Civic Intelligence

Charles B Merwin Fund

990PF • Fiscal year 2020 • EIN 06-6034795

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 01, 2021

Organization Profile
671 Main StreetMiddlefield, CT 06455-0000

(860) 349-1555

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

5.1%

Faster asset growth than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

37%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$268,028

Up $12,976 (+5.1%) from 2019

Net Assets

Up

$268,028

Up $12,976 (+5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Up

$19,658

Up $5,324 (+37%) from 2019

Expenses

Down

$9,796

Down $930 (-8.7%) from 2019

Net Income

Up

$9,862

Up $6,254 (+173%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2014: $254,761Liabilities 2014: $02014Assets 2015: $232,807Liabilities 2015: $0Net Assets 2015: $232,8072015Assets 2016: $230,817Liabilities 2016: $0Net Assets 2016: $230,8172016Assets 2017: $257,038Liabilities 2017: $0Net Assets 2017: $257,0382017Assets 2018: $221,864Liabilities 2018: $0Net Assets 2018: $221,8642018Assets 2019: $255,052Liabilities 2019: $0Net Assets 2019: $255,0522019Assets 2020: $268,028Liabilities 2020: $0Net Assets 2020: $268,0282020Assets 2021: $292,830Liabilities 2021: $0Net Assets 2021: $292,8302021Assets 2022: $236,684Liabilities 2022: $0Net Assets 2022: $236,6842022Assets 2023: $247,861Liabilities 2023: $0Net Assets 2023: $247,8612023Assets 2024: $260,607Liabilities 2024: $0Net Assets 2024: $260,6072024

Highlighted filing

2020

Assets$268,028
Liabilities$0
Net Assets$268,028
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$40K$20K$0-$20KRevenue 2014: $13,555Expenses 2014: $5,108Net Income 2014: $8,4472014Revenue 2015: $14,147Expenses 2015: $14,362Net Income 2015: -$2152015Revenue 2016: $9,186Expenses 2016: $21,107Net Income 2016: -$11,9212016Revenue 2017: $14,409Expenses 2017: $4,413Net Income 2017: $9,9962017Revenue 2018: $22,148Expenses 2018: $13,082Net Income 2018: $9,0662018Revenue 2019: $14,334Expenses 2019: $10,726Net Income 2019: $3,6082019Revenue 2020: $19,658Expenses 2020: $9,796Net Income 2020: $9,8622020Revenue 2021: $17,280Expenses 2021: $13,255Net Income 2021: $4,0252021Revenue 2022: $12,017Expenses 2022: $13,498Net Income 2022: -$1,4812022Revenue 2023: $10,075Expenses 2023: $27,362Net Income 2023: -$17,2872023Revenue 2024: $16,200Expenses 2024: $6,518Net Income 2024: $9,6822024

Highlighted filing

2020

Revenue$19,658
Expenses$9,796
Net Income$9,862
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 1, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ETHYL HEYLTrustee-$0--
DIANE MOORETrustee-$0--
BILL KOWALSKITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles B Merwin Fund
EIN
06-6034795
Phone
8603491555
Address
671 MAIN STREET, MIDDLEFIELD, CT 06455-0000

Signing Officer

Name
Diane Moore
Title
Trustee
Phone
8603491555
Signed
2021-06-01
Discuss with paid preparer
Yes

Preparer

Firm
COMER & COMPANY CPA'S LLC
Address
61 MAIN STREET, MIDDLETOWN, CT 06457-3408
Preparer
Thomas D Comer CPA
Phone
8603462100
Raw XML Appendix308 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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JUDY SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 254
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIDDLEFIELD
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006455
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08603491555
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TECHNOLOGY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0REGIONAL SCHOOL DISTRICT 13
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0135 PICKETT LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006422
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
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/AppliedToCurrentYearAmt04503
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04693
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011246
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09196
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06743
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04693
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SURETY BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CT PROBATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1383
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1383
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03114
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVEST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOOKKEEPING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01080
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0120
TaxesSchedule/TaxesDetail/Amt0279
TaxesSchedule/TaxesDetail/Amt14
TaxesSchedule/TaxesDetail/CategoryTxt02019 FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0279
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08603491555
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES B MERWIN FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0066034795
ReturnHeader/Filer/PhoneNum08603491555
ReturnHeader/Filer/USAddress/AddressLine1Txt0671 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MIDDLEFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0064550000
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522436535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMER & COMPANY CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt061 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064573408
ReturnHeader/PreparerPersonGrp/PhoneNum08603462100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS D COMER CPA
ReturnHeader/ReturnTs02021-06-03T14:48:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOORE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,028
Liabilities
$0
Net assets
$268,028
Revenue
$19,658
Expenses
$9,796
Net income
$9,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.16$0.07$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.10$0.27$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.12$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.20$0.10$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.14$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.22$0.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14$0.04$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.09$0.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.14$0.14$0.00
2014Summary only. Only limited summary data is available for this year.$2.55$0.00$0.14$0.05$0.08