Civic Intelligence

Mabel C Stevens Tr UW XXXXX0005

EIN 06-6432254 • Meriden, CT

Pub. 78 Eligible
290 Pratt Street Box 52Meriden, CT 06450
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

65th percentile

5.2%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

45%

Faster revenue growth than 82% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$465,458

Up $22,996 (+5.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$465,458

Up $22,996 (+5.2%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin94th percentile

Revenue

Up

$30,810

Up $9,614 (+45%) from 2024

Expenses

Down

$7,814

Down $12,113 (-61%) from 2024

Net Income

Up

$22,996

Up $21,727 (+1712%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $356,043Liabilities 2011: $0Net Assets 2011: $356,0432011Assets 2012: $349,860Liabilities 2012: $0Net Assets 2012: $349,8602012Assets 2013: $350,247Liabilities 2013: $02013Assets 2014: $351,035Liabilities 2014: $02014Assets 2015: $354,524Liabilities 2015: $02015Assets 2016: $342,827Liabilities 2016: $02016Assets 2018: $338,000Liabilities 2018: $0Net Assets 2018: $338,0002018Assets 2019: $342,306Liabilities 2019: $0Net Assets 2019: $342,3062019Assets 2020: $415,275Liabilities 2020: $02020Assets 2021: $426,729Liabilities 2021: $0Net Assets 2021: $426,7292021Assets 2022: $461,415Liabilities 2022: $0Net Assets 2022: $461,4152022Assets 2023: $441,193Liabilities 2023: $0Net Assets 2023: $441,1932023Assets 2024: $442,462Liabilities 2024: $0Net Assets 2024: $442,4622024Assets 2025: $465,458Liabilities 2025: $0Net Assets 2025: $465,4582025

Highlighted filing

2025

Assets$465,458
Liabilities$0
Net Assets$465,458
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $21,5552011Expenses 2012: $16,3792012Revenue 2013: $19,474Expenses 2013: $19,085Net Income 2013: $3892013Revenue 2014: $26,591Expenses 2014: $25,637Net Income 2014: $9542014Revenue 2015: $27,840Expenses 2015: $24,350Net Income 2015: $3,4902015Revenue 2016: $13,742Expenses 2016: $25,439Net Income 2016: -$11,6972016Revenue 2018: $30,280Expenses 2018: $21,803Net Income 2018: $8,4772018Revenue 2019: $31,511Expenses 2019: $27,202Net Income 2019: $4,3092019Revenue 2020: $104,181Expenses 2020: $31,212Net Income 2020: $72,9692020Revenue 2021: $37,152Expenses 2021: $25,698Net Income 2021: $11,4542021Revenue 2022: $59,551Expenses 2022: $24,865Net Income 2022: $34,6862022Revenue 2023: $5,926Expenses 2023: $26,148Net Income 2023: -$20,2222023Revenue 2024: $21,196Expenses 2024: $19,927Net Income 2024: $1,2692024Revenue 2025: $30,810Expenses 2025: $7,814Net Income 2025: $22,9962025

Highlighted filing

2025

Revenue$30,810
Expenses$7,814
Net Income$22,996
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$465,458
Liabilities
$0
Net assets
$465,458
Revenue
$30,810
Expenses
$7,814
Net income
$22,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.31$0.08$0.23
2024Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.21$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.06$0.26$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.60$0.25$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.37$0.26$0.11
2020Summary only. Only limited summary data is available for this year.$4.15$0.00$1.04$0.31$0.73
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.32$0.27$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.30$0.22$0.08
2016Summary only. Only limited summary data is available for this year.$3.43$0.00$0.14$0.25$0.12
2015Summary only. Only limited summary data is available for this year.$3.55$0.00$0.28$0.24$0.03
2014Summary only. Only limited summary data is available for this year.$3.51$0.00$0.27$0.26$0.01
2013Summary only. Only limited summary data is available for this year.$3.50$0.00$0.19$0.19$0.00
2012Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.16
2011Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONATIONS BEQUESTS FOR CHURCH PURPSuccessor Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Mabel C Stevens Tr Uw Xxxxx0005
EIN
06-6432254
Phone
2036393501
Address
290 PRATT STREET BOX 52, MERIDEN, CT 06450

Signing Officer

Name
Rosanna Rosado
Title
Canon for Mission Finance/operation
Phone
2036393501
Signed
2025-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Harperwhitfield Pc
Address
314 FARMINGTON AVENUE, FARMINGTON, CT 06032
Preparer
W Scott Goetjen CPA
Phone
8606779188
Raw XML Appendix251 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/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023287
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08705
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01910
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01910
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSANNA ROSADO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CANON FOR MISSION FINANCE/OPERATION
ReturnHeader/BusinessOfficerGrp/PhoneNum02036393501
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MABEL C STEVENS TR UW XXXXX0005
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O THE EPISCOPAL CHURCH IN CONNECTICUT
ReturnHeader/Filer/BusinessNameControlTxt0MABE
ReturnHeader/Filer/EIN0066432254
ReturnHeader/Filer/PhoneNum02036393501
ReturnHeader/Filer/USAddress/AddressLine1Txt0290 PRATT STREET BOX 52
ReturnHeader/Filer/USAddress/CityNm0MERIDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061071692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPERWHITFIELD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 FARMINGTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006032
ReturnHeader/PreparerPersonGrp/PhoneNum08606779188
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W SCOTT GOETJEN CPA
ReturnHeader/ReturnTs02025-10-15T10:58:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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