Civic Intelligence

Helen S Donaldson Charitable Remainder Unitrust

990PF • Fiscal year 2017 • EIN 06-6471443

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-194%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.6%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$124,060

Down $5,942 (-4.6%) from 2016

Net Assets

Down

$124,060

Down $5,942 (-4.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$3,064

Up $944 (+45%) from 2016

Expenses

Down

$9,006

Down $1,936 (-18%) from 2016

Net Income

Up

-$5,942

Up $2,880 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$124,060
Liabilities$0
Net Assets$124,060
Open 2017 Filing

Operations Trend

Revenue Growth84th 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

2017

Revenue$3,064
Expenses$9,006
Net Income-$5,942
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-05-08
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 Appendix252 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/PersonNm0David M Cusick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Richard A Donaldson
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0682 Main Street
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0David M Cusick
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/RecipientPersonNm0Mill Neck Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Delta Gamma Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Trinity Church
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 21397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 634
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Columbus
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1749
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt019
TaxesSchedule/TaxesDetail/Amt019
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt019
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David M Cusick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
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/ReturnTs02018-05-08T12:30:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,060
Liabilities
$0
Net assets
$124,060
Revenue
$3,064
Expenses
$9,006
Net income
-$5,942
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
2017Detailed filing. Detailed filing data is available for this year.$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