Civic Intelligence

Helen S Donaldson Charitable Remainder Unitrust

990PF • Fiscal year 2019 • EIN 06-6471443

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 29, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-100%

Higher net margin than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$114,007

Down $3,828 (-3.2%) from 2018

Net Assets

Down

$114,007

Down $3,828 (-3.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$3,845

Up $3,985 (+2846%) from 2018

Expenses

Up

$7,673

Up $1,588 (+26%) from 2018

Net Income

Up

-$3,828

Up $2,397 (+39%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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: $0Net 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

2019

Assets$114,007
Liabilities$0
Net Assets$114,007
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$3,845
Expenses$7,673
Net Income-$3,828
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 29, 2020
Return Version
2019v5.0
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
2020-04-29
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 Appendix258 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/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3828
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0114007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0117835
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt027
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01998
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06560
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0131193
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David M Cusick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Richard A Donaldson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0682 Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11955 85T CT NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Winsted
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Bradenton
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07673
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Delta Gamma Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Trinity Church
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01140
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01145
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HLF
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0363
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0124
TaxesSchedule/TaxesDetail/Amt0124
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0124
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0124
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David M Cusick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-29
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/ReturnTs02020-04-29T09:23:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,007
Liabilities
$0
Net assets
$114,007
Revenue
$3,845
Expenses
$7,673
Net income
-$3,828
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits