Civic Intelligence

Robert L Crowell Charitable Trust

990PF • Fiscal year 2023 • EIN 59-7211714

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 07, 2024

Organization Profile
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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

52nd percentile

4.2%

Higher net margin than 52% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

46th percentile

0.6%

Faster asset growth than 46% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

275%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$716,334

Up $4,329 (+0.6%) from 2022

Net Assets

Up

$716,334

Up $4,329 (+0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin52nd percentile

Revenue

Up

$102,725

Up $75,316 (+275%) from 2022

Expenses

Up

$98,396

Up $17,618 (+22%) from 2022

Net Income

Up

$4,329

Up $57,698 (+108%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2023

Assets$716,334
Liabilities$0
Net Assets$716,334
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

2023

Revenue$102,725
Expenses$98,396
Net Income$4,329
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 7, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

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
2024-03-07

Preparer

Firm
Davis & Hodgdon Associates Cpas Plc
Address
33 BLAIR PARK RD STE 201, WILLISTON, VT 05495
Preparer
Dawn Grenn
Phone
8028781963
Raw XML Appendix368 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0074706107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd105489
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232082
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt090000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt090000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TIMOTHY CROWELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0609A IRISH SETTLEMENT RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0UNDERHILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0054899768
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08028994311
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MOORE FREE LIBRARY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0GRACE COTTAGE HOSPITAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt070000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt020000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT LIBRARY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT HOSPITAL CAPITAL EXPANSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOORE FREE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GRACE COTTAGE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt023 WEST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1185 GRAFTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWFANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TOWNSHEND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0054350208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105353
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
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/AppliedToCurrentYearAmt046641
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt039520
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046641
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03839
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03839
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03839
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03839
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt039520
LandEtcSchedule2/LandEtcGrp/BookValueAmt013880
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt013880
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt075300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12580
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12580
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0299
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0299
TaxesSchedule/TaxesDetail/Amt0199
TaxesSchedule/TaxesDetail/Amt11361
TaxesSchedule/TaxesDetail/Amt272
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - FIDELITY
TaxesSchedule/TaxesDetail/CategoryTxt1REAL ESTATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01361
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY CROWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08028994311
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT L CROWELL CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CROWELL
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0597211714
ReturnHeader/Filer/PhoneNum08028994311
ReturnHeader/Filer/USAddress/AddressLine1Txt0609A IRISH SETTLEMENT ROAD
ReturnHeader/Filer/USAddress/CityNm0UNDERHILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd0054899768
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030325875
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS & HODGDON ASSOCIATES CPAS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 BLAIR PARK RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLISTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005495
ReturnHeader/PreparerPersonGrp/PhoneNum08028781963
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN GRENN
ReturnHeader/ReturnTs02024-03-10T14:30:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIMOTHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CROWELL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$716,334
Liabilities
$0
Net assets
$716,334
Revenue
$102,725
Expenses
$98,396
Net income
$4,329
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