Civic Intelligence

Caroline C Levine Charitable Trust

990PF • Fiscal year 2021 • EIN 02-6101659

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

93rd percentile

79%

Higher net margin than 93% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

45th percentile

6.2%

Faster asset growth than 45% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,262,399

Up $306,141 (+6.2%) from 2020

Net Assets

Up

$5,262,399

Up $306,141 (+6.2%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Down

$387,889

Down $689,734 (-64%) from 2020

Expenses

Down

$81,748

Down $402,053 (-83%) from 2020

Net Income

Down

$306,141

Down $287,681 (-48%) from 2020

Historical Trend

Balance Sheet Trend

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: $1Net Assets 2020: $4,956,2582020Assets 2021: $5,262,399Liabilities 2021: $0Net 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

2021

Assets$5,262,399
Liabilities$0
Net Assets$5,262,399

Operations Trend

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

2021

Revenue$387,889
Expenses$81,748
Net Income$306,141
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers

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
2022-11-11
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/CategoryOrItemTxt40WESTERN DIGITAL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt423M COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43ABBOTT LABS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45ACCENTURE PLC IRELAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46ACTIVISION BLIZZARD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47ADOBE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48ADVANCED MICRO DEVICES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49AIR PROD & CHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50ALLIANT ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51ALPHABET INC CIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52ALPHABET INC CIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53ALTRIA GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54AMAZON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55AMERICAN ELEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57AMERICAN TOWER REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59AMPHENOL CORP NWCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60ANALOG DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61ANTHAM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62AON PLC CIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64APPLIED MATERIALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65ARCHER DANIELS MIDLAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67AUTODESK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68AUTOMATIC DATA PROCESSING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70BECTON DICKINSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71BERKSHIRE HATHAWAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73BOEING CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74BOSTON PROPERTIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75BOSTON SCIENTIFIC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76BRISTOL MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78CAPITAL ONE FINANCIAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80CELANESE CORP SERIES A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81CHARLES SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82CHARTER COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83CHEVRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84CHUBB LIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85CIGNA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86CISCO SYSTEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88CITIZENS FINANCIAL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90COCA COLA CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91COLGATE PALMOLIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94CROWN CASTLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95CSX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97DANAHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99DEXCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101DOMINION ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102DOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103DUKE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106EDWARD LIFE SCIENCE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107ELI LILLY & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108EMERSON ELECTONIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109EOG RESOURCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111ESTEE LAUDER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113META PLATFORMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114FASTENAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115FEDEX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116FIDELITY NATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117FISERVE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118GENERAL ELECTONIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119GENERAL MOTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120GILEAD SCIENCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121GLOBAL PAYMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122GOLDMAN SACHS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123HCA HEALTHCARE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124HILTON WORLDWIDE HLGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127HP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128HUMANA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129IHS MARKIT LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130ILL COAL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131ILLUMINA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133INTERCONTINENTAL EXCHANGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134INTERNATIONAL PAPER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135INTL BUSINESS MACHINES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136INTUIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137INTUITIVE SURGICAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138IQVIA HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140JOHNSON CONTROLS INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141JP MORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142KEYCORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143KIMBERLY CLARK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144L3 HARNS TECHNOLOGIES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145LENNOR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146LINDE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148LOWES COMPANIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149MARATHON PETROLEUM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150MAMOTT INTL INC CIA

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