Civic Intelligence

Annie L Rowell Intervivos Trust XXX-XX-XXXX

990PF • Fiscal year 2014 • EIN 02-6110470

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 21, 2014

Organization Profile
PO Box 477Manchester, NH 03302-0477

(603) 229-5810

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

44th percentile

$134,482

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

356%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$19,744,239

Up $3,261,781 (+20%) from 2013

Net Assets

Up

$19,744,239

Up $3,261,781 (+20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin94th percentile

Revenue

Up

$4,482,212

Up $3,499,750 (+356%) from 2013

Expenses

Up

$1,220,022

Up $139,126 (+13%) from 2013

Net Income

Up

$3,262,190

Up $3,360,624 (+3414%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$30M$20M$10M$0Assets 2012: $16,582,016Liabilities 2012: $02012Assets 2013: $16,482,458Liabilities 2013: $0Net Assets 2013: $16,482,4582013Assets 2014: $19,744,239Liabilities 2014: $0Net Assets 2014: $19,744,2392014Assets 2015: $19,632,790Liabilities 2015: $0Net Assets 2015: $19,632,7902015Assets 2016: $19,137,193Liabilities 2016: $0Net Assets 2016: $19,137,1932016Assets 2017: $19,137,047Liabilities 2017: $0Net Assets 2017: $19,137,0472017Assets 2018: $19,434,533Liabilities 2018: $0Net Assets 2018: $19,434,5332018Assets 2019: $19,375,853Liabilities 2019: $0Net Assets 2019: $19,375,8532019Assets 2020: $19,310,432Liabilities 2020: $0Net Assets 2020: $19,310,4322020Assets 2021: $22,096,911Liabilities 2021: $0Net Assets 2021: $22,096,9112021Assets 2022: $26,148,816Liabilities 2022: $0Net Assets 2022: $26,148,8162022Assets 2023: $23,651,512Liabilities 2023: $0Net Assets 2023: $23,651,5122023Assets 2024: $22,977,805Liabilities 2024: $0Net Assets 2024: $22,977,8052024Assets 2025: $23,425,276Liabilities 2025: $0Net Assets 2025: $23,425,2762025

Highlighted filing

2014

Assets$19,744,239
Liabilities$0
Net Assets$19,744,239
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $317,717Expenses 2012: $1,028,509Net Income 2012: -$710,7922012Revenue 2013: $982,462Expenses 2013: $1,080,896Net Income 2013: -$98,4342013Revenue 2014: $4,482,212Expenses 2014: $1,220,022Net Income 2014: $3,262,1902014Revenue 2015: $942,109Expenses 2015: $1,051,671Net Income 2015: -$109,5622015Revenue 2016: $806,229Expenses 2016: $1,300,785Net Income 2016: -$494,5562016Revenue 2017: $1,266,923Expenses 2017: $1,266,745Net Income 2017: $1782017Revenue 2018: $1,651,843Expenses 2018: $1,354,342Net Income 2018: $297,5012018Revenue 2019: $1,287,303Expenses 2019: $1,345,972Net Income 2019: -$58,6692019Revenue 2020: $1,302,208Expenses 2020: $1,366,743Net Income 2020: -$64,5352020Revenue 2021: $4,313,612Expenses 2021: $1,527,162Net Income 2021: $2,786,4502021Revenue 2022: $5,812,067Expenses 2022: $1,722,956Net Income 2022: $4,089,1112022Revenue 2023: -$1,006,652Expenses 2023: $1,490,125Net Income 2023: -$2,496,7772023Revenue 2024: $785,289Expenses 2024: $1,455,619Net Income 2024: -$670,3302024Revenue 2025: $1,862,345Expenses 2025: $1,418,229Net Income 2025: $444,1162025

Highlighted filing

2014

Revenue$4,482,212
Expenses$1,220,022
Net Income$3,262,190
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 21, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$134,482-$134,482
Filing and Contact Details

Filer

EIN
02-6110470
Phone
6032295810

Signing Officer

Name
Laura F Greene
Title
TD Bank Trustee
Phone
6032295810
Signed
2014-07-21
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm424230 SEAGATE TECHNOLOGY PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm432420 CHECK POINT SOFTWARE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm446440 APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4512870 APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm463880 CITRIX SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4713270 MICROSOFT CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm497090 TEXAS INSTRUMENTS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51550 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm525150 INTERNATIONAL PAPER CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5775 AMOSKEAG INDUSTRIES INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-04-26
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-07-20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-06-15
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372011-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532013-11-12

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,744,239
Liabilities
$0
Net assets
$19,744,239
Revenue
$4,482,212
Expenses
$1,220,022
Net income
$3,262,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$1.86$1.42$0.44
2024Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$0.79$1.46$0.67
2023Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$1.01$1.49$2.50
2022Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$5.81$1.72$4.09
2021Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$4.31$1.53$2.79
2020Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$1.30$1.37$0.06
2019Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.29$1.35$0.06
2018Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.65$1.35$0.30
2017Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.27$1.27$0.00
2016Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.81$1.30$0.49
2015Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.94$1.05$0.11
2014Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$4.48$1.22$3.26
2013Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.98$1.08$0.10
2012Summary only. Only limited summary data is available for this year.$16.6$0.00$0.32$1.03$0.71