Civic Intelligence

Jason C Somerville Trust

990PF • Fiscal year 2023 • EIN 02-6033716

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
50 Garneau RoadBethlehem, NH 03574-0299

(603) 616-2155

Siviq Scores

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

Liabilities / Assets

48th percentile

0.02x

Higher debt load relative to assets than 48% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.32x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

51st percentile

2.9%

Faster asset growth than 51% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

50%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$1,287,024

Up $35,819 (+2.9%) from 2022

Net Assets

Up

$1,265,836

Up $30,276 (+2.5%) from 2022

Liabilities

Up

$21,188

Up $5,543 (+35%) from 2022

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin94th percentile

Revenue

Up

$65,493

Up $21,966 (+50%) from 2022

Expenses

Down

$15,605

Down $16,923 (-52%) from 2022

Net Income

Up

$49,888

Up $38,889 (+354%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2023

Assets$1,287,024
Liabilities$21,188
Net Assets$1,265,836
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$65,493
Expenses$15,605
Net Income$49,888
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
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
50 GARNEAU ROAD, BETHLEHEM, NH 03574-0299

Signing Officer

Name
Scott Stevenson
Title
Trustee
Phone
6036162155
Signed
2024-05-14

Preparer

Firm
Driscoll & Company Pllc
Address
240 DELLS ROAD PO BOX 440, LITTLETON, NH 03561
Preparer
Jennifer L Jones CPA
Phone
6034446733
Raw XML Appendix263 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT STEVENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06036162155
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JASON SOMERVILLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCOTT STEVENSON TTEE
ReturnHeader/Filer/BusinessNameControlTxt0JASO
ReturnHeader/Filer/EIN0026033716
ReturnHeader/Filer/PhoneNum06036162155
ReturnHeader/Filer/USAddress/AddressLine1Txt050 GARNEAU ROAD
ReturnHeader/Filer/USAddress/CityNm0BETHLEHEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd0035740299
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/PreparationDt02024-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER L JONES CPA
ReturnHeader/ReturnTs02024-05-28T09:59:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEVENSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,287,024
Liabilities
$21,188
Net assets
$1,265,836
Revenue
$65,493
Expenses
$15,605
Net income
$49,888
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • $1M-$5M nonprofits