Civic Intelligence

Jason Somerville Trust

EIN 02-6033716 • Lancaster, NH

38 Ingerson RoadLancaster, NH 03584
Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.14x

Higher debt load relative to revenue than 67% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

9.3%

Faster asset growth than 68% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

168%

Faster revenue growth than 94% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$1,407,005

Up $119,981 (+9.3%) from 2023

Liabilities

Up

$24,924

Up $3,736 (+18%) from 2023

Net Assets

Up

$1,382,081

Up $116,245 (+9.2%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin93rd percentile

Revenue

Up

$175,597

Up $110,104 (+168%) from 2023

Expenses

Up

$53,656

Up $38,051 (+244%) from 2023

Net Income

Up

$121,941

Up $72,053 (+144%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,427,761Liabilities 2011: $10,6412011Assets 2012: $1,346,736Liabilities 2012: $11,4962012Assets 2013: $1,256,520Liabilities 2013: $12,1982013Assets 2014: $1,171,082Liabilities 2014: $11,3642014Assets 2015: $1,290,609Liabilities 2015: $10,9022015Assets 2019: $1,081,144Liabilities 2019: $7,0622019Assets 2020: $1,143,307Liabilities 2020: $28,181Net Assets 2020: $1,115,1262020Assets 2021: $1,247,894Liabilities 2021: $24,894Net Assets 2021: $1,223,0002021Assets 2022: $1,251,205Liabilities 2022: $15,645Net Assets 2022: $1,235,5602022Assets 2023: $1,287,024Liabilities 2023: $21,188Net Assets 2023: $1,265,8362023Assets 2024: $1,407,005Liabilities 2024: $24,924Net Assets 2024: $1,382,0812024

Highlighted filing

2024

Assets$1,407,005
Liabilities$24,924
Net Assets$1,382,081
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $81,113Expenses 2011: $110,398Net Income 2011: -$29,2852011Revenue 2012: $19,237Expenses 2012: $126,662Net Income 2012: -$107,4252012Revenue 2013: $37,413Expenses 2013: $141,265Net Income 2013: -$103,8522013Revenue 2014: $63,876Expenses 2014: $154,414Net Income 2014: -$90,5382014Revenue 2015: $102,197Expenses 2015: $167,927Net Income 2015: -$65,7302015Revenue 2019: $82,608Expenses 2019: $58,739Net Income 2019: $23,8692019Revenue 2020: $77,266Expenses 2020: $37,429Net Income 2020: $39,8372020Revenue 2021: $138,953Expenses 2021: $31,848Net Income 2021: $107,1052021Revenue 2022: $43,527Expenses 2022: $32,528Net Income 2022: $10,9992022Revenue 2023: $65,493Expenses 2023: $15,605Net Income 2023: $49,8882023Revenue 2024: $175,597Expenses 2024: $53,656Net Income 2024: $121,9412024

Highlighted filing

2024

Revenue$175,597
Expenses$53,656
Net Income$121,941
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,407,005
Liabilities
$24,924
Net assets
$1,382,081
Revenue
$175,597
Expenses
$53,656
Net income
$121,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.38$0.18$0.05$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.02$1.27$0.07$0.02$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.02$1.24$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.02$1.22$0.14$0.03$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.12$0.08$0.04$0.04
2019Summary only. Only limited summary data is available for this year.$1.08$0.01$0.08$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$1.29$0.01$0.10$0.17$0.07
2014Summary only. Only limited summary data is available for this year.$1.17$0.01$0.06$0.15$0.09
2013Summary only. Only limited summary data is available for this year.$1.26$0.01$0.04$0.14$0.10
2012Summary only. Only limited summary data is available for this year.$1.35$0.01$0.02$0.13$0.11
2011Summary only. Only limited summary data is available for this year.$1.43$0.01$0.08$0.11$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT STEVENSONTrustee-$0--
MARIE STEVENSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jason Somerville Trust
EIN
02-6033716
Phone
6036163475
Address
38 INGERSON ROAD, LANCASTER, NH 03584

Signing Officer

Name
Scott Stevenson
Title
Trustee
Phone
6036162155
Signed
2025-05-15

Preparer

Firm
Driscoll & Company Pllc
Address
240 DELLS ROAD PO BOX 440, LITTLETON, NH 03561
Preparer
Jennifer L Jones CPA
Phone
6034446733
Raw XML Appendix266 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/ExcessDistriCyovFromYr5Amt044000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt089000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0133000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0105500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01860
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12870
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01860
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12870
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-5696
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS (LOSSES)
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt015232
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CALL OPTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt019248
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019431
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019431
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT STEVENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06036162155
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JASON SOMERVILLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCOTT STEVENSON TTEE
ReturnHeader/Filer/BusinessNameControlTxt0JASO
ReturnHeader/Filer/EIN0026033716
ReturnHeader/Filer/PhoneNum06036163475
ReturnHeader/Filer/USAddress/AddressLine1Txt038 INGERSON ROAD
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003584
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900112170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DRISCOLL & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0240 DELLS ROAD PO BOX 440
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITTLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003561
ReturnHeader/PreparerPersonGrp/PhoneNum06034446733
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER L JONES CPA
ReturnHeader/ReturnTs02025-07-23T09:13:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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