Civic Intelligence

Peter and Nancy Allatt Family Foundation II C/O Market Street Trust Company

990PF • Fiscal year 2022 • EIN 20-2515474

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 15, 2023

2 International Dr Ste 301Portsmouth, NH 03801

(607) 734-2271

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

442%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

Asset Growth

20th percentile

-9.4%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Assets

Down

$3,517,646

Down $363,360 (-9.4%) from 2021

Net Assets

Down

$3,517,646

Down $363,360 (-9.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$80,257

Down $226,860 (-155%) from 2021

Expenses

Up

$274,739

Up $48,813 (+22%) from 2021

Net Income

Down

-$354,996

Down $275,673 (-348%) from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,616,407Liabilities 2011: $0Net Assets 2011: $3,616,4072011Assets 2012: $3,482,189Liabilities 2012: $12012Assets 2013: $3,434,258Liabilities 2013: $02013Assets 2014: $3,675,770Liabilities 2014: $0Net Assets 2014: $3,675,7702014Assets 2015: $4,065,554Liabilities 2015: $0Net Assets 2015: $4,065,5542015Assets 2017: $3,679,717Liabilities 2017: $0Net Assets 2017: $3,679,7172017Assets 2018: $3,649,518Liabilities 2018: $0Net Assets 2018: $3,649,5182018Assets 2019: $3,452,877Liabilities 2019: $02019Assets 2020: $3,960,329Liabilities 2020: $0Net Assets 2020: $3,960,3292020Assets 2021: $3,881,006Liabilities 2021: $0Net Assets 2021: $3,881,0062021Assets 2022: $3,517,646Liabilities 2022: $0Net Assets 2022: $3,517,6462022Assets 2023: $3,313,037Liabilities 2023: $0Net Assets 2023: $3,313,0372023Assets 2024: $3,350,412Liabilities 2024: $0Net Assets 2024: $3,350,4122024

Highlighted filing

2022

Assets$3,517,646
Liabilities$0
Net Assets$3,517,646

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $151,7822011Revenue 2012: $104,453Expenses 2012: $239,996Net Income 2012: -$135,5432012Revenue 2013: $150,755Expenses 2013: $198,895Net Income 2013: -$48,1402013Revenue 2014: $477,175Expenses 2014: $235,338Net Income 2014: $241,8372014Revenue 2015: $121,837Expenses 2015: $284,149Net Income 2015: -$162,3122015Revenue 2017: $80,784Expenses 2017: $250,398Net Income 2017: -$169,6142017Revenue 2018: $207,048Expenses 2018: $237,247Net Income 2018: -$30,1992018Revenue 2019: $47,896Expenses 2019: $244,537Net Income 2019: -$196,6412019Revenue 2020: $702,096Expenses 2020: $239,255Net Income 2020: $462,8412020Revenue 2021: $146,603Expenses 2021: $225,926Net Income 2021: -$79,3232021Revenue 2022: -$80,257Expenses 2022: $274,739Net Income 2022: -$354,9962022Revenue 2023: $93,760Expenses 2023: $298,369Net Income 2023: -$204,6092023Revenue 2024: $162,963Expenses 2024: $125,588Net Income 2024: $37,3752024

Highlighted filing

2022

Revenue-$80,257
Expenses$274,739
Net Income-$354,996
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER J D ALLATT JRTrustee-$0--
NANCY C ALLATTTrustee-$0--
LAUREN WALSHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGreenwich Country Day SchoolGENERAL SUPPORTPCGREENWICH, CT, US$100,000
Paid GrantBERKSHIRE SCHOOLGENERAL SUPPORTPCSHEFFIELD, MA, US$50,000
Paid GrantYWCA OF GREENWICHGENERAL SUPPORTPCGREENWICH, CT, US$25,000
Paid GrantGREENWICH HOSPITALGENERAL SUPPORTPCCOS COB, CT, US$25,000
Paid GrantAmerican Red Cross Metro NY ChapterGENERAL SUPPORTPCGREENWICH, CT, US$25,000
Paid GrantGREENWICH EMERGENCY MEDICAL SERVICEGENERAL SUPPORTPCRIVERSIDE, CT, US$15,000
Paid GrantINDIAN RIVER LAND TRUSTGENERAL SUPPORTPCVERO BEACH, FL, US$10,000
Filing and Contact Details

Filer

Filer Name
AllattWalsh Foundation
EIN
20-2515474
In Care Of
% MARKET STREET SERVICES LLC
Address
2 INTERNATIONAL DR STE 301, PORTSMOUTH, NH 03801

Signing Officer

Name
Peter Jd Allatt
Title
Trustee
Phone
6079626876
Signed
2023-06-15

Preparer

Firm
Sayles & Evans
Address
One West Church Street, Elmira, NY 14901
Preparer
Steven E Agan
Phone
6077342271
Raw XML Appendix365 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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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX (1099)
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01246
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER JD ALLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06079626876
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AllattWalsh Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALLA
ReturnHeader/Filer/EIN0202515474
ReturnHeader/Filer/InCareOfNm0% MARKET STREET SERVICES LLC
ReturnHeader/Filer/USAddress/AddressLine1Txt02 INTERNATIONAL DR STE 301
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One West Church Street
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014901
ReturnHeader/PreparerPersonGrp/PhoneNum06077342271
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven E Agan
ReturnHeader/ReturnTs02023-07-17T14:10:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER JD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLATT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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