Civic Intelligence

Grace H Westerfield Trust

990PF • Fiscal year 2017 • EIN 01-6044199

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

17 Sea StreetCamden, ME 04843

(207) 236-7171

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$3,188

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

168%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$256,325

Up $49,858 (+24%) from 2016

Net Assets

Up

$256,325

Up $49,858 (+24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$71,681

Up $44,975 (+168%) from 2016

Expenses

Up

$21,823

Up $2,619 (+14%) from 2016

Net Income

Up

$49,858

Up $42,356 (+565%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $242,436Liabilities 2010: $0Net Assets 2010: $242,4362010Assets 2011: $243,203Liabilities 2011: $0Net Assets 2011: $243,2032011Assets 2012: $229,414Liabilities 2012: $0Net Assets 2012: $229,4142012Assets 2013: $218,870Liabilities 2013: $0Net Assets 2013: $218,8702013Assets 2014: $212,019Liabilities 2014: $0Net Assets 2014: $212,0192014Assets 2015: $198,965Liabilities 2015: $0Net Assets 2015: $198,9652015Assets 2016: $206,467Liabilities 2016: $0Net Assets 2016: $206,4672016Assets 2017: $256,325Liabilities 2017: $0Net Assets 2017: $256,3252017Assets 2019: $314,377Liabilities 2019: $0Net Assets 2019: $314,3772019Assets 2020: $415,305Liabilities 2020: $0Net Assets 2020: $415,3052020Assets 2021: $398,776Liabilities 2021: $0Net Assets 2021: $398,7762021Assets 2022: $370,291Liabilities 2022: $0Net Assets 2022: $370,2912022Assets 2023: $359,796Liabilities 2023: $0Net Assets 2023: $359,7962023Assets 2024: $395,677Liabilities 2024: $0Net Assets 2024: $395,6772024

Highlighted filing

2017

Assets$256,325
Liabilities$0
Net Assets$256,325

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $9,9952010Expenses 2011: $24,2202011Expenses 2012: $15,0092012Revenue 2013: $4,941Expenses 2013: $15,485Net Income 2013: -$10,5442013Revenue 2014: $10,452Expenses 2014: $17,439Net Income 2014: -$6,9872014Revenue 2015: $6,335Expenses 2015: $19,386Net Income 2015: -$13,0512015Revenue 2016: $26,706Expenses 2016: $19,204Net Income 2016: $7,5022016Revenue 2017: $71,681Expenses 2017: $21,823Net Income 2017: $49,8582017Revenue 2019: $10,821Expenses 2019: $26,237Net Income 2019: -$15,4162019Revenue 2020: $128,157Expenses 2020: $27,229Net Income 2020: $100,9282020Revenue 2021: $15,252Expenses 2021: $31,778Net Income 2021: -$16,5262021Revenue 2022: $1,077Expenses 2022: $27,885Net Income 2022: -$26,8082022Revenue 2023: $11,528Expenses 2023: $22,024Net Income 2023: -$10,4962023Revenue 2024: $66,775Expenses 2024: $30,482Net Income 2024: $36,2932024

Highlighted filing

2017

Revenue$71,681
Expenses$21,823
Net Income$49,858
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENDLE A JONES ESQTrustee-$3,188-$3,188
Filing and Contact Details

Filer

Filer Name
Grace Westerfield Trust
EIN
01-6044199
Phone
2072367171
Address
17 SEA STREET, CAMDEN, ME 04843

Signing Officer

Name
James G Elliott Trustee
Title
Trustee
Phone
2072367171
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Macpage LLC
Address
ONE MARKET SQUARE, AUGUSTA, ME 04330
Preparer
Robert J Kearns
Phone
2076224766
Raw XML Appendix347 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0294556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08719
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TARGET CORP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RENDLE A JONES ESQ
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RENDLE A JONES ESQ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017 SEA STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMDEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004843
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02072367171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HEALTH AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CAMDEN HEALTH CARE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CAMDEN PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2PEN BAY HEALTHCARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt030 COMMUNITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt149 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26 GLEN COVE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCKPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204856
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018097
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01267
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0370
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018994
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0897
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01267
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0370
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt093
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt093
TaxesSchedule/TaxesDetail/Amt0492
TaxesSchedule/TaxesDetail/CategoryTxt0BALANCE OF 2016 TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0492
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES G ELLIOTT TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02072367171
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE WESTERFIELD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0016044199
ReturnHeader/Filer/PhoneNum02072367171
ReturnHeader/Filer/USAddress/AddressLine1Txt017 SEA STREET
ReturnHeader/Filer/USAddress/CityNm0CAMDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004843
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0718F5AFA68F261C6AFAA67722E6BD3B2AF70DCBE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0718F5AFA68F261C6AFAA67722E6BD3B2AF70DCBE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.186.191.122
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:10:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010242373
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACPAGE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MARKET SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUGUSTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004330
ReturnHeader/PreparerPersonGrp/PhoneNum02076224766
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J KEARNS
ReturnHeader/ReturnTs02018-05-09T14:28:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.67$0.30$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.12$0.22$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.01$0.28$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.15$0.32$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.00$4.15$1.28$0.27$1.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.11$0.26$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.72$0.22$0.50
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.27$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.06$0.19$0.13
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.12$0.00$2.12$0.10$0.17$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.05$0.15$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.24
2010Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.10