Civic Intelligence

Charles D Nelson Trust

990 • Fiscal year 2021 • EIN 55-6164650

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 09, 2021

Organization Profile
PO Box 807Ellsworth, ME 04605

(207) 667-2504

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$57,200

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

6.1%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

304%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,771,219

Up $275,396 (+6.1%) from 2020

Net Assets

Up

$4,771,219

Up $275,396 (+6.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Up

$440,768

Up $331,570 (+304%) from 2020

Expenses

Down

$165,386

Down $5,415 (-3.2%) from 2020

Net Income

Up

$275,382

Up $336,985 (+547%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,720,367Liabilities 2012: $0Net Assets 2012: $3,720,3672012Assets 2013: $3,821,423Liabilities 2013: $0Net Assets 2013: $3,821,4232013Assets 2014: $4,120,919Liabilities 2014: $0Net Assets 2014: $4,120,9192014Assets 2015: $4,157,646Liabilities 2015: $0Net Assets 2015: $4,157,6462015Assets 2016: $4,121,375Liabilities 2016: $0Net Assets 2016: $4,121,3752016Assets 2017: $4,184,042Liabilities 2017: $0Net Assets 2017: $4,184,0422017Assets 2018: $4,249,532Liabilities 2018: $0Net Assets 2018: $4,249,5322018Assets 2019: $4,557,408Liabilities 2019: $0Net Assets 2019: $4,557,4082019Assets 2020: $4,495,823Liabilities 2020: $0Net Assets 2020: $4,495,8232020Assets 2021: $4,771,219Liabilities 2021: $0Net Assets 2021: $4,771,2192021Assets 2022: $4,831,637Liabilities 2022: $0Net Assets 2022: $4,831,6372022Assets 2023: $4,848,934Liabilities 2023: $0Net Assets 2023: $4,848,9342023Assets 2024: $5,069,429Liabilities 2024: $0Net Assets 2024: $5,069,4292024Assets 2025: $5,291,950Liabilities 2025: $0Net Assets 2025: $5,291,9502025

Highlighted filing

2021

Assets$4,771,219
Liabilities$0
Net Assets$4,771,219
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $210,917Expenses 2012: $145,643Net Income 2012: $65,2742012Revenue 2013: $237,834Expenses 2013: $136,400Net Income 2013: $101,4342013Revenue 2014: $236,691Expenses 2014: $132,476Net Income 2014: $104,2152014Revenue 2015: $183,212Expenses 2015: $146,485Net Income 2015: $36,7272015Revenue 2016: $129,586Expenses 2016: $148,477Net Income 2016: -$18,8912016Revenue 2017: $211,488Expenses 2017: $148,807Net Income 2017: $62,6812017Revenue 2018: $219,982Expenses 2018: $157,043Net Income 2018: $62,9392018Revenue 2019: $468,881Expenses 2019: $161,005Net Income 2019: $307,8762019Revenue 2020: $109,198Expenses 2020: $170,801Net Income 2020: -$61,6032020Revenue 2021: $440,768Expenses 2021: $165,386Net Income 2021: $275,3822021Revenue 2022: $278,478Expenses 2022: $218,060Net Income 2022: $60,4182022Revenue 2023: $221,624Expenses 2023: $204,327Net Income 2023: $17,2972023Revenue 2024: $450,557Expenses 2024: $229,234Net Income 2024: $221,3232024Revenue 2025: $488,366Expenses 2025: $265,845Net Income 2025: $222,5212025

Highlighted filing

2021

Revenue$440,768
Expenses$165,386
Net Income$275,382
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 9, 2021
Return Version
2020v4.0
Gross Receipts
$1,208,057
Mission and Program Overview

Mission

The trust's mission is to benefit the inhabitants of the town of jonesboro by reducing their tax burden.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,300,579$4,575,975▲ $275,396
Investments in Publicly Traded Securities$3,764,884$4,488,716▲ $723,832
Savings and Temporary Cash Investments$652,899$204,460▼ $448,439
Pd in Cap Srpls Land Bldg Eqp Fund$195,244$195,244→ $0
Land, Buildings, and Equipment, Net$78,040$78,040→ $0
Cash and Non-Interest-Bearing Accounts-$3-
Total Assets$4,495,823$4,771,219▲ $275,396
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,495,823$4,771,219▲ $275,396
Total Liabilities and Net Assets / Fund Balance$4,495,823$4,771,219▲ $275,396

Asset Categories

AssetBook ValueDepreciationBasis
Land$78,040-$7,540
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
-Trustee$57,200$57,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$440,768
Other Revenue
$0
Change in Net Assets
$275,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$96,345
Salaries, Compensation, and Employee Benefits$57,200
Other Expenses$11,841
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,345--$96,345
Current Officers, Directors, Trustees, and Key Employees-$57,200-$57,200
All Other Expenses-$2,578-$2,578
Other Expenses-$1,772-$1,772
Insurance-$866-$866
Total Functional Expenses$96,345$69,041$0$165,386
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of JonesboroJonesboro, MEGovProp Tax Relief$96,345
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Camden nat'l wealth management reviews the form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Charles D Nelson Trust
EIN
55-6164650
Phone
2076672504
Address
PO BOX 807, ELLSWORTH, ME 04605

Signing Officer

Name
Camden National Wealth Management
Title
Trustee
Phone
2076672504
Signed
2021-09-09
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Me
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Hawkes & Quirk LLC
Address
66 MAIN ST STE 303, ELLSWORTH, ME 04605-1971
Preparer
David R Hawkes
Phone
2076672581
Raw XML Appendix299 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES D NELSON TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UTD 10/6/19
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 807
ReturnHeader/Filer/USAddress/CityNm0ELLSWORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004605
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262427545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKES & QUIRK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 MAIN ST STE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELLSWORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0046051971
ReturnHeader/PreparerPersonGrp/PhoneNum02076672581
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R HAWKES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-02T13:36:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAMDEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEALTH MGMT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,771,219
Liabilities
$0
Net assets
$4,771,219
Revenue
$440,768
Expenses
$165,386
Net income
$275,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.00$5.29$0.49$0.27$0.22
2024Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.45$0.23$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.22$0.20$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.28$0.22$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.44$0.17$0.28
2020Summary only. Only limited summary data is available for this year.$4.50$0.00$4.50$0.11$0.17$0.06
2019Summary only. Only limited summary data is available for this year.$4.56$0.00$4.56$0.47$0.16$0.31
2018Summary only. Only limited summary data is available for this year.$4.25$0.00$4.25$0.22$0.16$0.06
2017Summary only. Only limited summary data is available for this year.$4.18$0.00$4.18$0.21$0.15$0.06
2016Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.13$0.15$0.02
2015Summary only. Only limited summary data is available for this year.$4.16$0.00$4.16$0.18$0.15$0.04
2014Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.24$0.13$0.10
2013Summary only. Only limited summary data is available for this year.$3.82$0.00$3.82$0.24$0.14$0.10
2012Summary only. Only limited summary data is available for this year.$3.72$0.00$3.72$0.21$0.15$0.07