Civic Intelligence

Esther Chesley Charitable Trust

990PF • Fiscal year 2017 • EIN 20-7222155

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

201 Main StreetBangor, ME 04401

(207) 990-4070

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$6,791

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

45th percentile

1.1%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

216%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$645,921

Up $6,925 (+1.1%) from 2016

Net Assets

Up

$645,921

Up $6,925 (+1.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$64,381

Up $43,987 (+216%) from 2016

Expenses

Down

$57,456

Down $2,357 (-3.9%) from 2016

Net Income

Up

$6,925

Up $46,344 (+118%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $556,057Liabilities 2011: $02011Assets 2012: $582,007Liabilities 2012: $02012Assets 2013: $631,608Liabilities 2013: $0Net Assets 2013: $631,6082013Assets 2014: $643,023Liabilities 2014: $0Net Assets 2014: $643,0232014Assets 2015: $677,922Liabilities 2015: $0Net Assets 2015: $677,9222015Assets 2016: $638,996Liabilities 2016: $0Net Assets 2016: $638,9962016Assets 2017: $645,921Liabilities 2017: $0Net Assets 2017: $645,9212017Assets 2018: $648,706Liabilities 2018: $0Net Assets 2018: $648,7062018Assets 2019: $648,111Liabilities 2019: $0Net Assets 2019: $648,1112019Assets 2020: $598,011Liabilities 2020: $0Net Assets 2020: $598,0112020Assets 2021: $608,570Liabilities 2021: $0Net Assets 2021: $608,5702021Assets 2022: $581,244Liabilities 2022: $0Net Assets 2022: $581,2442022Assets 2023: $578,708Liabilities 2023: $12023Assets 2024: $574,210Liabilities 2024: $0Net Assets 2024: $574,2102024

Highlighted filing

2017

Assets$645,921
Liabilities$0
Net Assets$645,921

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $20,043Expenses 2011: $34,403Net Income 2011: -$14,3602011Revenue 2012: $61,691Expenses 2012: $35,741Net Income 2012: $25,9502012Revenue 2013: $89,489Expenses 2013: $39,888Net Income 2013: $49,6012013Revenue 2014: $28,647Expenses 2014: $18,055Net Income 2014: $10,5922014Revenue 2015: $69,289Expenses 2015: $34,570Net Income 2015: $34,7192015Revenue 2016: $20,394Expenses 2016: $59,813Net Income 2016: -$39,4192016Revenue 2017: $64,381Expenses 2017: $57,456Net Income 2017: $6,9252017Revenue 2018: $43,860Expenses 2018: $41,075Net Income 2018: $2,7852018Revenue 2019: $39,775Expenses 2019: $40,370Net Income 2019: -$5952019Revenue 2020: -$5,447Expenses 2020: $44,653Net Income 2020: -$50,1002020Revenue 2021: $47,283Expenses 2021: $36,724Net Income 2021: $10,5592021Revenue 2022: $13,129Expenses 2022: $40,455Net Income 2022: -$27,3262022Revenue 2023: $33,537Expenses 2023: $36,073Net Income 2023: -$2,5362023Revenue 2024: $28,306Expenses 2024: $32,804Net Income 2024: -$4,4982024

Highlighted filing

2017

Revenue$64,381
Expenses$57,456
Net Income$6,925
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,791-$6,791
Filing and Contact Details

Filer

Filer Name
Esther Chesley Charitable Trust
EIN
20-7222155
Phone
2079904070
Address
201 MAIN STREET, BANGOR, ME 04401

Signing Officer

Name
Peoples United Bank
Title
Trustee
Signed
2018-04-27

Preparer

Firm
Loiselle Goodwin & Hinds
Address
12 STILLWATER AVE STE 5, BANGOR, ME 04401
Preparer
Christopher S Hinds
Phone
2079904585
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt053943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt057456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt064381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt064381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04743
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03513
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt033423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1231409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt135186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt035990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1266595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt049700
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06925
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0645921
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0638996
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0645921
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033274
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033274
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033274
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033883
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0609
IRS990PF/DistributableAmountGrp/TotalTaxAmt0609
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0609
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0609
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0609
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0200
IRS990PF/FMVAssetsEOYAmt0708195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0104895
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0142983
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0183261
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0521594
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0435723
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0457719
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0638996
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0645921
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012507
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt067215
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt067215
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0638996
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0645921
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0708195
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0638996
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0645921
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0638996
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0645921
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0687981
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025664
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0662317
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010320
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033883
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0677661
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0687981
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0PEOPLES UNITED BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0JAMES COX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06791
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BANGOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004401
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt034232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt034841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt053954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt030803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt013895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt036219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt032463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.080726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.019818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0677661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0668359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0699384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0701120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0660091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0611124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt053943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.252577
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt053334
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt053943
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0609
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt053943
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PEOPLES UNITED BANK TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0201 MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BANGOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02079904070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012300

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.28$0.33$0.04
2023Summary only. Only limited summary data is available for this year.$5.79$0.00$0.34$0.36$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.13$0.40$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$0.47$0.37$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.98$0.00$5.98$0.05$0.45$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$0.40$0.40$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.44$0.41$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.64$0.57$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$0.20$0.60$0.39
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.69$0.35$0.35
2014Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.29$0.18$0.11
2013Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.89$0.40$0.50
2012Summary only. Only limited summary data is available for this year.$5.82$0.00$0.62$0.36$0.26
2011Summary only. Only limited summary data is available for this year.$5.56$0.00$0.20$0.34$0.14