Civic Intelligence

Tlc Trust Inc

EIN 04-2773389 • 501(c)3 • Fitchburg, MA

Profile

A program of guardianship for those individuals who need these services.

499 Electric Ave 226Fitchburg, MA 01420

tlctrustma.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

59th percentile

6.8%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

65th percentile

7.5%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

-0.8%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$161,246

Up $11,287 (+7.5%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$161,246

Up $11,287 (+7.5%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Down

$166,669

Down $1,308 (-0.8%) from 2024

Expenses

Up

$155,382

Up $18,223 (+13%) from 2024

Net Income

Down

$11,287

Down $19,531 (-63%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $15,114Liabilities 2011: $02011Assets 2012: $15,493Liabilities 2012: $02012Assets 2013: $16,432Liabilities 2013: $02013Assets 2014: $16,715Liabilities 2014: $02014Assets 2015: $18,581Liabilities 2015: $02015Assets 2016: $29,485Liabilities 2016: $02016Assets 2017: $42,462Liabilities 2017: $02017Assets 2018: $53,447Liabilities 2018: $02018Assets 2019: $1Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $69,684Liabilities 2020: $0Net Assets 2020: $69,6842020Assets 2021: $98,176Liabilities 2021: $0Net Assets 2021: $98,1762021Assets 2022: $118,723Liabilities 2022: $0Net Assets 2022: $118,7232022Assets 2023: $119,141Liabilities 2023: $0Net Assets 2023: $119,1412023Assets 2024: $149,959Liabilities 2024: $0Net Assets 2024: $149,9592024Assets 2025: $161,246Net Assets 2025: $161,2462025

Highlighted filing

2025

Assets$161,246
Liabilities-
Net Assets$161,246
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $11,625Expenses 2011: $12,772Net Income 2011: -$1,1472011Revenue 2012: $13,117Expenses 2012: $12,738Net Income 2012: $3792012Revenue 2013: $14,178Expenses 2013: $13,239Net Income 2013: $9392013Revenue 2014: $13,475Expenses 2014: $13,192Net Income 2014: $2832014Revenue 2015: $19,877Expenses 2015: $18,011Net Income 2015: $1,8662015Revenue 2016: $41,445Expenses 2016: $30,541Net Income 2016: $10,9042016Revenue 2017: $44,713Expenses 2017: $31,736Net Income 2017: $12,9772017Revenue 2018: $52,678Expenses 2018: $41,693Net Income 2018: $10,9852018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $55,847Expenses 2020: $60,019Net Income 2020: -$4,1722020Revenue 2021: $97,798Expenses 2021: $69,306Net Income 2021: $28,4922021Revenue 2022: $121,303Expenses 2022: $100,756Net Income 2022: $20,5472022Revenue 2023: $114,854Expenses 2023: $114,437Net Income 2023: $4172023Revenue 2024: $167,977Expenses 2024: $137,159Net Income 2024: $30,8182024Revenue 2025: $166,669Expenses 2025: $155,382Net Income 2025: $11,2872025

Highlighted filing

2025

Revenue$166,669
Expenses$155,382
Net Income$11,287
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,246
Liabilities
-
Net assets
$161,246
Revenue
$166,669
Expenses
$155,382
Net income
$11,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.61$1.61$1.67$1.55$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.68$1.37$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.15$1.14$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.21$1.01$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.98$0.69$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.56$0.60$0.04
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.42$0.11
2017Summary only. Only limited summary data is available for this year.$0.42$0.00$0.45$0.32$0.13
2016Summary only. Only limited summary data is available for this year.$0.29$0.00$0.41$0.31$0.11
2015Summary only. Only limited summary data is available for this year.$0.19$0.00$0.20$0.18$0.02
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.13$0.13$0.00
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$0.14$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.13$0.13$0.00
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.12$0.13$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 28, 2025
Return Version
2024v5.0
Gross Receipts
$166,669
Mission and Program Overview

Mission

A program of guardianship for those individuals who need these services.

