Civic Intelligence

Hl Mt and Ht Adams Town Memorial Fd

EIN 27-4249393 • New York, NY

PO Box 1297 Church St StationNew York, NY 10008
Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.00x

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

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Net Margin

46th percentile

16%

Higher net margin than 46% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$138,732

Higher top officer pay than 93% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Source year 2025

Asset Growth

48th percentile

2.2%

Faster asset growth than 48% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

12%

Faster revenue growth than 41% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$15,250,827

Up $778,403 (+5.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$15,250,827

Up $778,403 (+5.4%) from 2020

Revenue

Up

$1,754,504

Up $706,441 (+67%) from 2020

Expenses

Down

$1,049,736

Down $218,275 (-17%) from 2020

Net Income

Up

$704,768

Up $924,716 (+420%) from 2020

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2019: $14,261,650Liabilities 2019: $0Net Assets 2019: $14,261,6502019Assets 2020: $14,472,424Liabilities 2020: $0Net Assets 2020: $14,472,4242020Assets 2021: $15,250,827Liabilities 2021: $0Net Assets 2021: $15,250,8272021

Highlighted filing

2021

Assets$15,250,827
Liabilities$0
Net Assets$15,250,827

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $1,073,083Expenses 2019: $2,102,314Net Income 2019: -$1,029,2312019Revenue 2020: $1,048,063Expenses 2020: $1,268,011Net Income 2020: -$219,9482020Revenue 2021: $1,754,504Expenses 2021: $1,049,736Net Income 2021: $704,7682021

Highlighted filing

2021

Revenue$1,754,504
Expenses$1,049,736
Net Income$704,768

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 14, 2021
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEUTSCHE BANK TRUST COMPANY N ATrusteePT$128,929-$128,929
Filing and Contact Details

Filer

Filer Name
Hl Mt and Ht Adams Town Memorial Fd
EIN
27-4249393
Phone
2124542306
Address
PO BOX 1297 CHURCH ST STATION, NEW YORK, NY 10008

Signing Officer

Name
Deutsche Bank National Tr Co
Title
Trustee
Phone
2124542306
Signed
2021-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Raw XML AppendixShowing 400 of 3,321 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MFS EMERGING MARKETS DEBT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ALPHABET INC COM CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ALPHABET INC COM CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AT&T INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7COMCAST CORP NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DISNEY WALT CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LIVE NATION ENTERTAINMENT ,NC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10OMNICOM GROUP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11T MOBILE US INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VIACOM INC NEW CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AMAZON COM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14HOME DEPOT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15MACYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MGM RESORTS INTERNATIONAL COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17NIKE INC CL B
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19YUM BRANDS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20CONAGRA BRANDS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21COSTCO WHSL CORP NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22HERBALIFE NUTRITION LTD ORD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23KEURIG DR PEPPER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24KROGER CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25MOLSON COORS BREWING CO CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PEPSICO INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27SPROUTS FARMERS MARKETS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28US FOODS HLDG CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29WALMART INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30CHEVRON CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31CONTINENTAL RESOURCES INC/OK C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32DIAMONDBACK ENERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33EOG RES INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35OCCIDENTAL PETE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36ONEOK INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37AMERIPRISE FINANCIAL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38ARES CAP CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39ATHENE HOLDING LTD CLASS A COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40BANK AMER CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41CHUBB LIMITED COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42CITIGROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43CME GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44FRANKLIN RES INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46INTERCONTINENTAL EXCHANGE INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48LPL FINANCIAL HOLDINGS INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54BAXTER INTL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55BECTON DICKINSON & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56BIOGEN INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59DANAHER CORP COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63MEDTRONIC PLC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65PERRIGO COMPANY PLC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67BOEING CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68DELTA AIR LINES INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71HONEYWELL INTL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72INGERSOLL RAND PLC ORD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73L3HARRIS TECHNOLOGIES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74NORFOLK SOUTHERN CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75PARKER HANNIFIN CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76STANLEY BLACK & DECKER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77WASTE MGMT INC DEL COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78APPLE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79BROADCOM INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84ORACLE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85SPLUNK INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86TERADYNE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87TEXAS INSTRS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88VISA INC CL A COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89ECOLAB INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90FREEPORT MCMORAN INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91PPG INDS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92SEALED AIR CORP COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93STEEL DYNAMICS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94AVALONBAY CMNTYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95DIGITAL REALTY TR INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96PROLOGIS INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97SL GREEN RLTY CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98AMERICAN WATER WORKS COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99CENTERPOINT ENERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100EVERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101NEXTERA ENERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102UGI CORP NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103INVESCO EUROPEAN GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104SHARES INC CORE MSC! EMKT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105ISHARES MSCI PACIFIC EX-JAPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106MATTHEWS JAPAN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107MATTHEWS PACIFIC TIGER FUND IS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108VANGUARD FTSE EUROPE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109VIRTUS SMALL CAP CORE FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110ISHARES GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111TRIPADVISOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112ACTIVISION BLIZZARD INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113ALEXION PHARMACEUTICALS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114ALLSTATE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115ANTHEM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116BALL CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117BRISTOL MYERS SQUIBB CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118CARLYLE GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119CENTENE CORP DEL COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120CHARTER COMMUNICATIONS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121CHENIERE ENERGY INC COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122CITRIX SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123COCA COLA CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124D R HORTON INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125DUPONT DE NEMOURS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126FACEBOOK INC CL A COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127FEDEX CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128GENERAL MOTORS CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129LOCKHEED MARTIN CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130MARKETAXESS HLDGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131MARTIN MARIETTA MATLS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132NETFLIX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133NVIDIA CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134PAYPAL HOLDINGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135PROGRESSIVE CORP OHIO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136PULTE GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137RAYTHEON TECHNOLOGIES CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138SALESFORCE COM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139SLACK TECHNOLOGIES INC COM CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140SOUTHWEST AIRLS CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141TARGA RESOURCES CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142TESLA INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143VERISK ANALYTICS INC COM CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144VIATRIS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145WELLS FARGO & CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146WYNDHAM HOTELS & RESORTS INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147S/E/S/C 500,000 PROM NT TO JON
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