Civic Intelligence

Agnes M Lindsay Trust

990T • Fiscal year 2020 • EIN 02-6004971

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profile
10 North Road Suite 2Chelmsford, MA 01824

(978) 455-7818

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $21,209,228Liabilities 2011: $02011Assets 2012: $22,674,725Liabilities 2012: $3,4142012Assets 2013: $25,168,058Liabilities 2013: $02013Assets 2014: $24,555,920Liabilities 2014: $02014Assets 2015: $22,281,329Liabilities 2015: $1,7932015Assets 2019: $27,028,688Liabilities 2019: $7402019Assets 2020: $28,651,217Liabilities 2020: $18,220Net Assets 2020: $28,632,9972020Assets 2021: $33,704,384Liabilities 2021: $5,123Net Assets 2021: $33,699,2612021Assets 2022: $27,174,676Liabilities 2022: $5,127Net Assets 2022: $27,169,5492022Assets 2023: $32,185,880Liabilities 2023: $432Net Assets 2023: $32,185,4482023Assets 2024: $36,909,623Liabilities 2024: $2,382Net Assets 2024: $36,907,2412024

Latest loaded filing

2024

Assets$36,909,623
Liabilities$2,382
Net Assets$36,907,241
Open 2024 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $788,003Expenses 2011: $1,080,202Net Income 2011: -$292,1992011Revenue 2012: $1,149,454Expenses 2012: $981,729Net Income 2012: $167,7252012Revenue 2013: $1,222,402Expenses 2013: $982,961Net Income 2013: $239,4412013Revenue 2014: $1,977,497Expenses 2014: $1,595,765Net Income 2014: $381,7322014Revenue 2015: $2,079,263Expenses 2015: $1,610,529Net Income 2015: $468,7342015Revenue 2019: $726,471Expenses 2019: $1,282,759Net Income 2019: -$556,2882019Revenue 2020: $470,773Expenses 2020: $1,321,106Net Income 2020: -$850,3332020Revenue 2021: $724,190Expenses 2021: $1,443,972Net Income 2021: -$719,7822021Revenue 2022: $764,180Expenses 2022: $1,186,049Net Income 2022: -$421,8692022Revenue 2023: $287,949Expenses 2023: $1,070,024Net Income 2023: -$782,0752023Revenue 2024: $546,611Expenses 2024: $1,487,376Net Income 2024: -$940,7652024

Latest loaded filing

2024

Revenue$546,611
Expenses$1,487,376
Net Income-$940,765
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Agnes M Lindsay Trust
EIN
02-6004971
Phone
9784557818
Address
10 NORTH ROAD SUITE 2, CHELMSFORD, MA 01824

Signing Officer

Name
Ernest E Dion
Title
Trustee
Phone
9784557818
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
43 CONSTITUTION DRIVE SUITE 100, BEDFORD, NH 03110
Preparer
Doreen L Mcneill
Phone
6036273838
Raw XML Appendix84 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
IRS990T/BooksInCareOfDetail/PersonNm0ALAN LAMPERT
IRS990T/BooksInCareOfDetail/PhoneNum09784557818
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt010 NORTH ROAD SUITE 2
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHELMSFORD
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd001824
IRS990T/BookValueAssetsEOYAmt028651217
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherIncomeAmt0-3725
IRS990TScheduleA/PrincipalBusinessActivityCd0900004
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-3725
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-3725
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN LIMITED PARTNERSHIPS DOING BUSINESS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3725
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3725
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERNEST E DION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09784557818
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGNES M LINDSAY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AGNE
ReturnHeader/Filer/EIN0026004971
ReturnHeader/Filer/PhoneNum09784557818
ReturnHeader/Filer/USAddress/AddressLine1Txt010 NORTH ROAD SUITE 2
ReturnHeader/Filer/USAddress/CityNm0CHELMSFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001824
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 CONSTITUTION DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003110
ReturnHeader/PreparerPersonGrp/PhoneNum06036273838
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOREEN L MCNEILL
ReturnHeader/ReturnTs02021-05-14T13:37:10-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERNEST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DION
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$0.55$1.49$0.94
2023Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$0.29$1.07$0.78
2022Detailed filing. Detailed filing data is available for this year.$27.2$0.01$27.2$0.76$1.19$0.42
2021Detailed filing. Detailed filing data is available for this year.$33.7$0.01$33.7$0.72$1.44$0.72
2020Detailed filing. Detailed filing data is available for this year.$28.7$0.02$28.6$0.47$1.32$0.85
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$27.0$0.00$0.73$1.28$0.56
2015Summary only. Only limited summary data is available for this year.$22.3$0.00$2.08$1.61$0.47
2014Summary only. Only limited summary data is available for this year.$24.6$0.00$1.98$1.60$0.38
2013Summary only. Only limited summary data is available for this year.$25.2$0.00$1.22$0.98$0.24
2012Summary only. Only limited summary data is available for this year.$22.7$0.00$1.15$0.98$0.17
2011Summary only. Only limited summary data is available for this year.$21.2$0.00$0.79$1.08$0.29