Civic Intelligence

Elizabeth B Perkins Trust

EIN 01-6008022 • York, ME

PO Box 1106York, ME 03911
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

11th percentile

-55%

Higher net margin than 11% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

33rd percentile

-2.6%

Faster asset growth than 33% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$960,943

Down $25,754 (-2.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$960,943

Down $25,754 (-2.6%) from 2024

Operations
Liabilities / Revenue40th percentileNet Margin11th percentile

Revenue

Down

$72,759

Down $12,332 (-14%) from 2024

Expenses

Down

$112,939

Down $1,430 (-1.3%) from 2024

Net Income

Down

-$40,180

Down $10,902 (-37%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,193,238Liabilities 2012: $02012Assets 2013: $1,262,584Liabilities 2013: $02013Assets 2014: $1,235,101Liabilities 2014: $0Net Assets 2014: $1,235,1012014Assets 2015: $1,307,799Liabilities 2015: $0Net Assets 2015: $1,307,7992015Assets 2016: $1,193,342Liabilities 2016: $0Net Assets 2016: $1,193,3422016Assets 2017: $1,163,686Liabilities 2017: $0Net Assets 2017: $1,163,6862017Assets 2018: $1,155,290Liabilities 2018: $0Net Assets 2018: $1,155,2902018Assets 2019: $1,099,548Liabilities 2019: $0Net Assets 2019: $1,099,5482019Assets 2020: $1,057,803Liabilities 2020: $0Net Assets 2020: $1,057,8032020Assets 2021: $1,048,897Liabilities 2021: $0Net Assets 2021: $1,048,8972021Assets 2022: $1,035,050Liabilities 2022: $0Net Assets 2022: $1,035,0502022Assets 2023: $1,015,975Liabilities 2023: $0Net Assets 2023: $1,015,9752023Assets 2024: $986,697Liabilities 2024: $0Net Assets 2024: $986,6972024Assets 2025: $960,943Liabilities 2025: $0Net Assets 2025: $960,9432025

Highlighted filing

2025

Assets$960,943
Liabilities$0
Net Assets$960,943
Open 2025 Filing

Operations Trend

Revenue Growth20th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $56,083Expenses 2012: $91,664Net Income 2012: -$35,5812012Revenue 2013: $144,539Expenses 2013: $77,509Net Income 2013: $67,0302013Revenue 2014: $58,134Expenses 2014: $85,617Net Income 2014: -$27,4832014Revenue 2015: $153,536Expenses 2015: $80,838Net Income 2015: $72,6982015Revenue 2016: -$39,647Expenses 2016: $74,810Net Income 2016: -$114,4572016Revenue 2017: $44,551Expenses 2017: $74,207Net Income 2017: -$29,6562017Revenue 2018: $64,981Expenses 2018: $73,377Net Income 2018: -$8,3962018Revenue 2019: $17,726Expenses 2019: $73,468Net Income 2019: -$55,7422019Revenue 2020: $45,027Expenses 2020: $86,772Net Income 2020: -$41,7452020Revenue 2021: $71,271Expenses 2021: $80,177Net Income 2021: -$8,9062021Revenue 2022: $77,049Expenses 2022: $90,896Net Income 2022: -$13,8472022Revenue 2023: $39,607Expenses 2023: $126,907Net Income 2023: -$87,3002023Revenue 2024: $85,091Expenses 2024: $114,369Net Income 2024: -$29,2782024Revenue 2025: $72,759Expenses 2025: $112,939Net Income 2025: -$40,1802025

Highlighted filing

2025

Revenue$72,759
Expenses$112,939
Net Income-$40,180
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$960,943
Liabilities
$0
Net assets
$960,943
Revenue
$72,759
Expenses
$112,939
Net income
-$40,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.11$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.09$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.07$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.15$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.06$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.14$0.08$0.07
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$0.06$0.09$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH DONNELLYChairperson-$0--
CALVIN HOSMERTreasurer-$0--
PETER DRISCOLLTrustee-$0--
ELAINE MORGILLOTrustee-$0--
RUSSELL PETERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Elizabeth B Perkins Trust
EIN
01-6008022
Phone
2073634974
Address
PO BOX 1106, YORK, ME 03911

Signing Officer

Name
Joseph Donnelly
Title
Chair
Phone
2073634974
Signed
2025-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Bollus Lynch Llp
Address
89 SHREWSBURY STREET, WORCESTER, MA 01604
Preparer
Barbara E King
Phone
5087557107
Raw XML Appendix343 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd003909
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd103909
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd203909
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd303909
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd403909
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt096128
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt096128
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1106
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd003911
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOSEPH DONNELLY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02073634974
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt096128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO MAINTAIN & OPERATE THE OLD YORK MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OLD YORK HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0039090312
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt096128
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt072348
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt046325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0106591
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt046325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06055
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt096128
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023780
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0118684
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt094904
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt014426
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INSURANCE PROCEEDS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010047
TaxesSchedule/TaxesDetail/Amt0287
TaxesSchedule/TaxesDetail/Amt12277
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0287
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH DONNELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02073634974
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH B PERKINS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0016008022
ReturnHeader/Filer/PhoneNum02073634974
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1106
ReturnHeader/Filer/USAddress/CityNm0YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd003911
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043037870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLLUS LYNCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 SHREWSBURY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001604
ReturnHeader/PreparerPersonGrp/PhoneNum05087557107
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA E KING
ReturnHeader/ReturnTs02025-12-16T12:20:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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