Civic Intelligence

Frances E Peet Est Trust FBO Christ Church

990EZ • Fiscal year 2013 • EIN 06-6137598

Dec 01, 2012 to Nov 30, 2013 • Filed on May 08, 2014

19 Bissell StreetNorwich, NY 06039
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

31st percentile

-6.3%

Higher net margin than 31% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$253,145

Down $1,068 (-0.4%) from 2012

Net Assets

Down

$253,145

Down $1,068 (-0.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$17,035

Up $4,375 (+35%) from 2012

Expenses

Up

$18,103

Up $6,002 (+50%) from 2012

Net Income

Down

-$1,068

Down $1,627 (-291%) from 2012

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $254,213Liabilities 2012: $0Net Assets 2012: $254,2132012Assets 2013: $253,145Liabilities 2013: $0Net Assets 2013: $253,1452013Assets 2014: $246,079Liabilities 2014: $0Net Assets 2014: $246,0792014Assets 2015: $252,481Liabilities 2015: $0Net Assets 2015: $252,4812015Assets 2016: $254,835Liabilities 2016: $0Net Assets 2016: $254,8352016Assets 2017: $246,270Liabilities 2017: $0Net Assets 2017: $246,2702017Assets 2018: $250,563Liabilities 2018: $0Net Assets 2018: $250,5632018Assets 2019: $252,463Liabilities 2019: $0Net Assets 2019: $252,4632019Assets 2020: $272,472Liabilities 2020: $0Net Assets 2020: $272,4722020Assets 2021: $320,505Liabilities 2021: $0Net Assets 2021: $320,5052021Assets 2022: $326,275Liabilities 2022: $0Net Assets 2022: $326,2752022Assets 2023: $322,327Liabilities 2023: $0Net Assets 2023: $322,3272023Assets 2024: $321,929Liabilities 2024: $0Net Assets 2024: $321,9292024

Highlighted filing

2013

Assets$253,145
Liabilities$0
Net Assets$253,145

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $12,660Expenses 2012: $12,101Net Income 2012: $5592012Revenue 2013: $17,035Expenses 2013: $18,103Net Income 2013: -$1,0682013Revenue 2014: $6,528Expenses 2014: $13,594Net Income 2014: -$7,0662014Revenue 2015: $15,763Expenses 2015: $9,361Net Income 2015: $6,4022015Revenue 2016: $14,589Expenses 2016: $12,235Net Income 2016: $2,3542016Revenue 2017: $2,568Expenses 2017: $11,133Net Income 2017: -$8,5652017Revenue 2018: $15,667Expenses 2018: $11,374Net Income 2018: $4,2932018Revenue 2019: $14,713Expenses 2019: $12,813Net Income 2019: $1,9002019Revenue 2020: $31,392Expenses 2020: $11,383Net Income 2020: $20,0092020Revenue 2021: $58,677Expenses 2021: $10,644Net Income 2021: $48,0332021Revenue 2022: $17,360Expenses 2022: $11,590Net Income 2022: $5,7702022Revenue 2023: $10,973Expenses 2023: $14,921Net Income 2023: -$3,9482023Revenue 2024: $16,126Expenses 2024: $16,558Net Income 2024: -$4322024

Highlighted filing

2013

Revenue$17,035
Expenses$18,103
Net Income-$1,068
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
May 8, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

Support of religious organization

Filing and Contact Details

Filer

EIN
06-6137598
Raw XML Appendix131 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/CashSavingsAndInvestments/BOY0254213
IRS990EZ/CashSavingsAndInvestments/EOY0253145
IRS990EZ/CostOtherBasisAndSalesExpenses027773
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-1068
IRS990EZ/FeesAndOthPymtToIndContractors06100
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GainOrLossFromSaleOfAssets05557
IRS990EZ/GrantsAndSimilarAmountsPaid07490
IRS990EZ/GrossAmountFromSaleOfAssets033330
IRS990EZ/GrossReceipts044808
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome011478
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NECTFilingForm9900X
IRS990EZ/NetAssetsOrFundBalances/BOY0254213
IRS990EZ/NetAssetsOrFundBalancesBOY0254213
IRS990EZ/NetAssetsOrFundBalances/EOY0253145
IRS990EZ/NetAssetsOrFundBalancesEOY0253145
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0SALISBURY BANK TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OperatingSchool00
IRS990EZ/Organization4947a10X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal02728
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0SUPPORT OF RELIGIOUS ORGANIZATION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0DISTRIBUTION TO NAMED PUBLIC CHARITIES AS STATED IN THE CREATING DOCUMENT.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations07489
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits01785
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CT
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1019 BISSELL STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LAKEVILLE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode006039
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10SALISBURY BANK & TRUST CO
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08604359801
IRS990EZ/TotalAssets/BOY0254213
IRS990EZ/TotalAssets/EOY0253145
IRS990EZ/TotalExpenses018103
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue017035
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts07490
IRS990ScheduleA/SupportedOrgInformation/Amount03745
IRS990ScheduleA/SupportedOrgInformation/Amount13745
IRS990ScheduleA/SupportedOrgInformation/EIN0066038563
IRS990ScheduleA/SupportedOrgInformation/EIN1066010218
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc00
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc10
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine11ST JOHNS EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS11
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified11
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization05
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization15
IRS990ScheduleA/SupportingOrg509a3Type3FuncInt0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs02
IRS990ScheduleO/GeneralExplanation/Explanation0SALISBURY BANK & TRUST SECURITIES 7,785.. SALISBURY BANK & TRUST SECURITIES 3,693.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 11,478.
IRS990ScheduleO/GeneralExplanation/Explanation1AFFILIATE NAME: TRINITY EPSICOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 3,745.
IRS990ScheduleO/GeneralExplanation/Explanation2AFFILIATE NAME: ST. JOHNS EPISCOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 3,745. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 7,490.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: ACCOUNTING FEES. AMOUNT: 750. DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,454. DESCRIPTION: PROBATE FEES. AMOUNT: 267. DESCRIPTION: FOREIGN TAX. AMOUNT: 257. TOTAL TO FORM 990-EZ, LINE 16: 2,728.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1PAYMENTS TO AFFILIATES
IRS990ScheduleO/GeneralExplanation/Identifier2PAYMENTS TO AFFILIATES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0066137598
ReturnHeader/Filer/Name/BusinessNameLine10PEET FRANCES E EST TR SALISBURY BANK
ReturnHeader/Filer/NameControl0PEET
ReturnHeader/Filer/Phone08604359801
ReturnHeader/Filer/USAddress/AddressLine1019 BISSELL STREET
ReturnHeader/Filer/USAddress/City0LAKEVILLE
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006039
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-05-08
ReturnHeader/Officer/Name0SALISBURY BANK TRUST
ReturnHeader/Officer/Phone08604358901
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02014-05-08
ReturnHeader/PreparerFirm/EIN0273305747
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BAKEWELL & MULHARE LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10315 LITCHFIELD ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW MILFORD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006776
ReturnHeader/Preparer/Name0SCOTT E MULHARE CPA
ReturnHeader/Preparer/Phone08603554076
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-12-01
ReturnHeader/TaxPeriodEndDate02013-11-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-14T11:48:54-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.16$0.17$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.11$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.17$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.59$0.11$0.48
2020Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.31$0.11$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.15$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.16$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.03$0.11$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.15$0.12$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.16$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.07$0.14$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$0.17$0.18$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.13$0.12$0.01