Civic Intelligence

Oxford Denzler Charitable Trust

990PF • Fiscal year 2021 • EIN 47-6803021

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 18, 2022

Organization Profile
15 Canedy RdWareham, MA 02576

(203) 558-5421

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

75th percentile

36%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

50th percentile

$10,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

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

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

53rd percentile

17%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,370,907

Down $169,593 (-11%) from 2020

Net Assets

$1,370,907

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin75th percentile

Revenue

Up

$102,241

Up $14,776 (+17%) from 2020

Expenses

Down

$65,565

Down $4,181 (-6.0%) from 2020

Net Income

Up

$36,676

Up $18,957 (+107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $1,277,238Liabilities 2017: $0Net Assets 2017: $1,277,2382017Assets 2018: $1,132,590Liabilities 2018: $0Net Assets 2018: $1,132,5902018Assets 2019: $1,394,346Liabilities 2019: $0Net Assets 2019: $1,394,3462019Assets 2020: $1,540,500Liabilities 2020: $12020Assets 2021: $1,370,907Liabilities 2021: $0Net Assets 2021: $1,370,9072021Assets 2022: $1,165,268Liabilities 2022: $0Net Assets 2022: $1,165,2682022Assets 2023: $1,189,991Liabilities 2023: $12023Assets 2024: $1,240,310Liabilities 2024: $0Net Assets 2024: $1,240,3102024

Highlighted filing

2021

Assets$1,370,907
Liabilities$0
Net Assets$1,370,907
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $62,127Expenses 2017: $60,880Net Income 2017: $1,2472017Revenue 2018: $111,915Expenses 2018: $69,464Net Income 2018: $42,4512018Revenue 2019: $44,820Expenses 2019: $74,746Net Income 2019: -$29,9262019Revenue 2020: $87,465Expenses 2020: $69,746Net Income 2020: $17,7192020Revenue 2021: $102,241Expenses 2021: $65,565Net Income 2021: $36,6762021Revenue 2022: $74,942Expenses 2022: $68,780Net Income 2022: $6,1622022Revenue 2023: $41,992Expenses 2023: $69,110Net Income 2023: -$27,1182023Revenue 2024: $54,901Expenses 2024: $69,973Net Income 2024: -$15,0722024

Highlighted filing

2021

Revenue$102,241
Expenses$65,565
Net Income$36,676
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 18, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA SEVERSONTrusteePT$10,000-$10,000
JAMES J SEVERSONTrusteePT$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Oxford Denzler Charitable Trust
EIN
47-6803021
Phone
2035585421
Address
15 CANEDY RD, WAREHAM, MA 02576

Signing Officer

Name
Patricia Severson
Title
Trustee
Signed
2022-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Paul Filipowich & Company PC
Address
255 Bank Street, Seymour, CT 06483
Preparer
Paul Filipowich CPA
Phone
2038886336
Raw XML Appendix316 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0TRUST CORPUS CONSISTS OF MARKETABLE SECURITIES CONTRIBUTED BY THE GRANTORS HERMAN AND HENRIETTA DENZLER UPON THEIR DEATHS. NO OTHER FUNDS HAVE BEEN RECEIVED. THE INCOME GENERATED BY THE ACTIVITIES OF THE ORIGINAL INVESTMENT PROVIDES FUNDS THAT ENABLED THE TRUST TO ACCOMPLISH ITS EXEMPT PURPOSE, NAMELY TO HELP THE POOR, SICK AND INFIRMED AND FOR OTHER ACTIVITIES DEEMED APPROPRIATE BY THE TRUSTEE TO FURTHER THE WISHES OF THE GRANTOR.IT IS ALSO NOTED THAT THIS IS A SUCCESSOR TO THE HERMAN & HENRIETTA DENZLER CHARITABLE TRUST WHICH HAD BEEN REPORTED IN PRIOR YEARS AS ID # 22-2600755. THE ORIGINAL TRUST OPERATED AS A PRIVATE FOUNDATION, AS DOES THIS. THE ASSETS WERE SPLIT INTO 7 SEPARATE TRUSTS COMMENCING 1/1/16, AS THERE WERE 7 CO-TRUSTEES WHO COULD NOT AGREE AS TO DONEE ORGANIZATIONS AND INVESTMENT PHILOSOPHIES. THIS IS ONE OF THE 7 SUCCESSOR TRUSTS, CONTINUING TO CARRY OUT THE WISHES OF THE GRANTORS.
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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
$1,370,907
Liabilities
$0
Net assets
$1,370,907
Revenue
$102,241
Expenses
$65,565
Net income
$36,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05$0.07$0.02
2023Summary only. Only limited summary data is available for this year.$1.19$0.00$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.07$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10$0.07$0.04
2020Summary only. Only limited summary data is available for this year.$1.54$0.00$0.09$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.11$0.07$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.06$0.06$0.00