Civic Intelligence

Olive a Coates Charitable Trust

990PF • Fiscal year 2024 • EIN 01-6149204

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

PO Box 31Portland, ME 04112-0031

(207) 772-3761

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

45%

Higher net margin than 86% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$41,757

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

8.7%

Faster asset growth than 66% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

124%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,280,629

Up $341,849 (+8.7%) from 2023

Net Assets

$4,280,629

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$760,032

Up $421,213 (+124%) from 2023

Expenses

Down

$419,615

Down $38,810 (-8.5%) from 2023

Net Income

Up

$340,417

Up $460,023 (+385%) from 2023

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,265,291Liabilities 2011: $02011Assets 2012: $3,463,669Liabilities 2012: $02012Assets 2013: $3,625,915Liabilities 2013: $02013Assets 2014: $3,844,326Liabilities 2014: $02014Assets 2015: $3,838,743Liabilities 2015: $1Net Assets 2015: $3,838,7432015Assets 2016: $3,703,734Liabilities 2016: $0Net Assets 2016: $3,703,7342016Assets 2017: $3,674,072Liabilities 2017: $0Net Assets 2017: $3,674,0722017Assets 2018: $3,956,309Liabilities 2018: $0Net Assets 2018: $3,956,3092018Assets 2019: $3,994,086Liabilities 2019: $12019Assets 2020: $4,020,416Liabilities 2020: $1Net Assets 2020: $4,020,4162020Assets 2021: $4,128,055Liabilities 2021: $1Net Assets 2021: $4,128,0552021Assets 2022: $4,059,833Liabilities 2022: $0Net Assets 2022: $4,059,8332022Assets 2023: $3,938,780Liabilities 2023: $12023Assets 2024: $4,280,629Liabilities 2024: $0Net Assets 2024: $4,280,6292024

Highlighted filing

2024

Assets$4,280,629
Liabilities$0
Net Assets$4,280,629

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $282,985Expenses 2011: $230,960Net Income 2011: $52,0252011Revenue 2012: $421,784Expenses 2012: $223,224Net Income 2012: $198,5602012Revenue 2013: $392,833Expenses 2013: $230,587Net Income 2013: $162,2462013Revenue 2014: $494,215Expenses 2014: $275,802Net Income 2014: $218,4132014Revenue 2015: $295,013Expenses 2015: $300,599Net Income 2015: -$5,5862015Revenue 2016: $141,947Expenses 2016: $276,959Net Income 2016: -$135,0122016Revenue 2017: $229,758Expenses 2017: $259,421Net Income 2017: -$29,6632017Revenue 2018: $611,580Expenses 2018: $328,225Net Income 2018: $283,3552018Revenue 2019: $373,627Expenses 2019: $335,966Net Income 2019: $37,6612019Revenue 2020: $361,145Expenses 2020: $335,858Net Income 2020: $25,2872020Revenue 2021: $469,432Expenses 2021: $361,701Net Income 2021: $107,7312021Revenue 2022: $404,762Expenses 2022: $470,983Net Income 2022: -$66,2212022Revenue 2023: $338,819Expenses 2023: $458,425Net Income 2023: -$119,6062023Revenue 2024: $760,032Expenses 2024: $419,615Net Income 2024: $340,4172024

Highlighted filing

2024

Revenue$760,032
Expenses$419,615
Net Income$340,417
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HM PAYSON COTrustee-$41,757-$41,757
RICHARD A MCKITTRICKTrustee-$10,989-$10,989
Filing and Contact Details

Filer

Filer Name
Olive a Coates Charitable Trust
EIN
01-6149204
Phone
2077723761
Address
PO BOX 31, PORTLAND, ME 04112-0031

Signing Officer

Name
H M Payson Co
Title
Trustee
Phone
2077723761
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Reliance Integrated Solutions LLC
Address
4900 W BROWN DEER RD, BROWN DEER, WI 53223
Preparer
Steven M Mccormick
Phone
3026089908
Raw XML AppendixShowing 400 of 411 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/PropertyDesc0720. APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13910. HP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250000. PARKER HANNIFIN CORPORATION SR GLBL NT2.7%24 DTD 06/14/2019 2.7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31000. JOHNSON & JOHNSON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4135. S&P GLOBAL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52900. TJX COS INC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100000. UNITED STATES TREAS NTS DTD 12/15/2021 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73163. ISHARES IBONDS DEC 2024 TERM CORP ETF
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL M CURRIE
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0H M PAYSON & CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum02077723761
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt545103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FINANCIAL ASSIST TO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4AID SENIOR CITIZENS,
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIVE TOWN CSD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CAMDEN AREA DISTRICT NURSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2QUARRY HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COASTAL OPPORTUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SELECT BOARD TOWN OF CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PAWS ANIMAL ADOPTION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022 KNOWLTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 547
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2C/O LYNN SOUCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt335 LIMEROCK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 1207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMDEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ROCKPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ME
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2048412953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3048430637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4048431207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd504856
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0360824
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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/AppliedToCurrentYearAmt0150540
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0223670
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0426376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0374210
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0275836
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0223670
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02301
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1232
OtherDecreasesSchedule/OtherDecreasesDetail/Amt25
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02024 TRANSACTION POSTED IN 2025
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ACRD INT PD ON PURCH DEDUCTIBLE IN 2025
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03970
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 TRANSACTION POSTED IN 2024
TaxesSchedule/TaxesDetail/Amt02151
TaxesSchedule/TaxesDetail/Amt13094
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02151
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H M PAYSON CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02077723761
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLIVE A COATES CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COAT
ReturnHeader/Filer/EIN0016149204
ReturnHeader/Filer/PhoneNum02077723761
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0041120031
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481248384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RELIANCE INTEGRATED SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 W BROWN DEER RD

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.$4.28$0.00$4.28$0.76$0.42$0.34
2023Detailed filing. Detailed filing data is available for this year.$3.94$0.00$0.34$0.46$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$0.40$0.47$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.00$4.13$0.47$0.36$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$0.36$0.34$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.00$0.37$0.34$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.61$0.33$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.23$0.26$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$0.14$0.28$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.30$0.30$0.01
2014Summary only. Only limited summary data is available for this year.$3.84$0.00$0.49$0.28$0.22
2013Summary only. Only limited summary data is available for this year.$3.63$0.00$0.39$0.23$0.16
2012Summary only. Only limited summary data is available for this year.$3.46$0.00$0.42$0.22$0.20
2011Summary only. Only limited summary data is available for this year.$3.27$0.00$0.28$0.23$0.05
Peer Organizations

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