Civic Intelligence

Clara Saltus Trust UW XXX-XX-XXXX

990PF • Fiscal year 2020 • EIN 02-6004790

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 16, 2021

Organization Profile
5 Commerce Park North-wealthBedford, NH 03110

(877) 773-1229

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

19th percentile

-22%

Higher net margin than 19% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$80,951

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.2%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

9.1%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,419,076

Down $78,515 (-1.2%) from 2019

Net Assets

$6,419,076

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin19th percentile

Revenue

Up

$357,936

Up $29,897 (+9.1%) from 2019

Expenses

Down

$436,181

Down $17,008 (-3.8%) from 2019

Net Income

Up

-$78,245

Up $46,905 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,097,752Liabilities 2011: $02011Assets 2012: $5,958,932Liabilities 2012: $0Net Assets 2012: $5,958,9322012Assets 2013: $7,061,418Liabilities 2013: $1Net Assets 2013: $7,061,4182013Assets 2014: $6,867,184Liabilities 2014: $0Net Assets 2014: $6,867,1842014Assets 2015: $6,902,990Liabilities 2015: $12015Assets 2016: $6,590,838Liabilities 2016: $0Net Assets 2016: $6,590,8382016Assets 2017: $6,515,335Liabilities 2017: $0Net Assets 2017: $6,515,3352017Assets 2018: $6,622,470Liabilities 2018: $0Net Assets 2018: $6,622,4702018Assets 2019: $6,497,591Liabilities 2019: $12019Assets 2020: $6,419,076Liabilities 2020: $0Net Assets 2020: $6,419,0762020Assets 2021: $7,298,272Liabilities 2021: $1Net Assets 2021: $7,298,2722021Assets 2022: $6,944,276Liabilities 2022: $1Net Assets 2022: $6,944,2762022Assets 2023: $6,702,309Liabilities 2023: $12023

Highlighted filing

2020

Assets$6,419,076
Liabilities$0
Net Assets$6,419,076
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $349,815Expenses 2011: $423,174Net Income 2011: -$73,3592011Expenses 2012: $403,5682012Revenue 2013: $1,526,834Expenses 2013: $424,364Net Income 2013: $1,102,4702013Revenue 2014: $274,507Expenses 2014: $468,742Net Income 2014: -$194,2352014Revenue 2015: $483,895Expenses 2015: $446,595Net Income 2015: $37,3002015Revenue 2016: $146,205Expenses 2016: $458,339Net Income 2016: -$312,1342016Revenue 2017: $362,784Expenses 2017: $438,290Net Income 2017: -$75,5062017Revenue 2018: $538,698Expenses 2018: $431,561Net Income 2018: $107,1372018Revenue 2019: $328,039Expenses 2019: $453,189Net Income 2019: -$125,1502019Revenue 2020: $357,936Expenses 2020: $436,181Net Income 2020: -$78,2452020Revenue 2021: $1,323,409Expenses 2021: $450,243Net Income 2021: $873,1662021Revenue 2022: $171,314Expenses 2022: $519,043Net Income 2022: -$347,7292022Revenue 2023: $161,181Expenses 2023: $402,690Net Income 2023: -$241,5092023

Highlighted filing

2020

Revenue$357,936
Expenses$436,181
Net Income-$78,245
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 16, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$80,951-$80,951
Filing and Contact Details

Filer

Filer Name
Clara Saltus Trust Uw Xxx-xx-xxxx
EIN
02-6004790
Phone
8777731229
Address
5 COMMERCE PARK NORTH-WEALTH, BEDFORD, NH 03110

Signing Officer

Name
Tricia J Smith
Title
TD Bank Trustee
Phone
8777731229
Signed
2021-04-16
Raw XML AppendixShowing 400 of 3,786 raw XML fields

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13410 WAL MART STORES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44165 ARISTA NETWORKS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46216 BORADCOM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49801 MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50709 MICRON TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51179 LINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5257 ALPHABET INC CL-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53407 ELECTRONIC ARTS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54385 FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55445 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56446 NEXTERA ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5710542.726 INVESCO INTL GROWTH-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5810137.152 OAKMARK INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm593690 ISHARES CORE MSCI EMERGIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm608686.221 NEUBERGER BERMAN EQUI
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92007-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-12-05

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,419,076
Liabilities
$0
Net assets
$6,419,076
Revenue
$357,936
Expenses
$436,181
Net income
-$78,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$6.70$0.00$0.16$0.40$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$0.00$6.94$0.17$0.52$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$1.32$0.45$0.87
2020Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.36$0.44$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.50$0.00$0.33$0.45$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.54$0.43$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$0.00$6.52$0.36$0.44$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.59$0.00$6.59$0.15$0.46$0.31
2015Detailed filing. Detailed filing data is available for this year.$6.90$0.00$0.48$0.45$0.04
2014Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.27$0.47$0.19
2013Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$1.53$0.42$1.10
2012Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.40
2011Summary only. Only limited summary data is available for this year.$6.10$0.00$0.35$0.42$0.07