Civic Intelligence

Trust UW Eliza Bixby

990PF • Fiscal year 2017 • EIN 02-6004319

Nov 01, 2016 to Oct 31, 2017 • Filed on Mar 04, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-167%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,795

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-6.0%

Faster asset growth than 33% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-0.4%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$216,416

Down $13,756 (-6.0%) from 2016

Net Assets

Down

$216,416

Down $13,756 (-6.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$8,260

Down $31 (-0.4%) from 2016

Expenses

Up

$22,016

Up $6,856 (+45%) from 2016

Net Income

Down

-$13,756

Down $6,887 (-100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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: $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

Highlighted filing

2017

Assets$216,416
Liabilities$0
Net Assets$216,416
Open 2017 Filing

Operations Trend

Revenue Growth47th 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 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

Highlighted filing

2017

Revenue$8,260
Expenses$22,016
Net Income-$13,756
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Mar 4, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J ZELLERSTrustee-$1,795-$1,795
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
2018-03-04

Preparer

Firm
Carew & Wells Pllc
Address
104 N STATE ST, CONCORD, NH 03301
Preparer
Karen M Carew
Phone
6032243950
Raw XML Appendix309 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE FDTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0033012599
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018701
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02579
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt01115
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017587
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018847
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021281
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01115
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016268
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017587
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/Amt0161
TaxesSchedule/TaxesDetail/Amt1335
TaxesSchedule/TaxesDetail/Amt286
TaxesSchedule/TaxesDetail/Amt33
TaxesSchedule/TaxesDetail/CategoryTxt02016 FORM 990PF BAL DUE
TaxesSchedule/TaxesDetail/CategoryTxt12016 FORM 4720 BAL DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt3ADR INVESTMENT FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt086
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY J ZELLERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032280477
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId021156068E9676436ABC68E5678E79452A22F2EF8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E03ECD891A7F55AD1BB52466DEE6B348CEA99FBA
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/PreparationDt02018-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN M CAREW
ReturnHeader/ReturnTs02018-03-13T10:02:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,416
Liabilities
$0
Net assets
$216,416
Revenue
$8,260
Expenses
$22,016
Net income
-$13,756
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