Civic Intelligence

Charles B Merwin Fund

990PF • Fiscal year 2023 • EIN 06-6034795

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 17, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-172%

Higher net margin than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

4.7%

Faster asset growth than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$247,861

Up $11,177 (+4.7%) from 2022

Net Assets

Up

$247,861

Up $11,177 (+4.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin6th percentile

Revenue

Down

$10,075

Down $1,942 (-16%) from 2022

Expenses

Up

$27,362

Up $13,864 (+103%) from 2022

Net Income

Down

-$17,287

Down $15,806 (-1067%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2023

Assets$247,861
Liabilities$0
Net Assets$247,861
Open 2023 Filing

Operations Trend

Revenue Growth28th 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

2023

Revenue$10,075
Expenses$27,362
Net Income-$17,287
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-04-17
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 Appendix276 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SURETY BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FLOWERS FOR GRAVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2383
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2383
OtherIncreasesSchedule/OtherIncreasesDetail/Amt028464
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOOKKEEPING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt0185
TaxesSchedule/TaxesDetail/Amt1139
TaxesSchedule/TaxesDetail/CategoryTxt02022 FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0185
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1139
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08603491555
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-17
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS D COMER CPA
ReturnHeader/ReturnTs02024-04-22T12:05:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOORE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,861
Liabilities
$0
Net assets
$247,861
Revenue
$10,075
Expenses
$27,362
Net income
-$17,287
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