Civic Intelligence

Alexander Hamilton Copley Trust

990 • Fiscal year 2021 • EIN 03-6006014

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

Organization ProfileN/A
C/O Richard Sargent PO Box 696Morrisville, VT 05661

(802) 863-1871

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

7th percentile

-52%

Higher net margin than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

17th percentile

-3.2%

Faster asset growth than 17% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

56%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,630,237

Down $54,543 (-3.2%) from 2020

Net Assets

Down

$1,630,237

Down $54,543 (-3.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin7th percentile

Revenue

Up

$104,007

Up $37,232 (+56%) from 2020

Expenses

Up

$158,550

Up $146,404 (+1205%) from 2020

Net Income

Down

-$54,543

Down $109,172 (-200%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $1,559,841Liabilities 2017: $0Net Assets 2017: $1,559,8412017Assets 2018: $1,548,508Liabilities 2018: $0Net Assets 2018: $1,548,5082018Assets 2019: $1,630,151Liabilities 2019: $0Net Assets 2019: $1,630,1512019Assets 2020: $1,684,780Liabilities 2020: $0Net Assets 2020: $1,684,7802020Assets 2021: $1,630,237Liabilities 2021: $0Net Assets 2021: $1,630,2372021Assets 2022: $1,660,471Liabilities 2022: $0Net Assets 2022: $1,660,4712022Assets 2023: $1,704,558Liabilities 2023: $0Net Assets 2023: $1,704,5582023Assets 2024: $1,679,925Liabilities 2024: $0Net Assets 2024: $1,679,9252024

Highlighted filing

2021

Assets$1,630,237
Liabilities$0
Net Assets$1,630,237
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

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

$200K$100K$0-$100KRevenue 2017: $56,402Expenses 2017: $37,609Net Income 2017: $18,7932017Revenue 2018: $85,411Expenses 2018: $96,744Net Income 2018: -$11,3332018Revenue 2019: $94,407Expenses 2019: $12,764Net Income 2019: $81,6432019Revenue 2020: $66,775Expenses 2020: $12,146Net Income 2020: $54,6292020Revenue 2021: $104,007Expenses 2021: $158,550Net Income 2021: -$54,5432021Revenue 2022: $47,889Expenses 2022: $17,655Net Income 2022: $30,2342022Revenue 2023: $60,411Expenses 2023: $16,324Net Income 2023: $44,0872023Revenue 2024: $58,671Expenses 2024: $83,304Net Income 2024: -$24,6332024

Highlighted filing

2021

Revenue$104,007
Expenses$158,550
Net Income-$54,543
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.0
Gross Receipts
$382,295
Mission and Program Overview

Mission

The fund is to be used for creating works of public utility and beauty for the use and enjoyment of the inhabitants of the village of morrisville

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,684,780$1,630,237▼ $54,543
Cap Stk Tr Prin Current Funds$1,312,821$1,312,821→ $0
Rtn Earn Endowment Incm Other Fnds$371,959$317,416▼ $54,543
Total Assets$1,684,780$1,630,237▼ $54,543
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,684,780$1,630,237▼ $54,543
Total Liabilities and Net Assets / Fund Balance$1,684,780$1,630,237▼ $54,543
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Brian KelloggTrustee
Don McdowellTrustee
Gloria WingTrustee
Jessica GrahamTrustee
Judy BickfordTrustee
Richard SargentTrustee
Robert BeemanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$104,007
Other Revenue
$0
Change in Net Assets
$-54,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$143,821
Other Expenses$14,729
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$143,821--$143,821
Fees for Service Investment Mgmnt Fees-$13,736-$13,736
Fees for Services Accounting-$800-$800
Other Expenses-$193-$193
Total Functional Expenses$143,821$14,729$0$158,550
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lamoille County Civic AssociationMorrisville, VT3Building Improvement$68,671
Copley HospitalMorrisville, VT3Mri Project$30,000
Village of MorrisvilleMorrisville, VTGovKitchen Improvements$21,794
Town of MorristownMorrisville, VTGovPa Observatory Loggi$15,780
Town of MorristownMorrisville, VTGovDog Park$7,576
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

“All decisions made on grants are voted on by a majority of the trustees”

Form 990, Page 6, Part VI, Line 11B

“A copy of form 990 is provided and reviewed by all trustees during a meeting prior to filing the form. The trustees review and ask questions of anything that is unclear.”

Form 990, Page 6, Part VI, Line 12C

“The organization has a written conflict of interest policy which is reviewed at least yearly with all trustees of the trust”

Form 990, Page 6, Part VI, Line 19

“Governing documents and conflict of interest policy are available upon request. There are no auditied financial statements.”

Filing and Contact Details

Filer

Filer Name
Alexander Hamilton Copley Trust
EIN
03-6006014
Phone
8028631871
Address
C/O RICHARD SARGENT PO BOX 696, MORRISVILLE, VT 05661

Signing Officer

Name
Richard Sargent
Title
Trustee
Phone
8028631871
Signed
2022-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Sargent
Formed
1948
Legal Domicile
Vt
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Marckres Norder and Company Inc
Address
PO BOX 732, MORRISVILLE, VT 05661
Preparer
Deborah L Verzilli CPA
Phone
8028887781
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED AND REVIEWED BY ALL TRUSTEES DURING A MEETING PRIOR TO FILING THE FORM. THE TRUSTEES REVIEW AND ASK QUESTIONS OF ANYTHING THAT IS UNCLEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IS REVIEWED AT LEAST YEARLY WITH ALL TRUSTEES OF THE TRUST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THERE ARE NO AUDITIED FINANCIAL STATEMENTS.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,630,237
Liabilities
$0
Net assets
$1,630,237
Revenue
$104,007
Expenses
$158,550
Net income
-$54,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.06$0.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.05$0.02$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10$0.16$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.07$0.01$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09$0.01$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.06$0.04$0.02