Civic Intelligence

Robert H and Eleanor S Heald Trust

990PF • Fiscal year 2012 • EIN 01-6131271

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

Organization Profile
17 Sea Street - PO Box 19004843
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

87th percentile

$9,000

Higher top officer pay than 87% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

21st percentile

-6.0%

Faster asset growth than 21% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$965,296

Down $61,161 (-6.0%) from 2011

Net Assets

Down

$965,296

Down $61,161 (-6.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$59,563

Up $12,458 (+26%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,055,882Liabilities 2010: $0Net Assets 2010: $1,055,8822010Assets 2011: $1,026,457Liabilities 2011: $0Net Assets 2011: $1,026,4572011Assets 2012: $965,296Liabilities 2012: $0Net Assets 2012: $965,2962012Assets 2013: $936,606Liabilities 2013: $0Net Assets 2013: $936,6062013Assets 2014: $906,135Liabilities 2014: $0Net Assets 2014: $906,1352014Assets 2015: $906,678Liabilities 2015: $0Net Assets 2015: $906,6782015Assets 2016: $1,143,275Liabilities 2016: $0Net Assets 2016: $1,143,2752016Assets 2017: $1,265,448Liabilities 2017: $0Net Assets 2017: $1,265,4482017Assets 2019: $1,610,081Liabilities 2019: $0Net Assets 2019: $1,610,0812019Assets 2020: $1,586,922Liabilities 2020: $0Net Assets 2020: $1,586,9222020Assets 2021: $1,492,766Liabilities 2021: $0Net Assets 2021: $1,492,7662021Assets 2022: $1,393,338Liabilities 2022: $0Net Assets 2022: $1,393,3382022Assets 2023: $1,395,108Liabilities 2023: $0Net Assets 2023: $1,395,1082023Assets 2024: $1,453,760Liabilities 2024: $0Net Assets 2024: $1,453,7602024

Highlighted filing

2012

Assets$965,296
Liabilities$0
Net Assets$965,296
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $51,9632010Expenses 2011: $47,1052011Expenses 2012: $59,5632012Revenue 2013: $40,645Expenses 2013: $69,335Net Income 2013: -$28,6902013Revenue 2014: $56,234Expenses 2014: $86,705Net Income 2014: -$30,4712014Revenue 2015: $70,322Expenses 2015: $69,779Net Income 2015: $5432015Revenue 2016: $317,710Expenses 2016: $81,113Net Income 2016: $236,5972016Revenue 2017: $212,137Expenses 2017: $90,012Net Income 2017: $122,1252017Revenue 2019: $129,053Expenses 2019: $95,587Net Income 2019: $33,4662019Revenue 2020: $78,504Expenses 2020: $101,663Net Income 2020: -$23,1592020Revenue 2021: $20,408Expenses 2021: $114,564Net Income 2021: -$94,1562021Revenue 2022: $14,658Expenses 2022: $114,086Net Income 2022: -$99,4282022Revenue 2023: $94,375Expenses 2023: $92,604Net Income 2023: $1,7712023Revenue 2024: $169,348Expenses 2024: $110,954Net Income 2024: $58,3942024

Highlighted filing

2012

Revenue-
Expenses$59,563
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENDLE A JONESTrustee-$9,000-$9,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SECONDARY EDUCATIONAL FUNDING FOR UNION, ME STUDENTSNONECAMDEN, ME, US$19,086
Paid Grant-DONATIONNONEUNION, ME, US$11,472
Paid Grant-DONATIONNONESOUTH THOMASTON, ME, US$11,472
Paid Grant-TO EDUCATE AND RETAIN HISTORY OF UNION, MENONEUNION, ME, US$7,646
Filing and Contact Details

Filer

EIN
01-6131271
Raw XML Appendix336 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0500
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount025785
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02000-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12000-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-05-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32000-01-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-11-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-06-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-11-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-11-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-11-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-11-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0LITIGATION healthsouth corp
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAP GAIN DIST. VANGUARD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2500 TEVA PHARMACEUTICAL ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31388.47 Dodge & Cox Intl Stk
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4200 TEVA PHARMACEUTICAL ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51000 TRANSOCEAN LTD NAMEN AKT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6100 TEVA PHARMACEUTICAL ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7500 ENTERGY CORP NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset83000 ANNALY CAP MGMT INC
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted058251
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0408
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10RENDLE A JONES ESQ
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount019086
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111472
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount211472
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount37646
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SECONDARY EDUCATIONAL FUNDING FOR UNION, ME STUDENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO EDUCATE AND RETAIN HISTORY OF UNION, ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0HEALD SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1VOSE LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2PEOPLES METHODIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3UNION HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10C/O RENDLE JONES PO BOX 190
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11343 CAMDEN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1213 CHAPEL ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13343 CAMDEN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CAMDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1UNION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SOUTH THOMASTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3UNION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode004843
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode104862
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode204858
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode304862
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear049676
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear054176
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted058251
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear504335
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus04075
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY04075
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50260
IRS990PF/UndistributedIncome/QualifyingDistributions054176
IRS990PF/UndistributedIncome/TotalCorpus0260
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover04335
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount017
OtherDecreasesSchedule/OtherDecreases/Description0MISCELLANEOUS ADJUSTMENT
TaxesSchedule/Taxes/Amount0179
TaxesSchedule/Taxes/Amount1208
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category12011 TAX PAID
TaxesSchedule/Taxes/NetInvestmentIncome0179
TaxesSchedule/Taxes/NetInvestmentIncome1208
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0016131271
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT H & ELEANOR S HEALD TRUST
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone02072368836
ReturnHeader/Filer/USAddress/AddressLine1017 SEA STREET - PO BOX 190
ReturnHeader/Filer/USAddress/City0CAMDEN
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode004843
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-07
ReturnHeader/Officer/Name0RENDLE A JONES
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Macpage LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10One Market Square
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Augusta
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0ME
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode004330
ReturnHeader/Preparer/Name0Justin S Coffin
ReturnHeader/Preparer/Phone02075123417
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-07T07:32:54-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$965,296
Liabilities
$0
Net assets
$965,296
Revenue
-
Expenses
$59,563
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.17$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.01$0.11$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.02$0.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.21$0.09$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.32$0.08$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05