Civic Intelligence

Ives Lh-First Bap Ch

EIN 06-6035780 • Waterbury, CT

123 Bank StreetWaterbury, CT 06702
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$7,348

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

62nd percentile

2.9%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

87%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$352,504

Up $9,814 (+2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$352,504

Up $9,814 (+2.9%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin76th percentile

Revenue

Up

$45,200

Up $21,034 (+87%) from 2022

Expenses

Down

$35,253

Down $7,403 (-17%) from 2022

Net Income

Up

$9,947

Up $28,437 (+154%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2021: $361,256Liabilities 2021: $0Net Assets 2021: $361,2562021Assets 2022: $342,690Liabilities 2022: $0Net Assets 2022: $342,6902022Assets 2023: $352,504Liabilities 2023: $0Net Assets 2023: $352,5042023

Highlighted filing

2023

Assets$352,504
Liabilities$0
Net Assets$352,504
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2021: $32,567Expenses 2021: $34,433Net Income 2021: -$1,8662021Revenue 2022: $24,166Expenses 2022: $42,656Net Income 2022: -$18,4902022Revenue 2023: $45,200Expenses 2023: $35,253Net Income 2023: $9,9472023

Highlighted filing

2023

Revenue$45,200
Expenses$35,253
Net Income$9,947
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$352,504
Liabilities
$0
Net assets
$352,504
Revenue
$45,200
Expenses
$35,253
Net income
$9,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.45$0.35$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.24$0.43$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.33$0.34$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,348-$7,348
Filing and Contact Details

Filer

Filer Name
Ives Lh-first Bap Ch
EIN
06-6035780
Phone
2035782448
Address
123 BANK STREET, WATERBURY, CT 06702

Signing Officer

Name
Carrie Chace Webster Bank N a
Title
Vice President
Phone
2035782448
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Kelly M Nelson
Phone
4126447800
Raw XML AppendixShowing 400 of 404 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2278865100 ECOLAB INC
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0869
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTIONS POSTED IN 2024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0342
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0782
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 TRANSACTIONS POSTED IN 2023
TaxesSchedule/TaxesDetail/Amt03495
TaxesSchedule/TaxesDetail/Amt1126
TaxesSchedule/TaxesDetail/Amt2135
TaxesSchedule/TaxesDetail/Amt345
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt345
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE CHACE WEBSTER BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02035782448
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVES LH-FIRST BAP CH
ReturnHeader/Filer/BusinessNameControlTxt0IVES
ReturnHeader/Filer/EIN0066035780
ReturnHeader/Filer/PhoneNum02035782448
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 BANK STREET
ReturnHeader/Filer/USAddress/CityNm0WATERBURY
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ReturnHeader/Filer/USAddress/ZIPCd006702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY M NELSON
ReturnHeader/ReturnTs02024-05-14T11:01:12-05:00

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