Program Services

DescriptionGrantsExpenses
PROVIDING GUARDIANSHIP PROGRAMS, TRUSTEE OR CO-TRUSTEESHIP ARRANGMENTS, REPREPRESENTIVE PAYEE'S, INFORMATION AND REFERRALS AND PUBLIC EDUCATION.-$150,676
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN PATRIAPresident-$0--
DEBORAH LAPOINTETreasurer-$0--
JAMES HOHMANDirector-$0--
CHERYL CLOUTHIERDirector-$0--
GAYLE GREENEExecutive DiFT$0--
Filing and Contact Details

Filer

Filer Name
Tlc Trust Inc
EIN
04-2773389
Phone
5088275602
Address
499 ELECTRIC AVE 226, FITCHBURG, MA 01420

Signing Officer

Name
Deborah Lapointe
Title
Treasurer
Phone
5088275602
Signed
2025-08-28
Discuss with paid preparer
Yes

Preparer

Firm
DAVID SONTAG CPA'S PC
Address
87 MERRIAM AVE, LEOMINSTER, MA 01453
Preparer
David Sontag CPA
Phone
9785378322
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies & postage 1,751 insurance 9,027 client expenses 6,500 travel 4,527 contract services 3,270 payroll processing fees 781 website expenses 270 bank charges 250 filing fees 70 non-investment depreciation 105 total 26,551”

Form 990-ez, Part II, Line 24

“700 700 less accumulated depreciation 595 700 total 105 0”

Raw XML Appendix137 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBORAH LAPOINTE
IRS990EZ/BooksInCareOfDetail/PhoneNum05088275602
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0499 ELECTRIC AVE 226
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FITCHBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001420
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0149854
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161246
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011287
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt074163
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0149959
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161246
IRS990EZ/GrossReceiptsAmt0166669
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01795
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0149959
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0161246
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0149959
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0161246
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTEN PATRIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH LAPOINTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES HOHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHERYL CLOUTHIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GAYLE GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0105
IRS990EZ/OtherExpensesTotalAmt026551
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A PROGRAM OF GUARDIANSHIP FOR THOSE INDIVIDUALS WHO NEED THESE SERVICES.
IRS990EZ/ProgramServiceRevenueAmt0164874
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING GUARDIANSHIP PROGRAMS, TRUSTEE OR CO-TRUSTEESHIP ARRANGMENTS, REPREPRESENTIVE PAYEE'S, INFORMATION AND REFERRALS AND PUBLIC EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0150676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt054668
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0155382
IRS990EZ/TotalProgramServiceExpensesAmt0150676
IRS990EZ/TotalRevenueAmt0166669
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TLCTRUSTMA.ORG
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0166669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0167977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0114854
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0121303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0668601
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0668601
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0166669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0167977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0114854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0121303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097798
IRS990ScheduleA/Total509Grp/TotalAmt0668601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0166669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0167977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0114854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0121303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097798
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0668601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES & POSTAGE 1,751 INSURANCE 9,027 CLIENT EXPENSES 6,500 TRAVEL 4,527 CONTRACT SERVICES 3,270 PAYROLL PROCESSING FEES 781 WEBSITE EXPENSES 270 BANK CHARGES 250 FILING FEES 70 NON-INVESTMENT DEPRECIATION 105 TOTAL 26,551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1700 700 LESS ACCUMULATED DEPRECIATION 595 700 TOTAL 105 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH LAPOINTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05088275602
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TLC TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0TLCT
ReturnHeader/Filer/EIN0042773389
ReturnHeader/Filer/PhoneNum05088275602
ReturnHeader/Filer/USAddress/AddressLine1Txt0499 ELECTRIC AVE 226
ReturnHeader/Filer/USAddress/CityNm0FITCHBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461609746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID SONTAG CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt087 MERRIAM AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001453
ReturnHeader/PreparerPersonGrp/PhoneNum09785378322
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02025-09-17T10:02:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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