Civic Intelligence

Frances E Peet Est Trust FBO Christ Church

990EZ • Fiscal year 2014 • EIN 06-6137598

Dec 01, 2013 to Nov 30, 2014 • Filed on May 13, 2015

Organization ProfileN/A
19 Bissell StreetNorwich, NY 06039

(860) 435-9801

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

6th percentile

-108%

Higher net margin than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-2.8%

Faster asset growth than 38% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$246,079

Down $7,066 (-2.8%) from 2013

Net Assets

Down

$246,079

Down $7,066 (-2.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$6,528

Down $10,507 (-62%) from 2013

Expenses

Down

$13,594

Down $4,509 (-25%) from 2013

Net Income

Down

-$7,066

Down $5,998 (-562%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2014

Assets$246,079
Liabilities$0
Net Assets$246,079
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

2014

Revenue$6,528
Expenses$13,594
Net Income-$7,066
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$84,812
Mission and Program Overview

Mission

Support of religious organization

Program Services

DescriptionGrantsExpenses
DISTRIBUTION TO NAMED PUBLIC CHARITIES AS STATED IN THE CREATING DOCUMENT.$8,988$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALISBURY BANK TRUST COMPANYTrusteePT$0--
Filing and Contact Details

Filer

EIN
06-6137598
Phone
8604359801

Signing Officer

Name
Salisbury Bank Trust
Title
Trustee
Phone
8604358901
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Scott E Mulhare CPA
Phone
8603554076
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: salisbury bank & trust securities. Amount: 6,163. Description: salisbury bank & trust securities. Amount: 4,044. Total included on form 990-ez, line 4: 10,207.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: trinity epsicopal church. Purpose of payment: distribution to charity. Amount of payment: 4,494.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: st. Johns episcopal church. Purpose of payment: distribution to charity. Amount of payment: 4,494. Total included on form 990-ez, line 10: 8,988.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: accounting fees. Amount: 750. Description: investment fees. Amount: 727. Description: foreign tax. Amount: 222. Total to form 990-ez, line 16: 1,699.”

Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10SALISBURY BANK & TRUST CO
IRS990EZ/BooksInCareOfDetail/PhoneNum08604359801
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1019 BISSELL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0LAKEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006039
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0253145
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0246079
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt078284
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7066
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0253145
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0246079
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-3679
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08988
IRS990EZ/GrossReceiptsAmt084812
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt010207
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NECTFilingForm990Ind0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0253145
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0246079
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0253145
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0246079
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SALISBURY BANK TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01699
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF RELIGIOUS ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTION TO NAMED PUBLIC CHARITIES AS STATED IN THE CREATING DOCUMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08988
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt02907
IRS990EZ/SaleOfAssetsGrossAmt074605
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt013594
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt06528
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066038563
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1066010218
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc15
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04494
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt14494
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11ST JOHNS EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt08988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SALISBURY BANK & TRUST SECURITIES. AMOUNT: 6,163. DESCRIPTION: SALISBURY BANK & TRUST SECURITIES. AMOUNT: 4,044. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 10,207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: TRINITY EPSICOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 4,494.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ST. JOHNS EPISCOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 4,494. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 8,988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTING FEES. AMOUNT: 750. DESCRIPTION: INVESTMENT FEES. AMOUNT: 727. DESCRIPTION: FOREIGN TAX. AMOUNT: 222. TOTAL TO FORM 990-EZ, LINE 16: 1,699.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SALISBURY BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08604358901
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10PEET FRANCES E EST TR SALISBURY BANK
ReturnHeader/Filer/BusinessNameControlTxt0PEET
ReturnHeader/Filer/EIN0066137598
ReturnHeader/Filer/PhoneNum08604359801
ReturnHeader/Filer/USAddress/AddressLine1019 BISSELL STREET
ReturnHeader/Filer/USAddress/City0LAKEVILLE
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006039
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273305747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BAKEWELL & MULHARE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10315 LITCHFIELD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006776
ReturnHeader/PreparerPersonGrp/PhoneNum08603554076
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E MULHARE CPA
ReturnHeader/ReturnTs02015-05-15T07:48:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,079
Liabilities
$0
Net assets
$246,079
Revenue
$6,528
Expenses
$13,594
Net income
-$7,066
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