Civic Intelligence

Annie L Rowell Charitable Remainder Trust

990PF • Fiscal year 2021 • EIN 02-6055400

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 20, 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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

87th percentile

61%

Higher net margin than 87% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$54,040

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

61st percentile

12%

Faster asset growth than 61% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

113%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,133,081

Up $679,590 (+12%) from 2020

Net Assets

Up

$6,133,081

Up $679,590 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin87th percentile

Revenue

Up

$1,105,694

Up $585,585 (+113%) from 2020

Expenses

Up

$426,109

Up $47,706 (+13%) from 2020

Net Income

Up

$679,585

Up $537,879 (+380%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,568,722Liabilities 2012: $02012Assets 2013: $4,556,855Liabilities 2013: $0Net Assets 2013: $4,556,8552013Assets 2014: $5,416,491Liabilities 2014: $0Net Assets 2014: $5,416,4912014Assets 2015: $5,428,344Liabilities 2015: $0Net Assets 2015: $5,428,3442015Assets 2016: $5,276,336Liabilities 2016: $0Net Assets 2016: $5,276,3362016Assets 2017: $5,301,407Liabilities 2017: $0Net Assets 2017: $5,301,4072017Assets 2018: $5,332,222Liabilities 2018: $0Net Assets 2018: $5,332,2222018Assets 2019: $5,311,556Liabilities 2019: $0Net Assets 2019: $5,311,5562019Assets 2020: $5,453,491Liabilities 2020: $0Net Assets 2020: $5,453,4912020Assets 2021: $6,133,081Liabilities 2021: $0Net Assets 2021: $6,133,0812021Assets 2022: $7,201,296Liabilities 2022: $0Net Assets 2022: $7,201,2962022Assets 2023: $6,509,723Liabilities 2023: $0Net Assets 2023: $6,509,7232023Assets 2024: $6,324,395Liabilities 2024: $0Net Assets 2024: $6,324,3952024Assets 2025: $6,361,354Liabilities 2025: $0Net Assets 2025: $6,361,3542025

Highlighted filing

2021

Assets$6,133,081
Liabilities$0
Net Assets$6,133,081
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $52,844Expenses 2012: $289,381Net Income 2012: -$236,5372012Revenue 2013: $293,795Expenses 2013: $305,660Net Income 2013: -$11,8652013Revenue 2014: $1,204,564Expenses 2014: $344,922Net Income 2014: $859,6422014Revenue 2015: $324,098Expenses 2015: $312,233Net Income 2015: $11,8652015Revenue 2016: $191,175Expenses 2016: $342,914Net Income 2016: -$151,7392016Revenue 2017: $377,293Expenses 2017: $351,981Net Income 2017: $25,3122017Revenue 2018: $403,561Expenses 2018: $372,739Net Income 2018: $30,8222018Revenue 2019: $349,516Expenses 2019: $370,182Net Income 2019: -$20,6662019Revenue 2020: $520,109Expenses 2020: $378,403Net Income 2020: $141,7062020Revenue 2021: $1,105,694Expenses 2021: $426,109Net Income 2021: $679,5852021Revenue 2022: $1,552,849Expenses 2022: $472,176Net Income 2022: $1,080,6732022Revenue 2023: -$278,226Expenses 2023: $412,808Net Income 2023: -$691,0342023Revenue 2024: $176,367Expenses 2024: $360,704Net Income 2024: -$184,3372024Revenue 2025: $509,730Expenses 2025: $474,226Net Income 2025: $35,5042025

Highlighted filing

2021

Revenue$1,105,694
Expenses$426,109
Net Income$679,585
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$54,040-$54,040
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAINT ANSELM COLLEGE ATTN MR WILLIAM FURLONGDAILY OPERATIONS501(C)(3)MANCHESTER, NH, US$182,095
Paid GrantSAINT AUGUSTIN'S CHURCHDAILY OPERATIONS501(C)(3)MANCHESTER, NH, US$182,095
Filing and Contact Details

Filer

Filer Name
Annie L Rowell Charitable Remainder Trust
EIN
02-6055400
Phone
8777731229
Address
5 COMMERCE PARK NORTH-WEALTH, BEDFORD, NH 03110

Signing Officer

Name
Tricia J Smith
Title
TD Bank Trustee
Phone
8777731229
Signed
2021-08-20
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57721 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58806 NEXTERA ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59182 THERMO FISHER SCIENTIFIC I
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-03-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-07-26

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Filings

Displayed year

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

Open filing
Assets
$6,133,081
Liabilities
$0
Net assets
$6,133,081
Revenue
$1,105,694
Expenses
$426,109
Net income
$679,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.51$0.47$0.04
2024Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.18$0.36$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.28$0.41$0.69
2022Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$1.55$0.47$1.08
2021Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$1.11$0.43$0.68
2020Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.52$0.38$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.35$0.37$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.40$0.37$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.38$0.35$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.19$0.34$0.15
2015Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.32$0.31$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$1.20$0.34$0.86
2013Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.29$0.31$0.01
2012Summary only. Only limited summary data is available for this year.$4.57$0.00$0.05$0.29$0.24