Civic Intelligence

Robert L Crowell Charitable Trust

990PF • Fiscal year 2017 • EIN 59-7211714

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 27, 2018

609A Irish Settlement RoadUnderhill, VT 05489-9768

(802) 899-4311

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.06x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

165%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$668,020

Up $81,650 (+14%) from 2016

Net Assets

Up

$660,020

Up $73,650 (+13%) from 2016

Liabilities

Up

$8,000

Up $8,000 from 2016

Revenue

Up

$136,692

Up $85,089 (+165%) from 2016

Expenses

Up

$63,042

Up $37,851 (+150%) from 2016

Net Income

Up

$73,650

Up $47,238 (+179%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $693,685Liabilities 2011: $02011Assets 2012: $689,955Liabilities 2012: $0Net Assets 2012: $689,9552012Assets 2013: $707,063Liabilities 2013: $0Net Assets 2013: $707,0632013Assets 2014: $653,045Liabilities 2014: $0Net Assets 2014: $653,0452014Assets 2015: $559,958Liabilities 2015: $0Net Assets 2015: $559,9582015Assets 2016: $586,370Liabilities 2016: $0Net Assets 2016: $586,3702016Assets 2017: $668,020Liabilities 2017: $8,000Net Assets 2017: $660,0202017Assets 2018: $623,532Liabilities 2018: $0Net Assets 2018: $623,5322018Assets 2019: $774,823Liabilities 2019: $0Net Assets 2019: $774,8232019Assets 2020: $742,487Liabilities 2020: $0Net Assets 2020: $742,4872020Assets 2021: $765,374Liabilities 2021: $0Net Assets 2021: $765,3742021Assets 2022: $712,005Liabilities 2022: $0Net Assets 2022: $712,0052022Assets 2023: $716,334Liabilities 2023: $0Net Assets 2023: $716,3342023Assets 2024: $651,723Liabilities 2024: $0Net Assets 2024: $651,7232024

Highlighted filing

2017

Assets$668,020
Liabilities$8,000
Net Assets$660,020

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $7,581Expenses 2011: $38,646Net Income 2011: -$31,0652011Expenses 2012: $91,7002012Revenue 2013: $105,326Expenses 2013: $88,218Net Income 2013: $17,1082013Revenue 2014: $35,152Expenses 2014: $89,170Net Income 2014: -$54,0182014Revenue 2015: -$10,505Expenses 2015: $82,582Net Income 2015: -$93,0872015Revenue 2016: $51,603Expenses 2016: $25,191Net Income 2016: $26,4122016Revenue 2017: $136,692Expenses 2017: $63,042Net Income 2017: $73,6502017Revenue 2018: -$2,386Expenses 2018: $34,102Net Income 2018: -$36,4882018Revenue 2019: $162,155Expenses 2019: $10,864Net Income 2019: $151,2912019Revenue 2020: $8,878Expenses 2020: $41,214Net Income 2020: -$32,3362020Revenue 2021: $71,045Expenses 2021: $48,158Net Income 2021: $22,8872021Revenue 2022: $27,409Expenses 2022: $80,778Net Income 2022: -$53,3692022Revenue 2023: $102,725Expenses 2023: $98,396Net Income 2023: $4,3292023Revenue 2024: $28,351Expenses 2024: $93,313Net Income 2024: -$64,9622024

Highlighted filing

2017

Revenue$136,692
Expenses$63,042
Net Income$73,650
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 27, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN CROWELLTrustee-$0--
TIMOTHY CROWELLTrustee-$0--
MURIEL CROWELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert L Crowell Charitable Trust
EIN
59-7211714
Phone
8028994311
Address
609A IRISH SETTLEMENT ROAD, UNDERHILL, VT 05489-9768

Signing Officer

Name
Timothy Crowell
Title
Trustee
Phone
8028994311
Signed
2018-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Davis & Hodgdon Associates Cpas Plc
Address
33 BLAIR PARK RD STE 201, WILLISTON, VT 05495
Preparer
John W Davis
Phone
8028781963
Raw XML AppendixShowing 400 of 562 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1234145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1330913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1455340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1563701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1627345
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1865387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AT&T INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5E I DU PONT DE NEMOURS & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8INTL BUSINESS MACHINES CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PEMBINA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ROYAL DUTCH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt051346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt065946
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.013538
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.069000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069484
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0865461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0812503
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.28$0.93$0.65
2023Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$1.03$0.98$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.27$0.81$0.53
2021Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.71$0.48$0.23
2020Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.09$0.41$0.32
2019Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$1.62$0.11$1.51
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.02$0.34$0.36
2017Detailed filing. Detailed filing data is available for this year.$6.68$0.08$6.60$1.37$0.63$0.74
2016Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.52$0.25$0.26
2015Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.11$0.83$0.93
2014Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.35$0.89$0.54
2013Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$1.05$0.88$0.17
2012Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.92
2011Summary only. Only limited summary data is available for this year.$6.94$0.00$0.08$0.39$0.31