Civic Intelligence

Percival Lowell Trust UW

990 • Fiscal year 2010 • EIN 04-2007327

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 14, 2011

Organization ProfileN/A
1400 W Mars Hill Road86001-4470
Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2010 filings • $25M-$50M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets6th percentile

Assets

$31,388,745

No earlier filing loaded for comparison.

Net Assets

$31,375,968

No earlier filing loaded for comparison.

Liabilities

$12,777

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$581,016

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2010: $31,388,745Liabilities 2010: $12,777Net Assets 2010: $31,375,9682010Assets 2011: $28,785,656Liabilities 2011: $1,367Net Assets 2011: $28,784,2892011Assets 2012: $31,138,791Liabilities 2012: $33,600Net Assets 2012: $31,105,1912012Assets 2013: $35,132,486Liabilities 2013: $0Net Assets 2013: $35,132,4862013Assets 2014: $35,952,021Liabilities 2014: $0Net Assets 2014: $35,952,0212014Assets 2015: $35,146,571Liabilities 2015: $98,375Net Assets 2015: $35,048,1962015Assets 2016: $36,332,325Liabilities 2016: $2,323Net Assets 2016: $36,330,0022016Assets 2017: $28,452,867Liabilities 2017: $3,514Net Assets 2017: $28,449,3532017Assets 2018: $21,493,670Liabilities 2018: $3,514Net Assets 2018: $21,490,1562018Assets 2019: $25,084,617Liabilities 2019: $0Net Assets 2019: $25,084,6172019Assets 2020: $27,582,910Liabilities 2020: $0Net Assets 2020: $27,582,9102020Assets 2021: $33,671,520Liabilities 2021: $0Net Assets 2021: $33,671,5202021Assets 2022: $32,234,175Liabilities 2022: $1,515,424Net Assets 2022: $30,718,7512022Assets 2023: $37,590,223Liabilities 2023: $4,228,410Net Assets 2023: $33,361,8132023Assets 2024: $41,767,382Liabilities 2024: $6,864,431Net Assets 2024: $34,902,9512024

Highlighted filing

2010

Assets$31,388,745
Liabilities$12,777
Net Assets$31,375,968
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MExpenses 2010: $581,0162010Expenses 2011: $593,6812011Expenses 2012: $798,2842012Revenue 2013: $2,473,499Expenses 2013: $877,721Net Income 2013: $1,595,7782013Revenue 2014: $3,639,059Expenses 2014: $982,254Net Income 2014: $2,656,8052014Revenue 2015: $2,153,933Expenses 2015: $203,200Net Income 2015: $1,950,7332015Revenue 2016: $1,813,507Expenses 2016: $809,630Net Income 2016: $1,003,8772016Revenue 2017: $2,643,755Expenses 2017: $11,786,475Net Income 2017: -$9,142,7202017Revenue 2018: $2,586,158Expenses 2018: $5,507,784Net Income 2018: -$2,921,6262018Revenue 2019: $2,439,361Expenses 2019: $80,102Net Income 2019: $2,359,2592019Revenue 2020: $549,975Expenses 2020: $74,348Net Income 2020: $475,6272020Revenue 2021: $5,617,015Expenses 2021: $72,074Net Income 2021: $5,544,9412021Revenue 2022: $963,326Expenses 2022: $93,730Net Income 2022: $869,5962022Revenue 2023: $766,352Expenses 2023: $449,999Net Income 2023: $316,3532023Revenue 2024: $2,773,064Expenses 2024: $812,414Net Income 2024: $1,960,6502024

Highlighted filing

2010

Revenue-
Expenses$581,016
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 14, 2011
Return Version
2010v3.4
Gross Receipts
$8,028,234
Mission and Program Overview

Mission

A trust established for the benefit of lowell observatory.

