Civic Intelligence

Z a Mersereau Trust UW

EIN 01-6008574 • Portland, ME

2 Monument Square Suite 703Portland, ME 04101
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-48%

Higher net margin than 9% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$17,095

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

115%

Faster revenue growth than 89% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,172,720

Down $44,474 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,172,720

Down $44,474 (-3.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin9th percentile

Revenue

Up

$92,128

Up $49,311 (+115%) from 2023

Expenses

Up

$136,602

Up $77,990 (+133%) from 2023

Net Income

Down

-$44,474

Down $28,679 (-182%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,236,638Liabilities 2012: $02012Assets 2013: $1,201,080Liabilities 2013: $02013Assets 2014: $1,223,718Liabilities 2014: $02014Assets 2015: $1,184,533Liabilities 2015: $02015Assets 2019: $1,350,369Liabilities 2019: $02019Assets 2020: $1,327,983Liabilities 2020: $0Net Assets 2020: $1,327,9832020Assets 2021: $1,335,611Liabilities 2021: $0Net Assets 2021: $1,335,6112021Assets 2022: $1,232,989Liabilities 2022: $0Net Assets 2022: $1,232,9892022Assets 2023: $1,217,194Liabilities 2023: $0Net Assets 2023: $1,217,1942023Assets 2024: $1,172,720Liabilities 2024: $0Net Assets 2024: $1,172,7202024

Highlighted filing

2024

Assets$1,172,720
Liabilities$0
Net Assets$1,172,720
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $70,688Expenses 2012: $73,207Net Income 2012: -$2,5192012Revenue 2013: $44,672Expenses 2013: $80,230Net Income 2013: -$35,5582013Revenue 2014: $91,555Expenses 2014: $68,915Net Income 2014: $22,6402014Revenue 2015: $42,758Expenses 2015: $81,941Net Income 2015: -$39,1832015Revenue 2019: $80,331Expenses 2019: $90,716Net Income 2019: -$10,3852019Revenue 2020: $63,048Expenses 2020: $85,434Net Income 2020: -$22,3862020Revenue 2021: $97,044Expenses 2021: $89,416Net Income 2021: $7,6282021Revenue 2022: $365Expenses 2022: $102,987Net Income 2022: -$102,6222022Revenue 2023: $42,817Expenses 2023: $58,612Net Income 2023: -$15,7952023Revenue 2024: $92,128Expenses 2024: $136,602Net Income 2024: -$44,4742024

Highlighted filing

2024

Revenue$92,128
Expenses$136,602
Net Income-$44,474
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,172,720
Liabilities
$0
Net assets
$1,172,720
Revenue
$92,128
Expenses
$136,602
Net income
-$44,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.00$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.06$0.09$0.02
2019Summary only. Only limited summary data is available for this year.$1.35$0.00$0.08$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$0.04$0.08$0.04
2014Summary only. Only limited summary data is available for this year.$1.22$0.00$0.09$0.07$0.02
2013Summary only. Only limited summary data is available for this year.$1.20$0.00$0.04$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$1.24$0.00$0.07$0.07$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,095-$17,095
Filing and Contact Details

Filer

Filer Name
Z a Mersereau Trust Uw
EIN
01-6008574
Phone
2075586224
Address
2 MONUMENT SQUARE SUITE 703, PORTLAND, ME 04101

Signing Officer

Name
Portland Trust Company
Title
Trustee
Signed
2025-04-30

Preparer

Firm
D Martines & Associates LLC
Address
PO BOX 94, YARMOUTH, ME 04096
Preparer
David Martines
Phone
2078199797
Raw XML Appendix218 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Z A MERSEREAU TRUST UW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PORTLAND TRUST COMPANY LLC
ReturnHeader/Filer/BusinessNameControlTxt0ZAME
ReturnHeader/Filer/EIN0016008574
ReturnHeader/Filer/PhoneNum02075586224
ReturnHeader/Filer/USAddress/AddressLine1Txt02 MONUMENT SQUARE SUITE 703
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851204190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D MARTINES & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 94
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YARMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004096
ReturnHeader/PreparerPersonGrp/PhoneNum02078199797
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MARTINES
ReturnHeader/ReturnTs02025-04-29T12:04:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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