Civic Intelligence

Ellen M Willard Trust

990PF • Fiscal year 2020 • EIN 03-6005923

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 30, 2021

Organization Profile
PO Box 1763Brattleboro, VT 05302

(802) 579-7119

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

46th percentile

1.9%

Higher net margin than 46% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$1,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

49%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$453,980

Up $757 (+0.2%) from 2019

Net Assets

$453,980

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin46th percentile

Revenue

Up

$38,319

Up $12,588 (+49%) from 2019

Expenses

Up

$37,584

Up $2,004 (+5.6%) from 2019

Net Income

Up

$735

Up $10,584 (+107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2011: $246,497Liabilities 2011: $02011Assets 2012: $231,128Liabilities 2012: $02012Assets 2013: $211,493Liabilities 2013: $02013Assets 2014: $197,071Liabilities 2014: $02014Assets 2015: $489,346Liabilities 2015: $02015Assets 2019: $453,223Liabilities 2019: $02019Assets 2020: $453,980Liabilities 2020: $0Net Assets 2020: $453,9802020Assets 2021: $463,641Liabilities 2021: $0Net Assets 2021: $463,6412021Assets 2022: $449,766Liabilities 2022: $0Net Assets 2022: $449,7662022Assets 2023: $439,075Liabilities 2023: $0Net Assets 2023: $439,0752023Assets 2024: $465,292Liabilities 2024: $0Net Assets 2024: $465,2922024

Highlighted filing

2020

Assets$453,980
Liabilities$0
Net Assets$453,980
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $10,968Expenses 2011: $19,135Net Income 2011: -$8,1672011Revenue 2012: $17,748Expenses 2012: $34,282Net Income 2012: -$16,5342012Revenue 2013: $20,675Expenses 2013: $40,310Net Income 2013: -$19,6352013Revenue 2014: $24,918Expenses 2014: $39,542Net Income 2014: -$14,6242014Revenue 2015: $331,207Expenses 2015: $37,317Net Income 2015: $293,8902015Revenue 2019: $25,731Expenses 2019: $35,580Net Income 2019: -$9,8492019Revenue 2020: $38,319Expenses 2020: $37,584Net Income 2020: $7352020Revenue 2021: $65,526Expenses 2021: $55,731Net Income 2021: $9,7952021Revenue 2022: $24,275Expenses 2022: $38,194Net Income 2022: -$13,9192022Revenue 2023: $8,101Expenses 2023: $19,089Net Income 2023: -$10,9882023Revenue 2024: $34,502Expenses 2024: $9,067Net Income 2024: $25,4352024

Highlighted filing

2020

Revenue$38,319
Expenses$37,584
Net Income$735
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 30, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MAXWELLTrustee-$1,500-$1,500
JEANNETTE WHITETrustee-$500-$500
REBECCA DAYTrustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Ellen M Willard Trust
EIN
03-6005923
Phone
8025797119
Address
PO BOX 1763, BRATTLEBORO, VT 05302

Signing Officer

Name
James Maxwell
Title
Trustee
Signed
2021-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Downey Pieciak Fitzgerald & Co Pc
Address
10 PARK PLACE, BRATTLEBORO, VT 05301
Preparer
Joseph S Pieciak Jr CPA
Phone
8022571307
Raw XML Appendix278 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1763
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016423
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt046312
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06089
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029200
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062735
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033535
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0156
OtherIncreasesSchedule/OtherIncreasesDetail/Amt022
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0misc adj
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05372
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0inv management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05372
TaxesSchedule/TaxesDetail/Amt01581
TaxesSchedule/TaxesDetail/CategoryTxt0FIDUCIARY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01581
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MAXWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLEN M WILLARD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELLE
ReturnHeader/Filer/EIN0036005923
ReturnHeader/Filer/PhoneNum08025797119
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1763
ReturnHeader/Filer/USAddress/CityNm0BRATTLEBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030288632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOWNEY PIECIAK FITZGERALD & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 PARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRATTLEBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005301
ReturnHeader/PreparerPersonGrp/PhoneNum08022571307
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph S Pieciak Jr CPA
ReturnHeader/ReturnTs02021-11-30T07:47:24-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAXWELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$453,980
Liabilities
$0
Net assets
$453,980
Revenue
$38,319
Expenses
$37,584
Net income
$735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.35$0.09$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.08$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.24$0.38$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.66$0.56$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.38$0.38$0.01
2019Summary only. Only limited summary data is available for this year.$4.53$0.00$0.26$0.36$0.10
2015Summary only. Only limited summary data is available for this year.$4.89$0.00$3.31$0.37$2.94
2014Summary only. Only limited summary data is available for this year.$1.97$0.00$0.25$0.40$0.15
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$0.21$0.40$0.20
2012Summary only. Only limited summary data is available for this year.$2.31$0.00$0.18$0.34$0.17
2011Summary only. Only limited summary data is available for this year.$2.46$0.00$0.11$0.19$0.08