Civic Intelligence

Frances E Peet Est Trust FBO Christ Church

990EZ • Fiscal year 2019 • EIN 06-6137598

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 05, 2020

Organization ProfileN/A
PO Box 1868Lakeville, CT 06039

(860) 435-9801

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$868

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-6.1%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$252,463

Up $1,900 (+0.8%) from 2018

Net Assets

Up

$252,463

Up $1,900 (+0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin68th percentile

Revenue

Down

$14,713

Down $954 (-6.1%) from 2018

Expenses

Up

$12,813

Up $1,439 (+13%) from 2018

Net Income

Down

$1,900

Down $2,393 (-56%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2019

Assets$252,463
Liabilities$0
Net Assets$252,463
Open 2019 Filing

Operations Trend

Revenue Growth39th 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

2019

Revenue$14,713
Expenses$12,813
Net Income$1,900
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 5, 2020
Return Version
2018v3.1
Gross Receipts
$40,847
Mission and Program Overview

Mission

Support of religious organization

Program Services

DescriptionGrantsExpenses
DISTRIBUTION TO NAMED PUBLIC CHARITIES AS STATED IN THE CREATING DOCUMENT.$6,386$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALISBURY BANK AND TRUST COMPANYTrusteePT$868-$868
Filing and Contact Details

Filer

Filer Name
Peet Frances E Est Tr
EIN
06-6137598
Phone
8604359801
Address
PO BOX 1868, LAKEVILLE, CT 06039

Signing Officer

Name
Salisbury Bank and Trust Company
Title
Trustee
Phone
8604358901
Signed
2020-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Bakewell & Mulhare LLC
Address
19 MAIN STREET, NEW MILFORD, CT 06776
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: 4,714. Description: salisbury bank & trust securities. Amount: 3,911. Total included on form 990-ez, line 4: 8,625.”

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

“Affiliate name: trinity epsicopal church. Purpose of payment: distribution to charity. Amount of payment: 3,193.”

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: 3,193. Total included on form 990-ez, line 10: 6,386.”

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

“Description: accounting fees. Amount: 1,350. Description: investment fees. Amount: 3,484. Description: foreign tax. Amount: 208. Description: probate fees. Amount: 517. Total to form 990-ez, line 16: 5,559.”

Raw XML Appendix153 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/BusinessNameLine1Txt0SALISBURY BANK AND TRUST CO
IRS990EZ/BooksInCareOfDetail/PhoneNum08604359801
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1868
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006039
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0250563
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0252463
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt026134
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01900
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0250563
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0252463
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06088
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06386
IRS990EZ/GrossReceiptsAmt040847
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt08625
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NECTFilingForm990Ind0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0250563
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0252463
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0250563
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0252463
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0868
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SALISBURY BANK AND TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05559
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/GrantsAndAllocationsAmt06386
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0868
IRS990EZ/SaleOfAssetsGrossAmt032222
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt012813
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt014713
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066038563
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1066010218
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd15
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03193
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13193
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST JOHNS EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt06386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SALISBURY BANK & TRUST SECURITIES. AMOUNT: 4,714. DESCRIPTION: SALISBURY BANK & TRUST SECURITIES. AMOUNT: 3,911. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,625.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: TRINITY EPSICOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 3,193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ST. JOHNS EPISCOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 3,193. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,386.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTING FEES. AMOUNT: 1,350. DESCRIPTION: INVESTMENT FEES. AMOUNT: 3,484. DESCRIPTION: FOREIGN TAX. AMOUNT: 208. DESCRIPTION: PROBATE FEES. AMOUNT: 517. TOTAL TO FORM 990-EZ, LINE 16: 5,559.
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SALISBURY BANK AND TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08604358901
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEET FRANCES E EST TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SALISBURY BANK & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PEET
ReturnHeader/Filer/EIN0066137598
ReturnHeader/Filer/PhoneNum08604359801
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1868
ReturnHeader/Filer/USAddress/CityNm0LAKEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006039
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0001DD21AF62036B91F6F7267D2884C95B204F29F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0001DD21AF62036B91F6F7267D2884C95B204F29F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.32.253.250
ReturnHeader/FilingSecurityInformation/IPDt02020-02-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:15:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273305747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKEWELL & MULHARE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006776
ReturnHeader/PreparerPersonGrp/PhoneNum08603554076
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E MULHARE CPA
ReturnHeader/ReturnTs02020-02-11T09:42:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$252,463
Liabilities
$0
Net assets
$252,463
Revenue
$14,713
Expenses
$12,813
Net income
$1,900
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