Civic Intelligence

Caroline C Levine Charitable Trust

990PF • Fiscal year 2024 • EIN 02-6101659

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 04, 2025

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

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

81st percentile

36%

Higher net margin than 81% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.9%

Faster asset growth than 42% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

35%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,497,309

Up $104,724 (+1.9%) from 2023

Net Assets

$5,497,309

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin81st percentile

Revenue

Up

$299,405

Up $78,122 (+35%) from 2023

Expenses

Up

$191,605

Up $68,129 (+55%) from 2023

Net Income

Up

$107,800

Up $9,993 (+10%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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: $1Net 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

2024

Assets$5,497,309
Liabilities$0
Net Assets$5,497,309
Open 2024 Filing

Operations Trend

Revenue Growth73rd 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

2024

Revenue$299,405
Expenses$191,605
Net Income$107,800
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay32nd 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
2025-11-04
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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Filings

Displayed year

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

Open filing
Assets
$5,497,309
Liabilities
$0
Net assets
$5,497,309
Revenue
$299,405
Expenses
$191,605
Net income
$107,800
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • $5M-$10M nonprofits