Civic Intelligence

Ellen M Willard Trust

990PF • Fiscal year 2021 • EIN 03-6005923

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 11, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

59th percentile

15%

Higher net margin than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,300

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

71%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$463,641

Up $9,661 (+2.1%) from 2020

Net Assets

Up

$463,641

Up $9,661 (+2.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin59th percentile

Revenue

Up

$65,526

Up $27,207 (+71%) from 2020

Expenses

Up

$55,731

Up $18,147 (+48%) from 2020

Net Income

Up

$9,795

Up $9,060 (+1233%) from 2020

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

2021

Assets$463,641
Liabilities$0
Net Assets$463,641
Open 2021 Filing

Operations Trend

Revenue Growth80th 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

2021

Revenue$65,526
Expenses$55,731
Net Income$9,795
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MAXWELLTrustee-$2,300-$2,300
JEANNETTE WHITETrustee-$850-$850
REBECCA DAYTrustee-$850-$850
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
2022-04-11
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 Appendix295 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/PersonNm2REBECCA DAY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1763
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06089
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06089
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032104
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05490
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018014
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038193
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020179
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0134
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0basis adj to securities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LEGAL ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PO BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PROBATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2476
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt384
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06133
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0inv management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06133
TaxesSchedule/TaxesDetail/Amt068
TaxesSchedule/TaxesDetail/Amt11264
TaxesSchedule/TaxesDetail/CategoryTxt0990-pf tax
TaxesSchedule/TaxesDetail/CategoryTxt1FIDUCIARY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt068
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11264
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/SignatureDt02022-04-11
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/ReturnTs02022-04-12T12:59:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAXWELL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$463,641
Liabilities
$0
Net assets
$463,641
Revenue
$65,526
Expenses
$55,731
Net income
$9,795
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