Civic Intelligence

Robert H and Eleanor S Heald Trust

990PF • Fiscal year 2021 • EIN 01-6131271

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 30, 2022

Organization Profile
17 Sea StCamden, 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

-461%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$16,679

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 81.7% of source-year revenue.

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

Asset Growth

11th percentile

-5.9%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,492,766

Down $94,156 (-5.9%) from 2020

Net Assets

Down

$1,492,766

Down $94,156 (-5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Down

$20,408

Down $58,096 (-74%) from 2020

Expenses

Up

$114,564

Up $12,901 (+13%) from 2020

Net Income

Down

-$94,156

Down $70,997 (-307%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2021

Assets$1,492,766
Liabilities$0
Net Assets$1,492,766
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

2021

Revenue$20,408
Expenses$114,564
Net Income-$94,156
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 30, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENDLE A JONESTrustee-$16,679-$16,679
Filing and Contact Details

Filer

Filer Name
Robert H & Eleanor S Heald Trust
EIN
01-6131271
Phone
2072367171
Address
17 SEA ST, CAMDEN, ME 04843

Signing Officer

Name
Rendle a Jones
Title
Trustee
Phone
2072367171
Signed
2022-06-30
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/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RENDLE A JONES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017 SEA STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMDEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004843
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02072367171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PER THE WILLS OF THE DECEDENTS, AS AMENDED IN 2001 BY THE KNOX COUNTY PROBATE COURT, INCOME EARNED ON INVESTMENTS IS DISTRIBUTED TO LOCAL CHARITABLE PURPOSES AS FOLLOWS: PEOPLE'S UNITED METHODIST CHURCH IN UNION, ME RECEIVES FUNDING FOR LOCAL NEEDS; THE TOWN OF UNION SCHOLARSHIP COMMITTEE RECEIVES FUNDING FOR ROBERT & ELEANOR HEALD SCHOLARSHIP FUND, WHICH AWARDS SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO ARE RESIDENTS OF UNION, ME; UNION HISTORICAL SOCIETY RECEIVES FUNDING FOR GENERAL OPERATIONS; AND VOSE LIBRARY IN UNION, ME RECEIVES FUNDING FOR LIBRARY OPERATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0105839
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt137461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt322516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LOCAL NEEDS WITHIN UNION, ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS FOR UNION RESIDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ORGANIZATIONAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3LIBRARY OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PEOPLE'S UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TOWN OF UNION SCHOLARSHIP COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNION HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VOSE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013 CHAPEL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1567 COMMON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2343 COMMON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3392 COMMON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTH THOMASTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1UNION
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/ZIPCd004858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd304862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097500
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/AppliedToCurrentYearAmt0104419
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01420
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107854
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105839
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03435
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01420
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
TaxesSchedule/TaxesDetail/Amt0371
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INVESTMENT TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0371
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENDLE A JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02072367171
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT H & ELEANOR S HEALD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0016131271
ReturnHeader/Filer/PhoneNum02072367171
ReturnHeader/Filer/USAddress/AddressLine1Txt017 SEA ST
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/PreparationDt02022-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R WILLIAMS
ReturnHeader/ReturnTs02022-07-22T12:28:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENDLE
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
$1,492,766
Liabilities
$0
Net assets
$1,492,766
Revenue
$20,408
Expenses
$114,564
Net income
-$94,156
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