Civic Intelligence

James R Hammond 1995 Charitable Tr C/O Casner & Edwards LLP

990PF • Fiscal year 2017 • EIN 04-3399157

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profile
141 Tremont Street Suite 200Boston, MA 02111-1209

(617) 422-0064

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$1,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$509,469

Up $3,263 (+0.6%) from 2016

Net Assets

Up

$509,469

Up $3,263 (+0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin60th percentile

Revenue

Up

$41,016

Up $45,004 (+1128%) from 2016

Expenses

Down

$37,753

Down $1,310 (-3.4%) from 2016

Net Income

Up

$3,263

Up $46,314 (+108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2012: $582,500Liabilities 2012: $02012Assets 2013: $576,759Liabilities 2013: $02013Assets 2014: $561,650Liabilities 2014: $0Net Assets 2014: $561,6502014Assets 2015: $549,257Liabilities 2015: $0Net Assets 2015: $549,2572015Assets 2016: $506,206Liabilities 2016: $0Net Assets 2016: $506,2062016Assets 2017: $509,469Liabilities 2017: $0Net Assets 2017: $509,4692017Assets 2018: $502,280Liabilities 2018: $0Net Assets 2018: $502,2802018Assets 2019: $477,750Liabilities 2019: $0Net Assets 2019: $477,7502019Assets 2020: $477,666Liabilities 2020: $0Net Assets 2020: $477,6662020Assets 2021: $481,062Liabilities 2021: $0Net Assets 2021: $481,0622021Assets 2022: $502,532Liabilities 2022: $0Net Assets 2022: $502,5322022Assets 2023: $534,624Liabilities 2023: $0Net Assets 2023: $534,6242023Assets 2025: $570,078Liabilities 2025: $0Net Assets 2025: $570,0782025

Highlighted filing

2017

Assets$509,469
Liabilities$0
Net Assets$509,469
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2012: $16,481Expenses 2012: $39,419Net Income 2012: -$22,9382012Revenue 2013: $32,855Expenses 2013: $38,596Net Income 2013: -$5,7412013Revenue 2014: $22,240Expenses 2014: $37,349Net Income 2014: -$15,1092014Revenue 2015: $24,255Expenses 2015: $36,648Net Income 2015: -$12,3932015Revenue 2016: -$3,988Expenses 2016: $39,063Net Income 2016: -$43,0512016Revenue 2017: $41,016Expenses 2017: $37,753Net Income 2017: $3,2632017Revenue 2018: $30,867Expenses 2018: $38,056Net Income 2018: -$7,1892018Revenue 2019: $13,792Expenses 2019: $37,390Net Income 2019: -$23,5982019Revenue 2020: $36,191Expenses 2020: $36,275Net Income 2020: -$842020Revenue 2021: $41,896Expenses 2021: $38,500Net Income 2021: $3,3962021Revenue 2022: $67,470Expenses 2022: $46,000Net Income 2022: $21,4702022Revenue 2023: $78,592Expenses 2023: $46,500Net Income 2023: $32,0922023Revenue 2025: $68,808Expenses 2025: $52,542Net Income 2025: $16,2662025

Highlighted filing

2017

Revenue$41,016
Expenses$37,753
Net Income$3,263
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R HAMMOND JRTrustee-$1,000-$1,000
OLIVER F AMES JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James R Hammond 1995 Charitable Tr
EIN
04-3399157
Phone
6174220064
Address
141 TREMONT STREET SUITE 200, BOSTON, MA 02111-1209

Signing Officer

Name
Oliver F Ames Jr
Title
Trustee
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Barneke and Anderson Llp
Address
211 CONGRESS STREET, BOSTON, MA 02110-2432
Preparer
Michael Provost CPA
Phone
6175428155
Raw XML Appendix303 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/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0377
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0OLIVER F AMES JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES R HAMMOND JR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt281 HIGHLAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3EAST INDIA SQUARE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201970
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01510
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030715
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031610
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032225
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030715
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODUCTS PARTNERS,
OtherIncomeSchedule2/OtherIncomeDetail/Desc1WESTERN GAS PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-972
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03825
TaxesSchedule/TaxesDetail/Amt0147
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OLIVER F AMES JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES R HAMMOND 1995 CHARITABLE TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LOWELL BLAKE & ASSOCIATES INC
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0043399157
ReturnHeader/Filer/PhoneNum06174220064
ReturnHeader/Filer/USAddress/AddressLine1Txt0141 TREMONT STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021111209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A5EE9CEA8F4D932A898A400680CE20942AEEA2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A5EE9CEA8F4D932A898A400680CE20942AEEA2D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 CONGRESS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102432
ReturnHeader/PreparerPersonGrp/PhoneNum06175428155
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PROVOST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T14:09:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$509,469
Liabilities
$0
Net assets
$509,469
Revenue
$41,016
Expenses
$37,753
Net income
$3,263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.69$0.53$0.16
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.79$0.47$0.32
2022Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.67$0.46$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.42$0.39$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.36$0.36$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.14$0.37$0.24
2018Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.31$0.38$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.41$0.38$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.04$0.39$0.43
2015Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.24$0.37$0.12
2014Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.22$0.37$0.15
2013Summary only. Only limited summary data is available for this year.$5.77$0.00$0.33$0.39$0.06
2012Summary only. Only limited summary data is available for this year.$5.83$0.00$0.16$0.39$0.23