Civic Intelligence

Josephine Moore Tr FBO Holmestead

EIN 01-6016999 • Bangor, ME

PO Box 656Bangor, ME 04402-9934
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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

9th percentile

-153%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$2,406

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-5.0%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-64%

Faster revenue growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$282,949

Down $15,038 (-5.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$282,949

Down $15,038 (-5.0%) from 2024

Revenue

Down

$9,898

Down $17,314 (-64%) from 2024

Expenses

Up

$25,007

Up $621 (+2.5%) from 2024

Net Income

Down

-$15,109

Down $17,935 (-635%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $344,921Liabilities 2012: $02012Assets 2013: $363,104Liabilities 2013: $02013Assets 2014: $355,151Liabilities 2014: $02014Assets 2015: $355,441Liabilities 2015: $02015Assets 2016: $360,748Liabilities 2016: $02016Assets 2020: $322,054Liabilities 2020: $02020Assets 2021: $312,749Liabilities 2021: $0Net Assets 2021: $312,7492021Assets 2022: $308,203Liabilities 2022: $0Net Assets 2022: $308,2032022Assets 2023: $295,184Liabilities 2023: $0Net Assets 2023: $295,1842023Assets 2024: $297,987Liabilities 2024: $0Net Assets 2024: $297,9872024Assets 2025: $282,949Liabilities 2025: $0Net Assets 2025: $282,9492025

Highlighted filing

2025

Assets$282,949
Liabilities$0
Net Assets$282,949

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $28,591Expenses 2012: $18,812Net Income 2012: $9,7792012Revenue 2013: $35,696Expenses 2013: $18,038Net Income 2013: $17,6582013Revenue 2014: $26,334Expenses 2014: $20,405Net Income 2014: $5,9292014Revenue 2015: $27,743Expenses 2015: $20,253Net Income 2015: $7,4902015Revenue 2016: $7,079Expenses 2016: $3,300Net Income 2016: $3,7792016Revenue 2020: $11,006Expenses 2020: $27,745Net Income 2020: -$16,7392020Revenue 2021: $12,779Expenses 2021: $22,082Net Income 2021: -$9,3032021Revenue 2022: $22,988Expenses 2022: $27,535Net Income 2022: -$4,5472022Revenue 2023: $13,326Expenses 2023: $26,270Net Income 2023: -$12,9442023Revenue 2024: $27,212Expenses 2024: $24,386Net Income 2024: $2,8262024Revenue 2025: $9,898Expenses 2025: $25,007Net Income 2025: -$15,1092025

Highlighted filing

2025

Revenue$9,898
Expenses$25,007
Net Income-$15,109

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jul 28, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,406-$2,406
Filing and Contact Details

Filer

Filer Name
Josephine Moore Tr Fbo Holmestead
EIN
01-6016999
Phone
2079425211
Address
PO BOX 656, BANGOR, ME 04402-9934

Signing Officer

Name
Michael Adams
Title
VP
Phone
2079425211
Signed
2025-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH 7TH FLOOR, Iselin, NJ 08830
Preparer
Eileen Szentjobi
Phone
7325165151
Raw XML Appendix324 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017158
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04310
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021468
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04284
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04310
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Amt121
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12024 TRANSACTION POSTED IN 2025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt094
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02024 TRANSACTION POSTED IN 2023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0648
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1648
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0648
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1648
TaxesSchedule/TaxesDetail/Amt0344
TaxesSchedule/TaxesDetail/Amt1344
TaxesSchedule/TaxesDetail/Amt286
TaxesSchedule/TaxesDetail/Amt325
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt286
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt325
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum02079425211
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPHINE MOORE TR FBO HOLMESTEAD
ReturnHeader/Filer/BusinessNameControlTxt0MOOR
ReturnHeader/Filer/EIN0016016999
ReturnHeader/Filer/PhoneNum02079425211
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 656
ReturnHeader/Filer/USAddress/CityNm0BANGOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0044029934
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH 7TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Iselin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07325165151
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN SZENTJOBI
ReturnHeader/ReturnTs02025-07-28T16:01:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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