Civic Intelligence

Arthur M Heard Trust

990PF • Fiscal year 2023 • EIN 02-6004459

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 04, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-34%

Higher net margin than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

-0.1%

Faster asset growth than 49% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-7.5%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$351,081

Down $505 (-0.1%) from 2022

Net Assets

Down

$351,081

Down $505 (-0.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin17th percentile

Revenue

Down

$19,277

Down $1,569 (-7.5%) from 2022

Expenses

Down

$25,782

Down $152 (-0.6%) from 2022

Net Income

Down

-$6,505

Down $1,417 (-28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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: $1Net Assets 2021: $362,6742021Assets 2022: $351,586Liabilities 2022: $0Net Assets 2022: $351,5862022Assets 2023: $351,081Liabilities 2023: $0Net Assets 2023: $351,0812023Assets 2024: $337,185Liabilities 2024: $0Net Assets 2024: $337,1852024

Highlighted filing

2023

Assets$351,081
Liabilities$0
Net Assets$351,081
Open 2023 Filing

Operations Trend

Revenue Growth35th 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

2023

Revenue$19,277
Expenses$25,782
Net Income-$6,505
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM HEARDCo-Trustee-$0--
GEOFFERY JOHNSONCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFEDERATED CHURCH OF SANDWICHIN ACCORDANCE WITH TRUST TERMSPUBLICCENTER SANDWICH, NH, US$6,000
Paid GrantSAMUEL WENTWORTH LIBRARYIN ACCORDANCE WITH TRUST TERMSPUBLICCENTER SANDWICH, NH, US$3,000
Paid GrantSANDWICH HISTORICAL SOCIETYIN ACCORDANCE WITH TRUST TERMSPUBLICCENTER SANDWICH, NH, US$3,000
Paid GrantSANDWICH HOME INDUSTRIESIN ACCORDANCE WITH TRUST TERMSPUBLICCENTER SANDWICH, NH, US$3,000
Paid GrantTRUSTEES OF SANDWICH CEMETERYIN ACCORDANCE WITH TRUST TERMSPUBLICCENTER SANDWICH, NH, US$3,000
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
2024-10-04
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 Appendix274 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08376
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08500
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6505
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0351081
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0351586
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0351081
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019541
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019541
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019541
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019724
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0183
IRS990PF/DistributableAmountGrp/TotalTaxAmt0183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0726
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0543
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0726
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0400485
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012969
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0387516
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06007
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019724
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0394478
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0400485
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ADAM HEARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEOFFERY JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04 HILLS AVE APT 4A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt153 WALWORTH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt053 WALWORTH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CONCORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROSLINDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd003301
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt019143
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06035685390
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1IN ACCORDANCE WITH TRUST TERMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2IN ACCORDANCE WITH TRUST TERMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3IN ACCORDANCE WITH TRUST TERMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4IN ACCORDANCE WITH TRUST TERMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FEDERATED CHURCH OF SANDWICH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SANDWICH HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SANDWICH HOME INDUSTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TRUSTEES OF SANDWICH CEMETERY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt14 MAPLE STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CENTER SANDWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CENTER SANDWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CENTER SANDWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NH
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/TotalGrantOrContriPdDurYrAmt018000
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/AppliedToCurrentYearAmt010158
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08985
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019541
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019143
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09383
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08985
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET TIMING DIFF FROM OUTSTANDING CHECKS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04987
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - BROKERAGE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04987
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM HEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-04
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LENA ROZZI CPA
ReturnHeader/ReturnTs02024-10-21T12:18:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,081
Liabilities
$0
Net assets
$351,081
Revenue
$19,277
Expenses
$25,782
Net income
-$6,505
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$3.51$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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