Civic Intelligence

Caroline S Wooster Trust

990PF • Fiscal year 2020 • EIN 01-6080767

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 07, 2021

Organization Profile
P O Box 31Portland, ME 04112-0031

(804) 344-4548

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

56th percentile

9.1%

Higher net margin than 56% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$4,152

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

$556,299

No earlier filing loaded for comparison.

Net Assets

$556,299

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin56th percentile

Revenue

$49,480

No earlier filing loaded for comparison.

Expenses

$44,957

No earlier filing loaded for comparison.

Net Income

$4,523

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2020: $556,299Liabilities 2020: $0Net Assets 2020: $556,2992020Assets 2021: $572,404Liabilities 2021: $0Net Assets 2021: $572,4042021Assets 2022: $511,543Liabilities 2022: $0Net Assets 2022: $511,5432022Assets 2023: $516,325Liabilities 2023: $0Net Assets 2023: $516,3252023Assets 2024: $556,908Liabilities 2024: $0Net Assets 2024: $556,9082024

Highlighted filing

2020

Assets$556,299
Liabilities$0
Net Assets$556,299
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2020: $49,480Expenses 2020: $44,957Net Income 2020: $4,5232020Revenue 2021: $99,092Expenses 2021: $82,914Net Income 2021: $16,1782021Revenue 2022: $44,385Expenses 2022: $104,677Net Income 2022: -$60,2922022Revenue 2023: $107,809Expenses 2023: $104,068Net Income 2023: $3,7412023Revenue 2024: $134,377Expenses 2024: $93,978Net Income 2024: $40,3992024

Highlighted filing

2020

Revenue$49,480
Expenses$44,957
Net Income$4,523
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HM PAYSON COTrustee-$4,152-$4,152
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF NH MAINE REVENUE SERVICESGENERAL PURPOSESPCAUGUSTA, ME, US$26,772
Filing and Contact Details

Filer

Filer Name
Caroline S Wooster Trust
EIN
01-6080767
In Care Of
% N/A
Address
P O BOX 31, PORTLAND, ME 04112-0031

Signing Officer

Name
Thomas M Pierce
Title
Trustee
Phone
8043444548
Signed
2021-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100E CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
Doak a Pfaff
Phone
8043444548
Raw XML Appendix341 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0145. MARRIOTT INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.154 RAYTHEON TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2200. DIAGEO PLC SPONSORED #US25243Q2057 SEDOL #21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3. CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4170. PHILLIPS 66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200. CARRIER GLOBAL CORPOR
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10.895 VIATRIS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111425. INVESCO BULLETSHARES BD ETF
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IRS990PF/InitialReturnFormerPubChrtyInd0X
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF NH MAINE REVENUE SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068632
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040297
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas M Pierce
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08043444548
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caroline S Wooster Trust
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0016080767
ReturnHeader/Filer/InCareOfNm0% N/A
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 31
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0041120031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100E CARY STREET SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023223
ReturnHeader/PreparerPersonGrp/PhoneNum08043444548
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02021-11-05T15:59:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pierce
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$556,299
Liabilities
$0
Net assets
$556,299
Revenue
$49,480
Expenses
$44,957
Net income
$4,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$1.34$0.94$0.40
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$1.08$1.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.44$1.05$0.60
2021Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.99$0.83$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.49$0.45$0.05