Civic Intelligence

Arthur M Heard Trust

990PF • Fiscal year 2021 • EIN 02-6004459

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
4 Hills Ave Apt 4AConcord, NH 03301

(603) 568-5390

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

11%

Higher net margin than 53% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

1.6%

Faster asset growth than 46% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

34%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$362,674

Up $5,631 (+1.6%) from 2020

Net Assets

Up

$362,674

Up $5,631 (+1.6%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin53rd percentile

Revenue

Up

$38,843

Up $9,850 (+34%) from 2020

Expenses

Up

$34,712

Up $7,591 (+28%) from 2020

Net Income

Up

$4,131

Up $2,259 (+121%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2011: $325,462Liabilities 2011: $02011Assets 2012: $317,591Liabilities 2012: $02012Assets 2013: $322,294Liabilities 2013: $02013Assets 2014: $331,604Liabilities 2014: $0Net Assets 2014: $331,6042014Assets 2015: $339,513Liabilities 2015: $02015Assets 2019: $349,171Liabilities 2019: $02019Assets 2020: $357,043Liabilities 2020: $1Net Assets 2020: $357,0432020Assets 2021: $362,674Liabilities 2021: $0Net Assets 2021: $362,6742021Assets 2022: $351,586Liabilities 2022: $0Net Assets 2022: $351,5862022Assets 2023: $351,081Liabilities 2023: $12023Assets 2024: $337,185Liabilities 2024: $0Net Assets 2024: $337,1852024

Highlighted filing

2021

Assets$362,674
Liabilities$0
Net Assets$362,674
Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

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

$40K$20K$0-$20KRevenue 2011: $23,489Expenses 2011: $18,462Net Income 2011: $5,0272011Revenue 2012: $14,249Expenses 2012: $22,120Net Income 2012: -$7,8712012Revenue 2013: $25,979Expenses 2013: $21,276Net Income 2013: $4,7032013Revenue 2014: $31,777Expenses 2014: $22,467Net Income 2014: $9,3102014Revenue 2015: $30,447Expenses 2015: $22,538Net Income 2015: $7,9092015Revenue 2019: $26,755Expenses 2019: $31,465Net Income 2019: -$4,7102019Revenue 2020: $28,993Expenses 2020: $27,121Net Income 2020: $1,8722020Revenue 2021: $38,843Expenses 2021: $34,712Net Income 2021: $4,1312021Revenue 2022: $20,846Expenses 2022: $25,934Net Income 2022: -$5,0882022Revenue 2023: $19,277Expenses 2023: $25,782Net Income 2023: -$6,5052023Revenue 2024: $29,967Expenses 2024: $36,363Net Income 2024: -$6,3962024

Highlighted filing

2021

Revenue$38,843
Expenses$34,712
Net Income$4,131
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM HEARDCo-Trustee-$0--
GEOFFERY JOHNSONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Arthur M Heard Trust
EIN
02-6004459
Phone
6035685390
Address
4 HILLS AVE APT 4A, CONCORD, NH 03301

Signing Officer

Name
Adam Heard
Title
Co-trustee
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mason & Rich Pa
Address
6 BICENTENNIAL SQ, CONCORD, NH 03301-4058
Preparer
Lena Rozzi CPA
Phone
6032242000
Raw XML Appendix297 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd003227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd103227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd303227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd403227
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt015086
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011562
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023214
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026648
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08128
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011562
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NH ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROBATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXP - CHECKS ORDERED
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt253
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt285
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt353
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET TIMING DIFF FROM OUTSTANDING CHECKS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05546
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - BROKERAGE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05546
TaxesSchedule/TaxesDetail/Amt067
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM HEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTHUR M HEARD TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ADAM HEARD CO-TTEE
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0026004459
ReturnHeader/Filer/PhoneNum06035685390
ReturnHeader/Filer/USAddress/AddressLine1Txt04 HILLS AVE APT 4A
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020365196
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASON & RICH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 BICENTENNIAL SQ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0033014058
ReturnHeader/PreparerPersonGrp/PhoneNum06032242000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LENA ROZZI CPA
ReturnHeader/ReturnTs02022-11-15T14:27:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEARD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,674
Liabilities
$0
Net assets
$362,674
Revenue
$38,843
Expenses
$34,712
Net income
$4,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.30$0.36$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$0.19$0.26$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.21$0.26$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.39$0.35$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.29$0.27$0.02
2019Summary only. Only limited summary data is available for this year.$3.49$0.00$0.27$0.31$0.05
2015Summary only. Only limited summary data is available for this year.$3.40$0.00$0.30$0.23$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.32$0.22$0.09
2013Summary only. Only limited summary data is available for this year.$3.22$0.00$0.26$0.21$0.05
2012Summary only. Only limited summary data is available for this year.$3.18$0.00$0.14$0.22$0.08
2011Summary only. Only limited summary data is available for this year.$3.25$0.00$0.23$0.18$0.05