Civic Intelligence

Trust UW Eliza Bixby

990PF • Fiscal year 2016 • EIN 02-6004319

Nov 01, 2015 to Oct 31, 2016 • Filed on Feb 22, 2017

Organization Profile
2 S State StreetConcord, NH 03301

(603) 224-5800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-83%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$1,709

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.9%

Faster asset growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

3.9%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$230,172

Down $6,869 (-2.9%) from 2015

Net Assets

Down

$230,172

Down $6,869 (-2.9%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Up

$8,291

Up $312 (+3.9%) from 2015

Expenses

Down

$15,160

Down $7,928 (-34%) from 2015

Net Income

Up

-$6,869

Up $8,240 (+55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2011: $264,306Liabilities 2011: $02011Assets 2012: $250,573Liabilities 2012: $0Net Assets 2012: $250,5732012Assets 2013: $253,790Liabilities 2013: $1Net Assets 2013: $253,7902013Assets 2014: $252,150Liabilities 2014: $1Net Assets 2014: $252,1502014Assets 2015: $237,041Liabilities 2015: $1Net Assets 2015: $237,0412015Assets 2016: $230,172Liabilities 2016: $0Net Assets 2016: $230,1722016Assets 2018: $211,890Liabilities 2018: $0Net Assets 2018: $211,8902018Assets 2019: $196,170Liabilities 2019: $1Net Assets 2019: $196,1702019Assets 2020: $197,061Liabilities 2020: $12020Assets 2021: $205,581Liabilities 2021: $1Net Assets 2021: $205,5812021Assets 2022: $186,027Liabilities 2022: $0Net Assets 2022: $186,0272022Assets 2023: $173,092Liabilities 2023: $12023

Highlighted filing

2016

Assets$230,172
Liabilities$0
Net Assets$230,172
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this 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 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: -$12,9352023

Highlighted filing

2016

Revenue$8,291
Expenses$15,160
Net Income-$6,869
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Feb 22, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J ZELLERSTrustee-$1,709-$1,709
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
2017-02-22

Preparer

Firm
Carew & Wells Pllc
Address
3 NORTH SPRING ST SUITE 100, CONCORD, NH 03301
Preparer
Karen M Carew
Phone
6032243950
Raw XML Appendix285 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/UndistributedIncomeGrp/UndistributedIncomeCYAmt017587
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015894
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRIMACK COUNTY FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NH ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROBATE BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS ANNUAL SERVICE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/Amt1155
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt12015 FORM 990-PF BAL DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt076
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY J ZELLERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032280477
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-22
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/PreparerFirmGrp/PreparerFirmEIN0412243136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAREW & WELLS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 NORTH SPRING ST SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003301
ReturnHeader/PreparerPersonGrp/PhoneNum06032243950
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN M CAREW
ReturnHeader/ReturnTs02017-02-24T16:54:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-11-01
ReturnHeader/TaxPeriodEndDt02016-10-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,172
Liabilities
$0
Net assets
$230,172
Revenue
$8,291
Expenses
$15,160
Net income
-$6,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$0.22$0.35$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.12$0.32$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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$0.10$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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.
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.15$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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