Civic Intelligence

Alice Sheldon Barton Trust

990PF • Fiscal year 2021 • EIN 06-6250029

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 11, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-164%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$6,524

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 66.2% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

26th percentile

-8.4%

Faster asset growth than 26% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$175,770

Down $16,165 (-8.4%) from 2020

Net Assets

Down

$175,770

Down $16,165 (-8.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$9,848

Up $10,608 (+1396%) from 2020

Expenses

Up

$26,013

Up $2,246 (+9.5%) from 2020

Net Income

Up

-$16,165

Up $8,362 (+34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2021

Assets$175,770
Liabilities$0
Net Assets$175,770
Open 2021 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

2021

Revenue$9,848
Expenses$26,013
Net Income-$16,165
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 11, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin McCann Kahan Kerensky CaposseTrustee-$6,524-$6,524
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
2022-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Kahan Kerensky Capossela LLP
Address
PO Box 3811, Vernon, CT 06066
Preparer
Kevin McCann
Phone
8606461974
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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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin McCann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE SHELDON BARTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0066250029
ReturnHeader/Filer/PhoneNum08606461974
ReturnHeader/Filer/USAddress/AddressLine1Txt045 Hartford Turnpike
ReturnHeader/Filer/USAddress/CityNm0Vernon Rockville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3811
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006066
ReturnHeader/PreparerPersonGrp/PhoneNum08606461974
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin McCann
ReturnHeader/ReturnTs02022-08-24T03:59:18-00:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kevin
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ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,770
Liabilities
$0
Net assets
$175,770
Revenue
$9,848
Expenses
$26,013
Net income
-$16,165
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