Filing and Contact Details

Filer

EIN
04-2007327
Raw XML AppendixShowing 400 of 405 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Although the Percival Lowell Trust UW does not accept contributions, $8,600,000 was returned to the Trust from Lowell Observatory in 2010. That amount was included in 2009 line 1d as a grant to the Observatory.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1The organizations endowment funds are used for support of Lowell Observatory and reinvestment.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0SchD_P05_S00_L01b
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1SchD_P05_S00_L04
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Schedule D, Part V, Line 1b
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0the will of Percival Lowell, limits distributions to 90% of the earnings of the trust and is only for the benefit of Lowell Observatory.
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IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0Schedule I, Part I, Line 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101400 W Mars Hill Road
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0General support
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IRS990ScheduleO/GeneralExplanation/Explanation0The sole trustee is responsible for naming the successor trustee.
IRS990ScheduleO/GeneralExplanation/Explanation1The sole trustee will record actions undertaken from time to time, as needed.
IRS990ScheduleO/GeneralExplanation/Explanation2There are no committees with authority to act on behalf of the sole trustee/governing body. The Lowell Observatory committee oversees the consolidated statements of Lowell Observatory and Percival Lowell Trust UW.
IRS990ScheduleO/GeneralExplanation/Explanation3A draft of the form 990 is reviewed by the sole trustee, the trustee administrator and the Observatory Secretary-Treasurer and Director before it is submitted.
IRS990ScheduleO/GeneralExplanation/Explanation4The Trust is governed by the will of Percival Lowell and exists exclusively for the benefit of Lowell Observatory. When requested, documents regarding the Trust are provided by the Observatory business office.
IRS990ScheduleO/GeneralExplanation/Explanation5The Percival Lowell Trust UW distributed to Lowell Observatory $8,600,000 during 2009 with the intent that the amount be repaid to the Trust. This amount was incorrectly reported as a transfer from the Trust's permanently restricted net assets to the Observatory's unrestricted net assets on the 2009 consolidated financial statements. The transfer was eliminated and beginning net assets were restated to reflect the amount as an intercompany loan rather than a transfer of net assets. The loan was repaid in 2010. There was an additional restatement of 2010 beginning net assets for $107,194 and $3,129,726 unrealized gain on investments.
IRS990ScheduleO/GeneralExplanation/Explanation6The audit committee of the advisory board of Lowell Observatory reviews the consolidated financial statement and discusses it with the auditors and trustee.
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IRS990ScheduleO/GeneralExplanation/Identifier5F990_P11_S00_L05
IRS990ScheduleO/GeneralExplanation/Identifier6F990_P12_S00_L02c
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part XI, Line 5
IRS990ScheduleO/GeneralExplanation/ReturnReference6Form 990, Part XII, Line 2c
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IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0Amount of indebtedness is $20,400,000 collateralized by the Trust of Percival Lowell assets.
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination1Lowell Observatory, using proceeds from its indebtedness, returned $6,600,000 to the Trust of Percival Lowell which was 'loaned' from the Trust in 2009. This was shown as a restatement of beginning of the year balance on audited financial statements.
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination2The Trust granted to Lowell Observatory $400,000 for general operations.
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IRS990/TotalRevenue/ExclusionAmount0-479968
IRS990/TotalRevenuePriorYear0603333
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0-479968
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY00
IRS990/UnrestrictedNetAssets/EOY00
IRS990/UponRequest0X
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01916
ReasonableCauseExplanation/Explanation0Form 8868 was filed for Application for Extension of Time to File an Exempt Organization Return. A second 8868 was filed for an additional Extension of Time on August 14, due to the departure of the Observatory controller who did not have time to complete the form before departing.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0042007327
ReturnHeader/Filer/Name/BusinessNameLine10Percival Lowell Trust UW
ReturnHeader/Filer/NameControl0PERC
ReturnHeader/Filer/Phone09287743358
ReturnHeader/Filer/USAddress/AddressLine101400 W Mars Hill Road
ReturnHeader/Filer/USAddress/City0Flagstaff
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode0860014470
ReturnHeader/Officer/DateSigned02011-11-14
ReturnHeader/Officer/Name0William L Putnam
ReturnHeader/Officer/Phone09287743358
ReturnHeader/Officer/Title0Trustee

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$31,388,745
Liabilities
$12,777
Net assets
$31,375,968
Revenue
-
Expenses
$581,016
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.8$6.86$34.9$2.77$0.81$1.96
2023Detailed filing. Detailed filing data is available for this year.$37.6$4.23$33.4$0.77$0.45$0.32
2022Detailed filing. Detailed filing data is available for this year.$32.2$1.52$30.7$0.96$0.09$0.87
2021Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$5.62$0.07$5.54
2020Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$0.55$0.07$0.48
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$2.44$0.08$2.36
2018Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$2.59$5.51$2.92
2017Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.4$2.64$11.8$9.14
2016Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$1.81$0.81$1.00
2015Detailed filing. Detailed filing data is available for this year.$35.1$0.10$35.0$2.15$0.20$1.95
2014Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$3.64$0.98$2.66
2013Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$2.47$0.88$1.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$0.03$31.1$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.00$28.8$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$0.01$31.4$0.58