Civic Intelligence

Grace H Westerfield Trust

990PF • Fiscal year 2021 • EIN 01-6044199

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-108%

Higher net margin than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$5,544

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 36.3% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-4.0%

Faster asset growth than 32% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-88%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$398,776

Down $16,529 (-4.0%) from 2020

Net Assets

Down

$398,776

Down $16,529 (-4.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Down

$15,252

Down $112,905 (-88%) from 2020

Expenses

Up

$31,778

Up $4,549 (+17%) from 2020

Net Income

Down

-$16,526

Down $117,454 (-116%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$398,776
Liabilities$0
Net Assets$398,776
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$15,252
Expenses$31,778
Net Income-$16,526
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENDLE A JONESTrustee-$5,544-$5,544
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
2022-05-16
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 Appendix343 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/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/OrgReportOrRegisterStateCd0ME
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/Expenses1Amt026100
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28700
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/TotalGrantOrContriPdDurYrAmt026100
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/AppliedToCurrentYearAmt027238
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027238
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01759
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0125
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028872
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01634
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01759
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK ADJUSTMENT TO STOCK HELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
TaxesSchedule/TaxesDetail/Amt0132
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INVESTMENT TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0132
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENDLE A JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02072367171
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R WILLIAMS
ReturnHeader/ReturnTs02022-05-16T09:38:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENDLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$398,776
Liabilities
$0
Net assets
$398,776
Revenue
$15,252
Expenses
$31,778
Net income
-$16,526
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
2021Detailed filing. Detailed filing data is available for this year.$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
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