Civic Intelligence

Ella Burr Mcmanus Trust

990 • Fiscal year 2021 • EIN 06-6030990

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization ProfileWWW.BURRMALL.ORG
PO Box 230610Hartford, CT 06123-0610

(860) 480-4844

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

94th percentile

82%

Higher net margin than 94% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

73rd percentile

19%

Faster asset growth than 73% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

107%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,344,244

Up $1,638,020 (+19%) from 2020

Net Assets

Up

$10,344,244

Up $1,638,020 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin94th percentile

Revenue

Up

$432,345

Up $223,683 (+107%) from 2020

Expenses

Up

$77,177

Up $6,923 (+9.9%) from 2020

Net Income

Up

$355,168

Up $216,760 (+157%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2010: $4,007,944Liabilities 2010: $0Net Assets 2010: $4,007,9442010Assets 2011: $3,956,510Liabilities 2011: $0Net Assets 2011: $3,956,5102011Assets 2012: $4,087,206Liabilities 2012: $0Net Assets 2012: $4,087,2062012Assets 2013: $4,235,333Liabilities 2013: $0Net Assets 2013: $4,235,3332013Assets 2014: $4,495,056Liabilities 2014: $0Net Assets 2014: $4,495,0562014Assets 2015: $6,465,699Liabilities 2015: $0Net Assets 2015: $6,465,6992015Assets 2016: $6,638,817Liabilities 2016: $0Net Assets 2016: $6,638,8172016Assets 2017: $7,399,093Liabilities 2017: $0Net Assets 2017: $7,399,0932017Assets 2018: $6,434,026Liabilities 2018: $0Net Assets 2018: $6,434,0262018Assets 2019: $7,754,537Liabilities 2019: $0Net Assets 2019: $7,754,5372019Assets 2020: $8,706,224Liabilities 2020: $0Net Assets 2020: $8,706,2242020Assets 2021: $10,344,244Liabilities 2021: $0Net Assets 2021: $10,344,2442021Assets 2022: $8,884,989Liabilities 2022: $0Net Assets 2022: $8,884,9892022Assets 2023: $10,433,803Liabilities 2023: $0Net Assets 2023: $10,433,8032023Assets 2024: $11,999,909Liabilities 2024: $0Net Assets 2024: $11,999,9092024

Highlighted filing

2021

Assets$10,344,244
Liabilities$0
Net Assets$10,344,244
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $127,7832010Expenses 2011: $161,0042011Expenses 2012: $93,0292012Revenue 2013: $263,602Expenses 2013: $115,475Net Income 2013: $148,1272013Revenue 2014: $386,510Expenses 2014: $126,787Net Income 2014: $259,7232014Revenue 2015: $2,116,318Expenses 2015: $145,675Net Income 2015: $1,970,6432015Revenue 2016: $140,276Expenses 2016: $297,579Net Income 2016: -$157,3032016Revenue 2017: $194,199Expenses 2017: $329,114Net Income 2017: -$134,9152017Revenue 2018: $173,456Expenses 2018: $498,619Net Income 2018: -$325,1632018Revenue 2019: $211,303Expenses 2019: $146,996Net Income 2019: $64,3072019Revenue 2020: $208,662Expenses 2020: $70,254Net Income 2020: $138,4082020Revenue 2021: $432,345Expenses 2021: $77,177Net Income 2021: $355,1682021Revenue 2022: $371,654Expenses 2022: $72,897Net Income 2022: $298,7572022Revenue 2023: $339,124Expenses 2023: $82,036Net Income 2023: $257,0882023Revenue 2024: $466,415Expenses 2024: $118,775Net Income 2024: $347,6402024

Highlighted filing

2021

Revenue$432,345
Expenses$77,177
Net Income$355,168
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$432,345
Mission and Program Overview

Mission

To provide financial support to the city of hartford for the maintenance of the alfred e. Burr memorial (burr mall).

To provide financial support to the city of hartford for the maintenance of burr mall

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,636,631$10,321,828▲ $1,685,197
Cap Stk Tr Prin Current Funds$8,636,631$10,321,828▲ $1,685,197
Savings and Temporary Cash Investments$69,593$22,416▼ $47,177
Rtn Earn Endowment Incm Other Fnds$69,593$22,416▼ $47,177
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$8,706,224$10,344,244▲ $1,638,020
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,706,224$10,344,244▲ $1,638,020
Total Liabilities and Net Assets / Fund Balance$8,706,224$10,344,244▲ $1,638,020

