Civic Intelligence

Barbara Kaufman Charitable Tr FBO Lucy Mackenzie Humane Society Inc.

EIN 04-6878510 • 501(c)3 • Newport, VT

Pub. 78 Eligible

Profile

To Support the efforts and goals of the LMHS.

PO Box 120Newport, VT 05855

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

4th percentile

-98%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-3.8%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1283%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$669,944

Up $29,912 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$669,944

Up $29,912 (+4.7%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin4th percentile

Revenue

Up

$80,731

Up $55,019 (+214%) from 2023

Expenses

Down

$50,590

Down $403 (-0.8%) from 2023

Net Income

Up

$30,141

Up $55,422 (+219%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$800K$600K$400K$200K$0Assets 2011: $698,857Liabilities 2011: $0Net Assets 2011: $698,8572011Assets 2012: $679,422Liabilities 2012: $0Net Assets 2012: $679,4222012Assets 2013: $722,139Liabilities 2013: $0Net Assets 2013: $722,1392013Assets 2014: $716,123Liabilities 2014: $0Net Assets 2014: $716,1232014Assets 2015: $695,651Liabilities 2015: $0Net Assets 2015: $695,6512015Assets 2016: $695,651Liabilities 2016: $0Net Assets 2016: $695,6512016Assets 2017: $674,706Liabilities 2017: $0Net Assets 2017: $674,7062017Assets 2018: $653,813Liabilities 2018: $0Net Assets 2018: $653,8132018Assets 2019: $653,960Liabilities 2019: $0Net Assets 2019: $653,9602019Assets 2020: $712,364Liabilities 2020: $0Net Assets 2020: $712,3642020Assets 2021: $716,553Liabilities 2021: $0Net Assets 2021: $716,5532021Assets 2022: $665,582Liabilities 2022: $0Net Assets 2022: $665,5822022Assets 2023: $640,032Liabilities 2023: $0Net Assets 2023: $640,0322023Assets 2024: $669,944Liabilities 2024: $0Net Assets 2024: $669,9442024

Highlighted filing

2024

Assets$669,944
Liabilities$0
Net Assets$669,944
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $34,342Expenses 2011: $41,411Net Income 2011: -$7,0692011Revenue 2012: $23,854Expenses 2012: $42,936Net Income 2012: -$19,0822012Revenue 2013: $86,845Expenses 2013: $44,271Net Income 2013: $42,5742013Revenue 2014: $40,217Expenses 2014: $46,306Net Income 2014: -$6,0892014Revenue 2015: $28,103Expenses 2015: $48,647Net Income 2015: -$20,5442015Revenue 2016: $49,279Expenses 2016: $49,706Net Income 2016: -$4272016Revenue 2017: $28,797Expenses 2017: $49,134Net Income 2017: -$20,3372017Revenue 2018: $28,146Expenses 2018: $48,880Net Income 2018: -$20,7342018Revenue 2019: $48,706Expenses 2019: $48,499Net Income 2019: $2072019Revenue 2020: $107,408Expenses 2020: $49,058Net Income 2020: $58,3502020Revenue 2021: $54,880Expenses 2021: $50,634Net Income 2021: $4,2462021Revenue 2022: $1,859Expenses 2022: $52,815Net Income 2022: -$50,9562022Revenue 2023: $25,712Expenses 2023: $50,993Net Income 2023: -$25,2812023Revenue 2024: $80,731Expenses 2024: $50,590Net Income 2024: $30,1412024

