Civic Intelligence

Moses Carr Tr FBO 1St Univ Soc Portland Trust Co LLC

EIN 01-6014103 • 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

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$2,293

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

65th percentile

4.6%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

212%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$234,464

Up $10,372 (+4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$234,464

Up $10,372 (+4.6%) from 2023

Revenue

Up

$25,625

Up $17,423 (+212%) from 2023

Expenses

Up

$15,253

Up $2,051 (+16%) from 2023

Net Income

Up

$10,372

Up $15,372 (+307%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $213,415Liabilities 2011: $02011Assets 2012: $229,851Liabilities 2012: $02012Assets 2013: $226,259Liabilities 2013: $02013Assets 2014: $224,637Liabilities 2014: $0Net Assets 2014: $224,6372014Assets 2015: $219,072Liabilities 2015: $0Net Assets 2015: $219,0722015Assets 2016: $205,996Liabilities 2016: $0Net Assets 2016: $205,9962016Assets 2017: $211,973Liabilities 2017: $0Net Assets 2017: $211,9732017Assets 2018: $215,726Liabilities 2018: $0Net Assets 2018: $215,7262018Assets 2019: $215,115Liabilities 2019: $0Net Assets 2019: $215,1152019Assets 2020: $216,541Liabilities 2020: $0Net Assets 2020: $216,5412020Assets 2021: $253,782Liabilities 2021: $0Net Assets 2021: $253,7822021Assets 2022: $229,184Liabilities 2022: $0Net Assets 2022: $229,1842022Assets 2023: $224,092Liabilities 2023: $0Net Assets 2023: $224,0922023Assets 2024: $234,464Liabilities 2024: $0Net Assets 2024: $234,4642024

Highlighted filing

2024

Assets$234,464
Liabilities$0
Net Assets$234,464

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $20,048Expenses 2011: $14,148Net Income 2011: $5,9002011Revenue 2012: $30,009Expenses 2012: $13,083Net Income 2012: $16,9262012Revenue 2013: $12,226Expenses 2013: $15,462Net Income 2013: -$3,2362013Revenue 2014: $8,042Expenses 2014: $14,237Net Income 2014: -$6,1952014Revenue 2015: $8,580Expenses 2015: $14,027Net Income 2015: -$5,4472015Revenue 2016: $2,181Expenses 2016: $13,742Net Income 2016: -$11,5612016Revenue 2017: $22,426Expenses 2017: $12,602Net Income 2017: $9,8242017Revenue 2018: $19,414Expenses 2018: $15,994Net Income 2018: $3,4202018Revenue 2019: $14,803Expenses 2019: $13,600Net Income 2019: $1,2032019Revenue 2020: $17,838Expenses 2020: $16,405Net Income 2020: $1,4332020Revenue 2021: $53,960Expenses 2021: $16,996Net Income 2021: $36,9642021Revenue 2022: -$5,566Expenses 2022: $19,032Net Income 2022: -$24,5982022Revenue 2023: $8,202Expenses 2023: $13,202Net Income 2023: -$5,0002023Revenue 2024: $25,625Expenses 2024: $15,253Net Income 2024: $10,3722024

Highlighted filing

2024

Revenue$25,625
Expenses$15,253
Net Income$10,372

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.26$0.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.08$0.13$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.06$0.19$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.54$0.17$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.18$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.15$0.14$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.19$0.16$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.22$0.13$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.02$0.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.09$0.14$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.08$0.14$0.06
2013Summary only. Only limited summary data is available for this year.$2.26$0.00$0.12$0.15$0.03
2012Summary only. Only limited summary data is available for this year.$2.30$0.00$0.30$0.13$0.17
2011Summary only. Only limited summary data is available for this year.$2.13$0.00$0.20$0.14$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 15, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$2,293-$2,293
PORTLAND TRUST COMPANYTrustee-$307-$307
Filing and Contact Details

Filer

Filer Name
Moses Carr Tr Fbo 1st Univ Soc
EIN
01-6014103
Phone
2075586220
Address
2 MONUMENT SQUARE SUITE 703, PORTLAND, ME 04101

Signing Officer

Name
Portland Trust Company
Title
Trustee
Phone
2075586220
Signed
2025-06-15
Discuss with paid preparer
Yes

Preparer

Firm
D Martines & Associates LLC
Address
PO BOX 94, YARMOUTH, ME 04096
Preparer
David Martines
Phone
2078199797
Raw XML Appendix264 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BOFA
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0234464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0274442
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017674
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0883
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025625
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07951
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017674
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01039
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01560
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07603
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07068
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010372
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BOFA - VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BOFA - VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PTC - VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PTC - VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PTC - VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PTC - VARIOUS
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SANGERVILLE FIRST UNIV CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 9
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANGERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0044790009
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07603
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/AppliedToCurrentYearAmt010616
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01822
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01822
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010616
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01822
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0592
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01474
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03684
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02210
TaxesSchedule/TaxesDetail/Amt093
TaxesSchedule/TaxesDetail/Amt123
TaxesSchedule/TaxesDetail/CategoryTxt0BOFA - FTC
TaxesSchedule/TaxesDetail/CategoryTxt1PTC - FTC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt093
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt123
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PORTLAND TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02075586220
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOSES CARR TR FBO 1ST UNIV SOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PORTLAND TRUST CO LLC
ReturnHeader/Filer/BusinessNameControlTxt0MOSE
ReturnHeader/Filer/EIN0016014103
ReturnHeader/Filer/PhoneNum02075586220
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/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MARTINES
ReturnHeader/ReturnTs02025-06-13T16:21:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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