Civic Intelligence

The Sid and Cecelia Lance Family

990PF • Fiscal year 2021 • EIN 95-3738539

May 12, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

PO Box 305Northfield, VT 05663

(802) 485-3888

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

79th percentile

43%

Higher net margin than 79% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

Up

$1,422,519

Up $157,087 (+12%) from 2011

Net Assets

$1,422,519

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Down

$81,224

Down $30,593 (-27%) from 2011

Expenses

Down

$46,668

Down $40,572 (-47%) from 2011

Net Income

Up

$34,556

Up $9,979 (+41%) from 2011

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,240,855Liabilities 2010: $0Net Assets 2010: $1,240,8552010Assets 2011: $1,265,432Liabilities 2011: $02011Assets 2021: $1,422,519Liabilities 2021: $0Net Assets 2021: $1,422,5192021Assets 2022: $1,406,062Liabilities 2022: $0Net Assets 2022: $1,406,0622022Assets 2023: $1,509,535Liabilities 2023: $0Net Assets 2023: $1,509,5352023Assets 2024: $1,524,838Liabilities 2024: $0Net Assets 2024: $1,524,8382024

Highlighted filing

2021

Assets$1,422,519
Liabilities$0
Net Assets$1,422,519

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $97,9882010Revenue 2011: $111,817Expenses 2011: $87,240Net Income 2011: $24,5772011Revenue 2021: $81,224Expenses 2021: $46,668Net Income 2021: $34,5562021Revenue 2022: $82,244Expenses 2022: $98,701Net Income 2022: -$16,4572022Revenue 2023: $212,779Expenses 2023: $109,306Net Income 2023: $103,4732023Revenue 2024: $158,893Expenses 2024: $143,590Net Income 2024: $15,3032024

Highlighted filing

2021

Revenue$81,224
Expenses$46,668
Net Income$34,556
Jump To
Filing Snapshot
Filing Period
May 12, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CECELIA LANCEPresident-$0--
DEBRA L MILLERVice President, Treasurer & Co-CEO-$0--
PAULA F WHEELERVice President-$0--
RANDY G MILLERSecretary & Co-CEO-$0--
Filing and Contact Details

Filer

Filer Name
The Sid and Cecelia Lance Family
EIN
95-3738539
Phone
8024853888
Address
PO BOX 305, NORTHFIELD, VT 05663

Signing Officer

Name
Cecelia Lance
Title
President
Phone
8024853888
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DANONE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27J SAINSBURY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NISSAN MTR CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NOVARTIS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ILL TOOL WORKS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ROCHE HOLDINGS ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ISHARES MBS ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106SPDR PRTF SHORT TERM CRP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SPDR PORTF SHORT TERM TREA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108SPDR PORTFOLIO INTERMEDIATE TE
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt064570
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt069649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCRUED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt030924
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt038840
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0STATE INCOME TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt011460
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt081224
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt081224
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt038840
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt030924
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt030924

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