Civic Intelligence

Casque and Gauntlet Trust

990 • Fiscal year 2016 • EIN 02-0306381

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 19, 2017

PO Box 319Hanover, NH 03755-0319

(802) 649-1122

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.

2016 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.00x

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

2016 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2016

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

2016 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2016

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

5.3%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$726,266

Down $12,235 (-1.7%) from 2015

Net Assets

Down

$726,266

Down $12,235 (-1.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$101,877

Up $5,104 (+5.3%) from 2015

Expenses

Down

$114,112

Down $4,542 (-3.8%) from 2015

Net Income

Up

-$12,235

Up $9,646 (+44%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $804,614Liabilities 2011: $0Net Assets 2011: $804,6142011Assets 2012: $759,090Liabilities 2012: $0Net Assets 2012: $759,0902012Assets 2013: $757,678Liabilities 2013: $0Net Assets 2013: $757,6782013Assets 2014: $760,382Liabilities 2014: $0Net Assets 2014: $760,3822014Assets 2015: $738,501Liabilities 2015: $0Net Assets 2015: $738,5012015Assets 2016: $726,266Liabilities 2016: $0Net Assets 2016: $726,2662016Assets 2017: $723,168Liabilities 2017: $0Net Assets 2017: $723,1682017Assets 2018: $679,950Liabilities 2018: $0Net Assets 2018: $679,9502018Assets 2019: $594,048Liabilities 2019: $0Net Assets 2019: $594,0482019Assets 2020: $516,297Liabilities 2020: $0Net Assets 2020: $516,2972020Assets 2021: $568,390Liabilities 2021: $0Net Assets 2021: $568,3902021Assets 2022: $529,112Liabilities 2022: $0Net Assets 2022: $529,1122022Assets 2023: $521,190Liabilities 2023: $21,100Net Assets 2023: $500,0902023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$726,266
Liabilities$0
Net Assets$726,266

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $87,332Expenses 2011: $104,502Net Income 2011: -$17,1702011Revenue 2012: $91,106Expenses 2012: $136,630Net Income 2012: -$45,5242012Revenue 2013: $102,135Expenses 2013: $103,547Net Income 2013: -$1,4122013Revenue 2014: $116,854Expenses 2014: $114,150Net Income 2014: $2,7042014Revenue 2015: $96,773Expenses 2015: $118,654Net Income 2015: -$21,8812015Revenue 2016: $101,877Expenses 2016: $114,112Net Income 2016: -$12,2352016Revenue 2017: $103,532Expenses 2017: $106,630Net Income 2017: -$3,0982017Revenue 2018: $88,022Expenses 2018: $131,240Net Income 2018: -$43,2182018Revenue 2019: $106,185Expenses 2019: $192,087Net Income 2019: -$85,9022019Revenue 2020: $82,686Expenses 2020: $160,438Net Income 2020: -$77,7522020Revenue 2021: $151,482Expenses 2021: $99,389Net Income 2021: $52,0932021Revenue 2022: $37,608Expenses 2022: $47,887Net Income 2022: -$10,2792022Revenue 2023: $126,600Expenses 2023: $155,622Net Income 2023: -$29,0222023Revenue 2024: $1,866,190Expenses 2024: $2,387,380Net Income 2024: -$521,1902024

Highlighted filing

2016

Revenue$101,877
Expenses$114,112
Net Income-$12,235
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$101,877
Mission and Program Overview

Mission

The purpose of the organization is to provide housing for undergraduates of a 501(c)(3) college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$738,501$726,266▼ $12,235
Land, Buildings, and Equipment, Net$559,244$556,288▼ $2,956
Savings and Temporary Cash Investments$157,006$152,992▼ $4,014
Cash and Non-Interest-Bearing Accounts$19,251$13,986▼ $5,265
Other Notes and Loans Receivable, Net$3,000$3,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$738,501$726,266▼ $12,235
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$738,501$726,266▼ $12,235
Total Liabilities and Net Assets / Fund Balance$738,501$726,266▼ $12,235

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$550,489$507,369$1,057,858
Other Land Buildings$5,799$203,453$209,252
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$14,300
Program Service Revenue
$87,420
Investment Income
$157
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$-12,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,112
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$31,022
Insurance---$7,751
Other Expenses---$7,496
Fees for Services Accounting---$1,700
Total Functional Expenses$0$0$0$114,112
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The treasurer and executive director review the 990 before it is filed to check for accuracy and correctness. They also provide a copy of the finished product to the board before filing.

Form 990, Part VI, Section C, Line 19

The organization allows the public to request the documentation and it is provided upon request.

Filing and Contact Details

Filer

Filer Name
Casque & Gauntlet Trust
EIN
02-0306381
Phone
8026491122
Address
PO BOX 319, HANOVER, NH 03755-0319

Signing Officer

Name
Tracy Walsh
Title
Treasurer
Phone
6036431207
Signed
2017-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Walsh
Formed
1973
Legal Domicile
Nh
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Gallagher Flynn & Company Llp
Address
45 LYME RD SUITE 205, HANOVER, NH 03755
Preparer
Philip a Lapp CPA
Phone
6036430043
Raw XML Appendix334 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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IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003755
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.CASQUEANDGAUNTLET.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06036431207
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASQUE & GAUNTLET TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CASQ
ReturnHeader/Filer/EIN0020306381
ReturnHeader/Filer/PhoneNum08026491122
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 319
ReturnHeader/Filer/USAddress/CityNm0HANOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd0037550319
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030225774
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GALLAGHER FLYNN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 LYME RD SUITE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HANOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003755
ReturnHeader/PreparerPersonGrp/PhoneNum06036430043
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP A LAPP CPA
ReturnHeader/ReturnTs02017-01-19T08:30:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
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.$0.00$0.00$0.00$1.87$2.39$0.52
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$0.13$0.16$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.04$0.05$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.15$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.08$0.16$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.11$0.19$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.09$0.13$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.10$0.11$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.10$0.11$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.10$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.12$0.11$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.10$0.10$0.00
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.09$0.14$0.05
2011Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.09$0.10$0.02