Civic Intelligence

The Pd Merrill Charitable Trust

990PF • Fiscal year 2021 • EIN 20-7312061

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 11, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-9429%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$24,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 2600.2% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

16th percentile

-3.3%

Faster asset growth than 16% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,537,460

Down $87,026 (-3.3%) from 2020

Net Assets

Down

$2,537,460

Down $87,026 (-3.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Down

$923

Down $13,017 (-93%) from 2020

Expenses

Down

$87,949

Down $1,003,500 (-92%) from 2020

Net Income

Up

-$87,026

Up $990,483 (+92%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2021

Assets$2,537,460
Liabilities$0
Net Assets$2,537,460
Open 2021 Filing

Operations Trend

Revenue Growth1st 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

2021

Revenue$923
Expenses$87,949
Net Income-$87,026
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 11, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John AchatzTrustee-$24,000-$24,000
Anthony TennesonTrustee-$1,810-$1,810
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
2022-03-11
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 Appendix294 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01125
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IRS990PF/MethodOfAccountingCashInd0X
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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
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0912324
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02110017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0283218
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069168
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03332618
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03390853
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0225
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0225
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01424
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Federal tax refund receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01424
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01424
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0828
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0828
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt185
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08751
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08751
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony Tenneson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02078792100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-11
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/PreparationDt02022-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02022-03-16T08:04:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anthony
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tenneson
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,537,460
Liabilities
$0
Net assets
$2,537,460
Revenue
$923
Expenses
$87,949
Net income
-$87,026
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