Civic Intelligence

Stony Water 2005 Charitable Trust Co Spivey Lemonik Swenor PC

990PF • Fiscal year 2015 • EIN 56-6651736

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile
PO Box 1349Manchester Center, VT 05255

(802) 366-8157

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

8th percentile

-74%

Higher net margin than 8% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

17th percentile

-8.3%

Faster asset growth than 17% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-53%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$689,973

Down $62,424 (-8.3%) from 2014

Net Assets

Down

$689,973

Down $62,424 (-8.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin8th percentile

Revenue

Down

$23,055

Down $25,857 (-53%) from 2014

Expenses

Down

$40,098

Down $28,243 (-41%) from 2014

Net Income

Up

-$17,043

Up $2,386 (+12%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$800K$600K$400K$200K$0Assets 2010: $680,466Liabilities 2010: $0Net Assets 2010: $680,4662010Assets 2011: $663,632Liabilities 2011: $0Net Assets 2011: $663,6322011Assets 2012: $652,270Liabilities 2012: $0Net Assets 2012: $652,2702012Assets 2013: $723,316Liabilities 2013: $0Net Assets 2013: $723,3162013Assets 2014: $752,397Liabilities 2014: $0Net Assets 2014: $752,3972014Assets 2015: $689,973Liabilities 2015: $0Net Assets 2015: $689,9732015Assets 2016: $702,063Liabilities 2016: $0Net Assets 2016: $702,0632016Assets 2017: $733,292Liabilities 2017: $0Net Assets 2017: $733,2922017Assets 2018: $636,520Liabilities 2018: $0Net Assets 2018: $636,5202018Assets 2019: $696,216Liabilities 2019: $0Net Assets 2019: $696,2162019Assets 2020: $654,552Liabilities 2020: $0Net Assets 2020: $654,5522020Assets 2021: $721,631Liabilities 2021: $0Net Assets 2021: $721,6312021Assets 2022: $648,929Liabilities 2022: $0Net Assets 2022: $648,9292022Assets 2023: $631,608Liabilities 2023: $0Net Assets 2023: $631,6082023Assets 2024: $651,589Liabilities 2024: $0Net Assets 2024: $651,5892024

Highlighted filing

2015

Assets$689,973
Liabilities$0
Net Assets$689,973
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $8,5132010Expenses 2011: $92,5282011Expenses 2012: $68,3382012Revenue 2013: $22,570Expenses 2013: $70,459Net Income 2013: -$47,8892013Revenue 2014: $48,912Expenses 2014: $68,341Net Income 2014: -$19,4292014Revenue 2015: $23,055Expenses 2015: $40,098Net Income 2015: -$17,0432015Revenue 2016: $24,362Expenses 2016: $55,915Net Income 2016: -$31,5532016Revenue 2017: $21,474Expenses 2017: $82,693Net Income 2017: -$61,2192017Revenue 2018: $44,495Expenses 2018: $52,731Net Income 2018: -$8,2362018Revenue 2019: $17,373Expenses 2019: $67,515Net Income 2019: -$50,1422019Revenue 2020: $25,262Expenses 2020: $69,580Net Income 2020: -$44,3182020Revenue 2021: $21,941Expenses 2021: $69,954Net Income 2021: -$48,0132021Revenue 2022: $19,596Expenses 2022: $64,209Net Income 2022: -$44,6132022Revenue 2023: $29,380Expenses 2023: $52,298Net Income 2023: -$22,9182023Revenue 2024: $18,765Expenses 2024: $71,656Net Income 2024: -$52,8912024

Highlighted filing

2015

Revenue$23,055
Expenses$40,098
Net Income-$17,043
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WINIFRED K THOMASTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stony Water 2005 Charitable Trust
EIN
56-6651736
Phone
8023668157
Address
PO BOX 1349, MANCHESTER CENTER, VT 05255

Signing Officer

Name
Winifred K Thomas
Title
Trustee
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Spivey Lemonik Swenor Pc
Address
PO BOX 1349, MANCHESTER CENTER, VT 05255-1349
Preparer
Lee M Spivey Jr
Phone
8023621946
Raw XML Appendix279 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0452571
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt045381
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035275
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035275
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035518
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0243
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0243
IRS990PF/FMVAssetsEOYAmt0689973
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0752397
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09144
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0712042
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010818
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023739
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07775
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0109832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025286
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037952
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109832
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117607
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt045381
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09188
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INC FROM INV PSHIP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01004
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01004
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WINIFRED K THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONY WATER 2005 CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO SPIVEY LEMONIK SWENOR PC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0566651736
ReturnHeader/Filer/PhoneNum08023668157
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1349
ReturnHeader/Filer/USAddress/CityNm0MANCHESTER CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPIVEY LEMONIK SWENOR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1349
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANCHESTER CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0052551349
ReturnHeader/PreparerPersonGrp/PhoneNum08023621946
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE M SPIVEY JR
ReturnHeader/ReturnTs02016-05-12T12:43:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$689,973
Liabilities
$0
Net assets
$689,973
Revenue
$23,055
Expenses
$40,098
Net income
-$17,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.19$0.72$0.53
2023Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.29$0.52$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.20$0.64$0.45
2021Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.22$0.70$0.48
2020Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.25$0.70$0.44
2019Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.17$0.68$0.50
2018Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.44$0.53$0.08
2017Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.21$0.83$0.61
2016Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.24$0.56$0.32
2015Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.23$0.40$0.17
2014Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.49$0.68$0.19
2013Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.23$0.70$0.48
2012Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.68
2011Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.93
2010Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.09