Civic Intelligence

Alice Sheldon Barton Trust

990PF • Fiscal year 2023 • EIN 06-6250029

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 22, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-30%

Higher net margin than 18% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$6,551

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-2.0%

Faster asset growth than 44% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-27%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$174,068

Down $3,632 (-2.0%) from 2022

Net Assets

Down

$174,068

Down $3,632 (-2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin18th percentile

Revenue

Down

$21,747

Down $8,149 (-27%) from 2022

Expenses

Up

$28,265

Up $299 (+1.1%) from 2022

Net Income

Down

-$6,518

Down $8,448 (-438%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2023

Assets$174,068
Liabilities$0
Net Assets$174,068
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

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

2023

Revenue$21,747
Expenses$28,265
Net Income-$6,518
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 22, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin McCann Kahan Kerensky CaposseTrustee-$6,551-$6,551
Filing and Contact Details

Filer

Filer Name
Alice Sheldon Barton Trust
EIN
06-6250029
In Care Of
% Kevin McCann
Address
45 Hartford Turnpike, Vernon Rockville, CT 06066-2181

Signing Officer

Name
Kevin McCann
Title
Trustee
Signed
2024-01-22
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 Appendix295 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/RecipientUSAddress/AddressLine1Txt0PO Box 275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 893
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 3811
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31408 Mountain Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3West Suffield
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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/TotalGrantOrContriPdDurYrAmt021000
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/AppliedToCurrentYearAmt08603
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016029
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027795
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024632
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019192
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016029
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance and Accounting Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0357
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0714
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KENVUE INC - CASH IN LIEU OF SHARES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt019
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02886
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Accounting Adjustment
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin McCann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE SHELDON BARTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0066250029
ReturnHeader/Filer/InCareOfNm0% Kevin McCann
ReturnHeader/Filer/USAddress/AddressLine1Txt045 Hartford Turnpike
ReturnHeader/Filer/USAddress/CityNm0Vernon Rockville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0060662181
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060835605
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/PreparationDt02024-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin McCann
ReturnHeader/ReturnTs02024-01-22T03:21:17-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kevin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McCann
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,068
Liabilities
$0
Net assets
$174,068
Revenue
$21,747
Expenses
$28,265
Net income
-$6,518
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