Civic Intelligence

Norma Kellar Brenneman Charitable Trust

990PF • Fiscal year 2021 • EIN 04-7024133

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 01, 2021

Organization Profile
Choate LLP PO Box 961019Boston, MA 02196

(617) 248-4760

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

10th percentile

-38%

Higher net margin than 10% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

78%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$918,797

Up $147,717 (+19%) from 2020

Net Assets

Up

$918,797

Up $147,717 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin10th percentile

Revenue

Up

$41,938

Up $18,414 (+78%) from 2020

Expenses

Up

$57,905

Up $3,996 (+7.4%) from 2020

Net Income

Up

-$15,967

Up $14,418 (+47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.0M$500K$0Assets 2012: $707,511Liabilities 2012: $02012Assets 2013: $678,843Liabilities 2013: $02013Assets 2014: $841,095Liabilities 2014: $02014Assets 2015: $792,270Liabilities 2015: $02015Assets 2016: $744,121Liabilities 2016: $02016Assets 2020: $771,080Liabilities 2020: $0Net Assets 2020: $771,0802020Assets 2021: $918,797Liabilities 2021: $0Net Assets 2021: $918,7972021Assets 2022: $709,449Liabilities 2022: $0Net Assets 2022: $709,4492022Assets 2023: $731,215Liabilities 2023: $0Net Assets 2023: $731,2152023Assets 2024: $782,185Liabilities 2024: $0Net Assets 2024: $782,1852024Assets 2025: $812,834Liabilities 2025: $0Net Assets 2025: $812,8342025

Highlighted filing

2021

Assets$918,797
Liabilities$0
Net Assets$918,797
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$100K$50K$0-$50KRevenue 2012: $76,875Expenses 2012: $18,024Net Income 2012: $58,8512012Revenue 2013: $32,747Expenses 2013: $60,539Net Income 2013: -$27,7922013Revenue 2014: $49,144Expenses 2014: $47,825Net Income 2014: $1,3192014Revenue 2015: $34,173Expenses 2015: $46,078Net Income 2015: -$11,9052015Revenue 2016: $23,269Expenses 2016: $41,443Net Income 2016: -$18,1742016Revenue 2020: $23,524Expenses 2020: $53,909Net Income 2020: -$30,3852020Revenue 2021: $41,938Expenses 2021: $57,905Net Income 2021: -$15,9672021Revenue 2022: $76,415Expenses 2022: $57,055Net Income 2022: $19,3602022Revenue 2023: $61,152Expenses 2023: $42,803Net Income 2023: $18,3492023Revenue 2024: $26,859Expenses 2024: $65,053Net Income 2024: -$38,1942024Revenue 2025: $67,865Expenses 2025: $55,799Net Income 2025: $12,0662025

Highlighted filing

2021

Revenue$41,938
Expenses$57,905
Net Income-$15,967
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andree M SaulnierTrustee-$0--
Charles A CheeverTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norma Kellar Brenneman Charitable Trust
EIN
04-7024133
Phone
6172484760
Address
Choate LLP PO Box 961019, Boston, MA 02196

Signing Officer

Name
Andree M Saulnier
Title
Trustee
Phone
6172484760
Signed
2021-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Nicholas E Porto
Phone
2078792100
Raw XML Appendix358 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0135.000 units iShares 7-10 Year Treasury Bond ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61751.241 units Spyglass Growth Fund
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0410.292 units Artisan High Income Fund
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028979
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Choate Hall Stewart LLP Two Intl
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Choate Hall Stewart LLP
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Church Farmhouse Church Road
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08011
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039995
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08447
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08011
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048128
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06439
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039995
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033556
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0163684
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gain on Investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011616
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Mgmt, Record Keeping, & Custody
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02904
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08712
TaxesSchedule/TaxesDetail/Amt0215
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0215
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Andree M Saulnier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172484760
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Norma Kellar Brenneman Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of 1999
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0047024133
ReturnHeader/Filer/PhoneNum06172484760
ReturnHeader/Filer/USAddress/AddressLine1Txt0Choate LLP PO Box 961019
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002196
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum02078792100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02021-09-10T14:33:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andree
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Saulnier
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$918,797
Liabilities
$0
Net assets
$918,797
Revenue
$41,938
Expenses
$57,905
Net income
-$15,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.68$0.56$0.12
2024Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.27$0.65$0.38
2023Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.61$0.43$0.18
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.09$0.00$7.09$0.76$0.57$0.19
2021Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.42$0.58$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$0.24$0.54$0.30
2016Summary only. Only limited summary data is available for this year.$7.44$0.00$0.23$0.41$0.18
2015Summary only. Only limited summary data is available for this year.$7.92$0.00$0.34$0.46$0.12
2014Summary only. Only limited summary data is available for this year.$8.41$0.00$0.49$0.48$0.01
2013Summary only. Only limited summary data is available for this year.$6.79$0.00$0.33$0.61$0.28
2012Summary only. Only limited summary data is available for this year.$7.08$0.00$0.77$0.18$0.59