Highlighted filing

2024

Revenue$80,731
Expenses$50,590
Net Income$30,141
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$669,944
Liabilities
$0
Net assets
$669,944
Revenue
$80,731
Expenses
$50,590
Net income
$30,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.81$0.51$0.30
2023Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.26$0.51$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.02$0.53$0.51
2021Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.55$0.51$0.04
2020Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$1.07$0.49$0.58
2019Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.49$0.48$0.00
2018Summary only. Only limited summary data is available for this year.$6.54$0.00$6.54$0.28$0.49$0.21
2017Summary only. Only limited summary data is available for this year.$6.75$0.00$6.75$0.29$0.49$0.20
2016Summary only. Only limited summary data is available for this year.$6.96$0.00$6.96$0.49$0.50$0.00
2015Summary only. Only limited summary data is available for this year.$6.96$0.00$6.96$0.28$0.49$0.21
2014Summary only. Only limited summary data is available for this year.$7.16$0.00$7.16$0.40$0.46$0.06
2013Summary only. Only limited summary data is available for this year.$7.22$0.00$7.22$0.87$0.44$0.43
2012Summary only. Only limited summary data is available for this year.$6.79$0.00$6.79$0.24$0.43$0.19
2011Summary only. Only limited summary data is available for this year.$6.99$0.00$6.99$0.34$0.41$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 4, 2025
Return Version
2024v5.1
Gross Receipts
$360,090
Mission and Program Overview

Mission

To Support the efforts and goals of the LMHS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$608,476$665,189▲ $56,713
Savings and Temporary Cash Investments$31,556$4,755▼ $26,801
Total Assets$640,032$669,944▲ $29,912
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$640,032$669,944▲ $29,912
Total Net Assets Fund Balance$640,032$669,944▲ $29,912
Total Liabilities and Net Assets / Fund Balance$640,032$669,944▲ $29,912
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Fiduciary Trustee$6,666$6,666
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,731
Other Revenue
$0
Change in Net Assets
$30,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,792
Salaries, Compensation, and Employee Benefits$6,666
Other Expenses$1,132
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,792--$42,792
Current Officers, Directors, Trustees, and Key Employees-$6,666-$6,666
Fees for Services Accounting-$900-$900
Fees for Services Other-$232-$232
Total Functional Expenses$42,792$7,798$0$50,590
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lucy Mackenzie Humane SocietyBrownsville, VT501 (c) (3)Support of Organization, as Described in Trust Document.$42,792
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“All decisions subject to approval of governing board, and the trustees of the trust account, in accordance with trust document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“All decisions subject to approval of governing board, and the trustees of the trust account, in accordance with trust document.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“PROVIDED BY TRUSTEE”

Form 990, Page 6, Part VI, Line 19

“Upon request.”

Form 990, Page 7, Part VII, Section A

“As needed.”

Filing and Contact Details

Filer

Filer Name
Kaufman Barbara Charitable Trust Lmhs
EIN
04-6878510
Phone
8023341677
Address
PO BOX 120, NEWPORT, VT 05855

Signing Officer

Name
Michelle Charest
Title
Vice President
Phone
8023341677
Signed
2025-04-04
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Vt
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 Transaction Posted in 2024 $320.19; 2024 Transaction Posted in 2025 ($413.22); Mutual Fund Adjustment ($1.02); Cost Basis Adjustment ($134.54) and Rounding ($1.00).”

Raw XML Appendix322 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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IRS990/FormationYr01998
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IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0338578
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0608476
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0665189
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0279359
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0To Support the efforts and goals of the LMHS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0640032
IRS990/NetAssetsOrFundBalancesEOYAmt0669944
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-229
IRS990/PartialLiquidationInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYGrantsAndSimilarPaidAmt043860
IRS990/PYInvestmentIncomeAmt025712
IRS990/PYOtherExpensesAmt01144
IRS990/PYRevenuesLessExpensesAmt0-25281
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IRS990/PYTotalExpensesAmt050993
IRS990/PYTotalRevenueAmt025712
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt030141
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt031556
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDED BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4As needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52023 Transaction Posted in 2024 $320.19; 2024 Transaction Posted in 2025 ($413.22); Mutual Fund Adjustment ($1.02); Cost Basis Adjustment ($134.54) and Rounding ($1.00).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-04
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ReturnHeader/ReturnTs02025-04-17T12:01:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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