Civic Intelligence

Ellen M Willard Trust

990PF • Fiscal year 2022 • EIN 03-6005923

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 04, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-57%

Higher net margin than 12% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$1,500

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-63%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$449,766

Down $13,875 (-3.0%) from 2021

Net Assets

Down

$449,766

Down $13,875 (-3.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$24,275

Down $41,251 (-63%) from 2021

Expenses

Down

$38,194

Down $17,537 (-31%) from 2021

Net Income

Down

-$13,919

Down $23,714 (-242%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$449,766
Liabilities$0
Net Assets$449,766

Operations Trend

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

2022

Revenue$24,275
Expenses$38,194
Net Income-$13,919
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 4, 2023
Return Version
2022v5.0
Compensation and Service Providers

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
2023-04-04
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 Appendix299 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/DistributableAmountGrp/MinimumInvestmentReturnAmt024050
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEANNETTE WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA DAY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1763
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1763
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021250
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02667
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02823
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04618
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029437
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032104
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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/NetInvestmentIncomeAmt0268
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1268
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt476
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt585
OtherIncreasesSchedule/OtherIncreasesDetail/Amt044
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0basis adj to securities
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05539
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0inv management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05539
TaxesSchedule/TaxesDetail/Amt0813
TaxesSchedule/TaxesDetail/Amt18495
TaxesSchedule/TaxesDetail/CategoryTxt0990-pf tax
TaxesSchedule/TaxesDetail/CategoryTxt1FIDUCIARY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0813
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18495
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MAXWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-04
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-04-04T10:25:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAXWELL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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