Civic Intelligence

Jane & Arthur Bratton Charitable Remainder Annuity Trust 43V406013

990 • Fiscal year 2020 • EIN 27-3285079

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization ProfileN/A
850 Main Street Rc 1215Bridgeport, CT 06604-4913

(802) 660-1494

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Net Margin

79th percentile

62%

Higher net margin than 79% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$9,215

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

$665,234

No earlier filing loaded for comparison.

Net Assets

$665,234

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin79th percentile

Revenue

$54,303

No earlier filing loaded for comparison.

Expenses

$20,804

No earlier filing loaded for comparison.

Net Income

$33,499

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2020: $665,234Liabilities 2020: $0Net Assets 2020: $665,2342020Assets 2021: $686,239Liabilities 2021: $0Net Assets 2021: $686,2392021Assets 2022: $717,697Liabilities 2022: $0Net Assets 2022: $717,6972022Assets 2023: $711,798Liabilities 2023: $0Net Assets 2023: $711,7982023Assets 2024: $730,832Liabilities 2024: $0Net Assets 2024: $730,8322024

Highlighted filing

2020

Assets$665,234
Liabilities$0
Net Assets$665,234
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2020: $54,303Expenses 2020: $20,804Net Income 2020: $33,4992020Revenue 2021: $42,269Expenses 2021: $20,910Net Income 2021: $21,3592021Revenue 2022: $56,304Expenses 2022: $24,205Net Income 2022: $32,0992022Revenue 2023: $26,194Expenses 2023: $31,966Net Income 2023: -$5,7722023Revenue 2024: $57,765Expenses 2024: $38,339Net Income 2024: $19,4262024

Highlighted filing

2020

Revenue$54,303
Expenses$20,804
Net Income$33,499
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Gross Receipts
$313,678
Mission and Program Overview

Mission

To support non profit organizations as designated in the trust document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds-$665,234-
Cap Stk Tr Prin Current Funds$631,910--
Investments in Publicly Traded Securities$594,219$630,557▲ $36,338
Savings and Temporary Cash Investments$37,691$34,677▼ $3,014
Total Assets$631,910$665,234▲ $33,324
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$631,910$665,234▲ $33,324
Total Liabilities and Net Assets / Fund Balance$631,910$665,234▲ $33,324
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleBaseTotal
-Trustee$9,215$9,215
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$54,303
Other Revenue
$0
Change in Net Assets
$33,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,671
Salaries, Compensation, and Employee Benefits$9,215
Other Expenses$918
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,671--$10,671
Current Officers, Directors, Trustees, and Key Employees-$9,215-$9,215
Fees for Services Accounting-$875-$875
All Other Expenses-$43-$43
Total Functional Expenses$10,671$10,133$0$20,804
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“People's United Bank, N.A. is the sole trustee.”

Explanation for Form 990, Page 6, Part VI, Line 6

“The organization is governed by the trust document, through which People's United Bank, N.A. is the trustee.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“Decisions are made by the trustee, and are subject to fiduciary responsibility as described in trust document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee reviews Form 990 and consults with Tax Team if there are any questions/concerns.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The only compensation involves the payment of trustee fees to People's United Bank, N.A.”

FORM 990, PAGE 6, PART VI, LINE 15B

“The only compensation is in the form of trustee fees paid to People's United Bank, N.A.”

Form 990, Page 6, Part VI, Line 19

“All documents are made available upon request.”

Form 990, Page 7, Part VII, Section A

“People's united bank, fiduciary trustee, hours as needed.”

Filing and Contact Details

Filer

Filer Name
Jane & Arthur Bratton Charitable Trust
EIN
27-3285079
Phone
8026601494
Address
850 MAIN STREET RC 1215, BRIDGEPORT, CT 06604-4913

Signing Officer

Name
Robert Tyler
Title
SVP
Phone
8026601494
Signed
2021-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Kimball
Formed
2010
Legal Domicile
Vt
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER STREET, PROVIDENCE, RI 02903
Preparer
Yvonne Donaldson
Phone
6142327013
Supplemental Narrative

Additional Explanations

Lines 2 & 3

“The organization meets with the supported organizations to discuss investement needs and goals.”

Explanation for Form 990, Part XI, Line 9

“Changes in net assets due to transactions posting outside of calendar year.”

Raw XML Appendix322 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4Montgomery School
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MEETS WITH THE SUPPORTED ORGANIZATIONS TO DISCUSS INVESTEMENT NEEDS AND GOALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1People's United Bank, N.A. is the sole trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization is governed by the trust document, through which People's United Bank, N.A. is the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Decisions are made by the trustee, and are subject to fiduciary responsibility as described in trust document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Trustee reviews Form 990 and consults with Tax Team if there are any questions/concerns.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The only compensation involves the payment of trustee fees to People's United Bank, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The only compensation is in the form of trustee fees paid to People's United Bank, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9All documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PEOPLE'S UNITED BANK, FIDUCIARY TRUSTEE, HOURS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CHANGES IN NET ASSETS DUE TO TRANSACTIONS POSTING OUTSIDE OF CALENDAR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINES 2 & 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE DONALDSON
ReturnHeader/ReturnTs02021-04-30T10:00:35-05:00
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$665,234
Liabilities
$0
Net assets
$665,234
Revenue
$54,303
Expenses
$20,804
Net income
$33,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.58$0.38$0.19
2023Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.26$0.32$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.56$0.24$0.32
2021Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.42$0.21$0.21
2020Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.54$0.21$0.33