Civic Intelligence

Marie Fauth Charitable Trust C/O Cummings & Lockwood (Bcd)

990PF • Fiscal year 2020 • EIN 20-2576232

Oct 01, 2019 to Sep 30, 2020 • Filed on Mar 23, 2021

Organization Profile
Two Greenwich PlazaGreenwich, CT 06830

(203) 869-1200

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

14th percentile

-39%

Higher net margin than 14% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.9%

Faster asset growth than 26% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,274,201

Down $118,346 (-1.9%) from 2019

Net Assets

$6,274,201

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin14th percentile

Revenue

Down

$303,302

Down $328,200 (-52%) from 2019

Expenses

Up

$421,648

Up $5,475 (+1.3%) from 2019

Net Income

Down

-$118,346

Down $333,675 (-155%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,400,033Liabilities 2011: $02011Assets 2012: $5,045,564Liabilities 2012: $02012Assets 2013: $5,202,288Liabilities 2013: $02013Assets 2014: $4,996,930Liabilities 2014: $02014Assets 2015: $6,287,777Liabilities 2015: $02015Assets 2019: $6,392,547Liabilities 2019: $02019Assets 2020: $6,274,201Liabilities 2020: $0Net Assets 2020: $6,274,2012020Assets 2021: $6,252,030Liabilities 2021: $0Net Assets 2021: $6,252,0302021Assets 2022: $6,283,734Liabilities 2022: $0Net Assets 2022: $6,283,7342022Assets 2023: $6,634,675Liabilities 2023: $0Net Assets 2023: $6,634,6752023Assets 2024: $7,012,291Liabilities 2024: $0Net Assets 2024: $7,012,2912024Assets 2025: $6,928,095Liabilities 2025: $0Net Assets 2025: $6,928,0952025

Highlighted filing

2020

Assets$6,274,201
Liabilities$0
Net Assets$6,274,201
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $160,001Expenses 2011: $305,833Net Income 2011: -$145,8322011Revenue 2012: -$17,691Expenses 2012: $336,778Net Income 2012: -$354,4692012Revenue 2013: $497,579Expenses 2013: $340,856Net Income 2013: $156,7232013Revenue 2014: $174,715Expenses 2014: $380,074Net Income 2014: -$205,3592014Revenue 2015: $1,658,114Expenses 2015: $367,268Net Income 2015: $1,290,8462015Revenue 2019: $631,502Expenses 2019: $416,173Net Income 2019: $215,3292019Revenue 2020: $303,302Expenses 2020: $421,648Net Income 2020: -$118,3462020Revenue 2021: $618,464Expenses 2021: $640,635Net Income 2021: -$22,1712021Revenue 2022: $527,910Expenses 2022: $496,206Net Income 2022: $31,7042022Revenue 2023: $814,468Expenses 2023: $463,527Net Income 2023: $350,9412023Revenue 2024: $827,401Expenses 2024: $449,785Net Income 2024: $377,6162024Revenue 2025: $387,651Expenses 2025: $471,847Net Income 2025: -$84,1962025

Highlighted filing

2020

Revenue$303,302
Expenses$421,648
Net Income-$118,346
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Mar 23, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
B Cort Delany Cummings LockwoodTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marie Fauth Charitable Trust
EIN
20-2576232
Phone
2038691200
Address
Two Greenwich Plaza, Greenwich, CT 06830

Signing Officer

Name
B Cort Delany
Title
Trustee
Phone
2038691200
Signed
2021-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Cummings & Lockwood LLC
Address
PO Box 120, Stamford, CT 06904-0120
Preparer
Gail Robertino
Phone
2033271700
Raw XML Appendix296 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate Stock, per attached
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Mutual Funds - Equity, per attached
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012934
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0336732
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0361823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0349666
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0348889
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0336732
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032856
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt138663
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BNY Mellon
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Cummings & Lockwood, Fiduciary services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt19666
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt032856
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt128997
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/Amt1129
TaxesSchedule/TaxesDetail/CategoryTxt0Federal estimated excise taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax withheld
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1129
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0B Cort Delany
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02038691200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marie Fauth Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Cummings & Lockwood (BCD)
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0202576232
ReturnHeader/Filer/PhoneNum02038691200
ReturnHeader/Filer/USAddress/AddressLine1Txt0Two Greenwich Plaza
ReturnHeader/Filer/USAddress/CityNm0Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060312590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cummings & Lockwood LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stamford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0069040120
ReturnHeader/PreparerPersonGrp/PhoneNum02033271700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gail Robertino
ReturnHeader/ReturnTs02021-03-23T09:52:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,274,201
Liabilities
$0
Net assets
$6,274,201
Revenue
$303,302
Expenses
$421,648
Net income
-$118,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.39$0.47$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.00$7.01$0.83$0.45$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$0.00$6.63$0.81$0.46$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.53$0.50$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.62$0.64$0.02
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.30$0.42$0.12
2019Summary only. Only limited summary data is available for this year.$6.39$0.00$0.63$0.42$0.22
2015Summary only. Only limited summary data is available for this year.$6.29$0.00$1.66$0.37$1.29
2014Summary only. Only limited summary data is available for this year.$5.00$0.00$0.17$0.38$0.21
2013Summary only. Only limited summary data is available for this year.$5.20$0.00$0.50$0.34$0.16
2012Summary only. Only limited summary data is available for this year.$5.05$0.00$0.02$0.34$0.35
2011Summary only. Only limited summary data is available for this year.$5.40$0.00$0.16$0.31$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $5M-$10M nonprofits