Civic Intelligence

Aaron a and Maria H Putnam Family Charitable Trust

990PF • Fiscal year 2013 • EIN 27-2844121

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 27, 2014

35 Market Square04730

(207) 532-6527

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

6th percentile

-117%

Higher net margin than 6% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

76th percentile

$1,200

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$252,554

No earlier filing loaded for comparison.

Net Assets

$252,554

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$9,753

No earlier filing loaded for comparison.

Expenses

$21,197

No earlier filing loaded for comparison.

Net Income

-$11,444

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $252,554Liabilities 2013: $0Net Assets 2013: $252,5542013Assets 2014: $239,604Liabilities 2014: $0Net Assets 2014: $239,6042014Assets 2015: $1,811,711Liabilities 2015: $0Net Assets 2015: $1,811,7112015Assets 2016: $3,059,936Liabilities 2016: $0Net Assets 2016: $3,059,9362016Assets 2017: $2,902,236Liabilities 2017: $0Net Assets 2017: $2,902,2362017Assets 2018: $2,777,280Liabilities 2018: $0Net Assets 2018: $2,777,2802018Assets 2019: $2,663,791Liabilities 2019: $0Net Assets 2019: $2,663,7912019Assets 2020: $2,540,986Liabilities 2020: $0Net Assets 2020: $2,540,9862020Assets 2021: $2,580,162Liabilities 2021: $0Net Assets 2021: $2,580,1622021Assets 2022: $2,453,199Liabilities 2022: $0Net Assets 2022: $2,453,1992022Assets 2023: $2,329,281Liabilities 2023: $0Net Assets 2023: $2,329,2812023Assets 2024: $2,511,126Liabilities 2024: $0Net Assets 2024: $2,511,1262024

Highlighted filing

2013

Assets$252,554
Liabilities$0
Net Assets$252,554

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $9,753Expenses 2013: $21,197Net Income 2013: -$11,4442013Revenue 2014: $8,289Expenses 2014: $21,239Net Income 2014: -$12,9502014Revenue 2015: $1,605,651Expenses 2015: $33,544Net Income 2015: $1,572,1072015Revenue 2016: $1,467,102Expenses 2016: $218,877Net Income 2016: $1,248,2252016Revenue 2017: $92,349Expenses 2017: $250,049Net Income 2017: -$157,7002017Revenue 2018: $111,649Expenses 2018: $236,605Net Income 2018: -$124,9562018Revenue 2019: $104,094Expenses 2019: $217,583Net Income 2019: -$113,4892019Revenue 2020: $86,909Expenses 2020: $208,310Net Income 2020: -$121,4012020Revenue 2021: $264,596Expenses 2021: $228,489Net Income 2021: $36,1072021Revenue 2022: $101,318Expenses 2022: $226,665Net Income 2022: -$125,3472022Revenue 2023: $94,331Expenses 2023: $216,788Net Income 2023: -$122,4572023Revenue 2024: $422,883Expenses 2024: $241,266Net Income 2024: $181,6172024

Highlighted filing

2013

Revenue$9,753
Expenses$21,197
Net Income-$11,444
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 27, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY A SEVERSONTrustee-$1,200-$1,200
PAUL J CALLNANTrustee-$1,200-$1,200
Filing and Contact Details

Filer

EIN
27-2844121
Phone
2075326527

Signing Officer

Name
Gary a Severson
Title
Trustee
Phone
2075326527
Signed
2014-03-27
Discuss with paid preparer
Yes

Preparer

Preparer
Paul J Callnan
Phone
2075324271
Raw XML Appendix329 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE 501(C)(3) ORGANIZATION FOR HEALTH, EDUCATION, ECONOMIC DEVELOPMENT & COMMUNITY SERVICE NEEDS OF HOULTON, MAINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CALENDAR YEAR END
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMMUNITY HEALTH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROMOTING READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PREVENTION OF THE CRUELTY TO ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11GREATER HOULTON CHRISTIAN ACADAMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12SCHOOL ADMINISTATIVE DISTRICT 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13HOULTON REGIONAL HEALTH SERVICES FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14CARY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15HOULTON HUMANE SOCIETY
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/RecipientUSAddress/AddressLine1012 COURT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1127 SCHOOL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine127 BIRD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13PO BOX 1231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14107 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15PO BOX 548
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0HOULTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1HOULTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2HOULTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3HOULTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4HOULTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5HOULTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode004730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode104730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode204730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode304730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode404730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode504730
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014500
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/AppliedToCurrentYearAmt014376
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0228
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0622
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0228
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0124
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0622
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0498
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amount03
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12167
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12167
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY A SEVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02075326527
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE AARON A AND MARIA H PUTNAM
ReturnHeader/Filer/BusinessName/BusinessNameLine20FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AARO
ReturnHeader/Filer/EIN0272844121
ReturnHeader/Filer/PhoneNum02075326527
ReturnHeader/Filer/USAddress/AddressLine1035 MARKET SQUARE
ReturnHeader/Filer/USAddress/City0HOULTON
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode004730
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHESTER M KEARNEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 744
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOULTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0047300744
ReturnHeader/PreparerPersonGrp/PhoneNum02075324271
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J CALLNAN
ReturnHeader/ReturnTs02014-04-01T15:24:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.42$0.24$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.09$0.22$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.10$0.23$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.26$0.23$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.09$0.21$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.10$0.22$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.11$0.24$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.09$0.25$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$1.47$0.22$1.25
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.61$0.03$1.57
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.01$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.02$0.01