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$8,706,224-▲ $1,715,197$64,410$10,344,244
2020$7,754,538-▲ $1,021,940$55,227$8,706,224
2019$6,434,026-▲ $1,467,507$123,297$7,754,538
2018$7,399,093-▼ $466,448$480,634$6,434,026
2017$6,638,817-▲ $1,089,390$295,247$7,399,093
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Hp Baldwin TerryTrustee
Jack N HaleTrustee
John MccormickTrustee
Lee C ErdmannTrustee
Lynn FerrariTrustee
Patrick PinnellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$432,345
Other Revenue
$0
Change in Net Assets
$355,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$34,762--$34,762
Fees for Services Management$19,125$6,244-$25,369
Insurance$10,523$3,096-$13,619
Fees for Services Accounting-$1,669-$1,669
Office Expenses-$824-$824
Fees for Services Legal-$700-$700
All Other Expenses-$234-$234
Total Functional Expenses$64,410$12,767$0$77,177
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to the trustees in draft form to review prior to filing”

Form 990, Part VI, Section C, Line 19

“Available upon written request”

Filing and Contact Details

Filer

Filer Name
Ella Burr Mcmanus Trust
EIN
06-6030990
Phone
8604804844
Address
PO BOX 230610, HARTFORD, CT 06123-0610

Signing Officer

Name
Lee C Erdmann
Title
Trustee
Phone
8604804844
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee C Erdmann
Formed
1923
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Marcum Llp
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
Mary Antonetti
Phone
2037819600
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“The trust holds two sculptures by alexander calder for exhibition and education to fulfill the terms of the will of ella burr mcmanus by which she created a memorial to perpetuate her father's name and that would be artistic in design, humane in purpose, and beneficial to the city of hartford. The primary piece owned by the trust is "stegosaurus", a large, metal stabile that is on permanent outdoor display at the alfred e. Burr memorial (burr mall). The second sculpture is the small "maquette" of stegosaurus that is on loan to and housed at the wadsworth atheneum museum of art next door to the burr memorial. The "maquette" is occasionally loaned out by the trust for temporary exhibition at other museums. The trust also holds a handwritten letter with the sketches from alexander calder about the design of the stabile.”

PART V, LINE 4:

“To maintain alfred e. Burr memorial (burr mall) for benefit of the city of hartford.”

