Civic Intelligence

Robert and Louise Bossardt Trust

990 • Fiscal year 2017 • EIN 81-6725737

Jan 01, 2017 to Dec 31, 2017

Mendon, VT
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$2,174,745

No earlier filing loaded for comparison.

Net Assets

$2,174,745

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$108,383

No earlier filing loaded for comparison.

Expenses

$86,105

No earlier filing loaded for comparison.

Net Income

$22,278

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2017: $2,174,745Liabilities 2017: $0Net Assets 2017: $2,174,7452017Assets 2018: $2,158,478Liabilities 2018: $0Net Assets 2018: $2,158,4782018Assets 2019: $2,131,259Liabilities 2019: $0Net Assets 2019: $2,131,2592019Assets 2020: $2,019,345Liabilities 2020: $0Net Assets 2020: $2,019,3452020Assets 2021: $1,789,918Liabilities 2021: $0Net Assets 2021: $1,789,9182021Assets 2022: $1,758,155Liabilities 2022: $0Net Assets 2022: $1,758,1552022Assets 2023: $1,748,781Liabilities 2023: $0Net Assets 2023: $1,748,7812023Assets 2024: $1,692,166Liabilities 2024: $0Net Assets 2024: $1,692,1662024

Highlighted filing

2017

Assets$2,174,745
Liabilities$0
Net Assets$2,174,745

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2017: $108,383Expenses 2017: $86,105Net Income 2017: $22,2782017Revenue 2018: $82,900Expenses 2018: $99,167Net Income 2018: -$16,2672018Revenue 2019: $71,057Expenses 2019: $98,276Net Income 2019: -$27,2192019Revenue 2020: $77,018Expenses 2020: $188,932Net Income 2020: -$111,9142020Revenue 2021: $220,104Expenses 2021: $449,531Net Income 2021: -$229,4272021Revenue 2022: $91,795Expenses 2022: $123,558Net Income 2022: -$31,7632022Revenue 2023: $82,902Expenses 2023: $92,276Net Income 2023: -$9,3742023Revenue 2024: $98,027Expenses 2024: $154,642Net Income 2024: -$56,6152024

Highlighted filing

2017

Revenue$108,383
Expenses$86,105
Net Income$22,278
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Mission and Program Overview

Mission

The trust was created in 1987 by robert and louise bossardt and was fully funded in 2016 upon louise's passing. The sole purpose of the trust is to provide financial support to various vermont charitable organizations as listed herein on schedule a.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings