Civic Intelligence

J Myron Leavitt Trust

EIN 02-6004003 • 501(c)3 • Johnston, RI

Profile

To provide for the chichester school district.

One Citizens Bank Way Jcb115Johnston, RI 02919

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$9,415

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

36th percentile

-1.8%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

22%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$637,243

Down $11,564 (-1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$637,243

Down $11,564 (-1.8%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin11th percentile

Revenue

Up

$37,082

Up $6,697 (+22%) from 2023

Expenses

Up

$48,646

Up $993 (+2.1%) from 2023

Net Income

Up

-$11,564

Up $5,704 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $564,855Liabilities 2011: $0Net Assets 2011: $564,8552011Assets 2012: $564,333Liabilities 2012: $0Net Assets 2012: $564,3332012Assets 2013: $581,982Liabilities 2013: $0Net Assets 2013: $581,9822013Assets 2014: $620,823Liabilities 2014: $0Net Assets 2014: $620,8232014Assets 2015: $614,020Liabilities 2015: $0Net Assets 2015: $614,0202015Assets 2016: $600,611Liabilities 2016: $0Net Assets 2016: $600,6112016Assets 2017: $606,489Liabilities 2017: $0Net Assets 2017: $606,4892017Assets 2018: $631,694Liabilities 2018: $0Net Assets 2018: $631,6942018Assets 2019: $612,600Liabilities 2019: $0Net Assets 2019: $612,6002019Assets 2020: $633,005Liabilities 2020: $0Net Assets 2020: $633,0052020Assets 2021: $649,800Liabilities 2021: $0Net Assets 2021: $649,8002021Assets 2022: $666,095Liabilities 2022: $0Net Assets 2022: $666,0952022Assets 2023: $648,807Liabilities 2023: $0Net Assets 2023: $648,8072023Assets 2024: $637,243Liabilities 2024: $0Net Assets 2024: $637,2432024

Highlighted filing

2024

Assets$637,243
Liabilities$0
Net Assets$637,243
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $109,471Expenses 2011: $33,200Net Income 2011: $76,2712011Revenue 2012: $31,982Expenses 2012: $32,504Net Income 2012: -$5222012Revenue 2013: $49,442Expenses 2013: $31,793Net Income 2013: $17,6492013Revenue 2014: $76,694Expenses 2014: $37,853Net Income 2014: $38,8412014Revenue 2015: $27,922Expenses 2015: $34,765Net Income 2015: -$6,8432015Revenue 2016: $24,350Expenses 2016: $37,766Net Income 2016: -$13,4162016Revenue 2017: $44,469Expenses 2017: $38,583Net Income 2017: $5,8862017Revenue 2018: $64,484Expenses 2018: $39,297Net Income 2018: $25,1872018Revenue 2019: $20,271Expenses 2019: $39,365Net Income 2019: -$19,0942019Revenue 2020: $59,975Expenses 2020: $39,555Net Income 2020: $20,4202020Revenue 2021: $57,686Expenses 2021: $40,869Net Income 2021: $16,8172021Revenue 2022: $57,472Expenses 2022: $41,160Net Income 2022: $16,3122022Revenue 2023: $30,385Expenses 2023: $47,653Net Income 2023: -$17,2682023Revenue 2024: $37,082Expenses 2024: $48,646Net Income 2024: -$11,5642024

Highlighted filing

2024

Revenue$37,082
Expenses$48,646
Net Income-$11,564
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$637,243
Liabilities
$0
Net assets
$637,243
Revenue
$37,082
Expenses
$48,646
Net income
-$11,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.37$0.49$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.30$0.48$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.57$0.41$0.16
2021Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.58$0.41$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.60$0.40$0.20
2019Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.20$0.39$0.19
2018Summary only. Only limited summary data is available for this year.$6.32$0.00$6.32$0.64$0.39$0.25
2017Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$0.44$0.39$0.06
2016Summary only. Only limited summary data is available for this year.$6.01$0.00$6.01$0.24$0.38$0.13
2015Summary only. Only limited summary data is available for this year.$6.14$0.00$6.14$0.28$0.35$0.07
2014Summary only. Only limited summary data is available for this year.$6.21$0.00$6.21$0.77$0.38$0.39
2013Summary only. Only limited summary data is available for this year.$5.82$0.00$5.82$0.49$0.32$0.18
2012Summary only. Only limited summary data is available for this year.$5.64$0.00$5.64$0.32$0.33$0.01
2011Summary only. Only limited summary data is available for this year.$5.65$0.00$5.65$1.09$0.33$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$95,684
Mission and Program Overview

Mission

To provide for the chichester school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$648,807$637,243▼ $11,564
Investments in Publicly Traded Securities$630,372$617,022▼ $13,350
Savings and Temporary Cash Investments$18,435$20,221▲ $1,786
Total Assets$648,807$637,243▼ $11,564
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$648,807$637,243▼ $11,564
Total Liabilities and Net Assets / Fund Balance$648,807$637,243▼ $11,564
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$9,415$9,415
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,082
Other Revenue
$0
Change in Net Assets
$-11,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,517
Salaries, Compensation, and Employee Benefits$9,415
Other Expenses$3,714
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,517--$35,517
Current Officers, Directors, Trustees, and Key Employees-$9,415-$9,415
Fees for Service Investment Mgmnt Fees-$2,829-$2,829
Fees for Services Accounting-$725-$725
Other Expenses-$85-$85
Total Functional Expenses$35,517$13,129$0$48,646
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
Backup withholding compliance
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 8A

“The governing body is a corporate trustee and therefore has written actions made during the year.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The governing body is a corporate trustee and therefore has written actions made during the year.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 990 is sent to the administrative office for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Conflict of interest policy is required to be signed annually.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
J Myron Leavitt Trust
EIN
02-6004003
Phone
6036347772
Address
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919

Signing Officer

Name
Donald Lustig
Title
Tax Officer
Phone
6036347772
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
1932
Legal Domicile
Nh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Lyle J Mohler
Phone
6892065200
Raw XML Appendix352 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY IS A CORPORATE TRUSTEE AND THEREFORE HAS WRITTEN ACTIONS MADE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY IS A CORPORATE TRUSTEE AND THEREFORE HAS WRITTEN ACTIONS MADE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS SENT TO THE ADMINISTRATIVE OFFICE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J MYRON LEAVITT TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
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ReturnHeader/PreparerPersonGrp/PhoneNum06892065200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-12T14:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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