Civic Intelligence

Annette P Schmitt Trust

990PF • Fiscal year 2021 • EIN 91-2005654

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 03, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$13,361

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

95th percentile

144%

Faster asset growth than 95% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

29620%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$564,603

Up $332,764 (+144%) from 2020

Net Assets

Up

$564,603

Up $332,764 (+144%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin95th percentile

Revenue

Up

$406,569

Up $405,201 (+29620%) from 2020

Expenses

Up

$73,805

Up $1,646 (+2.3%) from 2020

Net Income

Up

$332,764

Up $403,555 (+570%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2021

Assets$564,603
Liabilities$0
Net Assets$564,603
Open 2021 Filing

Operations Trend

Revenue Growth100th 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

2021

Revenue$406,569
Expenses$73,805
Net Income$332,764
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 3, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret A Demos EsquireTrustee-$13,361-$13,361
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
2022-03-03
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 Appendix296 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margaret A Demos Esquire
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062444
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05329
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06093
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Liability Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MLO Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Real estate appraisal
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Vodafone ADR fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2104
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3160
TaxesSchedule/TaxesDetail/Amt0294
TaxesSchedule/TaxesDetail/CategoryTxt0Property taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0294
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret A Demos
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06035244121
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-03
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/PreparationDt02022-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven B Goss
ReturnHeader/ReturnTs02022-04-29T06:48:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Margaret
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Demos
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$564,603
Liabilities
$0
Net assets
$564,603
Revenue
$406,569
Expenses
$73,805
Net income
$332,764
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
2021Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$4.07$0.74$3.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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