Civic Intelligence

Claremont Savings Bank Foundation

EIN 33-1014741 • Claremont, NH

PO Box 1600Claremont, NH 03743-1600
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

96th percentile

110%

Faster asset growth than 96% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

117%

Faster revenue growth than 89% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,053,417

Up $1,077,103 (+110%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,053,417

Up $1,077,103 (+110%) from 2024

Revenue

Up

$148,559

Up $79,967 (+117%) from 2024

Expenses

Up

$125,609

Up $7,188 (+6.1%) from 2024

Net Income

Up

$22,950

Up $72,779 (+146%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $492,935Liabilities 2012: $0Net Assets 2012: $492,9352012Assets 2013: $462,299Liabilities 2013: $0Net Assets 2013: $462,2992013Assets 2014: $447,937Liabilities 2014: $0Net Assets 2014: $447,9372014Assets 2015: $447,153Liabilities 2015: $0Net Assets 2015: $447,1532015Assets 2016: $372,088Liabilities 2016: $1,500Net Assets 2016: $370,5882016Assets 2017: $323,106Liabilities 2017: $0Net Assets 2017: $323,1062017Assets 2018: $460,315Liabilities 2018: $0Net Assets 2018: $460,3152018Assets 2019: $643,505Liabilities 2019: $0Net Assets 2019: $643,5052019Assets 2020: $663,953Liabilities 2020: $0Net Assets 2020: $663,9532020Assets 2021: $1,010,415Liabilities 2021: $0Net Assets 2021: $1,010,4152021Assets 2022: $1,158,733Liabilities 2022: $0Net Assets 2022: $1,158,7332022Assets 2023: $1,026,143Liabilities 2023: $0Net Assets 2023: $1,026,1432023Assets 2024: $976,314Liabilities 2024: $0Net Assets 2024: $976,3142024Assets 2025: $2,053,417Liabilities 2025: $0Net Assets 2025: $2,053,4172025

Highlighted filing

2025

Assets$2,053,417
Liabilities$0
Net Assets$2,053,417

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $1,078,1102012Expenses 2013: $86,4042013Revenue 2014: $67,235Expenses 2014: $81,597Net Income 2014: -$14,3622014Revenue 2015: $86,742Expenses 2015: $87,526Net Income 2015: -$7842015Revenue 2016: $16,755Expenses 2016: $93,320Net Income 2016: -$76,5652016Revenue 2017: $48,910Expenses 2017: $96,392Net Income 2017: -$47,4822017Revenue 2018: $228,803Expenses 2018: $91,594Net Income 2018: $137,2092018Revenue 2019: $275,274Expenses 2019: $92,084Net Income 2019: $183,1902019Revenue 2020: $21,893Expenses 2020: $1,445Net Income 2020: $20,4482020Revenue 2021: $438,622Expenses 2021: $92,160Net Income 2021: $346,4622021Revenue 2022: $250,715Expenses 2022: $102,397Net Income 2022: $148,3182022Revenue 2023: $100,696Expenses 2023: $233,286Net Income 2023: -$132,5902023Revenue 2024: $68,592Expenses 2024: $118,421Net Income 2024: -$49,8292024Revenue 2025: $148,559Expenses 2025: $125,609Net Income 2025: $22,9502025

Highlighted filing

2025

Revenue$148,559
Expenses$125,609
Net Income$22,950

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.15$0.13$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.07$0.12$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.10$0.23$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.25$0.10$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.44$0.09$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.02$0.00$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.28$0.09$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.23$0.09$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.05$0.10$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.02$0.09$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.07$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.08
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDRE LAFRENIERETrustee-$0--
BRIAN BOARDMANTrustee-$0--
HEATHER MINKLERTrustee-$0--
KATHY HUBERTTrustee-$0--
TIMOTHY BATESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Claremont Savings Bank Foundation
EIN
33-1014741
Phone
6035427711
Address
PO BOX 1600, CLAREMONT, NH 03743-1600

Signing Officer

Name
Lynn Smith
Title
Trustee
Phone
6035427711
Signed
2023-08-24
Discuss with paid preparer
Yes

Preparer

Firm
A M Peisch & Company Llp
Address
PO BOX 460, RUTLAND, VT 05702-0326
Preparer
Andrew P Simonds CPA
Phone
8027732721
Raw XML AppendixShowing 400 of 1,539 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/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-132590
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDRE LAFRENIERE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRIAN BOARDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HEATHER MINKLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KATHY HUBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TIMOTHY BATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt025 PAMSHA DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt139 STRAW HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2115 DARLING ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3179 SPRINGFIELD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt420 OLD NEWPORT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLAREMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CLAREMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KEENE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEWPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CLAREMONT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd103743
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd203431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd303773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd403743
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLAREMONT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NH
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ONE PAGE APPLICATION WITH GENERAL INFORMATION INCLUDING AMOUNT OF REQUEST, PROPOSED PROJECT, PROOF OF 501(C)(3) STATUS, GEOGRAPHIC LOCATION, CLIENTS SERVED, AND NUMBER OF EMPLOYEES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LYNN SMITH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06035427711
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CLAREMONT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd003743
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ORGANIZATION MUST BE A 501(C)(3) AND NOT DISCRIMINATE AS DEFINED BY FEDERAL CRITERIA. PRIORITY TO THE SULLIVAN AND WINDSOR COUNTIES WITH SECONDARY CONSIDERATION TO SURROUNDING COMMUNITIES IN NEW HAMPSHIRE AND VERMONT. SIZE OF GRANTS GENERALLY RANGE FROM $500 TO $5,000.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS MUST BE RECEIVED IN MAY WITH GRANTS AWARDED JUNE 15.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt323000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt371000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt381500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt394550
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt411000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt471000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt481000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt492500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt501000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt512000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt60700
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt633000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65750
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1225000

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