Civic Intelligence

Anita C Montgomery Trust Co Acadia Trust Na

990PF • Fiscal year 2019 • EIN 01-6037659

Jan 01, 2019 to Dec 31, 2019

Portland, ME
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Up

$427,021

Up $42,842 (+11%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$2

Up $2 from 2015

Revenue

Up

$57,302

Up $44,723 (+356%) from 2015

Expenses

Up

$29,888

Up $3,072 (+11%) from 2015

Net Income

Up

$27,414

Up $41,651 (+293%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $326,413Liabilities 2011: $02011Assets 2012: $413,478Liabilities 2012: $52012Assets 2013: $399,442Liabilities 2013: $32013Assets 2014: $398,416Liabilities 2014: $02014Assets 2015: $384,179Liabilities 2015: $02015Assets 2019: $427,021Liabilities 2019: $22019Assets 2020: $403,686Liabilities 2020: $4Net Assets 2020: $403,6822020Assets 2021: $418,157Liabilities 2021: $4Net Assets 2021: $418,1532021Assets 2022: $431,523Liabilities 2022: $0Net Assets 2022: $431,5232022Assets 2023: $418,778Liabilities 2023: $0Net Assets 2023: $418,7782023Assets 2024: $403,812Liabilities 2024: $0Net Assets 2024: $403,8122024

Highlighted filing

2019

Assets$427,021
Liabilities$2
Net Assets-

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $25,605Expenses 2011: $22,848Net Income 2011: $2,7572011Revenue 2012: $112,451Expenses 2012: $25,391Net Income 2012: $87,0602012Revenue 2013: $19,239Expenses 2013: $33,275Net Income 2013: -$14,0362013Revenue 2014: $21,277Expenses 2014: $22,301Net Income 2014: -$1,0242014Revenue 2015: $12,579Expenses 2015: $26,816Net Income 2015: -$14,2372015Revenue 2019: $57,302Expenses 2019: $29,888Net Income 2019: $27,4142019Revenue 2020: $9,018Expenses 2020: $32,355Net Income 2020: -$23,3372020Revenue 2021: $45,404Expenses 2021: $30,933Net Income 2021: $14,4712021Revenue 2022: $51,644Expenses 2022: $38,274Net Income 2022: $13,3702022Revenue 2023: $11,424Expenses 2023: $24,169Net Income 2023: -$12,7452023Revenue 2024: $34,946Expenses 2024: $49,912Net Income 2024: -$14,9662024

Highlighted filing

2019

Revenue$57,302
Expenses$29,888
Net Income$27,414
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019

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