Civic Intelligence

Caroline C Levine Charitable Trust

990PF • Fiscal year 2020 • EIN 02-6101659

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 22, 2021

Organization Profile
20 Trafalgar Square Suite 505Nashua, NH 03063

(603) 883-5501

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

314%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,956,258

Up $593,822 (+14%) from 2019

Net Assets

$4,956,258

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin89th percentile

Revenue

Up

$1,077,623

Up $817,244 (+314%) from 2019

Expenses

Up

$483,801

Up $6,742 (+1.4%) from 2019

Net Income

Up

$593,822

Up $810,502 (+374%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,707,166Liabilities 2011: $02011Assets 2012: $5,706,343Liabilities 2012: $02012Assets 2013: $5,437,458Liabilities 2013: $02013Assets 2014: $5,619,161Liabilities 2014: $02014Assets 2015: $5,771,553Liabilities 2015: $02015Assets 2019: $4,362,436Liabilities 2019: $02019Assets 2020: $4,956,258Liabilities 2020: $0Net Assets 2020: $4,956,2582020Assets 2021: $5,262,399Liabilities 2021: $1Net Assets 2021: $5,262,3992021Assets 2022: $5,297,899Liabilities 2022: $0Net Assets 2022: $5,297,8992022Assets 2023: $5,392,585Liabilities 2023: $12023Assets 2024: $5,497,309Liabilities 2024: $0Net Assets 2024: $5,497,3092024

Highlighted filing

2020

Assets$4,956,258
Liabilities$0
Net Assets$4,956,258
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $114,879Expenses 2011: $387,207Net Income 2011: -$272,3282011Revenue 2012: $341,515Expenses 2012: $342,338Net Income 2012: -$8232012Revenue 2013: $187,266Expenses 2013: $456,151Net Income 2013: -$268,8852013Revenue 2014: $372,705Expenses 2014: $191,002Net Income 2014: $181,7032014Revenue 2015: $355,568Expenses 2015: $203,176Net Income 2015: $152,3922015Revenue 2019: $260,379Expenses 2019: $477,059Net Income 2019: -$216,6802019Revenue 2020: $1,077,623Expenses 2020: $483,801Net Income 2020: $593,8222020Revenue 2021: $387,889Expenses 2021: $81,748Net Income 2021: $306,1412021Revenue 2022: $224,568Expenses 2022: $183,676Net Income 2022: $40,8922022Revenue 2023: $221,283Expenses 2023: $123,476Net Income 2023: $97,8072023Revenue 2024: $299,405Expenses 2024: $191,605Net Income 2024: $107,8002024

Highlighted filing

2020

Revenue$1,077,623
Expenses$483,801
Net Income$593,822
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH W KENNYTrustee-$0--
CAROLINE C LEVINETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Caroline C Levine Charitable Trust
EIN
02-6101659
Phone
6038835501
Address
20 TRAFALGAR SQUARE SUITE 505, NASHUA, NH 03063

Signing Officer

Name
Joseph W Kenny
Title
Trustee
Phone
6038835501
Signed
2021-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Hamblett & Kerrigan Pa
Address
20 TRAFALGAR SQ SUITE 505, NASHUA, NH 03063
Preparer
Joseph W Kenny
Phone
6038835501
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35HANESBRANDSS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36HCA HEALTHCARE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37LIBERTY GLOBAL PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38LINCOLN NH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39NCR ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt400-1 GLASS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41QUANTA SERVICES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42QURATE RETAIL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43SUNIOR ENEGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44SYNNEX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45UNITED RENTALS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46UNIVAR SOLUTIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47WESTERN DIGITAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48WHIRLPOOL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49XPO LOGISTICS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt503M COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51ABBOTT LABS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53ACCENTURE PLC IRELAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54ACTIVISION BLIZZARD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55ADOBE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56ADVANCED MICRO DEVICES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57AIR PROD & CHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58ALLIANT ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59ALPHABET INC CIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60ALPHABET INC CIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61ALTRIG GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62AMAZON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63AMERICAN INTL GP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64AMERICAN ELEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66AMERICAN TOWER REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68AMPHENOL CORP NWCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69ANALOG DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70ANTHAM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71AON PLC CIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73APPLIED MATERIALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74ARCHER DANIELS MIDLAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76AUTODESK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77AUTOMATIC DATA PROCESSING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79BAXTER INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80BECTON DICKINSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81BERKSHIRE HATHAWAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82BIOGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84BOEING CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85BOSTON PROPERTIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86BOSTON SCIENTIFIC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87BRISTOL MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89CAPITAL ONE FINANCIAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90CORMAX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92CELANESE CORP SERIES A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93CENTENE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94CHARLES SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95CHARTER COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96CHEVRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97CHUBB LIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98CIGNA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99CISCO SYSTEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101CITIZENS FINANCIAL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103COCA COLA CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104COGNIZANT TECH SOLUTIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105COLGATE PALMOLIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108CONSTELLATION BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109CROWN CASTLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110CSX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112DANAHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114DEXCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116DOMINION ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117DOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118DUKE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119DUPONT DE NEMOURS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122EDWARD LIFE SCIENCE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123ELECTRONIC ARTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124ELI LILLY & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125EMERSON ELECTONIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126EOG RESOURCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128ESTEE LAUDER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130FACEBOOK INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131FASTENAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132FEDEX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133FIDELITY NATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134FISERVE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135GENERAL ELECTONIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136GENERAL MOTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137GILEAD SCIENCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138GLOBAL PAYMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139GOLDMAN SACHS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140HCA HEALTHCARE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141HILTON WORLDWIDE HLGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144HP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145HUMANA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146IHS MARKI-1 LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147ILL COAL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148ILLUMINA INC

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,956,258
Liabilities
$0
Net assets
$4,956,258
Revenue
$1,077,623
Expenses
$483,801
Net income
$593,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.30$0.19$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.39$0.00$0.22$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.22$0.18$0.04
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.26$0.00$5.26$0.39$0.08$0.31
2020Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$1.08$0.48$0.59
2019Summary only. Only limited summary data is available for this year.$4.36$0.00$0.26$0.48$0.22
2015Summary only. Only limited summary data is available for this year.$5.77$0.00$0.36$0.20$0.15
2014Summary only. Only limited summary data is available for this year.$5.62$0.00$0.37$0.19$0.18
2013Summary only. Only limited summary data is available for this year.$5.44$0.00$0.19$0.46$0.27
2012Summary only. Only limited summary data is available for this year.$5.71$0.00$0.34$0.34$0.00
2011Summary only. Only limited summary data is available for this year.$5.71$0.00$0.11$0.39$0.27