Civic Intelligence

Jason C Somerville Trust

990PF • Fiscal year 2021 • EIN 02-6033716

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

Organization Profile
PO Box 299Bethlehem, NH 03574-0299

(603) 616-2155

Siviq Scores

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

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.18x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

93rd percentile

77%

Higher net margin than 93% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

55th percentile

9.1%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

80%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,247,894

Up $104,587 (+9.1%) from 2020

Net Assets

Up

$1,223,000

Up $107,874 (+9.7%) from 2020

Liabilities

Down

$24,894

Down $3,287 (-12%) from 2020

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin93rd percentile

Revenue

Up

$138,953

Up $61,687 (+80%) from 2020

Expenses

Down

$31,848

Down $5,581 (-15%) from 2020

Net Income

Up

$107,105

Up $67,268 (+169%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2021

Assets$1,247,894
Liabilities$24,894
Net Assets$1,223,000
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

2021

Revenue$138,953
Expenses$31,848
Net Income$107,105
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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
6036162155
Address
PO BOX 299, BETHLEHEM, NH 03574-0299

Signing Officer

Name
Scott Stevenson
Title
Trustee
Phone
6036162155
Signed
2022-05-02

Preparer

Firm
Driscoll & Company Pllc
Address
240 DELLS ROAD PO BOX 440, LITTLETON, NH 03561
Preparer
David Driscoll
Phone
6034446733
Raw XML Appendix270 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01860
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0769
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt021119
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CALL OPTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt019835
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013508
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT STEVENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06036162155
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JASON SOMERVILLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCOTT STEVENSON TTEE
ReturnHeader/Filer/BusinessNameControlTxt0JASO
ReturnHeader/Filer/EIN0026033716
ReturnHeader/Filer/PhoneNum06036162155
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 299
ReturnHeader/Filer/USAddress/CityNm0BETHLEHEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd0035740299
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/PreparationDt02022-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID DRISCOLL
ReturnHeader/ReturnTs02022-05-06T11:49:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEVENSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,247,894
Liabilities
$24,894
Net assets
$1,223,000
Revenue
$138,953
Expenses
$31,848
Net income
$107,105
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