Civic Intelligence

Gilbert F Davis Insurance Trust Pf

EIN 03-6008435 • Windsor, VT

289 County RoadWindsor, VT 05089
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

208%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$408,592

Up $49,155 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$408,592

Up $49,155 (+14%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin76th percentile

Revenue

Up

$17,432

Up $11,765 (+208%) from 2023

Expenses

Up

$13,550

Up $6,126 (+83%) from 2023

Net Income

Up

$3,882

Up $5,639 (+321%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2021: $384,945Liabilities 2021: $0Net Assets 2021: $384,9452021Assets 2022: $309,232Liabilities 2022: $0Net Assets 2022: $309,2322022Assets 2023: $359,437Liabilities 2023: $0Net Assets 2023: $359,4372023Assets 2024: $408,592Liabilities 2024: $0Net Assets 2024: $408,5922024

Highlighted filing

2024

Assets$408,592
Liabilities$0
Net Assets$408,592
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2021: $22,166Expenses 2021: $5,992Net Income 2021: $16,1742021Revenue 2022: $4,335Expenses 2022: $16,944Net Income 2022: -$12,6092022Revenue 2023: $5,667Expenses 2023: $7,424Net Income 2023: -$1,7572023Revenue 2024: $17,432Expenses 2024: $13,550Net Income 2024: $3,8822024

Highlighted filing

2024

Revenue$17,432
Expenses$13,550
Net Income$3,882
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$408,592
Liabilities
$0
Net assets
$408,592
Revenue
$17,432
Expenses
$13,550
Net income
$3,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.17$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.06$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.04$0.17$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.22$0.06$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul VoltmerSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Gilbert F Davis Insurance Trust PF
EIN
03-6008435
Phone
8026747224
Address
289 County Road, Windsor, VT 05089

Signing Officer

Name
Reverend Paul Voltmer
Title
Secretary
Signed
2025-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Kl Accounting Inc
Address
842 HARTFORD AVENUE, WHITE RIVER JUNCTION, VT 05001
Preparer
Kimberly J LaBarge EA
Phone
8026980336
Raw XML Appendix277 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044431
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016078
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04400
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012329
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012329
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044431
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032102
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Death Certificate
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Account Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2P.O. Box
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2236
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Reverend Paul Voltmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gilbert F Davis Insurance Trust PF
ReturnHeader/Filer/BusinessNameControlTxt0GILB
ReturnHeader/Filer/EIN0036008435
ReturnHeader/Filer/PhoneNum08026747224
ReturnHeader/Filer/USAddress/AddressLine1Txt0289 County Road
ReturnHeader/Filer/USAddress/CityNm0Windsor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005089
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461497212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KL ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0842 HARTFORD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE RIVER JUNCTION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005001
ReturnHeader/PreparerPersonGrp/PhoneNum08026980336
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly J LaBarge EA
ReturnHeader/ReturnTs02025-06-05T08:24:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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