Civic Intelligence

Melvin H Simmons Testamentary Trust

990 • Fiscal year 2022 • EIN 01-6040875

May 01, 2021 to Apr 30, 2022 • Filed on Sep 09, 2022

Organization ProfileN/A
PO Box 50Augusta, ME 04332

(207) 622-4766

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$8,671

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

50th percentile

1.5%

Faster asset growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

36%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,269,483

Up $18,284 (+1.5%) from 2021

Net Assets

Up

$1,269,483

Up $18,284 (+1.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin72nd percentile

Revenue

Up

$95,739

Up $25,526 (+36%) from 2021

Expenses

Up

$75,484

Up $12,490 (+20%) from 2021

Net Income

Up

$20,255

Up $13,036 (+181%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,119,901Liabilities 2011: $0Net Assets 2011: $1,119,9012011Assets 2012: $1,107,547Liabilities 2012: $0Net Assets 2012: $1,107,5472012Assets 2013: $1,104,939Liabilities 2013: $0Net Assets 2013: $1,104,9392013Assets 2014: $1,093,476Liabilities 2014: $0Net Assets 2014: $1,093,4762014Assets 2015: $1,165,738Liabilities 2015: $0Net Assets 2015: $1,165,7382015Assets 2016: $1,242,935Liabilities 2016: $0Net Assets 2016: $1,242,9352016Assets 2017: $1,257,346Liabilities 2017: $0Net Assets 2017: $1,257,3462017Assets 2018: $1,279,762Liabilities 2018: $0Net Assets 2018: $1,279,7622018Assets 2019: $1,290,520Liabilities 2019: $0Net Assets 2019: $1,290,5202019Assets 2020: $1,247,768Liabilities 2020: $0Net Assets 2020: $1,247,7682020Assets 2021: $1,251,199Liabilities 2021: $0Net Assets 2021: $1,251,1992021Assets 2022: $1,269,483Liabilities 2022: $0Net Assets 2022: $1,269,4832022Assets 2023: $1,265,994Liabilities 2023: $0Net Assets 2023: $1,265,9942023Assets 2024: $1,249,410Liabilities 2024: $0Net Assets 2024: $1,249,4102024Assets 2025: $1,269,451Liabilities 2025: $0Net Assets 2025: $1,269,4512025

Highlighted filing

2022

Assets$1,269,483
Liabilities$0
Net Assets$1,269,483
Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $54,8402011Expenses 2012: $61,2412012Revenue 2013: $57,506Expenses 2013: $60,114Net Income 2013: -$2,6082013Revenue 2014: $50,402Expenses 2014: $61,865Net Income 2014: -$11,4632014Revenue 2015: $139,800Expenses 2015: $67,538Net Income 2015: $72,2622015Revenue 2016: $142,763Expenses 2016: $65,566Net Income 2016: $77,1972016Revenue 2017: $77,172Expenses 2017: $62,761Net Income 2017: $14,4112017Revenue 2018: $87,896Expenses 2018: $65,480Net Income 2018: $22,4162018Revenue 2019: $75,646Expenses 2019: $64,871Net Income 2019: $10,7752019Revenue 2020: $19,200Expenses 2020: $65,642Net Income 2020: -$46,4422020Revenue 2021: $70,213Expenses 2021: $62,994Net Income 2021: $7,2192021Revenue 2022: $95,739Expenses 2022: $75,484Net Income 2022: $20,2552022Revenue 2023: $64,330Expenses 2023: $65,866Net Income 2023: -$1,5362023Revenue 2024: $49,664Expenses 2024: $66,125Net Income 2024: -$16,4612024Revenue 2025: $89,173Expenses 2025: $68,932Net Income 2025: $20,2412025

Highlighted filing

2022

Revenue$95,739
Expenses$75,484
Net Income$20,255
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Sep 9, 2022
Return Version
2021v4.2
Gross Receipts
$298,745
Mission and Program Overview

Mission

To assist the city of hallowell, maine with the support of athletics at halldale high schoool

