Civic Intelligence

The Pd Merrill Charitable Trust

990PF • Fiscal year 2020 • EIN 20-7312061

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 11, 2021

Organization Profile
co Baker Newman Noyes PO Box 50Portland, ME 04112-0507

(207) 879-2100

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-7730%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$24,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 172.2% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

3rd percentile

-29%

Faster asset growth than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,624,486

Down $1,072,992 (-29%) from 2019

Net Assets

Down

$2,624,486

Down $1,072,992 (-29%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$13,940

Down $91,307 (-87%) from 2019

Expenses

Down

$1,091,449

Down $1,304,449 (-54%) from 2019

Net Income

Up

-$1,077,509

Up $1,213,142 (+53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $6,042,564Liabilities 2011: $3,760,933Net Assets 2011: $2,281,6312011Assets 2012: $5,839,932Liabilities 2012: $3,499,4342012Assets 2013: $5,587,669Liabilities 2013: $3,223,4042013Assets 2014: $5,238,295Liabilities 2014: $2,836,0952014Assets 2015: $5,054,499Liabilities 2015: $2,513,067Net Assets 2015: $2,541,4322015Assets 2016: $4,842,625Liabilities 2016: $2,095,103Net Assets 2016: $2,747,5222016Assets 2017: $6,352,218Liabilities 2017: $131,355Net Assets 2017: $6,220,8632017Assets 2018: $5,981,020Liabilities 2018: $0Net Assets 2018: $5,981,0202018Assets 2019: $3,697,478Liabilities 2019: $0Net Assets 2019: $3,697,4782019Assets 2020: $2,624,486Liabilities 2020: $0Net Assets 2020: $2,624,4862020Assets 2021: $2,537,460Liabilities 2021: $0Net Assets 2021: $2,537,4602021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$2,624,486
Liabilities$0
Net Assets$2,624,486
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $664,3712011Revenue 2012: $701,231Expenses 2012: $642,364Net Income 2012: $58,8672012Revenue 2013: $701,070Expenses 2013: $677,303Net Income 2013: $23,7672013Revenue 2014: $700,864Expenses 2014: $662,928Net Income 2014: $37,9362014Revenue 2015: $765,823Expenses 2015: $626,591Net Income 2015: $139,2322015Revenue 2016: $785,750Expenses 2016: $579,660Net Income 2016: $206,0902016Revenue 2017: $4,449,955Expenses 2017: $969,449Net Income 2017: $3,480,5062017Revenue 2018: $117,431Expenses 2018: $355,073Net Income 2018: -$237,6422018Revenue 2019: $105,247Expenses 2019: $2,395,898Net Income 2019: -$2,290,6512019Revenue 2020: $13,940Expenses 2020: $1,091,449Net Income 2020: -$1,077,5092020Revenue 2021: $923Expenses 2021: $87,949Net Income 2021: -$87,0262021Revenue 2022: $21,552Expenses 2022: $2,559,012Net Income 2022: -$2,537,4602022

Highlighted filing

2020

Revenue$13,940
Expenses$1,091,449
Net Income-$1,077,509
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John AchatzTrustee-$24,000-$24,000
Anthony TennesonTrustee-$3,900-$3,900
Peter VigueTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The PD Merrill Charitable Trust
EIN
20-7312061
Phone
2078792100
Address
co Baker Newman Noyes PO Box 50, Portland, ME 04112-0507

Signing Officer

Name
Anthony Tenneson
Title
Trustee
Phone
2078792100
Signed
2021-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Nicholas E Porto
Phone
2078792100
Raw XML Appendix314 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01125
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01125
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013877
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt063
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0158080
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0158080
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0158080
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0158080
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John Achatz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Peter Vigue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Anthony Tenneson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt061 Mount Vernon Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o Cianbro Corp One Cianbro Sq
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2126 Massachusetts Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Pittsfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2South Portland
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2124 Cottage Road
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2South Portland
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01050100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0158080
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0158080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02110017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0341453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04224
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04224
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03390853
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0912324
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02110017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0341453
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01070404
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0912324
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03395077
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02482753
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01424
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01424
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0951
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt185
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04517
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Miscellaneous timing differences
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09873
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09873
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony Tenneson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02078792100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The PD Merrill Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0PDME
ReturnHeader/Filer/EIN0207312061
ReturnHeader/Filer/PhoneNum02078792100
ReturnHeader/Filer/USAddress/AddressLine1Txt0co Baker Newman Noyes PO Box 50
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0041120507
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum02078792100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02021-03-12T17:18:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anthony
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tenneson
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,624,486
Liabilities
$0
Net assets
$2,624,486
Revenue
$13,940
Expenses
$1,091,449
Net income
-$1,077,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$2.56$2.54
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.00$0.09$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.01$1.09$1.08
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.11$2.40$2.29
2018Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.12$0.36$0.24
2017Detailed filing. Detailed filing data is available for this year.$6.35$0.13$6.22$4.45$0.97$3.48
2016Detailed filing. Detailed filing data is available for this year.$4.84$2.10$2.75$0.79$0.58$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.05$2.51$2.54$0.77$0.63$0.14
2014Summary only. Only limited summary data is available for this year.$5.24$2.84$0.70$0.66$0.04
2013Summary only. Only limited summary data is available for this year.$5.59$3.22$0.70$0.68$0.02
2012Summary only. Only limited summary data is available for this year.$5.84$3.50$0.70$0.64$0.06
2011Detailed filing. Detailed filing data is available for this year.$6.04$3.76$2.28$0.66