Civic Intelligence

Edith E Celley Irrv Tr 55005200

990 • Fiscal year 2022 • EIN 82-6777037

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 18, 2023

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

27th percentile

-4.2%

Higher net margin than 27% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

66th percentile

9.6%

Faster asset growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2022

Revenue Growth

88th percentile

76%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,180,043

Down $2,153 (-0.2%) from 2021

Net Assets

Down

$1,180,043

Down $2,153 (-0.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin27th percentile

Revenue

Down

$68,875

Down $83,869 (-55%) from 2021

Expenses

Up

$71,743

Up $4,057 (+6.0%) from 2021

Net Income

Down

-$2,868

Down $87,926 (-103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2022

Assets$1,180,043
Liabilities$0
Net Assets$1,180,043
Open 2022 Filing

Operations Trend

Revenue Growth88th 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

2022

Revenue$68,875
Expenses$71,743
Net Income-$2,868
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 18, 2023
Return Version
2022v5.0
Gross Receipts
$703,658
Mission and Program Overview

Mission

Provide support to haverhill heritage, inc

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$982,622$1,182,196▲ $199,574
Investments in Publicly Traded Securities$1,162,569$1,134,574▼ $27,995
Savings and Temporary Cash Investments$19,627$45,469▲ $25,842
Rtn Earn Endowment Incm Other Fnds$199,574$-2,153▼ $201,727
Total Assets$1,182,196$1,180,043▼ $2,153
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,182,196$1,180,043▼ $2,153
Total Liabilities and Net Assets / Fund Balance$1,182,196$1,180,043▼ $2,153
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Trustee$4,901$4,901
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$68,875
Other Revenue
$0
Change in Net Assets
$-2,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,989
Other Expenses$16,853
Salaries, Compensation, and Employee Benefits$4,901
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,989--$49,989
Fees for Services Other-$16,253-$16,253
Current Officers, Directors, Trustees, and Key Employees-$4,901-$4,901
Fees for Services Accounting-$600-$600
Total Functional Expenses$49,989$21,754$0$71,743
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
Michael Hakoun
Title
Trustee
Phone
6036402695
Signed
2023-04-18
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 2021 Form 990 17,215”

Explanation for Form 990, Part XI, Line 9

“Mutual fund earnings (3.98), ROC adjustment (3570), 2023 transaction posted in 2022 (799.73), BOOK ADJUSTMENT TO BASIS 5,090”

Raw XML Appendix350 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/BooksInCareOfDetail/PhoneNum06036402695
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IRS990/BooksInCareOfDetail/USAddress/CityNm0HANOVER
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036199
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01162569
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01134574
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0634783
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0715
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt017628
IRS990/PYRevenuesLessExpensesAmt085058
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IRS990/PYTotalExpensesAmt067686
IRS990/PYTotalRevenueAmt0152744
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2868
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0199574
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt019627
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IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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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 (3.98), ROC adjustment (3570), 2023 transaction posted in 2022 (799.73), BOOK ADJUSTMENT TO BASIS 5,090
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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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-18
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J GARAND
ReturnHeader/ReturnTs02023-05-10T10:30:41-05:00
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,180,043
Liabilities
$0
Net assets
$1,180,043
Revenue
$68,875
Expenses
$71,743
Net income
-$2,868
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