Civic Intelligence

Henry F Berry Trust

990EZ • Fiscal year 2018 • EIN 02-6004162

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

Organization ProfileN/A
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

71st percentile

0.00x

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

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.00x

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

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Net Margin

84th percentile

56%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$2,736

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

2018 filings • 501(c)13 • <$500k nonprofits • Source year 2018

Asset Growth

80th percentile

5.9%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

53%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)13 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$117,503

Up $6,554 (+5.9%) from 2017

Net Assets

$117,503

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin84th percentile

Revenue

Up

$11,725

Up $4,059 (+53%) from 2017

Expenses

Up

$5,171

Up $276 (+5.6%) from 2017

Net Income

Up

$6,554

Up $3,783 (+137%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$150K$100K$50K$0Assets 2011: $95,356Liabilities 2011: $02011Assets 2012: $95,778Liabilities 2012: $02012Assets 2013: $99,564Liabilities 2013: $02013Assets 2014: $108,383Liabilities 2014: $02014Assets 2015: $108,875Liabilities 2015: $02015Assets 2016: $108,178Liabilities 2016: $02016Assets 2017: $110,949Liabilities 2017: $02017Assets 2018: $117,503Liabilities 2018: $0Net Assets 2018: $117,5032018Assets 2019: $115,558Liabilities 2019: $0Net Assets 2019: $115,5582019Assets 2020: $121,067Liabilities 2020: $0Net Assets 2020: $121,0672020Assets 2021: $125,573Liabilities 2021: $0Net Assets 2021: $125,5732021Assets 2022: $130,953Liabilities 2022: $0Net Assets 2022: $130,9532022Assets 2023: $129,298Liabilities 2023: $0Net Assets 2023: $129,2982023Assets 2024: $125,061Liabilities 2024: $0Net Assets 2024: $125,0612024

Highlighted filing

2018

Assets$117,503
Liabilities$0
Net Assets$117,503
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $4,968Expenses 2011: $4,531Net Income 2011: $4372011Revenue 2012: $5,359Expenses 2012: $4,937Net Income 2012: $4222012Revenue 2013: $8,166Expenses 2013: $4,380Net Income 2013: $3,7862013Revenue 2014: $12,835Expenses 2014: $4,016Net Income 2014: $8,8192014Revenue 2015: $4,527Expenses 2015: $4,039Net Income 2015: $4882015Revenue 2016: $4,179Expenses 2016: $4,877Net Income 2016: -$6982016Revenue 2017: $7,666Expenses 2017: $4,895Net Income 2017: $2,7712017Revenue 2018: $11,725Expenses 2018: $5,171Net Income 2018: $6,5542018Revenue 2019: $3,563Expenses 2019: $5,508Net Income 2019: -$1,9452019Revenue 2020: $11,045Expenses 2020: $5,533Net Income 2020: $5,5122020Revenue 2021: $9,811Expenses 2021: $5,303Net Income 2021: $4,5082021Revenue 2022: $11,527Expenses 2022: $6,144Net Income 2022: $5,3832022Revenue 2023: $5,493Expenses 2023: $7,148Net Income 2023: -$1,6552023Revenue 2024: $6,484Expenses 2024: $10,717Net Income 2024: -$4,2332024

Highlighted filing

2018

Revenue$11,725
Expenses$5,171
Net Income$6,554
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.0
Gross Receipts
$81,527
Mission and Program Overview

Mission

The trustees shall pay the trust's net income to berry cemetary associates of pittsfield, nh for the purpose of preserving and maintaining the settlor's ancestral burial ground.

Program Services

DescriptionGrantsExpenses
THE TRUSTEES SHALL PAY THE TRUST'S NET INCOME TO BERRY CEMETARY ASSOCIATES OF PITTSFIELD, NH FOR THE PURPOSE OF PRESERVING AND MAINTAINING THE SETTLOR'S ANCESTRAL BURIAL GROUND.$1,635$1,635
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,736-$2,736
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
Henry F Berry Trust
EIN
02-6004162
Phone
6036347772
Address
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919

Signing Officer

Name
Donald Lustig
Title
Tax Officer
Phone
6036347772
Signed
2019-05-03
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

“Accounting fees 725 nh ag filing fee 75”

Raw XML Appendix112 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CITIZENS BANK NA
IRS990EZ/BooksInCareOfDetail/PhoneNum04012604198
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE CITIZENS BANK WAY JCB 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002919
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0110949
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117503
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt069802
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06554
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0110949
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117503
IRS990EZ/GainOrLossFromSaleOfAssetsAmt08986
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01635
IRS990EZ/GrossReceiptsAmt081527
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02739
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0110949
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117503
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0110949
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117503
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0CITIZENS BANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02736
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0800
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUSTEES SHALL PAY THE TRUST'S NET INCOME TO BERRY CEMETARY ASSOCIATES OF PITTSFIELD, NH FOR THE PURPOSE OF PRESERVING AND MAINTAINING THE SETTLOR'S ANCESTRAL BURIAL GROUND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUSTEES SHALL PAY THE TRUST'S NET INCOME TO BERRY CEMETARY ASSOCIATES OF PITTSFIELD, NH FOR THE PURPOSE OF PRESERVING AND MAINTAINING THE SETTLOR'S ANCESTRAL BURIAL GROUND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01635
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01635
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02736
IRS990EZ/SaleOfAssetsGrossAmt078788
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05171
IRS990EZ/TotalProgramServiceExpensesAmt01635
IRS990EZ/TotalRevenueAmt011725
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
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/ExplanationTxt3ACCOUNTING FEES 725 NH AG FILING FEE 75
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
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LUSTIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06036347772
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY F BERRY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BERR
ReturnHeader/Filer/EIN0026004162
ReturnHeader/Filer/PhoneNum06036347772
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE CITIZENS BANK WAY JCB115
ReturnHeader/Filer/USAddress/CityNm0JOHNSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002919
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA9332E30923B290604223FB001D226E50A12EC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId095E7C86ACE89ADF60368F3424BAFD3E07770052E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.207.253.101
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/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02019-05-06T15:00:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,503
Liabilities
$0
Net assets
$117,503
Revenue
$11,725
Expenses
$5,171
Net income
$6,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.12$0.06$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11$0.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.12$0.05$0.07
2017Summary only. Only limited summary data is available for this year.$1.11$0.00$0.08$0.05$0.03
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.04$0.05$0.01
2015Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$1.08$0.00$0.13$0.04$0.09
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.08$0.04$0.04
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.05$0.05$0.00
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.05$0.05$0.00