Civic Intelligence

George a Dascomb Charitable Exempt Trust

990PF • Fiscal year 2019 • EIN 03-6005799

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

P O Box 22Bellows Falls, VT 05101-0022

(802) 463-3742

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$7,200

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-41%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,758,462

Up $101,943 (+2.8%) from 2018

Net Assets

Up

$3,755,830

Up $101,461 (+2.8%) from 2018

Liabilities

Up

$2,632

Up $482 (+22%) from 2018

Revenue

Down

$204,546

Down $143,118 (-41%) from 2018

Expenses

Up

$97,317

Up $15,840 (+19%) from 2018

Net Income

Down

$107,229

Down $158,958 (-60%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,560,204Liabilities 2011: $02011Assets 2012: $2,695,513Liabilities 2012: $2,7062012Assets 2013: $2,809,381Liabilities 2013: $2,7012013Assets 2014: $3,012,373Liabilities 2014: $2,701Net Assets 2014: $3,009,6722014Assets 2015: $3,094,871Liabilities 2015: $2,701Net Assets 2015: $3,072,3692015Assets 2016: $3,235,725Liabilities 2016: $2,701Net Assets 2016: $3,210,6202016Assets 2017: $3,393,624Liabilities 2017: $422Net Assets 2017: $3,393,2022017Assets 2018: $3,656,519Liabilities 2018: $2,150Net Assets 2018: $3,654,3692018Assets 2019: $3,758,462Liabilities 2019: $2,632Net Assets 2019: $3,755,8302019Assets 2020: $3,840,787Liabilities 2020: $3,213Net Assets 2020: $3,837,5742020Assets 2021: $3,962,878Liabilities 2021: $2,955Net Assets 2021: $3,959,9232021Assets 2022: $4,070,218Liabilities 2022: $2,632Net Assets 2022: $4,067,5862022Assets 2023: $4,158,471Liabilities 2023: $9,832Net Assets 2023: $4,148,6392023Assets 2024: $4,275,924Liabilities 2024: $2,597Net Assets 2024: $4,273,3272024

Highlighted filing

2019

Assets$3,758,462
Liabilities$2,632
Net Assets$3,755,830

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2011: $194,672Expenses 2011: $72,377Net Income 2011: $122,2952011Revenue 2012: $210,076Expenses 2012: $86,851Net Income 2012: $123,2252012Revenue 2013: $208,529Expenses 2013: $94,656Net Income 2013: $113,8732013Revenue 2014: $306,241Expenses 2014: $103,249Net Income 2014: $202,9922014Revenue 2015: $170,507Expenses 2015: $107,810Net Income 2015: $62,6972015Revenue 2016: $210,827Expenses 2016: $72,576Net Income 2016: $138,2512016Revenue 2017: $230,585Expenses 2017: $72,227Net Income 2017: $158,3582017Revenue 2018: $347,664Expenses 2018: $81,477Net Income 2018: $266,1872018Revenue 2019: $204,546Expenses 2019: $97,317Net Income 2019: $107,2292019Revenue 2020: $176,840Expenses 2020: $93,096Net Income 2020: $83,7442020Revenue 2021: $281,032Expenses 2021: $156,517Net Income 2021: $124,5152021Revenue 2022: $188,944Expenses 2022: $81,281Net Income 2022: $107,6632022Revenue 2023: $171,426Expenses 2023: $90,355Net Income 2023: $81,0712023Revenue 2024: $201,930Expenses 2024: $77,667Net Income 2024: $124,2632024

Highlighted filing

2019

Revenue$204,546
Expenses$97,317
Net Income$107,229
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG A DASCOMBDirector-TruPT$7,200-$7,200
MICHAEL A LISAIDirector-TruPT$7,200-$7,200
-Director-TruPT$7,200-$7,200
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWESTMINSTER HISTORICAL SOCIETYRENT FOR ARTIFACTS-WESTMINSTER, VT, US$20,350
Paid GrantSO EAST VT COMMUNITY ACTIFUND DRIVE-OPERATIONSPUBLICWESTMONSTER, VT, US$12,000
Paid GrantWESTMINSTER EAST PARISHBUILDING REPAIRS-WESTMINSTER, VT, US$8,000
Paid GrantWESTMINSTER CARES INCFUND DRIVE-SENIOR CAREPUBLICWESTMINSTER, VT, US$4,000
Paid GrantWESTMINSTER GAZETTEHISTORY/REPORTSPUBLICWESTMINSTER, VT, US$3,000
Paid GrantCONN VALLEY PEE WEE FOOTBALLFOOTBALL PROGRAM-WESTMINSTER, VT, US$3,000
Paid GrantBELLOWS FALLS JR LEAGUE & AREA SPORYOUTH ACTIVITIESPUBLICBELLOWS FALLS, VT, US$1,500
Paid GrantWESTMINSTER AREA GROUPCHILDERN CAMPS-WESTMINSTER, VT, US$450
Paid GrantBELLOWS FALLS HISTORICAL SOCIETYEQUIPMENT NEEDS-BELLOWS FALLS, VT, US$400
Filing and Contact Details

Filer

Filer Name
George a Dascomb Charitable Exempt
EIN
03-6005799
Phone
8024633742
Address
P O BOX 22, BELLOWS FALLS, VT 05101-0022

Signing Officer

Name
Kathleen Lisai
Title
Director-trustee
Phone
8024633742
Signed
2020-11-15

Preparer

Firm
Robert Kimball Pc
Address
311 MAIN STEET PO BOX 70, WALPOLE, NH 03608-0070
Preparer
Robert Kimball
Phone
6037563155
Raw XML AppendixShowing 400 of 672 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32019-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62019-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342019-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352019-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt07661
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt124
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt246
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt51356
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt64
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-39
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt85286
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9555
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-3627
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt111638
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1221
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt131447
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt141
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1510
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-5
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-1294
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1988
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20501
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21555
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2210991
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-351
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-77
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2582
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26106
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2797
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1549103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263442
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3595574
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INVESTMENT CASH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MUTUAL FUND III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MUTUAL FUNDS-INV FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0273267
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04880
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt059788
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt097317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0172863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0204546
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05768
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01353
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01999-02-19
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03056
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02632
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01581
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01568
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01581
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01581
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt088621
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt088621
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt047342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt047342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt046960
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03512036
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03610766
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05222459
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt03755830
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010505
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt010152
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt011505
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03656519
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03758462
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05371126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02150
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03656519
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03758462
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0864000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013155
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043192
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0863845
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0877000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt27200
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR-TRU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR-TRU
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2115 LISAI RIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WESTMINSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WESTMINSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077031

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.27$0.20$0.08$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.01$4.15$0.17$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.19$0.08$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.28$0.16$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.18$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.20$0.10$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.65$0.35$0.08$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.23$0.07$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.21$0.21$0.07$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.07$0.17$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.31$0.10$0.20
2013Summary only. Only limited summary data is available for this year.$2.81$0.00$0.21$0.09$0.11
2012Summary only. Only limited summary data is available for this year.$2.70$0.00$0.21$0.09$0.12
2011Summary only. Only limited summary data is available for this year.$2.56$0.00$0.19$0.07$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $1M-$5M nonprofits