Civic Intelligence

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

990PF • Fiscal year 2022 • EIN 20-2576232

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 13, 2023

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

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

50th percentile

6.0%

Higher net margin than 50% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$48,359

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

53rd percentile

0.5%

Faster asset growth than 53% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,283,734

Up $31,704 (+0.5%) from 2021

Net Assets

Up

$6,283,734

Up $31,704 (+0.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin50th percentile

Revenue

Down

$527,910

Down $90,554 (-15%) from 2021

Expenses

Down

$496,206

Down $144,429 (-23%) from 2021

Net Income

Up

$31,704

Up $53,875 (+243%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2022

Assets$6,283,734
Liabilities$0
Net Assets$6,283,734
Open 2022 Filing

Operations Trend

Revenue Growth29th 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

2022

Revenue$527,910
Expenses$496,206
Net Income$31,704
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 13, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
B Cort Delany Cummings LockwoodTrustee-$48,359-$48,359
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
2023-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Cummings & Lockwood LLC
Address
PO Box 2505, Greenwich, CT 06836
Preparer
Albert C Rua
Phone
2038691200
Raw XML Appendix266 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt037847
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0B Cort Delany
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02038691200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-13
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 2505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006836
ReturnHeader/PreparerPersonGrp/PhoneNum02038691200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Albert C Rua
ReturnHeader/ReturnTs02023-01-13T09:33:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cort Delany
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,283,734
Liabilities
$0
Net assets
$6,283,734
Revenue
$527,910
Expenses
$496,206
Net income
$31,704
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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

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