Civic Intelligence

Trust U Will Chester W Ford

990PF • Fiscal year 2012 • EIN 04-6018926

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 01, 2012

2036 Washington Street02339
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

89th percentile

$1,853

Higher top officer pay than 89% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

44th percentile

-1.6%

Faster asset growth than 44% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$117,973

Down $1,925 (-1.6%) from 2011

Net Assets

Down

$117,973

Down $1,925 (-1.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,577

Up $300 (+4.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $119,898Liabilities 2011: $0Net Assets 2011: $119,8982011Assets 2012: $117,973Liabilities 2012: $0Net Assets 2012: $117,9732012Assets 2013: $117,733Liabilities 2013: $0Net Assets 2013: $117,7332013Assets 2014: $120,100Liabilities 2014: $0Net Assets 2014: $120,1002014Assets 2015: $128,751Liabilities 2015: $0Net Assets 2015: $128,7512015Assets 2016: $127,579Liabilities 2016: $0Net Assets 2016: $127,5792016Assets 2017: $125,024Liabilities 2017: $0Net Assets 2017: $125,0242017Assets 2018: $130,053Liabilities 2018: $0Net Assets 2018: $130,0532018Assets 2019: $122,559Liabilities 2019: $0Net Assets 2019: $122,5592019Assets 2020: $125,619Liabilities 2020: $0Net Assets 2020: $125,6192020Assets 2021: $128,136Liabilities 2021: $0Net Assets 2021: $128,1362021Assets 2022: $133,224Liabilities 2022: $0Net Assets 2022: $133,2242022Assets 2023: $137,264Liabilities 2023: $0Net Assets 2023: $137,2642023Assets 2024: $132,448Liabilities 2024: $0Net Assets 2024: $132,4482024Assets 2025: $135,604Liabilities 2025: $0Net Assets 2025: $135,6042025

Highlighted filing

2012

Assets$117,973
Liabilities$0
Net Assets$117,973

Operations Trend

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

$20K$10K$0-$10KExpenses 2011: $7,2772011Expenses 2012: $7,5772012Revenue 2013: $8,023Expenses 2013: $8,176Net Income 2013: -$1532013Revenue 2014: $11,113Expenses 2014: $8,654Net Income 2014: $2,4592014Revenue 2015: $17,534Expenses 2015: $8,695Net Income 2015: $8,8392015Revenue 2016: $7,335Expenses 2016: $8,359Net Income 2016: -$1,0242016Revenue 2017: $6,116Expenses 2017: $8,385Net Income 2017: -$2,2692017Revenue 2018: $8,544Expenses 2018: $3,343Net Income 2018: $5,2012018Revenue 2019: $7,084Expenses 2019: $14,467Net Income 2019: -$7,3832019Revenue 2020: $10,079Expenses 2020: $7,095Net Income 2020: $2,9842020Revenue 2021: $11,182Expenses 2021: $8,642Net Income 2021: $2,5402021Revenue 2022: $15,578Expenses 2022: $10,522Net Income 2022: $5,0562022Revenue 2023: $13,255Expenses 2023: $9,248Net Income 2023: $4,0072023Revenue 2024: $2,888Expenses 2024: $7,731Net Income 2024: -$4,8432024Revenue 2025: $12,232Expenses 2025: $9,116Net Income 2025: $3,1162025

Highlighted filing

2012

Revenue-
Expenses$7,577
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 1, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,853-$1,853
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOCIETY OF ST VINCENT DE PAULAID NEEDY WOMEN OF ROCKLANDNAROCKLAND, MA, US$4,600
Paid GrantRockland High SchoolCHRISTMAS FD TO AID NEEDY GIRLS IN ROCKLANDNAROCKLAND, MA, US$800
Filing and Contact Details

Filer

EIN
04-6018926
Raw XML AppendixShowing 400 of 446 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset03.587 CENTURY SMALL CAP SELECT FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14.283 COLUMBIA REAL ESTATE EQTY Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28.054 CREDIT SUISSE COMM RET ST-CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36.813 EATON VANCE PARA STRCT EMER MKTS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset416.87 FEDERATED INCOME TR #36
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset580. FEDERATED TOTAL RETURN BD-IN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset626.224 FEDERATED TOTAL RETURN BD-IN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset77.973 FIDELITY DIVERSIFIED INTL FUND #325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset814.068 FIDELITY SHORT TERM BOND FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset92.539 GOLDMAN SACHS M/C VALUE INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1085. MFS RESEARCH BOND FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1127.574 MFS RESEARCH BOND FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1217.595 MFS HIGH INCOME FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset136.067 PRINCIPAL PREFERRED SECS FUND-INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset146.865 RIDGEWORTH SEIX FLOATING-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset155.882 STEELPATH MLP SELECT 40-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset167.171 TIAA-CREF INST INFL BOND I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17307.394 BRIGHT ROCK QUALITY LARGE CAP FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1875.251 BRIGHT ROCK QUALITY LARGE CAP FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset198.264 BRIGHT ROCK MID CAP GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2010.536 WELLS FARGO INTL BOND FUND-INST
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0118061
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0119898
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0117973
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted06346
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome048
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear206113
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear409927
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.239275
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions06463
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IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
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IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm048
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions06511
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008266101
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102036 WASHINGTON ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HANOVER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002339
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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
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Letter
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Rockland Trust Company
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08008266101
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine102036 Washington St
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Hanover
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode002339
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Recipient must be worthy and needy women of Rockland, MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0AID NEEDY WOMEN OF ROCKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHRISTMAS FD TO AID NEEDY GIRLS IN ROCKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SOCIETY OF ST VINCENT DE PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Rockland High School
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ATTN WAYNE BOYD PRESIDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1152 MACKINLAY WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ROCKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ROCKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002370
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102339
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05400
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear06346
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted06346
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4052
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0217
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0165
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear4052
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.12$0.09$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.03$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.13$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.16$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.11$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.03$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.18$0.09$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.11$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08$0.08$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07