Civic Intelligence

Madison Trust & the Brittingham Fund Inc-Trustees

990PF • Fiscal year 2023 • EIN 51-6017953

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
5809 Kennett PikeWilmington, DE 19807

(302) 655-9651

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-121%

Higher net margin than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.7%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

64%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$445,186

Down $16,989 (-3.7%) from 2022

Net Assets

Down

$445,186

Down $16,989 (-3.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin8th percentile

Revenue

Up

$14,097

Up $5,525 (+64%) from 2022

Expenses

Up

$31,086

Up $3,700 (+14%) from 2022

Net Income

Up

-$16,989

Up $1,825 (+9.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2011: $442,711Liabilities 2011: $02011Assets 2012: $426,118Liabilities 2012: $0Net Assets 2012: $426,1182012Assets 2013: $414,428Liabilities 2013: $0Net Assets 2013: $414,4282013Assets 2014: $390,342Liabilities 2014: $0Net Assets 2014: $390,3422014Assets 2015: $476,712Liabilities 2015: $0Net Assets 2015: $476,7122015Assets 2016: $451,789Liabilities 2016: $0Net Assets 2016: $451,7892016Assets 2017: $445,194Liabilities 2017: $0Net Assets 2017: $445,1942017Assets 2018: $474,636Liabilities 2018: $0Net Assets 2018: $474,6362018Assets 2019: $497,214Liabilities 2019: $0Net Assets 2019: $497,2142019Assets 2020: $433,947Liabilities 2020: $0Net Assets 2020: $433,9472020Assets 2021: $480,988Liabilities 2021: $0Net Assets 2021: $480,9882021Assets 2022: $462,175Liabilities 2022: $0Net Assets 2022: $462,1752022Assets 2023: $445,186Liabilities 2023: $0Net Assets 2023: $445,1862023Assets 2024: $428,524Liabilities 2024: $0Net Assets 2024: $428,5242024

Highlighted filing

2023

Assets$445,186
Liabilities$0
Net Assets$445,186
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $57,823Expenses 2011: $27,487Net Income 2011: $30,3362011Expenses 2012: $31,7302012Revenue 2013: $20,371Expenses 2013: $32,061Net Income 2013: -$11,6902013Revenue 2014: $11,209Expenses 2014: $35,295Net Income 2014: -$24,0862014Revenue 2015: $122,689Expenses 2015: $36,319Net Income 2015: $86,3702015Revenue 2016: $11,888Expenses 2016: $36,812Net Income 2016: -$24,9242016Revenue 2017: $24,945Expenses 2017: $31,541Net Income 2017: -$6,5962017Revenue 2018: $65,157Expenses 2018: $35,714Net Income 2018: $29,4432018Revenue 2019: $53,268Expenses 2019: $30,689Net Income 2019: $22,5792019Revenue 2020: -$33,411Expenses 2020: $29,856Net Income 2020: -$63,2672020Revenue 2021: $73,700Expenses 2021: $26,659Net Income 2021: $47,0412021Revenue 2022: $8,572Expenses 2022: $27,386Net Income 2022: -$18,8142022Revenue 2023: $14,097Expenses 2023: $31,086Net Income 2023: -$16,9892023Revenue 2024: $14,020Expenses 2024: $30,681Net Income 2024: -$16,6612024

Highlighted filing

2023

Revenue$14,097
Expenses$31,086
Net Income-$16,989
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Madison Trust
EIN
51-6017953
Phone
3026559651
Address
5809 Kennett Pike, Wilmington, DE 19807

Signing Officer

Name
Stephen P Sweeny
Title
Secretary
Phone
3026559651
Signed
2024-05-13

Preparer

Firm
Li Holdings Inc
Address
5809 KENNETT PIKE, WILMINGTON, DE 19807
Preparer
William Kuhn
Phone
3026559651
Raw XML Appendix282 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0370453
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07420
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0124211
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0The Brittingham Fund Inc
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(c)(3)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0Funds administered by a common Trustee, The Brittingham Fund, Inc.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0130500
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025000
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0158500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0128500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024181
TaxesSchedule/TaxesDetail/Amt086
TaxesSchedule/TaxesDetail/Amt181
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt086
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt181
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen P Sweeny
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03026559651
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Madison Trust
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0516017953
ReturnHeader/Filer/PhoneNum03026559651
ReturnHeader/Filer/USAddress/AddressLine1Txt05809 Kennett Pike
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510107408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LI HOLDINGS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05809 KENNETT PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019807
ReturnHeader/PreparerPersonGrp/PhoneNum03026559651
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM KUHN
ReturnHeader/ReturnTs02024-05-13T10:57:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sweeny
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,186
Liabilities
$0
Net assets
$445,186
Revenue
$14,097
Expenses
$31,086
Net income
-$16,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.14$0.31$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.14$0.31$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.09$0.27$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.74$0.27$0.47
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.33$0.30$0.63
2019Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.53$0.31$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.65$0.36$0.29
2017Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.25$0.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.12$0.37$0.25
2015Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$1.23$0.36$0.86
2014Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.11$0.35$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.20$0.32$0.12
2012Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.32
2011Summary only. Only limited summary data is available for this year.$4.43$0.00$0.58$0.27$0.30