Civic Intelligence

Edith E Celley Irrv Tr 55005200

990 • Fiscal year 2021 • EIN 82-6777037

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 20, 2022

Organization ProfileN/A
2 Maple StreetHanover, NH 03755

(603) 640-2695

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$5,226

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

68th percentile

20%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

589%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,182,196

Up $199,574 (+20%) from 2020

Net Assets

Up

$1,182,196

Up $199,574 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Up

$152,744

Up $130,566 (+589%) from 2020

Expenses

Up

$67,686

Up $3,771 (+5.9%) from 2020

Net Income

Up

$85,058

Up $126,795 (+304%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $988,568Liabilities 2019: $0Net Assets 2019: $988,5682019Assets 2020: $982,622Liabilities 2020: $0Net Assets 2020: $982,6222020Assets 2021: $1,182,196Liabilities 2021: $0Net Assets 2021: $1,182,1962021Assets 2022: $1,180,043Liabilities 2022: $0Net Assets 2022: $1,180,0432022Assets 2023: $1,180,180Liabilities 2023: $0Net Assets 2023: $1,180,1802023Assets 2024: $1,188,415Liabilities 2024: $0Net Assets 2024: $1,188,4152024

Highlighted filing

2021

Assets$1,182,196
Liabilities$0
Net Assets$1,182,196
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100KRevenue 2019: $8,674Expenses 2019: $72,332Net Income 2019: -$63,6582019Revenue 2020: $22,178Expenses 2020: $63,915Net Income 2020: -$41,7372020Revenue 2021: $152,744Expenses 2021: $67,686Net Income 2021: $85,0582021Revenue 2022: $68,875Expenses 2022: $71,743Net Income 2022: -$2,8682022Revenue 2023: $76,942Expenses 2023: $71,143Net Income 2023: $5,7992023Revenue 2024: $80,815Expenses 2024: $72,213Net Income 2024: $8,6022024

Highlighted filing

2021

Revenue$152,744
Expenses$67,686
Net Income$85,058
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.1
Gross Receipts
$318,067
Mission and Program Overview

Mission

Provide support to haverhill heritage, inc

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$966,181$1,162,569▲ $196,388
Cap Stk Tr Prin Current Funds$988,568$982,622▼ $5,946
Rtn Earn Endowment Incm Other Fnds$-5,946$199,574▲ $205,520
Savings and Temporary Cash Investments$16,441$19,627▲ $3,186
Total Assets$982,622$1,182,196▲ $199,574
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$982,622$1,182,196▲ $199,574
Total Liabilities and Net Assets / Fund Balance$982,622$1,182,196▲ $199,574
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$5,226$5,226
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$152,744
Other Revenue
$0
Change in Net Assets
$85,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,832
Other Expenses$17,628
Salaries, Compensation, and Employee Benefits$5,226
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,832--$44,832
Fees for Services Other-$17,028-$17,028
Current Officers, Directors, Trustees, and Key Employees-$5,226-$5,226
Fees for Services Accounting-$600-$600
Total Functional Expenses$44,832$22,854$0$67,686
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“n/a”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“n/a”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“n/a”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Reviewed by Trustee”

Explanation for Form 990, Page 6, Part VI, Line 9

“n/a”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Employees of Ledyard National Bank are required to sign a form each year, certifying that they have no conflict of interest and that they have read the policies and procedures manual.”

Form 990, Page 6, Part VI, Line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Edith E Celley Unitrust Dtd 81189
EIN
82-6777037
Phone
6036402695
Address
2 MAPLE STREET, HANOVER, NH 03755

Signing Officer

Name
Mitchell
Title
Trustee
Phone
6036402695
Signed
2022-04-20
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Nh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
Supplemental Narrative

Additional Explanations

Schedule A, Part V, Sect E, Line 2

“Undistributed income from 2019 Form 990 15,580”

Explanation for Form 990, Part XI, Line 9

“Mutual fund earnings (1.78), ROC adjustment (359), 2022 transaction posted in 2021 (1880.16), BOOK ADJUSTMENT TO BASIS 116,757,”

Raw XML Appendix351 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/BooksInCareOfDetail/PhoneNum06036402695
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02 MAPLE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HANOVER
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd003755
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IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05226
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt0118592
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt044832
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt044832
IRS990/GrantsToDomesticOrgsGrp/TotalAmt044832
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0283915
IRS990/GrossReceiptsAmt0318067
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt034152
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034152
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0966181
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01162569
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0165323
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0982622
IRS990/NetAssetsOrFundBalancesEOYAmt01182196
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0118592
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0114516
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt042502
IRS990/PYInvestmentIncomeAmt022178
IRS990/PYOtherExpensesAmt016441
IRS990/PYRevenuesLessExpensesAmt0-41737
IRS990/PYSalariesCompEmpBnftPaidAmt04972
IRS990/PYTotalExpensesAmt063915
IRS990/PYTotalRevenueAmt022178
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt085058
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt034152
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-5946
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt016441
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt01684
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt021170
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IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt012248
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt04684
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IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0020474092
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Undistributed income from 2019 Form 990 15,580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Reviewed by Trustee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Employees of Ledyard National Bank are required to sign a form each year, certifying that they have no conflict of interest and that they have read the policies and procedures manual.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Mutual fund earnings (1.78), ROC adjustment (359), 2022 transaction posted in 2021 (1880.16), BOOK ADJUSTMENT TO BASIS 116,757,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule A, Part V, Sect E, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,182,196
Liabilities
$0
Net assets
$1,182,196
Revenue
$152,744
Expenses
$67,686
Net income
$85,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07$0.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.15$0.07$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.06$0.04
2019Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.01$0.07$0.06