Civic Intelligence

Richard T Hall Tr FBO Dowd Share A

EIN 90-0103019 • Concord, NH

90 North Main StConcord, NH 03301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$46,284

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

62%

Faster revenue growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,597,191

Down $2,557 (-0.1%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$372,652

Down $146,070 (-28%) from 2022

Expenses

Down

$375,621

Down $114,135 (-23%) from 2022

Net Income

Down

-$2,969

Down $31,935 (-110%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $3,088,791Liabilities 2010: $0Net Assets 2010: $3,088,7912010Assets 2011: $3,077,155Liabilities 2011: $0Net Assets 2011: $3,077,1552011Assets 2012: $3,015,999Liabilities 2012: $0Net Assets 2012: $3,015,9992012Assets 2013: $3,061,460Liabilities 2013: $0Net Assets 2013: $3,061,4602013Assets 2014: $4,059,732Liabilities 2014: $0Net Assets 2014: $4,059,7322014Assets 2015: $4,018,950Liabilities 2015: $0Net Assets 2015: $4,018,9502015Assets 2016: $3,808,009Liabilities 2016: $0Net Assets 2016: $3,808,0092016Assets 2017: $4,406,513Liabilities 2017: $0Net Assets 2017: $4,406,5132017Assets 2018: $4,251,040Liabilities 2018: $0Net Assets 2018: $4,251,0402018Assets 2019: $4,262,938Liabilities 2019: $0Net Assets 2019: $4,262,9382019Assets 2020: $4,534,114Liabilities 2020: $0Net Assets 2020: $4,534,1142020Assets 2021: $4,573,211Liabilities 2021: $0Net Assets 2021: $4,573,2112021Assets 2022: $4,599,748Liabilities 2022: $0Net Assets 2022: $4,599,7482022Assets 2023: $4,597,191Liabilities 2023: $12023

Highlighted filing

2023

Assets$4,597,191
Liabilities$1
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $190,7432010Expenses 2011: $208,8982011Expenses 2012: $210,2182012Revenue 2013: $263,205Expenses 2013: $216,703Net Income 2013: $46,5022013Revenue 2014: $1,229,179Expenses 2014: $230,599Net Income 2014: $998,5802014Revenue 2015: $216,411Expenses 2015: $256,721Net Income 2015: -$40,3102015Revenue 2016: $113,327Expenses 2016: $324,325Net Income 2016: -$210,9982016Revenue 2017: $912,852Expenses 2017: $313,462Net Income 2017: $599,3902017Revenue 2018: $207,183Expenses 2018: $362,032Net Income 2018: -$154,8492018Revenue 2019: $358,235Expenses 2019: $345,809Net Income 2019: $12,4262019Revenue 2020: $367,530Expenses 2020: $97,560Net Income 2020: $269,9702020Revenue 2021: $710,780Expenses 2021: $673,890Net Income 2021: $36,8902021Revenue 2022: $518,722Expenses 2022: $489,756Net Income 2022: $28,9662022Revenue 2023: $372,652Expenses 2023: $375,621Net Income 2023: -$2,9692023

Highlighted filing

2023

Revenue$372,652
Expenses$375,621
Net Income-$2,969

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.60$0.00$0.37$0.38$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.60$0.00$4.60$0.52$0.49$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$0.00$4.57$0.71$0.67$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.37$0.10$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.36$0.35$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.21$0.36$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.91$0.31$0.60
2016Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.11$0.32$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.22$0.26$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$1.23$0.23$1.00
2013Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.26$0.22$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.21
2010Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.19
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P HALLCo-Fiduciary-$51,838-$51,838
CHARTER TRUST COMPANYCo-Fiduciary-$28,267-$28,267
Filing and Contact Details

Filer

Filer Name
Richard T Hall Tr Fbo Dowd Share a
EIN
90-0103019
Phone
6032241350
Address
90 NORTH MAIN ST, CONCORD, NH 03301

Signing Officer

Name
Charter Trust Company
Title
Co-fiduciary
Phone
6032241350
Signed
2021-05-12

Preparer

Firm
Carew & Wells Pllc
Address
104 N STATE ST, CONCORD, NH 03301
Preparer
Karen M Carew
Phone
6032243950
Raw XML Appendix278 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0685
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0685
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE & FOREIGN BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0385587
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0422826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01319182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1244924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22137792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04310899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1264490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22324164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON EQUITY SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CLOSED END INTL EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CLOSED END DOMESTIC EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3TAXABLE FIXED INCOME FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CLOSED END FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DOMESTIC EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INTERNATIONAL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7TAXABLE FIXED INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0108554
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0108554
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0108554
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0269970
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0857819
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt013165
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt013165
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0245811
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04148
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0520
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012622
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt097560
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-19612
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-19612
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1767106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE CHARTER TRUST STMT X3545-ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE CHARTER TRUST STMT X3545 - LT
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToYear1Amt049386
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0338166
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049386
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0218490
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0338166
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0267876
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROBATE ACCOUNTING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PROBATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5REGULATORY COMPLIANCE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6DEPOSITORY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MBS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01774
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt385
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0196
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt28
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01774
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt510
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt68
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01206
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET TAXABLE TIMING DIFFERENCES
TaxesSchedule/TaxesDetail/Amt0520
TaxesSchedule/TaxesDetail/Amt15764
TaxesSchedule/TaxesDetail/Amt23533
TaxesSchedule/TaxesDetail/Amt32805
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt11041 FEDERAL BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt21041 2020 ESTIMATED TAX PYMTS
TaxesSchedule/TaxesDetail/CategoryTxt32020 ESTIMATED TAX PYMTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0520
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARTER TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-FIDUCIARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06032241350
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD T HALL TR FBO DOWD SHARE A
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHARTER TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0900103019
ReturnHeader/Filer/PhoneNum06032241350
ReturnHeader/Filer/USAddress/AddressLine1Txt090 NORTH MAIN ST
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412243136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAREW & WELLS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 N STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003301
ReturnHeader/PreparerPersonGrp/PhoneNum06032243950
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN M CAREW
ReturnHeader/ReturnTs02021-05-14T08:43:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARTER TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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