Civic Intelligence

Esther T Harvell Trust U Will

990PF • Fiscal year 2013 • EIN 04-6018927

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 17, 2013

Organization Profile
2036 Washington StreetHanover, MA 02339
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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$5,506

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

13th percentile

-34%

Faster revenue growth than 13% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$484,255

Down $3,474 (-0.7%) from 2012

Net Assets

$484,255

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin25th percentile

Revenue

Down

$28,325

Down $14,605 (-34%) from 2012

Expenses

Up

$31,454

Up $261 (+0.8%) from 2012

Net Income

Down

-$3,129

Down $14,866 (-127%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$600K$400K$200K$0Assets 2011: $476,322Liabilities 2011: $0Net Assets 2011: $476,3222011Assets 2012: $487,729Liabilities 2012: $12012Assets 2013: $484,255Liabilities 2013: $0Net Assets 2013: $484,2552013Assets 2014: $493,246Liabilities 2014: $0Net Assets 2014: $493,2462014Assets 2015: $515,978Liabilities 2015: $0Net Assets 2015: $515,9782015Assets 2016: $507,457Liabilities 2016: $0Net Assets 2016: $507,4572016Assets 2017: $499,647Liabilities 2017: $0Net Assets 2017: $499,6472017Assets 2018: $498,496Liabilities 2018: $0Net Assets 2018: $498,4962018Assets 2019: $485,727Liabilities 2019: $0Net Assets 2019: $485,7272019Assets 2020: $486,658Liabilities 2020: $0Net Assets 2020: $486,6582020Assets 2021: $485,046Liabilities 2021: $0Net Assets 2021: $485,0462021Assets 2022: $513,472Liabilities 2022: $0Net Assets 2022: $513,4722022Assets 2023: $528,469Liabilities 2023: $0Net Assets 2023: $528,4692023Assets 2024: $511,640Liabilities 2024: $0Net Assets 2024: $511,6402024Assets 2025: $524,365Liabilities 2025: $0Net Assets 2025: $524,3652025

Highlighted filing

2013

Assets$484,255
Liabilities$0
Net Assets$484,255
Open 2013 Filing

Operations Trend

Revenue Growth13th percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2011: $30,1632011Revenue 2012: $42,930Expenses 2012: $31,193Net Income 2012: $11,7372012Revenue 2013: $28,325Expenses 2013: $31,454Net Income 2013: -$3,1292013Revenue 2014: $40,267Expenses 2014: $30,942Net Income 2014: $9,3252014Revenue 2015: $56,308Expenses 2015: $32,843Net Income 2015: $23,4652015Revenue 2016: $24,645Expenses 2016: $32,646Net Income 2016: -$8,0012016Revenue 2017: $22,761Expenses 2017: $29,408Net Income 2017: -$6,6472017Revenue 2018: $32,004Expenses 2018: $32,353Net Income 2018: -$3492018Revenue 2019: $19,894Expenses 2019: $32,375Net Income 2019: -$12,4812019Revenue 2020: $32,644Expenses 2020: $31,863Net Income 2020: $7812020Revenue 2021: $30,442Expenses 2021: $32,085Net Income 2021: -$1,6432021Revenue 2022: $61,352Expenses 2022: $33,039Net Income 2022: $28,3132022Revenue 2023: $47,722Expenses 2023: $32,844Net Income 2023: $14,8782023Revenue 2024: $18,815Expenses 2024: $35,749Net Income 2024: -$16,9342024Revenue 2025: $47,025Expenses 2025: $34,437Net Income 2025: $12,5882025

Highlighted filing

2013

Revenue$28,325
Expenses$31,454
Net Income-$3,129
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 17, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,506-$5,506
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPARTNERS HOME CARE INCGENERAL PURPOSESNAWALTHAM, MA, US$25,238
Filing and Contact Details

Filer

EIN
04-6018927
Raw XML AppendixShowing 400 of 457 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/GrossSalesPrice5720
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice9480
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice193600
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21360
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice22480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0345
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0484600
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0487729
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0484255
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted027313
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj027313
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08397
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10Rockland Trust Company
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation05506
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102036 Washington St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Hanover
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002339
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct021434
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets021178
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.038409
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049083
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.049477
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.054983
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.038503
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.0
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0551375
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10549517
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20529962
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30498448
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40459647
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear500
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0256
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1026972
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2026221
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3027406
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4017698
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.192046
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions027970
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions028226
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0256
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions028226
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Rockland Trust Company
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008266101
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102036 WASHINGTON ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HANOVER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002339
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
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
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
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/GrantOrContriPaidDuringYear/Amount025238
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PARTNERS HOME CARE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ATTN CHRISTOPHER M ATTAYA CFO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WALTHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002451
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear025238
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
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/AppliedToCurrentYear027284
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10942
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted027313
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$484,255
Liabilities
$0
Net assets
$484,255
Revenue
$28,325
Expenses
$31,454
Net income
-$3,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.47$0.34$0.13
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.19$0.36$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.48$0.33$0.15
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.13$0.00$5.13$0.61$0.33$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.30$0.32$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.00$4.87$0.33$0.32$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$0.20$0.32$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.00$4.98$0.32$0.32$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.00$5.00$0.23$0.29$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.25$0.33$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.56$0.33$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.40$0.31$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.28$0.31$0.03
2012Summary only. Only limited summary data is available for this year.$4.88$0.00$0.43$0.31$0.12
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.00$4.76$0.30