Civic Intelligence

Helen S Donaldson Charitable Remainder Unitrust

990PF • Fiscal year 2016 • EIN 06-6471443

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
682 Main StreetWinsted, CT 06098

(860) 379-2761

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-416%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.4%

Faster asset growth than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-63%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$130,002

Down $8,822 (-6.4%) from 2015

Net Assets

$130,002

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Down

$2,120

Down $3,566 (-63%) from 2015

Expenses

Up

$10,942

Up $2,222 (+25%) from 2015

Net Income

Down

-$8,822

Down $5,788 (-191%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $148,310Liabilities 2011: $02011Assets 2012: $145,500Liabilities 2012: $12012Assets 2013: $142,026Liabilities 2013: $02013Assets 2014: $141,858Liabilities 2014: $02014Assets 2015: $138,824Liabilities 2015: $02015Assets 2016: $130,002Liabilities 2016: $0Net Assets 2016: $130,0022016Assets 2017: $124,060Liabilities 2017: $0Net Assets 2017: $124,0602017Assets 2018: $117,835Liabilities 2018: $0Net Assets 2018: $117,8352018Assets 2019: $114,007Liabilities 2019: $1Net Assets 2019: $114,0072019Assets 2020: $104,523Liabilities 2020: $12020Assets 2021: $103,007Liabilities 2021: $1Net Assets 2021: $103,0072021Assets 2022: $97,980Liabilities 2022: $0Net Assets 2022: $97,9802022Assets 2023: $91,663Liabilities 2023: $12023Assets 2024: $187,797Liabilities 2024: $0Net Assets 2024: $187,7972024

Highlighted filing

2016

Assets$130,002
Liabilities$0
Net Assets$130,002
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $20,204Expenses 2011: $15,428Net Income 2011: $4,7762011Revenue 2012: $7,408Expenses 2012: $10,219Net Income 2012: -$2,8112012Revenue 2013: $8,997Expenses 2013: $12,470Net Income 2013: -$3,4732013Revenue 2014: $11,583Expenses 2014: $11,751Net Income 2014: -$1682014Revenue 2015: $5,686Expenses 2015: $8,720Net Income 2015: -$3,0342015Revenue 2016: $2,120Expenses 2016: $10,942Net Income 2016: -$8,8222016Revenue 2017: $3,064Expenses 2017: $9,006Net Income 2017: -$5,9422017Revenue 2018: -$140Expenses 2018: $6,085Net Income 2018: -$6,2252018Revenue 2019: $3,845Expenses 2019: $7,673Net Income 2019: -$3,8282019Revenue 2020: -$2,353Expenses 2020: $7,131Net Income 2020: -$9,4842020Revenue 2021: $6,264Expenses 2021: $7,780Net Income 2021: -$1,5162021Revenue 2022: $4,039Expenses 2022: $9,066Net Income 2022: -$5,0272022Revenue 2023: $3,223Expenses 2023: $9,540Net Income 2023: -$6,3172023Revenue 2024: $110,033Expenses 2024: $13,899Net Income 2024: $96,1342024

Highlighted filing

2016

Revenue$2,120
Expenses$10,942
Net Income-$8,822
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David M CusickTrustee-$0--
Richard A DonaldsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Helen S Donaldson Charitable
EIN
06-6471443
Phone
8603792761
Address
682 Main Street, Winsted, CT 06098

Signing Officer

Name
David M Cusick
Title
Trustee
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Howd Lavieri & Finch LLP
Address
682 Main Street, Winsted, CT 06098-1515
Preparer
Douglas K O'Connell
Phone
8603792761
Raw XML Appendix254 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Richard A Donaldson
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The only charitable activity of this Trust is to make distributions of the net income to the qualified charities designated in the Trust instrument.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Delta Gamma Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Trinity Church
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TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/Amt132
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt132
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helen S Donaldson Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Remainder Unitrust
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0066471443
ReturnHeader/Filer/PhoneNum08603792761
ReturnHeader/Filer/USAddress/AddressLine1Txt0682 Main Street
ReturnHeader/Filer/USAddress/CityNm0Winsted
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006098
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060743056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Howd Lavieri & Finch LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0682 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winsted
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060981515
ReturnHeader/PreparerPersonGrp/PhoneNum08603792761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas K O'Connell
ReturnHeader/ReturnTs02017-05-12T14:00:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,002
Liabilities
$0
Net assets
$130,002
Revenue
$2,120
Expenses
$10,942
Net income
-$8,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$1.10$0.14$0.96
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.03$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.09$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$0.02$0.07$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.04$0.08$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.00$0.06$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.03$0.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.11$0.09
2015Summary only. Only limited summary data is available for this year.$1.39$0.00$0.06$0.09$0.03
2014Summary only. Only limited summary data is available for this year.$1.42$0.00$0.12$0.12$0.00
2013Summary only. Only limited summary data is available for this year.$1.42$0.00$0.09$0.12$0.03
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$0.07$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$0.20$0.15$0.05