Civic Intelligence

Alfred Quimby Fund Ttee

990PF • Fiscal year 2021 • EIN 02-0241554

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

PO Box 355Center Sandwich, NH 03227-0355

(603) 284-6168

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

79th percentile

43%

Higher net margin than 79% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

41st percentile

4.7%

Faster asset growth than 41% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

86%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,885,923

Up $263,004 (+4.7%) from 2020

Net Assets

$5,885,923

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$611,761

Up $282,823 (+86%) from 2020

Expenses

Down

$348,757

Down $57,603 (-14%) from 2020

Net Income

Up

$263,004

Up $340,426 (+440%) from 2020

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,542,527Liabilities 2011: $9,897Net Assets 2011: $4,532,6302011Assets 2012: $4,543,387Liabilities 2012: $02012Assets 2013: $4,573,437Liabilities 2013: $02013Assets 2014: $4,783,818Liabilities 2014: $02014Assets 2015: $4,920,696Liabilities 2015: $02015Assets 2016: $4,979,732Liabilities 2016: $4,979,7322016Assets 2020: $5,622,919Liabilities 2020: $02020Assets 2021: $5,885,923Liabilities 2021: $0Net Assets 2021: $5,885,9232021Assets 2022: $6,204,237Liabilities 2022: $0Net Assets 2022: $6,204,2372022Assets 2023: $6,175,208Liabilities 2023: $0Net Assets 2023: $6,175,2082023Assets 2024: $6,169,002Liabilities 2024: $1Net Assets 2024: $6,169,0022024Assets 2025: $6,488,549Liabilities 2025: $0Net Assets 2025: $6,488,5492025

Highlighted filing

2021

Assets$5,885,923
Liabilities$0
Net Assets$5,885,923

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $250,713Expenses 2011: $142,283Net Income 2011: $108,4302011Revenue 2012: $338,467Expenses 2012: $327,710Net Income 2012: $10,7572012Revenue 2013: $352,287Expenses 2013: $322,237Net Income 2013: $30,0502013Revenue 2014: $563,856Expenses 2014: $353,475Net Income 2014: $210,3812014Revenue 2015: $517,438Expenses 2015: $380,560Net Income 2015: $136,8782015Revenue 2016: $407,495Expenses 2016: $348,459Net Income 2016: $59,0362016Revenue 2020: $328,938Expenses 2020: $406,360Net Income 2020: -$77,4222020Revenue 2021: $611,761Expenses 2021: $348,757Net Income 2021: $263,0042021Revenue 2022: $703,206Expenses 2022: $384,892Net Income 2022: $318,3142022Revenue 2023: $323,018Expenses 2023: $352,047Net Income 2023: -$29,0292023Revenue 2024: $436,887Expenses 2024: $443,093Net Income 2024: -$6,2062024Revenue 2025: $682,764Expenses 2025: $363,217Net Income 2025: $319,5472025

Highlighted filing

2021

Revenue$611,761
Expenses$348,757
Net Income$263,004
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER POHLTrustee-$0--
R KIRKE READTrustee-$0--
GEOFFREY BURROWSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alfred Quimby Fund
EIN
02-0241554
Phone
6032846168
Address
PO BOX 355, CENTER SANDWICH, NH 03227-0355

Signing Officer

Name
R Kirke Reade
Title
Director
Phone
6032846168
Signed
2021-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Gamwell Caputo Kelsch & Co Pllc
Address
481 WHITE MOUNTAIN HIGHWAY, CONWAY, NH 03818
Preparer
David a Caputo CPA
Phone
6034473356
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AON PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF AMERICA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BORG WARNER AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHARLES SCHWAB CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CVA HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18D R HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ELL LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EMERSON ELECTRIC CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GENERAC HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LINDE PLC COM USD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MARRIOTT INTL INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NEWMONT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NEXTERA ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ORACLE SYSTEMS C.ORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45QORVO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47REGIONS FINL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48STRYKER CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TYSON FOODS INC. CLA+
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UNLTEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VULCAN MATIS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ZOETLS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt848101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9100000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12127013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13696878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14348283
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GOLDMAN SACHS GQG PTNRS INTL OPPS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3T ROWE PRICE INSTL EMERGING MKTS EQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES CORE S&P MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES INC CORE MSCI EMKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FIDELITY US BOND INDEX INSTL PREM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES 7-10 YR TREAS BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BLACKROCK STRATEGIC INCOME OPPS INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PIMCO INCOME INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD ADMIRAL INTER TERM FD#571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD INTERM-TRM BD IDX ADM#5314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VOYA INTERMEDIATE BOND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14WESTERN ASSET CORE BOND I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1245926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2250379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3116897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4275180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5117835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6395031
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1133055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12133292
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13713207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14361942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0123114
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0455013
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt014262
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0592398
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0592398
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03294
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00

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