Civic Intelligence

Alice J Reen Charitable Trust C/O Charter Trust Company

990PF • Fiscal year 2021 • EIN 22-6652480

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 21, 2022

Organization Profile
90 North Main StConcord, NH 03301

(603) 224-1350

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

88th percentile

61%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

51st percentile

$13,318

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

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

Asset Growth

67th percentile

16%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

82nd percentile

96%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,248,973

Up $168,147 (+16%) from 2020

Net Assets

Up

$1,248,973

Up $168,147 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin88th percentile

Revenue

Up

$274,111

Up $134,004 (+96%) from 2020

Expenses

Up

$105,903

Up $2,857 (+2.8%) from 2020

Net Income

Up

$168,208

Up $131,147 (+354%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,254,108Liabilities 2010: $0Net Assets 2010: $1,254,1082010Assets 2011: $1,220,868Liabilities 2011: $0Net Assets 2011: $1,220,8682011Assets 2012: $1,190,459Liabilities 2012: $0Net Assets 2012: $1,190,4592012Assets 2013: $1,158,406Liabilities 2013: $0Net Assets 2013: $1,158,4062013Assets 2014: $1,147,603Liabilities 2014: $0Net Assets 2014: $1,147,6032014Assets 2015: $1,113,699Liabilities 2015: $0Net Assets 2015: $1,113,6992015Assets 2016: $1,099,775Liabilities 2016: $0Net Assets 2016: $1,099,7752016Assets 2017: $1,047,051Liabilities 2017: $0Net Assets 2017: $1,047,0512017Assets 2018: $996,853Liabilities 2018: $0Net Assets 2018: $996,8532018Assets 2019: $1,043,627Liabilities 2019: $0Net Assets 2019: $1,043,6272019Assets 2020: $1,080,826Liabilities 2020: $0Net Assets 2020: $1,080,8262020Assets 2021: $1,248,973Liabilities 2021: $0Net Assets 2021: $1,248,9732021Assets 2022: $1,206,835Liabilities 2022: $0Net Assets 2022: $1,206,8352022Assets 2023: $1,215,200Liabilities 2023: $12023

Highlighted filing

2021

Assets$1,248,973
Liabilities$0
Net Assets$1,248,973
Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $79,7052010Expenses 2011: $82,4982011Expenses 2012: $82,9902012Revenue 2013: $50,766Expenses 2013: $85,234Net Income 2013: -$34,4682013Revenue 2014: $85,319Expenses 2014: $91,621Net Income 2014: -$6,3022014Revenue 2015: $55,006Expenses 2015: $92,876Net Income 2015: -$37,8702015Revenue 2016: $68,390Expenses 2016: $83,997Net Income 2016: -$15,6072016Revenue 2017: $36,819Expenses 2017: $89,326Net Income 2017: -$52,5072017Revenue 2018: $45,021Expenses 2018: $95,242Net Income 2018: -$50,2212018Revenue 2019: $133,348Expenses 2019: $86,618Net Income 2019: $46,7302019Revenue 2020: $140,107Expenses 2020: $103,046Net Income 2020: $37,0612020Revenue 2021: $274,111Expenses 2021: $105,903Net Income 2021: $168,2082021Revenue 2022: $71,885Expenses 2022: $113,836Net Income 2022: -$41,9512022Revenue 2023: $109,309Expenses 2023: $100,880Net Income 2023: $8,4292023

Highlighted filing

2021

Revenue$274,111
Expenses$105,903
Net Income$168,208
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 21, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARTER TRUST COMPANYCo-Trustee-$13,318-$13,318
DONALD F MASONCo-Trustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Alice J Reen Charitable Trust
EIN
22-6652480
Phone
6032241350
Address
90 NORTH MAIN ST, CONCORD, NH 03301

Signing Officer

Name
Charter Trust Company
Title
Co-trustee
Phone
6032241350
Signed
2022-04-21

Preparer

Firm
Carew & Wells Pllc
Address
104 N STATE ST, CONCORD, NH 03301
Preparer
Karen M Carew
Phone
6032243950
Raw XML Appendix335 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt023 WALL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1215 MYRTLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2268 MAST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310 BROOKLINE PLACE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt494 SILK FARM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt594 SILK FARM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6250 PLEASANT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt745 GREEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MANCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd003301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd103104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd403301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd503301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd603301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd703301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084382
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt084665
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04719
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07860
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07860
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045216
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08672
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04719
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012379
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07172
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093337
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08672
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053076
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044404
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt061
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX REPORTING TIMING DIFF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NH CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REGULATORY COMPLIANCE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0196
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212
TaxesSchedule/TaxesDetail/Amt01144
TaxesSchedule/TaxesDetail/Amt191
TaxesSchedule/TaxesDetail/CategoryTxt02020 FEDERAL ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt091
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARTER TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032241350
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE J REEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHARTER TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0226652480
ReturnHeader/Filer/PhoneNum06032241350
ReturnHeader/Filer/USAddress/AddressLine1Txt090 NORTH MAIN ST
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412243136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAREW & WELLS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 N STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003301
ReturnHeader/PreparerPersonGrp/PhoneNum06032243950
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN M CAREW
ReturnHeader/ReturnTs02022-04-21T14:38:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARTER TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,248,973
Liabilities
$0
Net assets
$1,248,973
Revenue
$274,111
Expenses
$105,903
Net income
$168,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.22$0.00$0.11$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.07$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.27$0.11$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.14$0.10$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.13$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.10$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.04$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.08$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.06$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08