Civic Intelligence

Bertha Bornstein Residue Trust

990PF • Fiscal year 2015 • EIN 01-6040761

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 05, 2016

Organization Profile
PO Box 174Vinalhaven, ME 04863

(207) 863-4414

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-4541%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-6.5%

Faster asset growth than 32% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

-5.6%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$44,125

Down $3,088 (-6.5%) from 2014

Net Assets

Down

$44,125

Down $3,088 (-6.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$68

Down $4 (-5.6%) from 2014

Expenses

Up

$3,156

Up $521 (+20%) from 2014

Net Income

Down

-$3,088

Down $525 (-20%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$60K$40K$20K$0Assets 2011: $55,176Liabilities 2011: $02011Assets 2012: $52,399Liabilities 2012: $0Net Assets 2012: $52,3992012Assets 2013: $49,776Liabilities 2013: $0Net Assets 2013: $49,7762013Assets 2014: $47,213Liabilities 2014: $0Net Assets 2014: $47,2132014Assets 2015: $44,125Liabilities 2015: $0Net Assets 2015: $44,1252015Assets 2018: $40,050Liabilities 2018: $0Net Assets 2018: $40,0502018Assets 2019: $2,767Liabilities 2019: $0Net Assets 2019: $2,7672019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$44,125
Liabilities$0
Net Assets$44,125
Open 2015 Filing

Operations Trend

Revenue Growth40th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $335Expenses 2011: $3,526Net Income 2011: -$3,1912011Expenses 2012: $2,9652012Revenue 2013: $104Expenses 2013: $2,726Net Income 2013: -$2,6222013Revenue 2014: $72Expenses 2014: $2,635Net Income 2014: -$2,5632014Revenue 2015: $68Expenses 2015: $3,156Net Income 2015: -$3,0882015Revenue 2018: $58Expenses 2018: $0Net Income 2018: $582018Revenue 2019: $25Expenses 2019: $37,308Net Income 2019: -$37,2832019Revenue 2020: $0Expenses 2020: $2,767Net Income 2020: -$2,7672020

Highlighted filing

2015

Revenue$68
Expenses$3,156
Net Income-$3,088
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN MCDONALDTrustee-$0--
LINDA WHITTINGTON-AMESAdvisory Tte-$0--
THOMAS GODFREYAdvisory Tte-$0--
Filing and Contact Details

Filer

Filer Name
Berta Bornstein Residue Trust
EIN
01-6040761
Phone
2078634414
Address
PO BOX 174, VINALHAVEN, ME 04863

Signing Officer

Name
Jean Mcdonald
Title
Trustee
Phone
2078634414
Signed
2016-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Norton & Masters Cpas
Address
14A SCHOOL ST, ROCKLAND, ME 04841
Preparer
Marianne Masters CPA
Phone
2075949501
Raw XML Appendix260 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/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt045669
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0173
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02078634414
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTA BORNSTEIN RESIDUE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JEAN MCDONALD
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0016040761
ReturnHeader/Filer/PhoneNum02078634414
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 174
ReturnHeader/Filer/USAddress/CityNm0VINALHAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004863
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010378706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTON & MASTERS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014A SCHOOL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004841
ReturnHeader/PreparerPersonGrp/PhoneNum02075949501
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE MASTERS CPA
ReturnHeader/ReturnTs02016-07-26T09:22:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,125
Liabilities
$0
Net assets
$44,125
Revenue
$68
Expenses
$3,156
Net income
-$3,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$2.77$2.77
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.03$37.3$37.3
2018Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$0.06$0.00$0.06
2015Detailed filing. Detailed filing data is available for this year.$44.1$0.00$44.1$0.07$3.16$3.09
2014Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$0.07$2.64$2.56
2013Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$0.10$2.73$2.62
2012Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$2.97
2011Summary only. Only limited summary data is available for this year.$55.2$0.00$0.34$3.53$3.19