Civic Intelligence

Trust U/W J Myron Leavitt Schools

990 • Fiscal year 2020 • EIN 02-6004003

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization ProfileN/A
One Citizens Bank Way Jcb115Johnston, RI 02919

(603) 634-7772

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$9,377

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

43rd percentile

3.3%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

196%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$633,005

Up $20,405 (+3.3%) from 2019

Net Assets

Up

$633,005

Up $20,405 (+3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin82nd percentile

Revenue

Up

$59,975

Up $39,704 (+196%) from 2019

Expenses

Up

$39,555

Up $190 (+0.5%) from 2019

Net Income

Up

$20,420

Up $39,514 (+207%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$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

2020

Assets$633,005
Liabilities$0
Net Assets$633,005
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$59,975
Expenses$39,555
Net Income$20,420
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Gross Receipts
$199,030
Mission and Program Overview

Mission

To provide for the chichester school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$612,600$633,005▲ $20,405
Investments in Publicly Traded Securities$601,038$626,240▲ $25,202
Savings and Temporary Cash Investments$11,562$6,609▼ $4,953
Cash and Non-Interest-Bearing Accounts-$156-
Total Assets$612,600$633,005▲ $20,405
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$612,600$633,005▲ $20,405
Total Liabilities and Net Assets / Fund Balance$612,600$633,005▲ $20,405
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
-Trustee$9,377$9,377
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$59,975
Other Revenue
$0
Change in Net Assets
$20,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,539
Salaries, Compensation, and Employee Benefits$9,377
Other Expenses$3,639
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,539--$26,539
Current Officers, Directors, Trustees, and Key Employees-$9,377-$9,377
Fees for Service Investment Mgmnt Fees-$2,754-$2,754
Fees for Services Accounting-$725-$725
Other Expenses-$85-$85
Total Functional Expenses$26,539$13,016$0$39,555
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chichester School DistrictChichester, NH501(c)(3)Unrestricted Gift$26,539
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
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1932
Legal Domicile
Nh
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Bradley N Sprong
Phone
4012282600
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Vanguard real estate index fund return of capital adjustment for $14.32”

Raw XML Appendix366 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/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/ExplanationTxt5VANGUARD REAL ESTATE INDEX FUND RETURN OF CAPITAL ADJUSTMENT FOR $14.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LUSTIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J MYRON LEAVITT TRUST
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02021-05-06T11:00:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$633,005
Liabilities
$0
Net assets
$633,005
Revenue
$59,975
Expenses
$39,555
Net income
$20,420
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