Civic Intelligence

Annette P Schmitt Trust

990PF • Fiscal year 2020 • EIN 91-2005654

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 20, 2021

Organization Profile
One Mill PlazaLaconia, NH 03246

(603) 524-4121

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

1st percentile

-5175%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

85th percentile

$12,460

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 910.8% of source-year revenue.

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

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

14th percentile

-66%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$231,839

Down $70,791 (-23%) from 2019

Net Assets

$231,839

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$1,368

Down $2,640 (-66%) from 2019

Expenses

Down

$72,159

Down $30,912 (-30%) from 2019

Net Income

Up

-$70,791

Up $28,272 (+29%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$600K$400K$200K$0Assets 2011: $347,724Liabilities 2011: $02011Assets 2012: $422,570Liabilities 2012: $02012Assets 2013: $323,490Liabilities 2013: $02013Assets 2014: $296,146Liabilities 2014: $02014Assets 2015: $270,597Liabilities 2015: $02015Assets 2019: $302,630Liabilities 2019: $02019Assets 2020: $231,839Liabilities 2020: $0Net Assets 2020: $231,8392020Assets 2021: $564,603Liabilities 2021: $0Net Assets 2021: $564,6032021Assets 2022: $497,918Liabilities 2022: $0Net Assets 2022: $497,9182022Assets 2023: $437,229Liabilities 2023: $0Net Assets 2023: $437,2292023Assets 2024: $333,980Liabilities 2024: $0Net Assets 2024: $333,9802024

Highlighted filing

2020

Assets$231,839
Liabilities$0
Net Assets$231,839
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $35,181Expenses 2011: $110,670Net Income 2011: -$75,4892011Revenue 2012: $168,274Expenses 2012: $93,428Net Income 2012: $74,8462012Revenue 2013: $22,284Expenses 2013: $121,364Net Income 2013: -$99,0802013Revenue 2014: $95,398Expenses 2014: $122,770Net Income 2014: -$27,3722014Revenue 2015: $39,568Expenses 2015: $65,117Net Income 2015: -$25,5492015Revenue 2019: $4,008Expenses 2019: $103,071Net Income 2019: -$99,0632019Revenue 2020: $1,368Expenses 2020: $72,159Net Income 2020: -$70,7912020Revenue 2021: $406,569Expenses 2021: $73,805Net Income 2021: $332,7642021Revenue 2022: $15,768Expenses 2022: $68,356Net Income 2022: -$52,5882022Revenue 2023: $11,675Expenses 2023: $78,693Net Income 2023: -$67,0182023Revenue 2024: $9,529Expenses 2024: $91,312Net Income 2024: -$81,7832024

Highlighted filing

2020

Revenue$1,368
Expenses$72,159
Net Income-$70,791
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret A Demos EsquireTrustee-$12,460-$12,460
Filing and Contact Details

Filer

Filer Name
Annette P Schmitt Trust
EIN
91-2005654
Phone
6035244121
Address
One Mill Plaza, Laconia, NH 03246

Signing Officer

Name
Margaret A Demos
Title
Trustee
Phone
6035244121
Signed
2021-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Martin Lord & Osman PA
Address
One Mill Plaza, Laconia, NH 03246
Preparer
Steven B Goss
Phone
6035244121
Raw XML Appendix276 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret A Demos
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06035244121
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Annette P Schmitt Trust
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0912005654
ReturnHeader/Filer/PhoneNum06035244121
ReturnHeader/Filer/USAddress/AddressLine1Txt0One Mill Plaza
ReturnHeader/Filer/USAddress/CityNm0Laconia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003246
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020361431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Martin Lord & Osman PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Mill Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laconia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003246
ReturnHeader/PreparerPersonGrp/PhoneNum06035244121
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven B Goss
ReturnHeader/ReturnTs02021-04-22T06:26:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Margaret
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Demos
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
$231,839
Liabilities
$0
Net assets
$231,839
Revenue
$1,368
Expenses
$72,159
Net income
-$70,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$0.10$0.91$0.82
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$0.12$0.79$0.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.00$4.98$0.16$0.68$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$4.07$0.74$3.33
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.01$0.72$0.71
2019Summary only. Only limited summary data is available for this year.$3.03$0.00$0.04$1.03$0.99
2015Summary only. Only limited summary data is available for this year.$2.71$0.00$0.40$0.65$0.26
2014Summary only. Only limited summary data is available for this year.$2.96$0.00$0.95$1.23$0.27
2013Summary only. Only limited summary data is available for this year.$3.23$0.00$0.22$1.21$0.99
2012Summary only. Only limited summary data is available for this year.$4.23$0.00$1.68$0.93$0.75
2011Summary only. Only limited summary data is available for this year.$3.48$0.00$0.35$1.11$0.75