Civic Intelligence

The Sandy River Charitable Foundation

990PF • Fiscal year 2020 • EIN 52-2029911

Jun 01, 2019 to May 31, 2020 • Filed on Apr 12, 2021

Organization Profile
349 Voter Hill RdFarmington, ME 04938

(610) 260-0689

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$50,816

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

26th percentile

-0.4%

Faster asset growth than 26% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$35,967,792

Down $158,672 (-0.4%) from 2019

Net Assets

Down

$35,967,792

Down $158,672 (-0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin71st percentile

Revenue

Up

$3,043,089

Up $1,535,498 (+102%) from 2019

Expenses

Up

$2,526,939

Up $533,824 (+27%) from 2019

Net Income

Up

$516,150

Up $1,001,674 (+206%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$60M$40M$20M$0Assets 2011: $36,325,767Liabilities 2011: $02011Assets 2012: $34,801,027Liabilities 2012: $02012Assets 2013: $37,972,073Liabilities 2013: $02013Assets 2014: $38,678,716Liabilities 2014: $02014Assets 2015: $38,269,764Liabilities 2015: $02015Assets 2018: $37,529,059Liabilities 2018: $0Net Assets 2018: $37,529,0592018Assets 2019: $36,126,464Liabilities 2019: $0Net Assets 2019: $36,126,4642019Assets 2020: $35,967,792Liabilities 2020: $0Net Assets 2020: $35,967,7922020Assets 2021: $40,019,584Liabilities 2021: $0Net Assets 2021: $40,019,5842021Assets 2022: $38,162,083Liabilities 2022: $0Net Assets 2022: $38,162,0832022Assets 2023: $36,254,197Liabilities 2023: $0Net Assets 2023: $36,254,1972023Assets 2024: $37,166,699Liabilities 2024: $0Net Assets 2024: $37,166,6992024

Highlighted filing

2020

Assets$35,967,792
Liabilities$0
Net Assets$35,967,792
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,291,971Expenses 2011: $748,001Net Income 2011: $543,9702011Revenue 2012: $881,255Expenses 2012: $1,139,390Net Income 2012: -$258,1352012Revenue 2013: $1,410,383Expenses 2013: $1,099,553Net Income 2013: $310,8302013Revenue 2014: $1,725,239Expenses 2014: $2,428,734Net Income 2014: -$703,4952014Revenue 2015: $1,525,434Expenses 2015: $2,048,089Net Income 2015: -$522,6552015Revenue 2018: $1,467,699Expenses 2018: $1,668,941Net Income 2018: -$201,2422018Revenue 2019: $1,507,591Expenses 2019: $1,993,115Net Income 2019: -$485,5242019Revenue 2020: $3,043,089Expenses 2020: $2,526,939Net Income 2020: $516,1502020Revenue 2021: $3,357,729Expenses 2021: $2,334,313Net Income 2021: $1,023,4162021Revenue 2022: $4,330,603Expenses 2022: $1,867,318Net Income 2022: $2,463,2852022Revenue 2023: $3,913,980Expenses 2023: $1,841,368Net Income 2023: $2,072,6122023Revenue 2024: $3,999,628Expenses 2024: $2,074,761Net Income 2024: $1,924,8672024

Highlighted filing

2020

Revenue$3,043,089
Expenses$2,526,939
Net Income$516,150
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 12, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHANAEL W BERRYVice President / SecretaryPT$47,323$3,493$50,816
ARCHIE W BERRY JRPresident-$0--
JON W BERRYTreasurer-$0--
NAN BERRYDirector-$0--
MARLA S BERRYDirector-$0--
SUPHAPORN V BERRYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sandy River Charitable Foundation
EIN
52-2029911
Phone
6102600689
Address
349 VOTER HILL RD, FARMINGTON, ME 04938

