Civic Intelligence

Margaret J S Kennedy Trust

EIN 01-6027394 • 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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$1,841

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

3.2%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

111%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$344,318

Up $10,663 (+3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$344,318

Up $10,663 (+3.2%) from 2024

Revenue

Up

$29,346

Up $15,439 (+111%) from 2024

Expenses

Down

$18,683

Down $7,731 (-29%) from 2024

Net Income

Up

$10,663

Up $23,170 (+185%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $305,874Liabilities 2012: $02012Assets 2013: $326,965Liabilities 2013: $02013Assets 2014: $334,624Liabilities 2014: $02014Assets 2015: $334,383Liabilities 2015: $02015Assets 2016: $322,367Liabilities 2016: $02016Assets 2020: $317,004Liabilities 2020: $02020Assets 2021: $365,304Liabilities 2021: $0Net Assets 2021: $365,3042021Assets 2022: $380,996Liabilities 2022: $0Net Assets 2022: $380,9962022Assets 2023: $342,865Liabilities 2023: $0Net Assets 2023: $342,8652023Assets 2024: $333,655Liabilities 2024: $0Net Assets 2024: $333,6552024Assets 2025: $344,318Liabilities 2025: $0Net Assets 2025: $344,3182025

Highlighted filing

2025

Assets$344,318
Liabilities$0
Net Assets$344,318

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $20,898Expenses 2012: $18,621Net Income 2012: $2,2772012Revenue 2013: $34,274Expenses 2013: $17,111Net Income 2013: $17,1632013Revenue 2014: $31,353Expenses 2014: $17,850Net Income 2014: $13,5032014Revenue 2015: $13,359Expenses 2015: $16,555Net Income 2015: -$3,1962015Revenue 2016: $3,360Expenses 2016: $14,749Net Income 2016: -$11,3892016Revenue 2020: $25,957Expenses 2020: $24,034Net Income 2020: $1,9232020Revenue 2021: $24,735Expenses 2021: $21,796Net Income 2021: $2,9392021Revenue 2022: $74,338Expenses 2022: $22,758Net Income 2022: $51,5802022Revenue 2023: -$7,062Expenses 2023: $30,950Net Income 2023: -$38,0122023Revenue 2024: $13,907Expenses 2024: $26,414Net Income 2024: -$12,5072024Revenue 2025: $29,346Expenses 2025: $18,683Net Income 2025: $10,6632025

Highlighted filing

2025

Revenue$29,346
Expenses$18,683
Net Income$10,663

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Oct 25, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PORTLAND TRUST COMPANYTrustee-$1,841-$1,841
Filing and Contact Details

Filer

Filer Name
Margaret J S Kennedy Trust
EIN
01-6027394
Phone
2075586220
Address
2 MONUMENT SQUARE SUITE 703, PORTLAND, ME 04101

Signing Officer

Name
Portland Trust Company
Title
Trustee
Phone
2075586220
Signed
2025-10-25
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 Appendix288 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004469
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1631505576
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333965
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd414802
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010500
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/AppliedToCurrentYearAmt07003
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06701
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019920
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013704
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012917
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06701
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03504
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOFA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01402
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02102
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/Amt1146
TaxesSchedule/TaxesDetail/CategoryTxt0PTC - FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt1BOFA - FOREIGN
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt028
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1146
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PORTLAND TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02075586220
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET J S KENNEDY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PORTLAND TRUST CO LLC
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0016027394
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/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MARTINES
ReturnHeader/ReturnTs02025-10-22T09:00:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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