Civic Intelligence

Annie a Mcfarland Trust

990EZ • Fiscal year 2020 • EIN 02-6004009

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

One Citizens Bank Way Jcb115Johnston, RI 02919

(603) 634-7772

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

15%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$1,485

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 36.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

191%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$41,685

Up $597 (+1.5%) from 2019

Net Assets

Up

$41,685

Up $597 (+1.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$4,113

Up $2,698 (+191%) from 2019

Expenses

Down

$3,515

Down $13 (-0.4%) from 2019

Net Income

Up

$598

Up $2,711 (+128%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $38,550Liabilities 2011: $02011Assets 2012: $38,832Liabilities 2012: $02012Assets 2013: $41,194Liabilities 2013: $02013Assets 2014: $45,196Liabilities 2014: $02014Assets 2015: $44,947Liabilities 2015: $02015Assets 2016: $43,737Liabilities 2016: $02016Assets 2017: $42,249Liabilities 2017: $02017Assets 2018: $43,201Liabilities 2018: $02018Assets 2019: $41,088Liabilities 2019: $0Net Assets 2019: $41,0882019Assets 2020: $41,685Liabilities 2020: $0Net Assets 2020: $41,6852020Assets 2021: $42,075Liabilities 2021: $0Net Assets 2021: $42,0752021Assets 2022: $41,975Liabilities 2022: $0Net Assets 2022: $41,9752022Assets 2023: $39,939Liabilities 2023: $0Net Assets 2023: $39,9392023Assets 2024: $38,493Liabilities 2024: $0Net Assets 2024: $38,4932024

Highlighted filing

2020

Assets$41,685
Liabilities$0
Net Assets$41,685

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2011: $2,996Expenses 2011: $2,620Net Income 2011: $3762011Revenue 2012: $2,851Expenses 2012: $2,569Net Income 2012: $2822012Revenue 2013: $4,898Expenses 2013: $2,536Net Income 2013: $2,3622013Revenue 2014: $6,708Expenses 2014: $2,706Net Income 2014: $4,0022014Revenue 2015: $2,445Expenses 2015: $2,694Net Income 2015: -$2492015Revenue 2016: $2,334Expenses 2016: $3,544Net Income 2016: -$1,2102016Revenue 2017: $3,806Expenses 2017: $5,296Net Income 2017: -$1,4902017Revenue 2018: $4,433Expenses 2018: $3,481Net Income 2018: $9522018Revenue 2019: $1,415Expenses 2019: $3,528Net Income 2019: -$2,1132019Revenue 2020: $4,113Expenses 2020: $3,515Net Income 2020: $5982020Revenue 2021: $4,017Expenses 2021: $3,627Net Income 2021: $3902021Revenue 2022: $3,520Expenses 2022: $3,619Net Income 2022: -$992022Revenue 2023: $2,065Expenses 2023: $4,101Net Income 2023: -$2,0362023Revenue 2024: $2,523Expenses 2024: $3,969Net Income 2024: -$1,4462024

Highlighted filing

2020

Revenue$4,113
Expenses$3,515
Net Income$598
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Gross Receipts
$13,847
Mission and Program Overview

Mission

To provide support to south congregational church.

Program Services

DescriptionGrantsExpenses
SOUTH CONGREGATIONAL CHURCH 27 PLEASANT STREET CONCORD, NH 03301$1,695$1,695
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,485-$1,485
Governance and Compliance

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

The 990 is sent to the administrative officer for review prior to filing.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

Conflict of interest policy is required to be signed annually.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Annie a Mcfarland Trust
EIN
02-6004009
Phone
6036347772
Address
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919

Signing Officer

Name
Donald Lustig
Title
Tax Officer
Phone
6036347772
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Bradley N Sprong
Phone
4012282600
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Nh ag filing fee 75 probate filing fee 85

Form 990-EZ, Part I, Line 20

ROC ADJUSTMENTS 1

Raw XML Appendix220 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
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IRS990EZ/OtherChangesInNetAssetsAmt0-1
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO SOUTH CONGREGATIONAL CHURCH.
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NH
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03515
IRS990EZ/TotalProgramServiceExpensesAmt01695
IRS990EZ/TotalRevenueAmt04113
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0949
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0742
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01582
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01582
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01582
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01582
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt01582
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt02772
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt02772
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt06158
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt02786
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt02737
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt02217
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt08930
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02772
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt02786
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt02737
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0635
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt07740
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt01077
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt01695
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01582
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01695
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt02772
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CITIZENS BANK, AS TRUSTEE IS RESPONSIVE AND ATTENTIVE TO SOUTH CONGREG ATIONAL CHURCH. THE TRUST OFFICER COMMUNICATES WITH THE CORRESPONDENT OF THE CHARITY AS TO THE CHURCHES NEEDS AND PURPOSE OF THE FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1CITIZENS BANK, AS TRUSTEE MAINTAINS A HISTORIC AND CONTINUING RELATION SHIP WITH SOUTH CONGREGATIONAL CHURCH IN WHICH THE TRUST OFFICER IS IN COMMUNICATIONS WITH THE CORRESPONDENT OF THE CHARITY REGARDING THE EX PECTATION OF THE CURRENT YEAR CHARITABLE DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt045885
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IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01582
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01695
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS SENT TO THE ADMINISTRATIVE OFFICER FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NH AG FILING FEE 75 PROBATE FILING FEE 85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROC ADJUSTMENTS 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LUSTIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06036347772
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE A MCFARLAND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MCFA
ReturnHeader/Filer/EIN0026004009
ReturnHeader/Filer/PhoneNum06036347772
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE CITIZENS BANK WAY JCB115
ReturnHeader/Filer/USAddress/CityNm0JOHNSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002919
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLAZA SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04012282600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02021-05-06T11:00:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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.$38.5$0.00$38.5$2.52$3.97$1.45
2023Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$2.07$4.10$2.04
2022Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$3.52$3.62$0.10
2021Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$4.02$3.63$0.39
2020Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$4.11$3.52$0.60
2019Detailed filing. Detailed filing data is available for this year.$41.1$0.00$41.1$1.42$3.53$2.11
2018Summary only. Only limited summary data is available for this year.$43.2$0.00$4.43$3.48$0.95
2017Summary only. Only limited summary data is available for this year.$42.2$0.00$3.81$5.30$1.49
2016Summary only. Only limited summary data is available for this year.$43.7$0.00$2.33$3.54$1.21
2015Summary only. Only limited summary data is available for this year.$44.9$0.00$2.45$2.69$0.25
2014Summary only. Only limited summary data is available for this year.$45.2$0.00$6.71$2.71$4.00
2013Summary only. Only limited summary data is available for this year.$41.2$0.00$4.90$2.54$2.36
2012Summary only. Only limited summary data is available for this year.$38.8$0.00$2.85$2.57$0.28
2011Summary only. Only limited summary data is available for this year.$38.6$0.00$3.00$2.62$0.38