Civic Intelligence

Grace H Westerfield Trust

990PF • Fiscal year 2020 • EIN 01-6044199

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$5,079

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1084%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$415,305

Up $100,928 (+32%) from 2019

Net Assets

Up

$415,305

Up $100,928 (+32%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$128,157

Up $117,336 (+1084%) from 2019

Expenses

Up

$27,229

Up $992 (+3.8%) from 2019

Net Income

Up

$100,928

Up $116,344 (+755%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2020

Assets$415,305
Liabilities$0
Net Assets$415,305
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

2020

Revenue$128,157
Expenses$27,229
Net Income$100,928
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENDLE A JONESTrustee-$5,079-$5,079
Filing and Contact Details

Filer

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

Signing Officer

Name
Rendle a Jones
Title
Trustee
Phone
2072367171
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Williams CPA Group LLC
Address
PO BOX 839, ROCKPORT, ME 04856
Preparer
David R Williams
Phone
2072368781
Raw XML Appendix367 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/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RENDLE A JONES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017 SEA STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMDEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004843
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02072367171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0IN ACCORDANCE WITH THE WILL OF THE DECEDENT, INCOME EARNED ON THE INITIAL INVESTMENT ESTABLISHED BY THE WILL IS DISTRIBUTED IN EQUAL MEASURE TO 3 LOCAL ORGANIZATIONS: CAMDEN HEALTH CARE CENTER/QUARRY HILL (FORMERLY CAMDEN COMMUNITY HOSPITAL); CAMDEN PUBLIC LIBRARY OF CAMDEN, MAINE; AND PEN BAY WALDO HEALTHCARE FOUNDATION (FORMERLY KNOX COUNTY GENERAL HOSPITAL). THE DISTRIBUTIONS TO ALL THREE ORGANIZATIONS ARE GIVEN TO FUND THE GENERAL OPERATIONS OF EACH ORGANIZATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt024176
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMDEN HEALTH CARE CENTERQUARRY HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CAMDEN PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PEN BAY WALDO HEALTHCARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 287
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt155 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 287
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BELFAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMEDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BELFAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004915
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204915
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021225
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/AppliedToCurrentYearAmt022165
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01886
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0125
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0125
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024176
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0125
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01886
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt099
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INVESTMENT TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt099
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENDLE A JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02072367171
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE H 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/PreparerFirmGrp/PreparerFirmEIN0043378763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 839
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004856
ReturnHeader/PreparerPersonGrp/PhoneNum02072368781
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R WILLIAMS
ReturnHeader/ReturnTs02021-11-12T13:00:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENDLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$415,305
Liabilities
$0
Net assets
$415,305
Revenue
$128,157
Expenses
$27,229
Net income
$100,928
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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