Civic Intelligence

Trust UW Emma R Travelli

990PF • Fiscal year 2013 • EIN 04-2269072

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

Organization Profile
C/O Tyler Reynolds 77 Summer StreetWoburn, MA 02110

(617) 695-9799

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

87th percentile

53%

Higher net margin than 87% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$25,759

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

72nd percentile

9.7%

Faster asset growth than 72% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

91st percentile

134%

Faster revenue growth than 91% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,711,963

Up $592,852 (+9.7%) from 2012

Net Assets

$6,711,963

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin87th percentile

Revenue

Up

$1,124,595

Up $644,523 (+134%) from 2012

Expenses

Up

$531,743

Up $31,193 (+6.2%) from 2012

Net Income

Up

$592,852

Up $613,330 (+2995%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$10M$5.0M$0Assets 2011: $6,139,589Liabilities 2011: $02011Assets 2012: $6,119,111Liabilities 2012: $02012Assets 2013: $6,711,963Liabilities 2013: $0Net Assets 2013: $6,711,9632013Assets 2014: $6,943,182Liabilities 2014: $12014Assets 2015: $6,958,927Liabilities 2015: $1Net Assets 2015: $6,958,9272015Assets 2016: $6,954,965Liabilities 2016: $0Net Assets 2016: $6,954,9652016Assets 2017: $7,007,093Liabilities 2017: $0Net Assets 2017: $7,007,0932017Assets 2019: $8,143,077Liabilities 2019: $1Net Assets 2019: $8,143,0772019Assets 2020: $7,897,164Liabilities 2020: $0Net Assets 2020: $7,897,1642020Assets 2021: $8,540,361Liabilities 2021: $1Net Assets 2021: $8,540,3612021Assets 2022: $9,167,790Liabilities 2022: $0Net Assets 2022: $9,167,7902022Assets 2023: $8,860,185Liabilities 2023: $12023

Highlighted filing

2013

Assets$6,711,963
Liabilities$0
Net Assets$6,711,963
Open 2013 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $311,330Expenses 2011: $481,337Net Income 2011: -$170,0072011Revenue 2012: $480,072Expenses 2012: $500,550Net Income 2012: -$20,4782012Revenue 2013: $1,124,595Expenses 2013: $531,743Net Income 2013: $592,8522013Revenue 2014: $825,961Expenses 2014: $594,742Net Income 2014: $231,2192014Revenue 2015: $644,032Expenses 2015: $628,287Net Income 2015: $15,7452015Revenue 2016: $595,294Expenses 2016: $602,449Net Income 2016: -$7,1552016Revenue 2017: $677,356Expenses 2017: $622,125Net Income 2017: $55,2312017Revenue 2019: $916,138Expenses 2019: $661,803Net Income 2019: $254,3352019Revenue 2020: $458,314Expenses 2020: $704,227Net Income 2020: -$245,9132020Revenue 2021: $1,349,168Expenses 2021: $705,971Net Income 2021: $643,1972021Revenue 2022: $1,427,889Expenses 2022: $800,460Net Income 2022: $627,4292022Revenue 2023: $659,349Expenses 2023: $754,119Net Income 2023: -$94,7702023

Highlighted filing

2013

Revenue$1,124,595
Expenses$531,743
Net Income$592,852
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 2, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUMNER R ANDREWS JRTrustee-$25,759-$25,759
CAMBRIDGE TRUST COTrustee-$22,760-$22,760
Filing and Contact Details

Filer

EIN
04-2269072
Phone
6176959799

Signing Officer

Name
Sumner Andrews Jr
Title
Trustee
Phone
6176959799
Signed
2014-05-02
Discuss with paid preparer
Yes

Preparer

Preparer
Keith P Lagraves
Phone
6175237094
Raw XML Appendix369 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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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06176959799
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ALL INCOME PAID TO CHARLES IRWIN TRAVELLI FUND #04-2260155
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0443450
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A - ENTIRE NET INCOME DISTRIBUTED TO THE CHARLES IRWIN TRAVELLI FUND.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NA - ENTIRE NET INCOME DISTRIBUTED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06176959799
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1077 SUMMER STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode002110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A - ENTIRE NET INCOME DISTRIBUTED TO THE CHARLES IRWIN TRAVELLI FUND.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A - ENTIRE NET INCOME DISTRIBUTED TO THE CHARLES IRWIN TRAVELLI FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0443450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE & SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CHARLES IRWIN TRAVELLI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1077 SUMMER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0443450
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036423
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0443450
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0513339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0479873
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0476916
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0443450
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07499
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03749
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROBATE COURT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NESTLE SA DEPOSIT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4COPY AND POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INTEREST PAID ON CORPORATE BONDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21190
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt488
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12556
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3187
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt52804
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12556
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3187
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt488
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52804
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ANALYSIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt160
TaxesSchedule/TaxesDetail/Amt04305
TaxesSchedule/TaxesDetail/Amt17000
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATE TAX FOR 2014
TaxesSchedule/TaxesDetail/CategoryTxt1TAX DUE FOR 2013
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMNER ANDREWS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06176959799
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRUST UW EMMA R TRAVELLI
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0042269072
ReturnHeader/Filer/PhoneNum06176959799
ReturnHeader/Filer/USAddress/AddressLine10C/O TYLER REYNOLDS 77 SUMMER STREET
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041796830
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RUSSELL BRIER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10TEN POST OFFICE SQUARE - 6TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0021094689
ReturnHeader/PreparerPersonGrp/PhoneNum06175237094
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH P LAGRAVES
ReturnHeader/ReturnTs02014-05-02T09:31:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,711,963
Liabilities
$0
Net assets
$6,711,963
Revenue
$1,124,595
Expenses
$531,743
Net income
$592,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$8.86$0.00$0.66$0.75$0.09
2022Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$1.43$0.80$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.54$0.00$8.54$1.35$0.71$0.64
2020Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.46$0.70$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$0.92$0.66$0.25
2018Detailed filing. Detailed filing data is available for this year.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.00$7.01$0.68$0.62$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$0.60$0.60$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.64$0.63$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.94$0.00$0.83$0.59$0.23
2013Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$1.12$0.53$0.59
2012Summary only. Only limited summary data is available for this year.$6.12$0.00$0.48$0.50$0.02
2011Summary only. Only limited summary data is available for this year.$6.14$0.00$0.31$0.48$0.17