Signing Officer

Name
Nathanael Berry
Title
Vice President/secretary
Phone
6102601551
Signed
2021-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Family Office LLC
Address
1001 CONSHOHOCKEN STATE RD STE, 1-202, WEST CONSHOHOCKEN, PA 19428
Preparer
Eric T Meck
Phone
6102601555
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES FRONTIER FUND 464286145 - 3100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1LAM RESEARCH CORPORATION 512807108 - 125 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MC CORMICK & CO INC N-VT 579780206 - 200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SPDR GOLD TRUST 78463V107 - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BROOKFIELD RENEWABLE PARTNERS LP G16258108 - 2500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5TEEKAY LNG PRTNS Y8564M105 - 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ITAU UNIBANCO MULTIPLO ADR 465562106 - 12198 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7SHOPIFY INC 82509L107 - 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CK HUTCHISON HOLDINGS LTD G21765105 - 6000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TAL EDUCATION GROUP 874080104 - 7950 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10TRIP.COM GROUP LTD 89677Q107 - 2600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NOVO NORDISK 670100205 - 2500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AXA ADS 54536107 - 2050 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DANONE SPON ADR 23636T100 - 1400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SCHLUMBERGER LTD 806857108 - 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ADIDAS 00687A107 - 1025 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BAYER A G SPONSORED ADR 72730302 - 4952 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AIA GROUP LTD 1317205 - 2515 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BEIJING ENTERPRISES WATER GROUP LTD G0957L109 - 113534 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CK ASSET HOLDINGS LTD G2103F101 - 6000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ENN ENERGY HOLDING LTD G3066L101 - 7299 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ICICI BANK LTD ADR 45104G104 - 9900 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22INFOSYS TECHNOLOGIES LTD 456788108 - 21200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23TATA MOTORS LTD 876568502 - 6462 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PT INDOCEMENT TUNGGAL PRAKARSA Y7127B135 - 40000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25RYANAIR HOLDINGS PLC 783513203 - 2193 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHECK POINT SOFTWARE TECHNOLOGIES M22465104 - 3100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FANUC CORPORATION 307305102 - 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28KOMATSU LTD ADR NEW 500458401 - 5200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WAL-MART DE MEXICO CV SPN ADR CL V 93114W107 - 3850 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NXP SEMICONDUCTORS N.V. N6596X109 - 1050 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ROYAL DUTCH SHELL A ADRF 780259206 - 2100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SFL CORPORATION LTD G7738W106 - 4951 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BROADCOM LIMITED Y09827109 - 125 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34METTLER TOLEDO INTL INC 592688105 - 900 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NOVARTIS A G SPON ADR 66987V109 - 2036 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ROCHE HOLDING LTD SPON ADRF 771195104 - 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TAIWAN SEMICONDUCTOR MFG CO LTD SPON ADR 874039100 - 6234 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HSBC PLC SPON ADR 404280406 - 975 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ABBOTT LABORATORIES 2824100 - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ABBVIE INC 00287Y109 - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ALPHABET INC CLASS A 02079K305 - 50 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ALPHABET INC CLASS C 02079K107 - 50 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ALTABA INCORPORATED 21346101 - 40 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44AMAZON.COM INC 23135106 - 40 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45AMERICAN TOWER REIT 03027X100 - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46APPLE COMPUTER INC 37833100 - 1750 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AUTODESK INC 52769106 - 800 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BLACKROCK INC 09247X101 - 400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BOEING CO 97023105 - 100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CARRIER GLOBAL CORP 14448C104 - 700 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CH ROBINSON WORLDWIDE INC 12541W209 - 950 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CISCO SYSTEMS INC 17275R102 - 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53COCA COLA CO. 191216100 - 700 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54COMCAST CORP 200300101 - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55COSTCO WHOLESALE CORPORATION 22160K105 - 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CVS CORP 126650100 - 700 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57DANAHER CORP 235851102 - 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58EDWARDS LIFESCIENCES CORP 2.8176E+112 - 400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59EOG RESOURCES INC 26875P101 - 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60FACEBOOK INC 30303M102 - 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61FIRST TR ISE CLOUD COMP ETF 33734X192 - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FMC CORP 302491303 - 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63FORTIVE CORP 34959J108 - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GOLDMAN SACHS GROUP INC 38141G104 - 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65IAC/INTERACTIVE CORP 44919P508 - 150 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66INTEL CORP 458140100 - 6000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67J.P. MORGAN CHASE & CO 46625H100 - 900 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LAS VEGAS SANDS CORP 517834107 - 1100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MARRIOTT INTL INC CL A 571903202 - 250 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MARRIOTT VACATIONS 57164Y107 - 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MASTERCARD INC 57636Q104 - 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MICROSOFT CORP. 594918104 - 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NIKE INC 654106103 - 900 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NORFOLK SOUTHERN CORP 655844108 - 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NORTONLIFELOCK INC 668771108 - 10000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ON SEMICONDUCTOR CO 682189105 - 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77OTIS WORLDWIDE CORP 68902V107 - 350 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PROCTER & GAMBLE CO. 742718109 - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PROGRESSIVE CORP 743315103 - 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PRUDENTIAL FINANCIAL INC 744320102 - 475 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81QUALCOMM INC 747525103 - 8000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82RAYTHEON TECHNOLOGIES - 700 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83RENAISSANCE-RE HLDGS LTD G7496G103 - 150 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TAKE TWO INTERACTIVE SOFTWARE INC 874054109 - 11000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VERIZON COMMUNICATIONS 92343V104 - 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VISA INC. 92826C839 - 1200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WAL-MART STORES INC. 931142103 - 275 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ZOETIS INC 98978V103 - 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89BERKSHIRE HATHAWAY CL A 84670108 - 10 SHARES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01122033

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Filings

Displayed year

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

Open filing
Assets
$35,967,792
Liabilities
$0
Net assets
$35,967,792
Revenue
$3,043,089
Expenses
$2,526,939
Net income
$516,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$4.00$2.07$1.92
2023Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$3.91$1.84$2.07
2022Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$4.33$1.87$2.46
2021Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$3.36$2.33$1.02
2020Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$3.04$2.53$0.52
2019Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$1.51$1.99$0.49
2018Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$1.47$1.67$0.20
2015Summary only. Only limited summary data is available for this year.$38.3$0.00$1.53$2.05$0.52
2014Summary only. Only limited summary data is available for this year.$38.7$0.00$1.73$2.43$0.70
2013Summary only. Only limited summary data is available for this year.$38.0$0.00$1.41$1.10$0.31
2012Summary only. Only limited summary data is available for this year.$34.8$0.00$0.88$1.14$0.26
2011Summary only. Only limited summary data is available for this year.$36.3$0.00$1.29$0.75$0.54