Civic Intelligence

Norma Kellar Brenneman Charitable Trust

990PF • Fiscal year 2023 • EIN 04-7024133

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 01, 2023

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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$731,215

Up $21,766 (+3.1%) from 2022

Net Assets

Up

$731,215

Up $21,766 (+3.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin81st percentile

Revenue

Down

$61,152

Down $15,263 (-20%) from 2022

Expenses

Down

$42,803

Down $14,252 (-25%) from 2022

Net Income

Down

$18,349

Down $1,011 (-5.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2023

Assets$731,215
Liabilities$0
Net Assets$731,215
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$61,152
Expenses$42,803
Net Income$18,349
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
2078792100
Raw XML Appendix351 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172484760
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Stambourne Parochial Church Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Church Farmhouse Church Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Stambourne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0UK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029275
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032689
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01363
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09790
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01363
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08427
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08447
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032689
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035661
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037024
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA Form PC Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03417
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net Unrealized Gain/(Loss) on Investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09817
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Mgmt, Record Keeping, & Custody
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02454
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07363
TaxesSchedule/TaxesDetail/Amt01655
TaxesSchedule/TaxesDetail/Amt1171
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1171
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Andree M Saulnier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172484760
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Connor Smart
ReturnHeader/ReturnTs02023-11-03T15:38:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andree
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Saulnier
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$731,215
Liabilities
$0
Net assets
$731,215
Revenue
$61,152
Expenses
$42,803
Net income
$18,349
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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