To assist the city of hallowell maine with the support of athletics at halldale high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,191,715$1,224,415▲ $32,700
Cap Stk Tr Prin Current Funds$1,104,939$1,104,939→ $0
Rtn Earn Endowment Incm Other Fnds$146,260$164,544▲ $18,284
Savings and Temporary Cash Investments$59,351$44,792▼ $14,559
Cash and Non-Interest-Bearing Accounts$133$276▲ $143
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,251,199$1,269,483▲ $18,284
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,251,199$1,269,483▲ $18,284
Total Liabilities and Net Assets / Fund Balance$1,251,199$1,269,483▲ $18,284
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$8,671$8,671
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$95,739
Other Revenue
$0
Change in Net Assets
$20,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,224
Salaries, Compensation, and Employee Benefits$8,671
Other Expenses$2,589
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,224--$64,224
Current Officers, Directors, Trustees, and Key Employees-$8,671-$8,671
Fees for Services Accounting-$1,950-$1,950
Other Expenses-$639-$639
Total Functional Expenses$64,224$11,260$0$75,484
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of HallowellHallowell, ME-Support of Physical Fitness$64,224
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees authorized to act on behalf of the organization.”

Form 990, Part VI, Section B, Line 11B

“Line 11a explanation - a copy of the form 990, applicable schedules, and informational data is given to kennebec savings bank, trustee yearly.”

Form 990, Part VI, Section B, Line 12C

“The bank's trust committee meets regularly during the year to review with the officers, directors ,etc.”

Form 990, Part VI, Section B, Line 15B

“Fees charged are in accordance with the bank's standard fee structure.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Melvin Simmons Trust
EIN
01-6040875
Phone
2076224766
Address
PO BOX 50, AUGUSTA, ME 04332

Signing Officer

Name
Amos Byron
Title
VP & Trust Officer
Phone
2076224766
Signed
2022-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amos Byron
Formed
1976
Legal Domicile
Me
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Wipfli Llp
Address
43 CONSTITUTION DRIVE SUITE 100, BEDFORD, NH 03110
Preparer
Rachelle Lyn Burnham
Phone
6036273838
Raw XML Appendix389 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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IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01529848
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01407677
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt053545
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt049269
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01553145
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01429114
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt053545
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt049269
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0016000029
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt064224
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CITY OF HALLOWELL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt064224
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt064224
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF PHYSICAL FITNESS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITY OF HALLOWELL
IRS990ScheduleI/RecipientTable/RecipientEIN0016000029
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 WINTHROP ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HALLOWELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004347
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECORDS ARE KEPT OF WHAT IS DISTRIBUTED AND HOW THE FUNDS ARE USED. THE TRUST HAS ONLY A SINGLE NAMED BENEFICIARY WITH ALL FUNDS BEING DEDICATED TO SPECIFIED PURPOSES SET FORTH IN THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 11A EXPLANATION - A COPY OF THE FORM 990, APPLICABLE SCHEDULES, AND INFORMATIONAL DATA IS GIVEN TO KENNEBEC SAVINGS BANK, TRUSTEE YEARLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BANK'S TRUST COMMITTEE MEETS REGULARLY DURING THE YEAR TO REVIEW WITH THE OFFICERS, DIRECTORS ,ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEES CHARGED ARE IN ACCORDANCE WITH THE BANK'S STANDARD FEE STRUCTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01251199
IRS990/TotalAssetsEOYAmt01269483
IRS990/TotalAssetsGrp/BOYAmt01251199
IRS990/TotalAssetsGrp/EOYAmt01269483
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011260
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064224
IRS990/TotalFunctionalExpensesGrp/TotalAmt075484
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01251199
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01269483
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064224
IRS990/TotalReportableCompFromOrgAmt08671
IRS990/TotalRevenueGrp/ExclusionAmt095739
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095739
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01251199
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01269483
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 50
IRS990/USAddress/CityNm0AUGUSTA
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004332
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMOS BYRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02076224766
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELVIN SIMMONS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KENNEBEC SAVINGS BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MELV
ReturnHeader/Filer/EIN0016040875
ReturnHeader/Filer/PhoneNum02076224766
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004332
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 CONSTITUTION DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003110
ReturnHeader/PreparerPersonGrp/PhoneNum06036273838
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHELLE LYN BURNHAM
ReturnHeader/ReturnTs02022-09-13T11:42:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMOS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BYRON
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,269,483
Liabilities
$0
Net assets
$1,269,483
Revenue
$95,739
Expenses
$75,484
Net income
$20,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.07$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.08$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.14$0.07$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.14$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.05