Civic Intelligence

T L C Trust Inc.

990EZ • Fiscal year 2020 • EIN 04-2773389

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 20, 2020

Organization ProfileTLCTRUSTMA.ORG
PO Box 893Ashburnham, MA 01430

(508) 827-5602

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

30th percentile

-7.5%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$17,039

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

100th percentile

6968300%

Faster asset growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$69,684

Up $69,683 (+6968300%) from 2019

Net Assets

Up

$69,684

Up $69,684 from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin30th percentile

Revenue

Up

$55,847

Up $55,847 from 2019

Expenses

Up

$60,019

Up $60,019 from 2019

Net Income

Down

-$4,172

Down $4,172 from 2019

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$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

2020

Assets$69,684
Liabilities$0
Net Assets$69,684
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$55,847
Expenses$60,019
Net Income-$4,172
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 20, 2020
Return Version
2019v5.0
Gross Receipts
$55,847
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
GUARDIANSHIP PROGRAM-$54,383
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAYLE GREENExecutive DiPT$17,039-$17,039
KRISTEN PATRIAPresident-$0--
STEVEN KALLOCHClerk-$0--
DEBORAH LAPOINTETreasurer-$0--
JAMES HOHMANDirector-$0--
PAUL BOISSEAUDirector-$0--
JOAN DRISCOLLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tlc Trust Inc
EIN
04-2773389
Phone
5088275602
Address
PO BOX 893, ASHBURNHAM, MA 01430

Signing Officer

Name
Kristen Patria
Title
President
Phone
5088275602
Signed
2020-08-20
Discuss with paid preparer
Yes

Preparer

Firm
DAVID SONTAG CPA'S PC
Address
87 MERRIAM AVE, LEOMINSTER, MA 01453-3109
Preparer
David Sontag CPA
Phone
9785378322
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 861 insurance 3,097 professional fees 2,677 honoratium 919 website expenses 428 miscellaneous expense 354 computer & internet 260 bank service fees 100 non-investment depreciation 35 total 8,731”

Form 990-ez, Part II, Line 24

“Computer 0 700 less accumulated depreciation 0 35 accounts receivable 12,262 0 total 12,262 665”

Raw XML Appendix138 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/AddressLine1Txt0PO BOX 893
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ASHBURNHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001430
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061594
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069019
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4172
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073856
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069684
IRS990EZ/GrossReceiptsAmt055847
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073856
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069684
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073856
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069684
IRS990EZ/OccupancyRentUtltsAndMaintAmt02200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt620.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt617039
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTEN PATRIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN KALLOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBORAH LAPOINTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES HOHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL BOISSEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOAN DRISCOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GAYLE GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012262
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0665
IRS990EZ/OtherExpensesTotalAmt08731
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A PROGRAM OF GUARDIANSHIP FOR THOSE INDIVIDUALS WHO NEED THESE SERVICES.
IRS990EZ/ProgramServiceRevenueAmt055847
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GUARDIANSHIP PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054383
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt049088
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060019
IRS990EZ/TotalProgramServiceExpensesAmt054383
IRS990EZ/TotalRevenueAmt055847
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TLCTRUSTMA.ORG
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt055847
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt055847
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055847
IRS990ScheduleA/Total509Grp/TotalAmt055847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055847
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt055847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 861 INSURANCE 3,097 PROFESSIONAL FEES 2,677 HONORATIUM 919 WEBSITE EXPENSES 428 MISCELLANEOUS EXPENSE 354 COMPUTER & INTERNET 260 BANK SERVICE FEES 100 NON-INVESTMENT DEPRECIATION 35 TOTAL 8,731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPUTER 0 700 LESS ACCUMULATED DEPRECIATION 0 35 ACCOUNTS RECEIVABLE 12,262 0 TOTAL 12,262 665
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN PATRIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05088275602
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TLC TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0TLCT
ReturnHeader/Filer/EIN0042773389
ReturnHeader/Filer/PhoneNum05088275602
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 893
ReturnHeader/Filer/USAddress/CityNm0ASHBURNHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001430
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId087CF0BFD23D84407782B693E6A1CA5E386CF99C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B8C6A5A5BE6D13D453E807BB04D67EE53161EDB8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.74.142.54
ReturnHeader/FilingSecurityInformation/IPDt02020-08-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:31:55
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/ZIPCd0014533109
ReturnHeader/PreparerPersonGrp/PhoneNum09785378322
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02020-08-19T13:31:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,684
Liabilities
$0
Net assets
$69,684
Revenue
$55,847
Expenses
$60,019
Net income
-$4,172
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