Civic Intelligence

The Arnold M Albero Charitable Trust

990PF • Fiscal year 2019 • EIN 06-1356530

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$40,876

Up $329 (+0.8%) from 2018

Net Assets

Up

$40,876

Up $329 (+0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Down

$4,274

Down $965 (-18%) from 2018

Expenses

Up

$3,945

Up $1,028 (+35%) from 2018

Net Income

Down

$329

Down $1,993 (-86%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2019

Assets$40,876
Liabilities$0
Net Assets$40,876
Open 2019 Filing

Operations Trend

Revenue Growth25th 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

2019

Revenue$4,274
Expenses$3,945
Net Income$329
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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-Pelham, NY, US$3,000
Paid Grant-Scholarship-Pelham, NY, US$500
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
2020-11-13
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 Appendix282 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/BookValueAmt33695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GCREX - Griffin Real Estate Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HYG - High Yield Bond Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PFF - Preferred Stock Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3HDV - iShare High Dividend
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05672
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0614
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035259
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02016
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt040317
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt040931
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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/USAddress/AddressLine1Txt128 Lindencrest Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29 Hemlock Hollow Rd
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Danbury
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Hopewell Junction
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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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Amanda Larch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Kimberly Rosell
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0999 Esplanade
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112 First Avenue
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110803
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03500
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/AppliedToCurrentYearAmt01998
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0519
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0519
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06836
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0135
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01502
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07355
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05853
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0Income Tax
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Albero-Esposito
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/PreparerFirmEIN0472528349
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/ReturnTs02020-11-13T07:40:55-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,876
Liabilities
$0
Net assets
$40,876
Revenue
$4,274
Expenses
$3,945
Net income
$329
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits