Civic Intelligence

Millbrook Library Trust

990 • Fiscal year 2020 • EIN 13-6078769

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 19, 2021

Organization ProfileN/A
Bank Of Millbrook PO Box 1447Millbrook, NY 12545

(845) 677-4266

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.00x

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

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$27,954

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

$4,867,066

No earlier filing loaded for comparison.

Net Assets

$4,867,066

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin13th percentile

Revenue

$168,448

No earlier filing loaded for comparison.

Expenses

$202,723

No earlier filing loaded for comparison.

Net Income

-$34,275

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $4,867,066Liabilities 2020: $0Net Assets 2020: $4,867,0662020Assets 2021: $4,877,951Liabilities 2021: $0Net Assets 2021: $4,877,9512021Assets 2022: $4,862,533Liabilities 2022: $0Net Assets 2022: $4,862,5332022Assets 2023: $5,197,654Liabilities 2023: $0Net Assets 2023: $5,197,6542023Assets 2024: $6,155,529Liabilities 2024: $0Net Assets 2024: $6,155,5292024

Highlighted filing

2020

Assets$4,867,066
Liabilities$0
Net Assets$4,867,066
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $168,448Expenses 2020: $202,723Net Income 2020: -$34,2752020Revenue 2021: $195,024Expenses 2021: $184,139Net Income 2021: $10,8852021Revenue 2022: $155,953Expenses 2022: $171,422Net Income 2022: -$15,4692022Revenue 2023: $610,237Expenses 2023: $275,116Net Income 2023: $335,1212023Revenue 2024: $1,179,709Expenses 2024: $221,834Net Income 2024: $957,8752024

Highlighted filing

2020

Revenue$168,448
Expenses$202,723
Net Income-$34,275
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 19, 2021
Return Version
2020v4.1
Gross Receipts
$435,608
Mission and Program Overview

Mission

To generate investment income to support the millbrook library.

To provide funds to the millbrook library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,901,341$4,867,066▼ $34,275
Investments in Publicly Traded Securities$4,648,298$4,637,868▼ $10,430
Savings and Temporary Cash Investments$251,600$228,315▼ $23,285
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,901,341$4,867,066▼ $34,275
Other Assets Total$1,443$883▼ $560
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,901,341$4,867,066▼ $34,275
Total Liabilities and Net Assets / Fund Balance$4,901,341$4,867,066▼ $34,275
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$27,954$27,954
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$168,448
Other Revenue
$0
Change in Net Assets
$-34,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$171,052
Salaries, Compensation, and Employee Benefits$27,954
Other Expenses$3,717
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$171,052--$171,052
Current Officers, Directors, Trustees, and Key Employees-$27,954-$27,954
Fees for Services Accounting-$2,350-$2,350
Other Expenses-$250-$250
Advertising-$31-$31
Total Functional Expenses$171,052$31,671$0$202,723
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Millbrook LibraryMillbrook, NY501(c)(3)To Support the Millbrook Library in Its Mission to Serve the Community.-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Since this organization is a trust, it does not have a governing body other than its trustee. The trustee is governed by the trust document in its mission to provide funds to the millbrook library. The trust document does not require the maintenance of the various governance and management policies to which part iv refers.”

Form 990, Part VI, Section A, Line 8B

“There are no separate committees for this entity. The trustee has sole responsibility and decision-making powers for the trust.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the trustee prior to filing. The trustee is the governing body of the trust.”

Form 990, Part VI, Section C, Line 19

“The millbrook library trust does not make available for public inspection its governing documents, policies or financial data (other than as required by irc section 6104).”

Filing and Contact Details

Filer

Filer Name
Millbrook Library Trust
EIN
13-6078769
Phone
8456774266
Address
BANK OF MILLBROOK PO BOX 1447, MILLBROOK, NY 12545

Signing Officer

Name
Meredith M Tiedemann
Title
Senior VP/trustee
Phone
8456774266
Signed
2021-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meredith M Tiedemann
Formed
1929
Legal Domicile
Ny
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Kirshon & Company Pc
Address
311 MILL STREET, POUGHKEEPSIE, NY 12601
Preparer
Tammy S Kirshon CPA
Phone
8454731811
Raw XML Appendix336 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTING ORGANIZATION'S OFFICERS/DIRECTORS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE BENEFICIARY ORGANIZATION'S OFFICERS AND MEETS REGULARLY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE MILLBROOK LIBRARY (BENEFICIARY ORGANIZATION) HAS AN ADVISORY ROLE IN THE INVESTMENT DECISIONS. MONTHLY REPORTS SHOWING VALUE OF THE TRUST ASSETS, INCOME COLLECTED AND EXPENSES ARE PROVIDED. THE TRUSTEE MEETS REGULARLY EITHER WITH THE FINANCE COMMITTEE OF THE MILLBROOK LIBRARY OR THE FULL BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, PART IV, SCHEDULE A, SECTION D, LN 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SINCE THIS ORGANIZATION IS A TRUST, IT DOES NOT HAVE A GOVERNING BODY OTHER THAN ITS TRUSTEE. THE TRUSTEE IS GOVERNED BY THE TRUST DOCUMENT IN ITS MISSION TO PROVIDE FUNDS TO THE MILLBROOK LIBRARY. THE TRUST DOCUMENT DOES NOT REQUIRE THE MAINTENANCE OF THE VARIOUS GOVERNANCE AND MANAGEMENT POLICIES TO WHICH PART IV REFERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO SEPARATE COMMITTEES FOR THIS ENTITY. THE TRUSTEE HAS SOLE RESPONSIBILITY AND DECISION-MAKING POWERS FOR THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE TRUSTEE PRIOR TO FILING. THE TRUSTEE IS THE GOVERNING BODY OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MILLBROOK LIBRARY TRUST DOES NOT MAKE AVAILABLE FOR PUBLIC INSPECTION ITS GOVERNING DOCUMENTS, POLICIES OR FINANCIAL DATA (OTHER THAN AS REQUIRED BY IRC SECTION 6104).
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IRS990/USAddress/AddressLine1Txt044 FRONT STREET PO BOX 1447
IRS990/USAddress/CityNm0MILLBROOK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012545
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH M TIEDEMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08456774266
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILLBROOK LIBRARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0136078769
ReturnHeader/Filer/PhoneNum08456774266
ReturnHeader/Filer/USAddress/AddressLine1Txt0BANK OF MILLBROOK PO BOX 1447
ReturnHeader/Filer/USAddress/CityNm0MILLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012545
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141569720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIRSHON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0311 MILL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012601
ReturnHeader/PreparerPersonGrp/PhoneNum08454731811
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY S KIRSHON CPA
ReturnHeader/ReturnTs02021-05-06T15:12:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEREDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TIEDEMANN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,867,066
Liabilities
$0
Net assets
$4,867,066
Revenue
$168,448
Expenses
$202,723
Net income
-$34,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.18$0.22$0.96
2023Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.61$0.28$0.34
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.16$0.17$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.20$0.18$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.17$0.20$0.03