Civic Intelligence

Trust U Will Maria E Phillips Rockland Trust Co

990PF • Fiscal year 2013 • EIN 04-6018955

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 18, 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

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

76th percentile

$609

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

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

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$45,231

Down $517 (-1.1%) from 2012

Net Assets

Down

$45,231

Down $517 (-1.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

$2,332

No earlier filing loaded for comparison.

Expenses

Down

$2,817

Down $35 (-1.2%) from 2012

Net Income

-$485

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$60K$40K$20K$0Assets 2011: $46,722Liabilities 2011: $0Net Assets 2011: $46,7222011Assets 2012: $45,748Liabilities 2012: $0Net Assets 2012: $45,7482012Assets 2013: $45,231Liabilities 2013: $0Net Assets 2013: $45,2312013Assets 2014: $46,604Liabilities 2014: $0Net Assets 2014: $46,6042014Assets 2015: $48,846Liabilities 2015: $0Net Assets 2015: $48,8462015Assets 2016: $47,998Liabilities 2016: $0Net Assets 2016: $47,9982016Assets 2017: $47,023Liabilities 2017: $0Net Assets 2017: $47,0232017Assets 2018: $46,922Liabilities 2018: $0Net Assets 2018: $46,9222018Assets 2019: $47,365Liabilities 2019: $0Net Assets 2019: $47,3652019Assets 2020: $46,903Liabilities 2020: $0Net Assets 2020: $46,9032020Assets 2021: $47,684Liabilities 2021: $0Net Assets 2021: $47,6842021Assets 2022: $49,354Liabilities 2022: $0Net Assets 2022: $49,3542022Assets 2023: $51,163Liabilities 2023: $0Net Assets 2023: $51,1632023Assets 2024: $47,459Liabilities 2024: $0Net Assets 2024: $47,4592024Assets 2025: $51,175Liabilities 2025: $0Net Assets 2025: $51,1752025

Highlighted filing

2013

Assets$45,231
Liabilities$0
Net Assets$45,231
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KExpenses 2011: $2,7612011Expenses 2012: $2,8522012Revenue 2013: $2,332Expenses 2013: $2,817Net Income 2013: -$4852013Revenue 2014: $4,707Expenses 2014: $3,304Net Income 2014: $1,4032014Revenue 2015: $5,627Expenses 2015: $3,315Net Income 2015: $2,3122015Revenue 2016: $2,406Expenses 2016: $3,197Net Income 2016: -$7912016Revenue 2017: $2,135Expenses 2017: $2,996Net Income 2017: -$8612017Revenue 2018: $3,591Expenses 2018: $3,616Net Income 2018: -$252018Revenue 2019: $1,878Expenses 2019: $1,399Net Income 2019: $4792019Revenue 2020: $4,022Expenses 2020: $4,501Net Income 2020: -$4792020Revenue 2021: $4,317Expenses 2021: $3,528Net Income 2021: $7892021Revenue 2022: $5,679Expenses 2022: $4,023Net Income 2022: $1,6562022Revenue 2023: $6,070Expenses 2023: $4,274Net Income 2023: $1,7962023Revenue 2024: -$162Expenses 2024: $3,702Net Income 2024: -$3,8642024Revenue 2025: $5,268Expenses 2025: $1,565Net Income 2025: $3,7032025

Highlighted filing

2013

Revenue$2,332
Expenses$2,817
Net Income-$485
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 18, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rockland Trust CompanyTrustee-$609-$609
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWorthy and needy people of HanoverASSIST NEEDY PEOPLE OFN/AHanover, MA, US$2,050
Filing and Contact Details

Filer

EIN
04-6018955
Raw XML Appendix323 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/UndistributedIncome/ExcessDistriCarryoverYear3057
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5077
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0166
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0166
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions02490
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0166
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY011
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount032
OtherDecreasesSchedule/OtherDecreases/Description0ADJUST TO BOOK VALUE FOR RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpenses/Description0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpenses/Description1OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0100
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps135
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks135
TaxesSchedule/Taxes/Amount03
TaxesSchedule/Taxes/Amount116
TaxesSchedule/Taxes/Amount24
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1OTHER TAXES
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0046018955
ReturnHeader/Filer/Name/BusinessNameLine10MARIA PHILLIPS TRUST UW
ReturnHeader/Filer/NameControl0PHIL
ReturnHeader/Filer/Phone08008266101
ReturnHeader/Filer/USAddress/AddressLine102036 WASHINGTON STREET
ReturnHeader/Filer/USAddress/City0HANOVER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002339
ReturnHeader/Officer/DateSigned02013-10-18
ReturnHeader/Officer/Name0MARCIA J CLARK
ReturnHeader/Officer/Phone08008266101
ReturnHeader/Officer/Title0Vice President
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-31T14:42:04-06:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$45,231
Liabilities
$0
Net assets
$45,231
Revenue
$2,332
Expenses
$2,817
Net income
-$485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$5.27$1.57$3.70
2024Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$0.16$3.70$3.86
2023Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$6.07$4.27$1.80
2022Detailed filing. Detailed filing data is available for this year.$49.4$0.00$49.4$5.68$4.02$1.66
2021Detailed filing. Detailed filing data is available for this year.$47.7$0.00$47.7$4.32$3.53$0.79
2020Detailed filing. Detailed filing data is available for this year.$46.9$0.00$46.9$4.02$4.50$0.48
2019Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$1.88$1.40$0.48
2018Detailed filing. Detailed filing data is available for this year.$46.9$0.00$46.9$3.59$3.62$0.03
2017Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$2.14$3.00$0.86
2016Detailed filing. Detailed filing data is available for this year.$48.0$0.00$48.0$2.41$3.20$0.79
2015Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$5.63$3.32$2.31
2014Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$4.71$3.30$1.40
2013Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$2.33$2.82$0.49
2012Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$2.85
2011Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$2.76