Civic Intelligence

Rose M Clark Trust Co Harmon Jones Sanford LLP

990PF • Fiscal year 2021 • EIN 01-6085692

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 05, 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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-944%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$24,410

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 113.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

11th percentile

-6.3%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,055,665

Down $203,914 (-6.3%) from 2020

Net Assets

Down

$3,055,665

Down $203,914 (-6.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Down

$21,609

Down $346,342 (-94%) from 2020

Expenses

Up

$225,523

Up $19,555 (+9.5%) from 2020

Net Income

Down

-$203,914

Down $365,897 (-226%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,266,775Liabilities 2010: $0Net Assets 2010: $2,266,7752010Assets 2011: $2,212,723Liabilities 2011: $0Net Assets 2011: $2,212,7232011Assets 2012: $1,995,234Liabilities 2012: $0Net Assets 2012: $1,995,2342012Assets 2013: $1,942,205Liabilities 2013: $0Net Assets 2013: $1,942,2052013Assets 2014: $2,000,998Liabilities 2014: $0Net Assets 2014: $2,000,9982014Assets 2015: $2,018,379Liabilities 2015: $0Net Assets 2015: $2,018,3792015Assets 2016: $2,250,247Liabilities 2016: $0Net Assets 2016: $2,250,2472016Assets 2017: $2,545,529Liabilities 2017: $0Net Assets 2017: $2,545,5292017Assets 2019: $3,097,596Liabilities 2019: $0Net Assets 2019: $3,097,5962019Assets 2020: $3,259,579Liabilities 2020: $0Net Assets 2020: $3,259,5792020Assets 2021: $3,055,665Liabilities 2021: $0Net Assets 2021: $3,055,6652021Assets 2022: $2,929,845Liabilities 2022: $0Net Assets 2022: $2,929,8452022Assets 2023: $2,879,538Liabilities 2023: $0Net Assets 2023: $2,879,5382023Assets 2024: $3,050,673Liabilities 2024: $0Net Assets 2024: $3,050,6732024

Highlighted filing

2021

Assets$3,055,665
Liabilities$0
Net Assets$3,055,665
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $85,6652010Expenses 2011: $80,6412011Expenses 2012: $163,7412012Revenue 2013: $81,053Expenses 2013: $134,082Net Income 2013: -$53,0292013Revenue 2014: $211,737Expenses 2014: $152,944Net Income 2014: $58,7932014Revenue 2015: $160,566Expenses 2015: $154,807Net Income 2015: $5,7592015Revenue 2016: $390,785Expenses 2016: $158,917Net Income 2016: $231,8682016Revenue 2017: $465,999Expenses 2017: $171,257Net Income 2017: $294,7422017Revenue 2019: $204,231Expenses 2019: $193,716Net Income 2019: $10,5152019Revenue 2020: $367,951Expenses 2020: $205,968Net Income 2020: $161,9832020Revenue 2021: $21,609Expenses 2021: $225,523Net Income 2021: -$203,9142021Revenue 2022: $89,490Expenses 2022: $215,310Net Income 2022: -$125,8202022Revenue 2023: $136,071Expenses 2023: $186,377Net Income 2023: -$50,3062023Revenue 2024: $394,762Expenses 2024: $223,587Net Income 2024: $171,1752024

Highlighted filing

2021

Revenue$21,609
Expenses$225,523
Net Income-$203,914
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 5, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENDLE A JONESTrustee-$24,410-$24,410
Filing and Contact Details

Filer

Filer Name
Rose M Clark Trust
EIN
01-6085692
Phone
2072367171
Address
17 SEA STREET, CAMDEN, ME 04843

Signing Officer

Name
Rendle a Jones
Title
Trustee
Phone
2072367171
Signed
2022-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Williams CPA Group LLC
Address
PO BOX 839, ROCKPORT, ME 04856
Preparer
David R Williams
Phone
2072368781
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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/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02072367171
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0IN ACCORDANCE WITH THE DECEDENT'S WILL, THE TRUST DISTRIBUTES ANNUAL NET INCOME IN 3 EQUAL AMOUNTS TO EACH OF THE FOLLOWING CHARITABLE ORGANIZATIONS: 1)PEN BAY MEDICAL CENTER, NOW PART OF THE MAINEHEALTH ORGANIZATION, FOR GENERAL, UNRESTRICTED FUNDING OF THE HOSPITAL FACILITY LOCATED IN ROCKPORT, MAINE. 2)PINE TREE SOCIETY, INC., FOR GENERAL, UNRESTRICTED SUPPORT OF THE ORGANIZATION. 3)REGIONAL SCHOOL UNIT 40, FOR THE PURPOSE OF AWARDING POST-SECONDARY EDUCATION SCHOLARSHIPS TO RESIDENTS OF WALDOBORO, MAINE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0212455
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt066750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt166750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt266750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED SUPPORT OF THE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED ORGANIZATION SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS FOR WALDOBORO RESIDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PEN BAY MEDICAL CENTERMAINEHEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PINE TREE SOCIETY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2REGIONAL SCHOOL UNIT 40
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 GLEN COVE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1149 FRONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21070 HEALD HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCKPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BATH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2UNION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204862
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200250
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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/AppliedToCurrentYearAmt0212455
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0216030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02272
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02272
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0212455
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02272
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01303
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0197944
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0VANGUARD SHORT TERM INFLATION PROTEC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SPROTT PHYSICAL GOLD & SILVER TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0199689
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1197944
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0195320
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1239490
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt038
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt038
TaxesSchedule/TaxesDetail/Amt0825
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INVESTMENT TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0825
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENDLE A JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02072367171
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE M CLARK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0016085692
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/PreparationDt02022-07-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R WILLIAMS
ReturnHeader/ReturnTs02022-07-22T12:28:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENDLE A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,055,665
Liabilities
$0
Net assets
$3,055,665
Revenue
$21,609
Expenses
$225,523
Net income
-$203,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.39$0.22$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.14$0.19$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.09$0.22$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.02$0.23$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.37$0.21$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.20$0.19$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.47$0.17$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.39$0.16$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.16$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.21$0.15$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.08$0.13$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.08
2010Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.09