Civic Intelligence

Alice Sheldon Barton Trust

990PF • Fiscal year 2020 • EIN 06-6250029

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 16, 2021

Organization Profile
45 Hartford TurnpikeVernon Rockville, CT 06066-2181

(860) 646-1974

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

3227%

Higher net margin than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$5,628

Higher top officer pay than 82% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$191,935

Down $24,527 (-11%) from 2019

Net Assets

$191,935

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$760

Down $15,171 (-105%) from 2019

Expenses

Up

$23,767

Up $1,565 (+7.0%) from 2019

Net Income

Down

-$24,527

Down $16,736 (-215%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$300K$200K$100K$0Assets 2011: $252,858Liabilities 2011: $02011Assets 2012: $248,561Liabilities 2012: $02012Assets 2013: $261,871Liabilities 2013: $02013Assets 2014: $260,563Liabilities 2014: $02014Assets 2015: $248,792Liabilities 2015: $02015Assets 2019: $216,462Liabilities 2019: $02019Assets 2020: $191,935Liabilities 2020: $0Net Assets 2020: $191,9352020Assets 2021: $175,770Liabilities 2021: $0Net Assets 2021: $175,7702021Assets 2022: $177,700Liabilities 2022: $0Net Assets 2022: $177,7002022Assets 2023: $174,068Liabilities 2023: $0Net Assets 2023: $174,0682023Assets 2024: $166,477Liabilities 2024: $0Net Assets 2024: $166,4772024Assets 2025: $170,821Liabilities 2025: $0Net Assets 2025: $170,8212025

Highlighted filing

2020

Assets$191,935
Liabilities$0
Net Assets$191,935
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $57,324Expenses 2011: $21,664Net Income 2011: $35,6602011Revenue 2012: $18,345Expenses 2012: $22,642Net Income 2012: -$4,2972012Revenue 2013: $29,196Expenses 2013: $15,885Net Income 2013: $13,3112013Revenue 2014: $23,889Expenses 2014: $25,196Net Income 2014: -$1,3072014Revenue 2015: $10,336Expenses 2015: $22,107Net Income 2015: -$11,7712015Revenue 2019: $14,411Expenses 2019: $22,202Net Income 2019: -$7,7912019Revenue 2020: -$760Expenses 2020: $23,767Net Income 2020: -$24,5272020Revenue 2021: $9,848Expenses 2021: $26,013Net Income 2021: -$16,1652021Revenue 2022: $29,896Expenses 2022: $27,966Net Income 2022: $1,9302022Revenue 2023: $21,747Expenses 2023: $28,265Net Income 2023: -$6,5182023Revenue 2024: $23,193Expenses 2024: $30,785Net Income 2024: -$7,5922024Revenue 2025: $34,318Expenses 2025: $29,883Net Income 2025: $4,4352025

Highlighted filing

2020

Revenue-$760
Expenses$23,767
Net Income-$24,527
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 16, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin McCann Kahan Kerensky CaposseTrustee-$5,628-$5,628
Filing and Contact Details

Filer

Filer Name
Alice Sheldon Barton Trust
EIN
06-6250029
Phone
8606461974
Address
45 Hartford Turnpike, Vernon Rockville, CT 06066-2181

Signing Officer

Name
Kevin McCann
Title
Trustee
Signed
2021-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Kahan Kerensky Capossela LLP
Address
PO Box 3811, Vernon, CT 06066
Preparer
Kevin McCann
Phone
8606461974
Raw XML Appendix297 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12985
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22985
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Suffield Community Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Suffield Historical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Suffield Volunteer Ambulance Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3West Suffield Congregational Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0450 South Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1232 South Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 642
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 26
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3West Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306093
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017910
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015054
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05670
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022938
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020724
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07884
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05670
TaxesSchedule/TaxesDetail/Amt0229
TaxesSchedule/TaxesDetail/CategoryTxt0United States Treasury 2018 Form 990-PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0229
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin McCann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE SHELDON BARTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0066250029
ReturnHeader/Filer/PhoneNum08606461974
ReturnHeader/Filer/USAddress/AddressLine1Txt045 Hartford Turnpike
ReturnHeader/Filer/USAddress/CityNm0Vernon Rockville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0060662181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kahan Kerensky Capossela LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3811
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vernon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006066
ReturnHeader/PreparerPersonGrp/PhoneNum08606461974
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin McCann
ReturnHeader/ReturnTs02021-02-16T01:00:35-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,935
Liabilities
$0
Net assets
$191,935
Revenue
-$760
Expenses
$23,767
Net income
-$24,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.34$0.30$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.23$0.31$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.22$0.28$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.30$0.28$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.10$0.26$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.01$0.24$0.25
2019Summary only. Only limited summary data is available for this year.$2.16$0.00$0.14$0.22$0.08
2015Summary only. Only limited summary data is available for this year.$2.49$0.00$0.10$0.22$0.12
2014Summary only. Only limited summary data is available for this year.$2.61$0.00$0.24$0.25$0.01
2013Summary only. Only limited summary data is available for this year.$2.62$0.00$0.29$0.16$0.13
2012Summary only. Only limited summary data is available for this year.$2.49$0.00$0.18$0.23$0.04
2011Summary only. Only limited summary data is available for this year.$2.53$0.00$0.57$0.22$0.36