Civic Intelligence

Halvor E Prescott Tr Fund

990PF • Fiscal year 2023 • EIN 01-6064010

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profile
PO Box 656Bangor, ME 04402-9934

(207) 541-2746

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-346%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$2,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 85.6% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-7.8%

Faster asset growth than 33% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-57%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$120,662

Down $10,176 (-7.8%) from 2022

Net Assets

Down

$120,662

Down $10,176 (-7.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Down

$2,922

Down $3,941 (-57%) from 2022

Expenses

Down

$13,031

Down $2,849 (-18%) from 2022

Net Income

Down

-$10,109

Down $1,092 (-12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $175,385Liabilities 2010: $0Net Assets 2010: $175,3852010Assets 2011: $163,028Liabilities 2011: $02011Assets 2012: $166,063Liabilities 2012: $02012Assets 2013: $166,413Liabilities 2013: $02013Assets 2014: $175,488Liabilities 2014: $02014Assets 2015: $166,376Liabilities 2015: $02015Assets 2019: $143,883Liabilities 2019: $02019Assets 2020: $138,933Liabilities 2020: $0Net Assets 2020: $138,9332020Assets 2021: $139,496Liabilities 2021: $0Net Assets 2021: $139,4962021Assets 2022: $130,838Liabilities 2022: $0Net Assets 2022: $130,8382022Assets 2023: $120,662Liabilities 2023: $0Net Assets 2023: $120,6622023Assets 2024: $120,597Liabilities 2024: $0Net Assets 2024: $120,5972024

Highlighted filing

2023

Assets$120,662
Liabilities$0
Net Assets$120,662
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $12,1342010Revenue 2011: $6,618Expenses 2011: $18,622Net Income 2011: -$12,0042011Revenue 2012: $14,665Expenses 2012: $11,434Net Income 2012: $3,2312012Revenue 2013: $12,448Expenses 2013: $12,232Net Income 2013: $2162013Revenue 2014: $23,575Expenses 2014: $14,764Net Income 2014: $8,8112014Revenue 2015: $6,565Expenses 2015: $15,820Net Income 2015: -$9,2552015Revenue 2019: $11,098Expenses 2019: $16,938Net Income 2019: -$5,8402019Revenue 2020: $9,704Expenses 2020: $14,671Net Income 2020: -$4,9672020Revenue 2021: $16,733Expenses 2021: $14,966Net Income 2021: $1,7672021Revenue 2022: $6,863Expenses 2022: $15,880Net Income 2022: -$9,0172022Revenue 2023: $2,922Expenses 2023: $13,031Net Income 2023: -$10,1092023Revenue 2024: $12,404Expenses 2024: $12,508Net Income 2024: -$1042024

Highlighted filing

2023

Revenue$2,922
Expenses$13,031
Net Income-$10,109
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Halvor E Prescott Tr Fund
EIN
01-6064010
Phone
2075412746
Address
PO BOX 656, BANGOR, ME 04402-9934

Signing Officer

Name
Suzanne Moffatt
Title
Senior VP
Phone
2075412746
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH 7TH FLOOR, ISLEN, NJ 08830
Preparer
Eileen Szentjobi
Phone
7325165151
Raw XML Appendix348 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/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt024 HAMLIN WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BANGOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANGOR SAVING BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum06034101755
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ELM STRET CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN GERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0149 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BUCKSPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0044164017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08482
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/AppliedToCurrentYearAmt08418
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0905
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0905
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08336
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0298
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01394
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010692
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02274
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09241
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06967
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0274
OtherDecreasesSchedule/OtherDecreasesDetail/Amt125
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0POST TAX YEAR END TRANSACTIONS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0332
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0232
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRE TAX YEAR ED TRANSACTIONS
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt131
TaxesSchedule/TaxesDetail/Amt228
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt131
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt228
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE MOFFATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum02075412746
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALVOR E PRESCOTT TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0016064010
ReturnHeader/Filer/PhoneNum02075412746
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 656
ReturnHeader/Filer/USAddress/CityNm0BANGOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0044029934
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH 7TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07325165151
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN SZENTJOBI
ReturnHeader/ReturnTs02024-05-14T10:01:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,662
Liabilities
$0
Net assets
$120,662
Revenue
$2,922
Expenses
$13,031
Net income
-$10,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.12$0.13$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.03$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.07$0.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.17$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.15$0.05
2019Summary only. Only limited summary data is available for this year.$1.44$0.00$0.11$0.17$0.06
2015Summary only. Only limited summary data is available for this year.$1.66$0.00$0.07$0.16$0.09
2014Summary only. Only limited summary data is available for this year.$1.75$0.00$0.24$0.15$0.09
2013Summary only. Only limited summary data is available for this year.$1.66$0.00$0.12$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.15$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$1.63$0.00$0.07$0.19$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.12