Civic Intelligence

Ttees UW Lotta M Crabtree Lotta Agricultural Fund

990PF • Fiscal year 2012 • EIN 04-2610674

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 2013

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

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

91st percentile

$27,155

Higher top officer pay than 91% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

22nd percentile

-4.5%

Faster asset growth than 22% of similar nonprofits.

2012 filings • $1M-$5M 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 / Assets27th percentile

Assets

Down

$3,535,776

Down $167,235 (-4.5%) from 2011

Net Assets

$3,535,776

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$270,148

Down $12,625 (-4.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,936,527Liabilities 2010: $0Net Assets 2010: $3,936,5272010Assets 2011: $3,703,011Liabilities 2011: $12011Assets 2012: $3,535,776Liabilities 2012: $0Net Assets 2012: $3,535,7762012Assets 2013: $3,413,350Liabilities 2013: $0Net Assets 2013: $3,413,3502013Assets 2014: $3,326,391Liabilities 2014: $0Net Assets 2014: $3,326,3912014Assets 2015: $3,151,619Liabilities 2015: $02015Assets 2019: $2,318,170Liabilities 2019: $02019Assets 2020: $2,308,435Liabilities 2020: $0Net Assets 2020: $2,308,4352020Assets 2021: $2,386,342Liabilities 2021: $1,890Net Assets 2021: $2,384,4522021Assets 2022: $2,575,728Liabilities 2022: $1,890Net Assets 2022: $2,573,8382022Assets 2023: $2,775,294Liabilities 2023: $1,890Net Assets 2023: $2,773,4042023Assets 2024: $2,628,794Liabilities 2024: $0Net Assets 2024: $2,628,7942024

Highlighted filing

2012

Assets$3,535,776
Liabilities$0
Net Assets$3,535,776
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $268,4882010Revenue 2011: $49,937Expenses 2011: $282,773Net Income 2011: -$232,8362011Expenses 2012: $270,1482012Revenue 2013: $127,644Expenses 2013: $249,560Net Income 2013: -$121,9162013Revenue 2014: $175,563Expenses 2014: $258,842Net Income 2014: -$83,2792014Revenue 2015: $44,738Expenses 2015: $219,311Net Income 2015: -$174,5732015Revenue 2019: $88,473Expenses 2019: $243,986Net Income 2019: -$155,5132019Revenue 2020: $268,515Expenses 2020: $279,495Net Income 2020: -$10,9802020Revenue 2021: $387,885Expenses 2021: $314,690Net Income 2021: $73,1952021Revenue 2022: $469,961Expenses 2022: $280,575Net Income 2022: $189,3862022Revenue 2023: $519,349Expenses 2023: $319,801Net Income 2023: $199,5482023Revenue 2024: $183,905Expenses 2024: $328,578Net Income 2024: -$144,6732024

Highlighted filing

2012

Revenue-
Expenses$270,148
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 18, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH F POTTERTrustee-$27,155-$27,155
NANCY T HARMONTrustee-$6,787-$6,787
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF MASSACHUSETTSSCHOLARSHIPSGENERALAMHERST, MA, US$100,000
Filing and Contact Details

Filer

EIN
04-2610674
Raw XML AppendixShowing 400 of 501 raw XML fields

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101600 shares of EXXON MOBIL
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-166741
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0494
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03536270
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03703011
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03535776
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0137305
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0501
IRS990PF/DistributableAmount/TotalTax0501
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment09
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0510
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04207456
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02798086
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0315846
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02482240
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable041971
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0137806
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02756115
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02798086
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1000.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation027155
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation16787
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ELIZABETH F POTTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NANCY T HARMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10KL GATES ONE LINCOLN ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX N184
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WESTPORT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0021112950
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102790
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0455472
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.165077
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.113650
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.072065
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.184368
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear50000.257240
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IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02756115
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102875513
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204403192
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302826826
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403622082
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503478081
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0463340
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10326801
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20317317
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30559881
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40667796
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50894700
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.825383
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0462839
IRS990PF/QualifyingDistributions/ExpensesAndContributions0182933
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0501
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal0280407
IRS990PF/QualifyingDistributions/QualifyingDistributions0463340
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ELIZABEATH F POTTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06172613100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10KL GATES ONE LINCOLN ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOSTON
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
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10UNIVERSITY OF MASSACHUSETTS SCHOOL OF AGRICULTURE
IRS990PF/SummaryOfDirectCharitableActy/Expenses10100000
IRS990PF/SumOfProgramRelatedInvestments/Amount10280407
IRS990PF/SumOfProgramRelatedInvestments/Description10FARM LOANS TO THE UNIVERSITY OF MASSACHUSETTS SCHOOL OF AGRICULTURE GRADUATES IN ACCORDANCE WITH THE TERMS OF THE TRUST INSTRUMENT
IRS990PF/SumOfProgramRelatedInvestments/Total0280407
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SPECIFIC APPLICATIONS MUST BE OBTAINED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ELIZABETH F POTTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06172613100
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10KL GATES ONE LINCOLN ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0021112950
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0UNIV OF MASSACHUSETTS SCHOOL OF AGRICULTURE STUDENTS /OR GRADUATES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF MASSACHUSETTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10113 STOCKBRIDGE HALL 80 CAMPUS CENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0AMHERST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,535,776
Liabilities
$0
Net assets
$3,535,776
Revenue
-
Expenses
$270,148
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.18$0.33$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.77$0.52$0.32$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.57$0.47$0.28$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.38$0.39$0.31$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.27$0.28$0.01
2019Summary only. Only limited summary data is available for this year.$2.32$0.00$0.09$0.24$0.16
2015Summary only. Only limited summary data is available for this year.$3.15$0.00$0.04$0.22$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.18$0.26$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.13$0.25$0.12
2012Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.27
2011Summary only. Only limited summary data is available for this year.$3.70$0.00$0.05$0.28$0.23
2010Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.27