Raw XML Appendix363 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THOUGH THE APPOINTMENT OF TRUSTEES TO THE ELLA BURR MCMANUS TRUST HAS BEEN PERFORMED BY THE HARTFORD PROBATE COURT SINCE 1953, IN 1973 THE IRS APPROVED THE TRUST'S REQUEST FOR A DETERMINATION AS A SUPPORTING ORGANIZATION OF THE CITY OF HARTFORD WITHIN THE MEANING OF SECTION 509 (A) (3). THE TRUST ENGAGES SOLELY IN ACTIVITIES THAT SUPPORT OR BENEFIT THE CITY OF HARTFORD PER THE WILL UNDER WHICH IT WAS CREATED. THE CITY OF HARTFORD HAS ONE REPRESENTATIVE AS A TRUSTEE NOMINATED BY THE MAYOR. THE PURPOSE OF THE TRUST, CREATED THROUGH THE WILL OF ELLA BURR MCMANUS (DIED IN 1906), WAS TO CARRY OUT HER WISH STATED IN HER WILL TO BUILD AND MAINTAIN A MEMORIAL TO ELLA BURR MCMANUS'S FATHER, ALFRED BURR, FOR THE BENEFIT OF THE CITY OF HARTFORD. PER THE CONNECTICUT SUPREME COURT OF ERRORS RULING IN 1938, ELLA BURR MCMANUS'S INTENT WAS DESCRIBED: "HER DOMINANT PURPOSE WAS TO HAVE IN HARTFORD A MEMORIAL TO HER FATHER. INCIDENTAL TO THAT MAIN PURPOSE WERE CERTAIN OTHERS AND IT IS REASONABLY CLEAR THAT THEY RANKED IN HER MIND IN THIS ORDER: SUCH A MEMORIAL SHOULD PERPETUATE THE NAME OF HER FATHER; IT SHOULD BE OF THE HIGHEST ARTISTIC VALUE; IT SHOULD SERVE SOME HUMANE PURPOSE; IT SHOULD BE A GIFT TO THE CITY (HARTFORD); AND IT SHOULD BE ONE WHICH SHOULD MAKE MANIFEST THAT IT WAS THE GIFT OF THE TESTATRIX. AS SHE EVIDENTLY VISUALIZED THE MEMORIAL, IT WAS TO BE A UNIT, NOT PART OF SOME LARGER WHOLE, AND IN IT THE WORK OF THE SCULPTOR WOULD BE AT LEAST THE DOMINATING ELEMENT." THE PLAN FOR THE ALFRED E. BURR MEMORIAL IN HARTFORD WAS APPROVED BY THE COURT. A PEDESTRIAN MALL, IT WAS CREATED IN 1969 ADJACENT TO HARTFORD CITY HALL ON A FORMER PUBLIC STREET CLOSED FOR THE CREATION OF THE MALL AND ON LAND LEASED TO THE CITY OF HARTFORD FOR AS LONG AS THE SITE IS USED AND MAINTAINED AS A SCULPTURE MALL. IN 1973, A MONUMENTAL SCULPTURE BY ALEXANDER CALDER WAS COMMISSIONED, PURCHASED AND INSTALLED AT THE MALL BY THE TRUST. THIS SCULPTURE PURCHASE CONSTITUTED A GIFT TO THE CITY OF HARTFORD UNDER ELLA'S WILL. THE CITY OF HARTFORD, BY VIRTUE OF ITS POWER TO GRANT OR DENY ACCESS TO A PUBLIC SITE, EXERCISES CONSIDERABLE INFLUENCE AND CONTROL UPON THE TRUST'S ACTIVITIES. IT RECEIVES NOTICES OF ALL PROBATE COURT HEARING AND DECISIONS RELATING TO THE TRUST AND RECEIVES COPIES OF ALL PROBATE ACCOUNTINGS. THE PRESENT TRUSTEES ARE COURT-APPOINTED SUCCESSORS TO A PUBLIC BODY WHICH ADMINISTERED THE TRUST UNTIL ABOLISHED BY LEGISLATION AND THEY CONSEQUENTLY SERVE IN A QUASI-PUBLIC CAPACITY. THE HARTFORD PROBATE COURT'S POWER TO APPOINT TRUSTEES HAS REMAINED UNCHANGED SINCE 1973 WHEN THE TRUST TOLD THE IRS AND THE IRS THEREAFTER CONFIRMED THAT THE TRUST IS A SUPPORTING ORGANIZATION. THE TRUSTEES' ACTIONS AND INVESTMENTS ARE SUPERVISED AND SCRUTINIZED BY THE HARTFORD PROBATE COURT. THE USE OF CITY PROPERTY ADJACENT TO THE MUNICIPAL BUILDING, THE CONTINUOUS INVOLVEMENT OF THE CITY IN SOME MAINTENANCE OF THE PROPERTY, AND THE HISTORIC AND CONTINUING COOPERATIVE RELATIONSHIP BETWEEN THE CITY AND THE TRUST MANDATED BY THE NATURE OF THE MEMORIAL ALL INDICATE THAT THE TRUST IS 'EFFECTIVELY OPERATED UNDER THE SUPERVISION OF' THE CITY OF HARTFORD.
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt015027
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08706224
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01021940
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt055227
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt023698
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07754538
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0123297
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt017985
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07399093
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-466448
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01089390
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HOLDS TWO SCULPTURES BY ALEXANDER CALDER FOR EXHIBITION AND EDUCATION TO FULFILL THE TERMS OF THE WILL OF ELLA BURR MCMANUS BY WHICH SHE CREATED A MEMORIAL TO PERPETUATE HER FATHER'S NAME AND THAT WOULD BE ARTISTIC IN DESIGN, HUMANE IN PURPOSE, AND BENEFICIAL TO THE CITY OF HARTFORD. THE PRIMARY PIECE OWNED BY THE TRUST IS "STEGOSAURUS", A LARGE, METAL STABILE THAT IS ON PERMANENT OUTDOOR DISPLAY AT THE ALFRED E. BURR MEMORIAL (BURR MALL). THE SECOND SCULPTURE IS THE SMALL "MAQUETTE" OF STEGOSAURUS THAT IS ON LOAN TO AND HOUSED AT THE WADSWORTH ATHENEUM MUSEUM OF ART NEXT DOOR TO THE BURR MEMORIAL. THE "MAQUETTE" IS OCCASIONALLY LOANED OUT BY THE TRUST FOR TEMPORARY EXHIBITION AT OTHER MUSEUMS. THE TRUST ALSO HOLDS A HANDWRITTEN LETTER WITH THE SKETCHES FROM ALEXANDER CALDER ABOUT THE DESIGN OF THE STABILE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TO MAINTAIN ALFRED E. BURR MEMORIAL (BURR MALL) FOR BENEFIT OF THE CITY OF HARTFORD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE TRUSTEES IN DRAFT FORM TO REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE C ERDMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08604804844
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 LONG WHARF DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006511
ReturnHeader/PreparerPersonGrp/PhoneNum02037819600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ANTONETTI
ReturnHeader/ReturnTs02022-11-08T07:56:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ERDMANN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,344,244
Liabilities
$0
Net assets
$10,344,244
Revenue
$432,345
Expenses
$77,177
Net income
$355,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.00$12.0$0.47$0.12$0.35
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.34$0.08$0.26
2022Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.37$0.07$0.30
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.43$0.08$0.36
2020Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.21$0.07$0.14
2019Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.21$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.17$0.50$0.33
2017Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.19$0.33$0.13
2016Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.14$0.30$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$2.12$0.15$1.97
2014Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.39$0.13$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.26$0.12$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.00$4.09$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.00$3.96$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.00$4.01$0.13