Civic Intelligence

Robert H and Eleanor S Heald Trust

990PF • Fiscal year 2015 • EIN 01-6131271

Jan 01, 2015 to Dec 31, 2015 • Filed on May 06, 2016

17 Sea StreetCamden, ME 04843

(207) 236-8836

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

45th percentile

0.8%

Higher net margin than 45% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

60th percentile

$10,411

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

49th percentile

0.1%

Faster asset growth than 49% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

25%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$906,678

Up $543 (+0.1%) from 2014

Net Assets

Up

$906,678

Up $543 (+0.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$70,322

Up $14,088 (+25%) from 2014

Expenses

Down

$69,779

Down $16,926 (-20%) from 2014

Net Income

Up

$543

Up $31,014 (+102%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$906,678
Liabilities$0
Net Assets$906,678

Operations Trend

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

2015

Revenue$70,322
Expenses$69,779
Net Income$543
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 6, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENDLE A JONESTrustee-$10,411-$10,411
Filing and Contact Details

Filer

Filer Name
Robert H & Eleanor S Heald Trust
EIN
01-6131271
Phone
2072368836
Address
17 SEA STREET, CAMDEN, ME 04843

Signing Officer

Name
Rendle a Jones
Title
Trustee
Phone
2072368836
Signed
2016-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Macpage LLC
Address
ONE MARKET SQUARE, AUGUSTA, ME 04330
Preparer
Robert J Kearns
Phone
2076224766
Raw XML Appendix333 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0481700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0342950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INTL BUSINESS MACHS CORP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WINDSOR II FUND ADM
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02072367171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022284
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28927
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313394
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SECONDARY EDUCATIONAL FUNDING FOR UNION, ME STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO EDUCATE AND RETAIN HISTORY OF UNION, ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HEALD SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PEOPLES METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNION HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VOSE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O RENDLE JONES PO BOX 190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113 CHAPEL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2343 CAMDEN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3343 CAMDEN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOUTH THOMASTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd304862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063206
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072336
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09130
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0647
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063206
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0647
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09777
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0668
TaxesSchedule/TaxesDetail/CategoryTxt02014 INCOME TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0668
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RENDLE A JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02072368836
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT H & ELEANOR S HEALD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0016131271
ReturnHeader/Filer/PhoneNum02072368836
ReturnHeader/Filer/USAddress/AddressLine1Txt017 SEA STREET
ReturnHeader/Filer/USAddress/CityNm0CAMDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004843
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010242373
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACPAGE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MARKET SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUGUSTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004330
ReturnHeader/PreparerPersonGrp/PhoneNum02076224766
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J KEARNS
ReturnHeader/ReturnTs02016-05-12T08:40:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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