Civic Intelligence

D Blakely Hoar Trust Uwill # 0703900

990PF • Fiscal year 2022 • EIN 04-6012203

Oct 01, 2021 to Sep 30, 2022 • Filed on Jul 21, 2023

Nutter Mcclennen Fishllp Pob 514Boston, MA 02205

(617) 439-2498

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

93rd percentile

75%

Higher net margin than 93% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

261%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$770,429

Up $106,340 (+16%) from 2021

Net Assets

Up

$770,429

Up $106,340 (+16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$142,465

Up $102,947 (+261%) from 2021

Expenses

Down

$36,107

Down $35,676 (-50%) from 2021

Net Income

Up

$106,358

Up $138,623 (+430%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $569,172Liabilities 2012: $02012Assets 2013: $571,167Liabilities 2013: $02013Assets 2014: $556,894Liabilities 2014: $02014Assets 2015: $566,051Liabilities 2015: $02015Assets 2020: $695,352Liabilities 2020: $0Net Assets 2020: $695,3522020Assets 2021: $664,089Liabilities 2021: $0Net Assets 2021: $664,0892021Assets 2022: $770,429Liabilities 2022: $0Net Assets 2022: $770,4292022Assets 2023: $751,908Liabilities 2023: $0Net Assets 2023: $751,9082023Assets 2024: $723,479Liabilities 2024: $0Net Assets 2024: $723,4792024Assets 2025: $717,764Liabilities 2025: $0Net Assets 2025: $717,7642025

Highlighted filing

2022

Assets$770,429
Liabilities$0
Net Assets$770,429

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $55,479Expenses 2012: $118,424Net Income 2012: -$62,9452012Revenue 2013: $44,031Expenses 2013: $42,036Net Income 2013: $1,9952013Revenue 2014: $20,006Expenses 2014: $34,279Net Income 2014: -$14,2732014Revenue 2015: $39,152Expenses 2015: $29,995Net Income 2015: $9,1572015Revenue 2020: $95,253Expenses 2020: $61,557Net Income 2020: $33,6962020Revenue 2021: $39,518Expenses 2021: $71,783Net Income 2021: -$32,2652021Revenue 2022: $142,465Expenses 2022: $36,107Net Income 2022: $106,3582022Revenue 2023: $113,982Expenses 2023: $132,464Net Income 2023: -$18,4822023Revenue 2024: $59,525Expenses 2024: $65,250Net Income 2024: -$5,7252024Revenue 2025: $46,525Expenses 2025: $52,240Net Income 2025: -$5,7152025

Highlighted filing

2022

Revenue$142,465
Expenses$36,107
Net Income$106,358
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jul 21, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS P JALKUTTrustee-$0--
JULIA SATTI COSENTINOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
D Blakely Hoar Trust Uwill
EIN
04-6012203
Phone
6174392498
Address
NUTTER MCCLENNEN FISHLLP POB 514, BOSTON, MA 02205

Signing Officer

Name
Thomas P Jalkut
Title
Trustee
Phone
6174392498
Signed
2023-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Nutter Mcclennen & Fish Llp
Address
SEAPORT WEST 155 SEAPORT BLVD, BOSTON, MA 02210-2604
Preparer
Paul F Rich
Phone
6174392503
Raw XML AppendixShowing 400 of 411 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO. - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABORATORIES - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBVIE INC. - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN EXPRESS CO. - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE, INC. - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CISCO SYSTEMS, INC. - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXXON MOBIL CORPORATION - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HOME DEPOT INC - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9I-SHARES CORE S&P MID-CAP ETF - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10I-SHARES RUSSELL 2000 ETF - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11INTEL CORP. - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JOHNSON & JOHNSON - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13JP MORGAN CHASE & CO. - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MCDONALDS CORP. - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PEPSICO INC. - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PROCTOR & GAMBLE CO. - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17WALGREENS BOOT ALLIANCE, INC. - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WALMART, INC. - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19WELLS FARGO & COMPANY - 200 SHS
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TaxesSchedule/TaxesDetail/CategoryTxt2TIMBER YIELD TAX - FRANKLIN, NH
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS P JALKUT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D BLAKELY HOAR TRUST UWILL
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