Civic Intelligence

Millbrook Library Trust

990 • Fiscal year 2022 • EIN 13-6078769

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 28, 2023

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

19th percentile

0.00x

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

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

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

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Net Margin

18th percentile

-9.9%

Higher net margin than 18% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$30,058

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-20%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$4,862,533

Down $15,418 (-0.3%) from 2021

Net Assets

Down

$4,862,533

Down $15,418 (-0.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin18th percentile

Revenue

Down

$155,953

Down $39,071 (-20%) from 2021

Expenses

Down

$171,422

Down $12,717 (-6.9%) from 2021

Net Income

Down

-$15,469

Down $26,354 (-242%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2022

Assets$4,862,533
Liabilities$0
Net Assets$4,862,533
Open 2022 Filing

Operations Trend

Revenue Growth18th percentile

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

2022

Revenue$155,953
Expenses$171,422
Net Income-$15,469
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Gross Receipts
$1,243,891
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$4,877,951$4,862,533▼ $15,418
Investments in Publicly Traded Securities$4,533,362$4,731,053▲ $197,691
Savings and Temporary Cash Investments$343,778$130,634▼ $213,144
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,877,951$4,862,533▼ $15,418
Other Assets Total$811$846▲ $35
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,877,951$4,862,533▼ $15,418
Total Liabilities and Net Assets / Fund Balance$4,877,951$4,862,533▼ $15,418
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
-Trustee$30,058$30,058
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$155,953
Other Revenue
$0
Change in Net Assets
$-15,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$138,000
Salaries, Compensation, and Employee Benefits$30,058
Other Expenses$3,364
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$138,000--$138,000
Current Officers, Directors, Trustees, and Key Employees-$30,058-$30,058
Fees for Services Accounting-$2,075-$2,075
Other Expenses-$250-$250
Advertising-$31-$31
Total Functional Expenses$138,000$33,422$0$171,422
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Millbrook LibraryMillbrook, NY501(c)(3)To Support the Millbrook Library in Its Mission to Serve the Community.$138,000
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
2023-04-28
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
PO BOX 1999 22 IBM ROAD STE 210, POUGHKEEPSIE, NY 12601
Preparer
Ann E Kummer Ea CPA
Phone
8454731811
Raw XML Appendix342 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, PART IV, SCHEDULE A, SECTION D, LN 3
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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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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,862,533
Liabilities
$0
Net assets
$4,862,533
Revenue
$155,953
Expenses
$171,422
Net income
-$15,469
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