Civic Intelligence

Robert and Nancy Norbedo Charitable Trust

990PF • Fiscal year 2020 • EIN 82-3401178

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 30, 2021

Organization Profile
295 Rea StreetNorth Andover, MA 01845

(978) 687-3002

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-21%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$148,972

Up $26,204 (+21%) from 2019

Net Assets

Up

$148,972

Up $26,204 (+21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Down

$34,177

Down $8,961 (-21%) from 2019

Expenses

Up

$7,973

Up $542 (+7.3%) from 2019

Net Income

Down

$26,204

Down $9,503 (-27%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$300K$200K$100K$0Assets 2019: $122,768Liabilities 2019: $0Net Assets 2019: $122,7682019Assets 2020: $148,972Liabilities 2020: $0Net Assets 2020: $148,9722020Assets 2021: $199,528Liabilities 2021: $0Net Assets 2021: $199,5282021Assets 2022: $225,629Liabilities 2022: $0Net Assets 2022: $225,6292022Assets 2023: $256,586Liabilities 2023: $12023Assets 2024: $290,872Liabilities 2024: $0Net Assets 2024: $290,8722024

Highlighted filing

2020

Assets$148,972
Liabilities$0
Net Assets$148,972
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$100K$50K$0Revenue 2019: $43,138Expenses 2019: $7,431Net Income 2019: $35,7072019Revenue 2020: $34,177Expenses 2020: $7,973Net Income 2020: $26,2042020Revenue 2021: $91,225Expenses 2021: $9,659Net Income 2021: $81,5662021Revenue 2022: $59,980Expenses 2022: $12,150Net Income 2022: $47,8302022Revenue 2023: $41,989Expenses 2023: $11,924Net Income 2023: $30,0652023Revenue 2024: $55,656Expenses 2024: $16,097Net Income 2024: $39,5592024

Highlighted filing

2020

Revenue$34,177
Expenses$7,973
Net Income$26,204
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 30, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A NORBEDOTrustee-$0--
NANCY B NORBEDOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Nancy Norbedo
EIN
82-3401178
Phone
9786873002
Address
295 REA STREET, NORTH ANDOVER, MA 01845

Signing Officer

Name
Robert a Norbedo
Title
Trustee
Phone
9786873002
Signed
2021-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan Bille Pc
Address
600 CLARK ROAD, TEWKSBURY, MA 01876
Preparer
Tracy Descoteaux CPA
Phone
9789702900
Raw XML Appendix342 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2235 WELLESLEY STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WESTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002184
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202493
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04222
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01278
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05821
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01599
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01278
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT A AND NANCY B NORBEDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0295 REA STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NORTH ANDOVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001845
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MARGIN INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01397
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01397
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0ROBERT A AND NANCY B NORBEDO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0295 REA STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NORTH ANDOVER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd001845
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/Amt134
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt134
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A NORBEDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09786873002
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT AND NANCY NORBEDO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0823401178
ReturnHeader/Filer/PhoneNum09786873002
ReturnHeader/Filer/USAddress/AddressLine1Txt0295 REA STREET
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043296201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN BILLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 CLARK ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEWKSBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001876
ReturnHeader/PreparerPersonGrp/PhoneNum09789702900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY DESCOTEAUX CPA
ReturnHeader/ReturnTs02021-04-09T12:28:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NORBEDO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,972
Liabilities
$0
Net assets
$148,972
Revenue
$34,177
Expenses
$7,973
Net income
$26,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.56$0.16$0.40
2023Summary only. Only limited summary data is available for this year.$2.57$0.00$0.42$0.12$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.60$0.12$0.48
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.91$0.10$0.82
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.34$0.08$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.43$0.07$0.36