Civic Intelligence

The William L Tarr Charitable Trust

EIN 22-2757383 • Branford, CT

245 Pleasant Point RdBranford, CT 06405
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.32x

Higher debt load relative to assets than 88% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

3.43x

Higher debt load relative to revenue than 98% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

7.5%

Faster revenue growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$48,010

Up $6,355 (+15%) from 2022

Liabilities

Up

$15,292

Up $2,133 (+16%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue98th percentileNet Margin99th percentile

Revenue

Up

$4,790

Up $2,030 (+74%) from 2022

Expenses

Down

$530

Down $1,470 (-74%) from 2022

Net Income

Up

$4,260

Up $3,500 (+461%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $19,130Liabilities 2011: $1,6302011Assets 2012: $20,203Liabilities 2012: $572012Assets 2013: $23,821Liabilities 2013: $4,804Net Assets 2013: $19,0172013Assets 2014: $26,265Liabilities 2014: $7,165Net Assets 2014: $19,1002014Assets 2015: $24,494Liabilities 2015: $5,950Net Assets 2015: $18,5442015Assets 2016: $27,155Liabilities 2016: $8,371Net Assets 2016: $18,7842016Assets 2017: $30,576Liabilities 2017: $11,357Net Assets 2017: $19,2192017Assets 2018: $25,254Liabilities 2018: $7,755Net Assets 2018: $17,4992018Assets 2019: $35,033Liabilities 2019: $13,702Net Assets 2019: $21,3312019Assets 2020: $37,547Liabilities 2020: $15,265Net Assets 2020: $22,2822020Assets 2021: $46,886Liabilities 2021: $19,073Net Assets 2021: $27,8132021Assets 2022: $41,655Liabilities 2022: $13,159Net Assets 2022: $28,4962022Assets 2023: $48,010Liabilities 2023: $15,2922023

Highlighted filing

2023

Assets$48,010
Liabilities$15,292
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $869Expenses 2011: $100Net Income 2011: $7692011Revenue 2012: $1,133Expenses 2012: $117Net Income 2012: $1,0162012Revenue 2013: $1,878Expenses 2013: $3,007Net Income 2013: -$1,1292013Revenue 2014: $86Expenses 2014: $3Net Income 2014: $832014Revenue 2015: $69Expenses 2015: $625Net Income 2015: -$5562015Revenue 2016: $240Expenses 2016: $0Net Income 2016: $2402016Revenue 2017: $694Expenses 2017: $259Net Income 2017: $4352017Revenue 2018: $780Expenses 2018: $2,500Net Income 2018: -$1,7202018Revenue 2019: $3,832Expenses 2019: $0Net Income 2019: $3,8322019Revenue 2020: $1,468Expenses 2020: $500Net Income 2020: $9682020Revenue 2021: $5,549Expenses 2021: $18Net Income 2021: $5,5312021Revenue 2022: $2,760Expenses 2022: $2,000Net Income 2022: $7602022Revenue 2023: $4,790Expenses 2023: $530Net Income 2023: $4,2602023

Highlighted filing

2023

Revenue$4,790
Expenses$530
Net Income$4,260
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$48,010
Liabilities
$15,292
Net assets
-
Revenue
$4,790
Expenses
$530
Net income
$4,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$48.0$15.3$4.79$0.53$4.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.7$13.2$28.5$2.76$2.00$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.9$19.1$27.8$5.55$0.02$5.53
2020Detailed filing. Detailed filing data is available for this year.$37.5$15.3$22.3$1.47$0.50$0.97
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.0$13.7$21.3$3.83$0.00$3.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$7.76$17.5$0.78$2.50$1.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$11.4$19.2$0.69$0.26$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$8.37$18.8$0.24$0.00$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$5.95$18.5$0.07$0.63$0.56
2014Detailed filing. Detailed filing data is available for this year.$26.3$7.17$19.1$0.09$0.00$0.08
2013Detailed filing. Detailed filing data is available for this year.$23.8$4.80$19.0$1.88$3.01$1.13
2012Summary only. Only limited summary data is available for this year.$20.2$0.06$1.13$0.12$1.02
2011Summary only. Only limited summary data is available for this year.$19.1$1.63$0.87$0.10$0.77
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER A BERDONTrustee-$0--
JANE T FRANKESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The William L Tarr Charitable Trust
EIN
22-2757383
Phone
2037723740
Address
245 PLEASANT POINT RD, BRANFORD, CT 06405

Signing Officer

Name
Peter a Berdon
Title
President
Phone
2037723740
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Bailey Moore Glazer Schaefer Proto Llp
Address
16 LUNAR DRIVE, WOODBRIDGE, CT 06525-9941
Preparer
Gordon R Oberempt CPA
Phone
2033977700
Raw XML Appendix273 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02500
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0500
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES PAID
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt013702
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNREALIZED GAINS (LOSSES)
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015265
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER A BERDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02037723740
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM L TARR CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PETER BERDON TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0222757383
ReturnHeader/Filer/PhoneNum02037723740
ReturnHeader/Filer/USAddress/AddressLine1Txt0245 PLEASANT POINT RD
ReturnHeader/Filer/USAddress/CityNm0BRANFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060674931
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAILEY MOORE GLAZER SCHAEFER PROTO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 LUNAR DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBRIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0065259941
ReturnHeader/PreparerPersonGrp/PhoneNum02033977700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GORDON R OBEREMPT CPA
ReturnHeader/ReturnTs02021-05-05T09:41:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERDON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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