Civic Intelligence

Lotta M Crabtree Trust UW Lotta Theatrical Fund

990PF • Fiscal year 2011 • EIN 04-2607210

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 01, 2012

Organization Profile
Kl Gates One Lincoln St02111-2950
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

92nd percentile

$3,485

Higher top officer pay than 92% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

37th percentile

-5.3%

Faster asset growth than 37% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$408,046

Down $22,753 (-5.3%) from 2010

Net Assets

Down

$408,046

Down $22,753 (-5.3%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$27,339

Down $1,955 (-6.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2010: $430,799Liabilities 2010: $0Net Assets 2010: $430,7992010Assets 2011: $408,046Liabilities 2011: $0Net Assets 2011: $408,0462011Assets 2012: $405,564Liabilities 2012: $0Net Assets 2012: $405,5642012Assets 2013: $412,232Liabilities 2013: $0Net Assets 2013: $412,2322013Assets 2014: $386,965Liabilities 2014: $1Net Assets 2014: $386,9652014Assets 2015: $372,146Liabilities 2015: $02015Assets 2019: $321,897Liabilities 2019: $02019Assets 2020: $385,695Liabilities 2020: $1Net Assets 2020: $385,6952020Assets 2021: $495,167Liabilities 2021: $0Net Assets 2021: $495,1672021Assets 2022: $575,482Liabilities 2022: $1Net Assets 2022: $575,4822022Assets 2023: $616,169Liabilities 2023: $12023Assets 2024: $569,904Liabilities 2024: $0Net Assets 2024: $569,9042024

Highlighted filing

2011

Assets$408,046
Liabilities$0
Net Assets$408,046
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $29,2942010Expenses 2011: $27,3392011Expenses 2012: $24,2312012Revenue 2013: $33,214Expenses 2013: $26,158Net Income 2013: $7,0562013Revenue 2014: $14,509Expenses 2014: $38,974Net Income 2014: -$24,4652014Revenue 2015: $22,534Expenses 2015: $37,005Net Income 2015: -$14,4712015Revenue 2019: $22,140Expenses 2019: $39,984Net Income 2019: -$17,8442019Revenue 2020: $108,638Expenses 2020: $44,840Net Income 2020: $63,7982020Revenue 2021: $160,347Expenses 2021: $50,878Net Income 2021: $109,4692021Revenue 2022: $141,284Expenses 2022: $60,969Net Income 2022: $80,3152022Revenue 2023: $101,549Expenses 2023: $60,862Net Income 2023: $40,6872023Revenue 2024: $41,311Expenses 2024: $87,714Net Income 2024: -$46,4032024

Highlighted filing

2011

Revenue-
Expenses$27,339
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 1, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH F POTTERTrustee-$3,485-$3,485
NANCY T HARMONTrustee-$871-$871
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRINITY REPERTORY COTHEATRICAL CAREERGENERALNEW YORK, NY, US$8,000
Paid GrantSHAKESPEARE COTHEATRICAL CAREERGENERALLENOX, MA, US$3,591
Paid GrantTHE ACTORS FUNDTHEATRICAL CAREERGENERALPROVIDENCE, RI, US$3,000
Filing and Contact Details

Filer

EIN
04-2607210
Raw XML AppendixShowing 400 of 480 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/DistributableAmount/TotalTax0259
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances019793
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0422748
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1000.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03485
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation1871
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ELIZABETH F POTTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NANCY T HARMON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0021112950
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102790
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct025928
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets025799
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.061957
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.053815
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.041757
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.030080
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.079366
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear50000.104769
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0416407
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50568774
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2020936
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4050048
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5059590
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.309787
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions024672
IRS990PF/QualifyingDistributions/ExpensesAndContributions024672
IRS990PF/QualifyingDistributions/QualifyingDistributions024672
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ELIZABETH F POTTER
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0021112950
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10SEE PAGE 11
IRS990PF/SummaryOfDirectCharitableActy/Expenses1014591
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ELIZBETHE F POTTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06172613100
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0021112950
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THEATRICAL PROFESSION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03591
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount28000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0THEATRICAL CAREER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1THEATRICAL CAREER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2THEATRICAL CAREER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SHAKESPEARE CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE ACTORS FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TRINITY REPERTORY CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1070 KEMBLE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11201 WASHINGTON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12729 SEVENTH AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LENOX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PROVIDENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$408,046
Liabilities
$0
Net assets
$408,046
Revenue
-
Expenses
$27,339
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.41$0.88$0.46
2023Detailed filing. Detailed filing data is available for this year.$6.16$0.00$1.02$0.61$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$1.41$0.61$0.80
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$1.60$0.51$1.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$0.00$3.86$1.09$0.45$0.64
2019Summary only. Only limited summary data is available for this year.$3.22$0.00$0.22$0.40$0.18
2015Summary only. Only limited summary data is available for this year.$3.72$0.00$0.23$0.37$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.15$0.39$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.33$0.26$0.07
2012Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.24
2011Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.27
2010Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.29