Civic Intelligence

Kenneth R Peterson Mem Sch Tr Fund

EIN 06-1311748 • Waterbury, CT

123 Bank StreetWaterbury, CT 06702
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

31st percentile

-11%

Higher net margin than 31% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$2,808

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-1.1%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

-0.5%

Faster revenue growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$178,720

Up $7,198 (+4.2%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin31st percentile

Revenue

Up

$14,578

Up $7,104 (+95%) from 2022

Expenses

Up

$7,306

Up $1,890 (+35%) from 2022

Net Income

Up

$7,272

Up $5,214 (+253%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$200K$150K$100K$50K$0Assets 2021: $169,517Liabilities 2021: $12021Assets 2022: $171,522Liabilities 2022: $1Net Assets 2022: $171,5222022Assets 2023: $178,720Liabilities 2023: $12023

Latest loaded filing

2023

Assets$178,720
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth51st percentile

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

$15K$10K$5.0K$0Revenue 2021: $10,430Expenses 2021: $6,241Net Income 2021: $4,1892021Revenue 2022: $7,474Expenses 2022: $5,416Net Income 2022: $2,0582022Revenue 2023: $14,578Expenses 2023: $7,306Net Income 2023: $7,2722023

Latest loaded filing

2023

Revenue$14,578
Expenses$7,306
Net Income$7,272
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$0.15$0.07$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.07$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$0.10$0.06$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,808-$2,808
Filing and Contact Details

Filer

Filer Name
Kenneth R Peterson Mem Sch Tr Fund
EIN
06-1311748
Phone
2035782448
Address
123 BANK STREET, WATERBURY, CT 06702

Signing Officer

Name
Carrie Chace Webster Bank N a
Title
Vice President
Phone
2035782448
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Kelly M Nelson
Phone
4126447800
Raw XML Appendix396 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt113065
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt23290
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt32023
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt421326
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt511000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt61645
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt72562
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt85749
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt92615
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt119000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt126490
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1312500
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1812125
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc009250J734 BLACKROCK EVNT DRVN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc109260B887 BLACKROCK INCOME FUN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2XXX-XX-XXXX CALAMOS MRKT NEU INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc319248X307 COHEN & STEER PR SEC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc419249L302 COHEN & STEERS LOW D
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5XXX-XX-XXXX FIDELITY CONTRAFUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6XXX-XX-XXXX GATEWAY FUND-Y
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7XXX-XX-XXXX ISHARES MSCI EMG MKT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc846432F842 ISHARES CORE MSCI EA
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc946641Q837 JPMORGAN ULTRA-SHORT
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1277956H484 T ROWE PRICE EMERG M
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13XXX-XX-XXXX VANGUARD EQUITY INCO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc14XXX-XX-XXXX VANGUARD SHORT-TERM
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1731428Q101 FED HERM TTL RTRN BN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc18XXX-XX-XXXX ISHARES CORE U.S. AG
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt112908
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt32015
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt58358
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt61645
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt72562
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt85749
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt92615
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt126490
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1312500
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1730854
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt23877
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt31784
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt419858
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt522679
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt62587
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt72900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt86466
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt92617
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt103290
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc02024 TRANSACTIONS POSTED IN 2025
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2162
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3324
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0142
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 TRANSACTIONS POSTED IN 2024
TaxesSchedule/TaxesDetail/Amt0607
TaxesSchedule/TaxesDetail/Amt14925
TaxesSchedule/TaxesDetail/Amt241
TaxesSchedule/TaxesDetail/Amt316
TaxesSchedule/TaxesDetail/CategoryTxt0STATE INCOME TAXES
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TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0607
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt241
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt316
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE CHACE WEBSTER BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02035782448
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH R PETERSON MEM SCH TR FUND
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ReturnHeader/Filer/PhoneNum02035782448
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ReturnHeader/Filer/USAddress/CityNm0WATERBURY
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY M NELSON
ReturnHeader/ReturnTs02025-05-08T14:01:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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