunctionalExpensesGrp/TotalAmt096808
IRS990/TotalGrossUBIAmt00
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt02898475
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL O SEAWARD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02074393612
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT W TRAIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0010242095
ReturnHeader/Filer/PhoneNum02074393612
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 18
ReturnHeader/Filer/USAddress/CityNm0KITTERY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010522395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 US ROUTE 1 STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YARMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0040966937
ReturnHeader/PreparerPersonGrp/PhoneNum02078468881
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA SCHULTZ BROWN CPA
ReturnHeader/ReturnTs02016-05-13T12:27:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,648,032
Liabilities
$0
Net assets
$4,648,032
Revenue
$217,495
Expenses
$96,808
Net income
$120,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.72$10.5$0.26$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$9.61$0.63$8.99$0.15$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.30$0.54$7.76$0.11$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$9.35$0.63$8.72$0.13$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$7.48$0.49$6.99$0.16$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$7.20$0.47$6.73$0.27$0.11$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.48$0.02$6.46$0.58$0.13$0.46
2017Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.50$0.11$0.40
2016Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.22$0.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.12$0.10$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.00$3.72$0.10$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$3.27$0.00$3.27$0.10$0.09$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits