Civic Intelligence

Stony Water 2005 Charitable Trust Co Spivey Lemonik Swenor PC

990PF • Fiscal year 2019 • EIN 56-6651736

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 10, 2020

Organization Profile
PO Box 1349Manchester Center, VT 05255

(802) 362-1946

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-289%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

68th percentile

9.4%

Faster asset growth than 68% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$696,216

Up $59,696 (+9.4%) from 2018

Net Assets

Up

$696,216

Up $59,696 (+9.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin2nd percentile

Revenue

Down

$17,373

Down $27,122 (-61%) from 2018

Expenses

Up

$67,515

Up $14,784 (+28%) from 2018

Net Income

Down

-$50,142

Down $41,906 (-509%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2019

Assets$696,216
Liabilities$0
Net Assets$696,216
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$17,373
Expenses$67,515
Net Income-$50,142
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th 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
8023621946
Address
PO BOX 1349, MANCHESTER CENTER, VT 05255

Signing Officer

Name
Winifred K Thomas
Title
Trustee
Signed
2020-08-10
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 Appendix314 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/CategoryOrItemTxt0HUTNER HIGH INCOME FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AVALON PARTNERS, LP
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt073
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0327
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0400
IRS990PF/FMVAssetsEOYAmt0696201
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4VERMONT PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ROCK POINT SUMMER CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 67
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 565
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4365 TROY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 1184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIDDLEBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELIZABETHTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIDDLEBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MIDDLEBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BURLINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112932
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd205753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd305753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd405446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd505402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt031427
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt085696
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037081
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011465
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025073
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0108551
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt083478
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09053
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09053
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INC FROM INV PSHIP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-739
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-739
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0109838
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WINIFRED K THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONY WATER 2005 CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO SPIVEY LEMONIK SWENOR PC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0566651736
ReturnHeader/Filer/PhoneNum08023621946
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1349
ReturnHeader/Filer/USAddress/CityNm0MANCHESTER CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005255
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061052184
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/ReturnTs02020-08-12T13:15:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$696,216
Liabilities
$0
Net assets
$696,216
Revenue
$17,373
Expenses
$67,515
Net income
-$50,142
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