Civic Intelligence

Alice Sheldon Barton Trust

990PF • Fiscal year 2024 • EIN 06-6250029

Oct 01, 2023 to Sep 30, 2024 • Filed on Nov 04, 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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$8,567

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 36.9% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-4.4%

Faster asset growth than 39% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

6.6%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$166,477

Down $7,591 (-4.4%) from 2023

Net Assets

Down

$166,477

Down $7,591 (-4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin16th percentile

Revenue

Up

$23,193

Up $1,446 (+6.6%) from 2023

Expenses

Up

$30,785

Up $2,520 (+8.9%) from 2023

Net Income

Down

-$7,592

Down $1,074 (-16%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2024

Assets$166,477
Liabilities$0
Net Assets$166,477
Open 2024 Filing

Operations Trend

Revenue Growth55th 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

2024

Revenue$23,193
Expenses$30,785
Net Income-$7,592
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin McCann Kahan Kerensky CaposseTrustee-$8,567-$8,567
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
2024-11-04
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 Appendix289 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
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/TotalGrantOrContriPdDurYrAmt021300
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/AppliedToCurrentYearAmt06391
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019192
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025583
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024416
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019192
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Accounting Adjustment
TaxesSchedule/TaxesDetail/Amt0252
TaxesSchedule/TaxesDetail/Amt1113
TaxesSchedule/TaxesDetail/Amt2253
TaxesSchedule/TaxesDetail/Amt3300
TaxesSchedule/TaxesDetail/CategoryTxt02021 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt1Additional Due - 2021 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt22022 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt32023 990-PF Estimated Taxes
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin McCann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
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/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin McCann
ReturnHeader/ReturnTs02024-11-04T11:57:35-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,477
Liabilities
$0
Net assets
$166,477
Revenue
$23,193
Expenses
$30,785
Net income
-$7,592
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