Civic Intelligence

Trust UW Eliza Bixby

EIN 02-6004319 • Concord, NH

Pub. 78 Eligible
2 S State StreetConcord, NH 03301
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$2,276

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

3.6%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

30%

Faster revenue growth than 77% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$179,286

Up $6,194 (+3.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$179,286

Up $6,194 (+3.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin76th percentile

Revenue

Up

$28,367

Up $6,502 (+30%) from 2023

Expenses

Down

$22,173

Down $12,627 (-36%) from 2023

Net Income

Up

$6,194

Up $19,129 (+148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$300K$200K$100K$0Assets 2011: $264,306Liabilities 2011: $02011Assets 2012: $250,573Liabilities 2012: $0Net Assets 2012: $250,5732012Assets 2013: $253,790Liabilities 2013: $0Net Assets 2013: $253,7902013Assets 2014: $252,150Liabilities 2014: $0Net Assets 2014: $252,1502014Assets 2015: $237,041Liabilities 2015: $0Net Assets 2015: $237,0412015Assets 2016: $230,172Liabilities 2016: $0Net Assets 2016: $230,1722016Assets 2017: $216,416Liabilities 2017: $0Net Assets 2017: $216,4162017Assets 2018: $211,890Liabilities 2018: $0Net Assets 2018: $211,8902018Assets 2019: $196,170Liabilities 2019: $0Net Assets 2019: $196,1702019Assets 2020: $197,061Liabilities 2020: $0Net Assets 2020: $197,0612020Assets 2021: $205,581Liabilities 2021: $0Net Assets 2021: $205,5812021Assets 2022: $186,027Liabilities 2022: $0Net Assets 2022: $186,0272022Assets 2023: $173,092Liabilities 2023: $0Net Assets 2023: $173,0922023Assets 2024: $179,286Liabilities 2024: $0Net Assets 2024: $179,2862024

Latest loaded filing

2024

Assets$179,286
Liabilities$0
Net Assets$179,286
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$40K$20K$0-$20KRevenue 2011: $10,159Expenses 2011: $19,014Net Income 2011: -$8,8552011Expenses 2012: $16,0172012Revenue 2013: $10,306Expenses 2013: $7,089Net Income 2013: $3,2172013Revenue 2014: $7,042Expenses 2014: $8,682Net Income 2014: -$1,6402014Revenue 2015: $7,979Expenses 2015: $23,088Net Income 2015: -$15,1092015Revenue 2016: $8,291Expenses 2016: $15,160Net Income 2016: -$6,8692016Revenue 2017: $8,260Expenses 2017: $22,016Net Income 2017: -$13,7562017Revenue 2018: $9,260Expenses 2018: $13,786Net Income 2018: -$4,5262018Revenue 2019: $10,923Expenses 2019: $26,643Net Income 2019: -$15,7202019Revenue 2020: $10,291Expenses 2020: $9,400Net Income 2020: $8912020Revenue 2021: $24,739Expenses 2021: $16,219Net Income 2021: $8,5202021Revenue 2022: $12,364Expenses 2022: $31,918Net Income 2022: -$19,5542022Revenue 2023: $21,865Expenses 2023: $34,800Net Income 2023: -$12,9352023Revenue 2024: $28,367Expenses 2024: $22,173Net Income 2024: $6,1942024

Latest loaded filing

2024

Revenue$28,367
Expenses$22,173
Net Income$6,194
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.28$0.22$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.22$0.35$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.32$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.25$0.16$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.10$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.11$0.27$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.08$0.22$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.08$0.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.07$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.10$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.16
2011Summary only. Only limited summary data is available for this year.$2.64$0.00$0.10$0.19$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 3, 2026
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J ZELLERSTrustee-$2,276-$2,276
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW HAMPSHIRE ODD FELLOWSSUPPORT OF POOR & WORTHY PERSONSPRIVATE FDTNCONCORD, NH, US$17,584
Filing and Contact Details

Filer

Filer Name
Trust Uw Eliza Bixby
EIN
02-6004319
Phone
6032245800
Address
2 S STATE STREET, CONCORD, NH 03301

Signing Officer

Name
Jeffrey J Zellers
Title
Trustee
Phone
6032280477
Signed
2026-03-03

Preparer

Firm
Carew & Wells Pllc
Address
104 N STATE ST, CONCORD, NH 03301
Preparer
Karen M Carew
Phone
6032243950
Raw XML Appendix271 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03053
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018117
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023703
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021170
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020650
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018117
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRIMACK COUNTY FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NH ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROBATE BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS ANNUAL SERVICE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
TaxesSchedule/TaxesDetail/Amt0174
TaxesSchedule/TaxesDetail/Amt1389
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt12024 990PF BAL DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0174
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY J ZELLERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032280477
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW ELIZA BIXBY
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0026004319
ReturnHeader/Filer/PhoneNum06032245800
ReturnHeader/Filer/USAddress/AddressLine1Txt02 S STATE STREET
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412243136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAREW & WELLS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 N STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003301
ReturnHeader/PreparerPersonGrp/PhoneNum06032243950
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN M CAREW
ReturnHeader/ReturnTs02026-03-12T19:57:03-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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