Civic Intelligence

The Arnold M Albero Charitable Trust

990PF • Fiscal year 2016 • EIN 06-1356530

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
100 Donald LaneManchester Center, VT 05255

(802) 362-5449

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

8.3%

Faster asset growth than 64% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

656%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$37,789

Up $2,901 (+8.3%) from 2015

Net Assets

$37,789

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$22,117

Up $19,192 (+656%) from 2015

Expenses

Up

$3,000

Up $1,472 (+96%) from 2015

Net Income

Up

$19,117

Up $17,720 (+1268%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$60K$40K$20K$0Assets 2011: $29,821Liabilities 2011: $02011Assets 2012: $30,399Liabilities 2012: $02012Assets 2013: $30,435Liabilities 2013: $02013Assets 2014: $32,629Liabilities 2014: $02014Assets 2015: $34,888Liabilities 2015: $02015Assets 2016: $37,789Liabilities 2016: $0Net Assets 2016: $37,7892016Assets 2018: $40,547Liabilities 2018: $0Net Assets 2018: $40,5472018Assets 2019: $40,876Liabilities 2019: $0Net Assets 2019: $40,8762019Assets 2020: $40,736Liabilities 2020: $12020Assets 2021: $41,983Liabilities 2021: $1Net Assets 2021: $41,9822021Assets 2022: $44,823Liabilities 2022: $1Net Assets 2022: $44,8232022Assets 2023: $46,994Liabilities 2023: $12023

Highlighted filing

2016

Assets$37,789
Liabilities$0
Net Assets$37,789
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $2,650Expenses 2011: $1,048Net Income 2011: $1,6022011Revenue 2012: $1,500Expenses 2012: $2,000Net Income 2012: -$5002012Revenue 2013: $1,500Expenses 2013: $2,584Net Income 2013: -$1,0842013Revenue 2014: $3,100Expenses 2014: $2,072Net Income 2014: $1,0282014Revenue 2015: $2,925Expenses 2015: $1,528Net Income 2015: $1,3972015Revenue 2016: $22,117Expenses 2016: $3,000Net Income 2016: $19,1172016Revenue 2018: $5,239Expenses 2018: $2,917Net Income 2018: $2,3222018Revenue 2019: $4,274Expenses 2019: $3,945Net Income 2019: $3292019Revenue 2020: $4,675Expenses 2020: $4,479Net Income 2020: $1962020Revenue 2021: $5,252Expenses 2021: $4,006Net Income 2021: $1,2462021Revenue 2022: $5,933Expenses 2022: $2,967Net Income 2022: $2,9662022Revenue 2023: $5,645Expenses 2023: $3,474Net Income 2023: $2,1712023

Highlighted filing

2016

Revenue$22,117
Expenses$3,000
Net Income$19,117
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna Albero-EspositoTrustee-$0--
Lucile Albero-KocurTrustee-$0--
Elaine Albero-MossTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Scholarship for College-Pelham, NY, US$2,000
Paid Grant-Scholarship for College-Pelham, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
The Arnold M Albero Charitable Trust
EIN
06-1356530
Phone
8023625449
Address
100 Donald Lane, Manchester Center, VT 05255

Signing Officer

Name
Donna Albero-Esposito
Title
Trustee
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Joseph A Wagner CPA PLLC
Address
844 East Manchester Rd, Manchester Center, VT 05255
Preparer
Joseph A Wagner
Phone
8023629086
Raw XML Appendix289 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HYG - High Yield Bond Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PFF - Preferred Stock Fund
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0395
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donna Albero-Esposito
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lucile Albero-Kocur
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Elaine Albero-Moss
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt128 Lindencrest Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29 Hemlock Hollow Rd
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Hopewell Junction
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Donna Albero-Esposito Trustee
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide scholarship funds to graduating high-school seniors for college or vocational training. The scholarship will recognize academic achievement, and promote patriotism and community service.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Students must submit: school transcript, 500 word essay, and 4 recommendations from advisors. teachers, or employers
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0College Career Coordinator
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09147388101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0575 Colonial Ave
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010803
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0No restrictions.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 30th app deadline. Award granted at June Graduation.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship for College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship for College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Catherine Cooke
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Sabrina Maggiore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0660 James Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121 Forth Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pelham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Pelham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110803
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01126
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0356
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03505
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01874
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0519
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0161
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01874
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03505
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01631
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016216
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Recognized Deferred Income on closed Annuity Contract
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt016216
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Proceeds-Annuity Contract
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt016216
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016216
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Albero-Esposito
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Arnold M Albero Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ARNO
ReturnHeader/Filer/EIN0061356530
ReturnHeader/Filer/PhoneNum08023625449
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 Donald Lane
ReturnHeader/Filer/USAddress/CityNm0Manchester Center
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph A Wagner CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0844 East Manchester Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manchester Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005255
ReturnHeader/PreparerPersonGrp/PhoneNum08023629086
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph A Wagner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-12T10:42:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,789
Liabilities
$0
Net assets
$37,789
Revenue
$22,117
Expenses
$3,000
Net income
$19,117
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.$47.0$0.00$5.65$3.47$2.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.8$0.00$44.8$5.93$2.97$2.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.0$0.00$42.0$5.25$4.01$1.25
2020Detailed filing. Detailed filing data is available for this year.$40.7$0.00$4.68$4.48$0.20
2019Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$4.27$3.95$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.5$0.00$40.5$5.24$2.92$2.32
2017Detailed filing. Detailed filing data is available for this year.
2016Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$22.1$3.00$19.1
2015Summary only. Only limited summary data is available for this year.$34.9$0.00$2.93$1.53$1.40
2014Summary only. Only limited summary data is available for this year.$32.6$0.00$3.10$2.07$1.03
2013Summary only. Only limited summary data is available for this year.$30.4$0.00$1.50$2.58$1.08
2012Summary only. Only limited summary data is available for this year.$30.4$0.00$1.50$2.00$0.50
2011Summary only. Only limited summary data is available for this year.$29.8$0.00$2.65$1.05$1.60