Civic Intelligence

Percival Lowell Trust UW

990 • Fiscal year 2012 • EIN 04-2007327

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization ProfileN/A
1400 W Mars Hill Road86001
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

72nd percentile

8.2%

Faster asset growth than 72% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$31,138,791

Up $2,353,135 (+8.2%) from 2011

Net Assets

Up

$31,105,191

Up $2,320,902 (+8.1%) from 2011

Liabilities

Up

$33,600

Up $32,233 (+2358%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$798,284

Up $204,603 (+34%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2012

Assets$31,138,791
Liabilities$33,600
Net Assets$31,105,191
Open 2012 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

2012

Revenue-
Expenses$798,284
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.0
Gross Receipts
$9,154,164
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 419 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/Form990ScheduleDPartXIII/Explanation0Related organization grant $700000
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1Reported on Lowell 990 $9546555
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2Reported on Lowell 990 $7086977
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3THE ENDOWMENT FUNDS ARE USED FOR SUPPORT OF LOWELL OBSERVATORY AND FOR REINVESTMENT.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0Part XII, Line 4b
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IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier3Part V, Line 4
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0THE WILL OF PERCIVAL LOWELL LIMITS DISTRIBUTIONS TO BE ONLY FOR THE BENEFIT OF LOWELL OBSERVATORY.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE AUDIT COMMITTEE OF THE ADVISORY BOARD OF LOWELL OBSERVATORY REVIEWS THE CONSOLIDATED FINANCIAL STATEMENTS AND DISCUSSES IT WITH THE AUDITORS AND TRUSTEE.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 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 LOWELL OBSERVATORY BUSINESS OFFICE. THE 990 IS ALSO AVAILABLE ON GUIDESTAR.
IRS990ScheduleO/GeneralExplanation/Explanation2THE FORM 990 IS REVIEWED BY THE SOLE TRUSTEE, THE TRUST ADMINISTRATOR AND THE DIRECTOR BEFORE IT IS SUBMITTED.
IRS990ScheduleO/GeneralExplanation/Explanation3THE SOLE TRUSTEE WILL RECORD ACTIONS UNDERTAKEN FROM TIME TO TIME AS NEEDED. THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE SOLE TRUSTEE/GOVERNING BODY. THE LOWELL OBSERVATORY COMMITTEE OVERSEES THE CONSOLIDATED STATEMENT OF LOWELL OBSERVATORY AND PERCIVAL LOWELL TRUST UW.
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IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 8
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IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
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IRS990/TotalLiabilitiesEOY033600
IRS990/TotalLiabNetAssetsFundBalances/BOY028785656
IRS990/TotalLiabNetAssetsFundBalances/EOY031138791
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY028784289
IRS990/TotalNetAssetsFundBalances/EOY031105191
IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0700000
IRS990/TotalProgramServiceRevenue00
IRS990/TotalRevenueCurrentYear0134598
IRS990/TotalRevenue/ExclusionAmount0134598
IRS990/TotalRevenuePriorYear0288498
IRS990/TotalRevenue/TotalRevenueColumn0134598
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/ManagementAndGeneral06742
IRS990/Travel/Total06742
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0n/a
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01916
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0042007327
ReturnHeader/Filer/Name/BusinessNameLine10Percival Lowell Trust UW
ReturnHeader/Filer/NameControl0PERC
ReturnHeader/Filer/Phone09287743358
ReturnHeader/Filer/USAddress/AddressLine101400 W Mars Hill Road

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$31,138,791
Liabilities
$33,600
Net assets
$31,105,191
Revenue
-
Expenses
$798,284
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