Civic Intelligence

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

990PF • Fiscal year 2023 • EIN 20-2576232

Oct 01, 2022 to Sep 30, 2023 • Filed on Dec 12, 2023

Organization Profile
Two Greenwich Plaza 230Greenwich, 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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$42,948

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

56th percentile

5.6%

Faster asset growth than 56% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

54%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,634,675

Up $350,941 (+5.6%) from 2022

Net Assets

Up

$6,634,675

Up $350,941 (+5.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin86th percentile

Revenue

Up

$814,468

Up $286,558 (+54%) from 2022

Expenses

Down

$463,527

Down $32,679 (-6.6%) from 2022

Net Income

Up

$350,941

Up $319,237 (+1007%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2023

Assets$6,634,675
Liabilities$0
Net Assets$6,634,675
Open 2023 Filing

Operations Trend

Revenue Growth84th 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

2023

Revenue$814,468
Expenses$463,527
Net Income$350,941
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Dec 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
B Cort Delany Cummings LockwoodTrustee-$42,948-$42,948
Filing and Contact Details

Filer

Filer Name
Marie Fauth Charitable Trust
EIN
20-2576232
Phone
2038691200
Address
Two Greenwich Plaza 230, Greenwich, CT 06830

Signing Officer

Name
B Cort Delany
Title
Trustee
Phone
2038691200
Signed
2023-12-12
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 Appendix270 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01842495
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05086044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate Stock, per attached
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0209835
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0B Cort Delany Cummings Lockwood
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BNY Mellon, fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt035099
TaxesSchedule/TaxesDetail/Amt0480
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Withheld
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0480
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0B Cort Delany
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02038691200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-12
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 230
ReturnHeader/Filer/USAddress/CityNm0Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-12-12T10:39:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cort Delany
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,634,675
Liabilities
$0
Net assets
$6,634,675
Revenue
$814,468
Expenses
$463,527
Net income
$350,941
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
2023Detailed filing. Detailed filing data is available for this year.$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
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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