Civic Intelligence

Trust Uind 3152 Emma R Travelli

990PF • Fiscal year 2015 • EIN 04-6027900

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

Organization Profile
C/O Tyler Reynolds 77 Summer StreetBoston, MA 02110

(617) 695-9799

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

15th percentile

-27%

Higher net margin than 15% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$34,602

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-25%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$8,831,248

Down $189,894 (-2.1%) from 2014

Net Assets

$8,831,248

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin15th percentile

Revenue

Down

$707,732

Down $230,820 (-25%) from 2014

Expenses

Up

$897,626

Up $68,351 (+8.2%) from 2014

Net Income

Down

-$189,894

Down $299,171 (-274%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,926,248Liabilities 2011: $02011Assets 2012: $9,179,422Liabilities 2012: $02012Assets 2013: $8,911,865Liabilities 2013: $1Net Assets 2013: $8,911,8652013Assets 2014: $9,021,142Liabilities 2014: $12014Assets 2015: $8,831,248Liabilities 2015: $0Net Assets 2015: $8,831,2482015Assets 2016: $8,438,230Liabilities 2016: $0Net Assets 2016: $8,438,2302016Assets 2019: $9,843,501Liabilities 2019: $1Net Assets 2019: $9,843,5012019Assets 2020: $9,707,634Liabilities 2020: $1Net Assets 2020: $9,707,6342020Assets 2021: $10,281,211Liabilities 2021: $0Net Assets 2021: $10,281,2112021Assets 2022: $10,775,217Liabilities 2022: $1Net Assets 2022: $10,775,2172022Assets 2023: $10,384,848Liabilities 2023: $12023

Highlighted filing

2015

Assets$8,831,248
Liabilities$0
Net Assets$8,831,248
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $591,079Expenses 2011: $760,680Net Income 2011: -$169,6012011Revenue 2012: $1,010,111Expenses 2012: $756,937Net Income 2012: $253,1742012Revenue 2013: $522,671Expenses 2013: $790,228Net Income 2013: -$267,5572013Revenue 2014: $938,552Expenses 2014: $829,275Net Income 2014: $109,2772014Revenue 2015: $707,732Expenses 2015: $897,626Net Income 2015: -$189,8942015Revenue 2016: $426,474Expenses 2016: $824,885Net Income 2016: -$398,4112016Revenue 2019: $1,416,668Expenses 2019: $887,382Net Income 2019: $529,2862019Revenue 2020: $750,817Expenses 2020: $886,684Net Income 2020: -$135,8672020Revenue 2021: $1,432,055Expenses 2021: $865,094Net Income 2021: $566,9612021Revenue 2022: $1,439,426Expenses 2022: $945,420Net Income 2022: $494,0062022Revenue 2023: $539,831Expenses 2023: $918,595Net Income 2023: -$378,7642023

Highlighted filing

2015

Revenue$707,732
Expenses$897,626
Net Income-$189,894
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUMNER R ANDREWS JRTrustee-$34,602-$34,602
CAMBRIDGE TRUST COMPANYTrustee-$31,602-$31,602
Filing and Contact Details

Filer

Filer Name
Trust Uind 3152 Emma R Travelli
EIN
04-6027900
Phone
6176959799
Address
C/O TYLER REYNOLDS 77 SUMMER STREET, BOSTON, MA 02110

Signing Officer

Name
Sumner Andrews Jr
Title
Trustee
Phone
6176959799
Signed
2016-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Russell Brier & Co Llp
Address
TEN POST OFFICE SQUARE - 6TH FL, BOSTON, MA 02109-4689
Preparer
Stephen D Candelario
Phone
6175237094
Raw XML Appendix370 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUMNER R ANDREWS JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O TYLER REYNOLDS 77 SUMMER ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06176959799
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ALL INCOME PAID TO CHARLES IRWIN TRAVELLI FUND #04-2260155
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0795466
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A - ENTIRE NET INCOME DISTRIBUTED TO THE CHARLES IRWIN TRAVELLI FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NA - ENTIRE NET INCOME DISTRIBUTED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06176959799
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt077 SUMMER STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A - ENTIRE NET INCOME DISTRIBUTED TO THE CHARLES IRWIN TRAVELLI FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A - ENTIRE NET INCOME DISTRIBUTED TO THE CHARLES IRWIN TRAVELLI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0795466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE & SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHARLES IRWIN TRAVELLI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(A)1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt077 SUMMER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0795466
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040991
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0795466
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0783131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0836457
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0742140
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0795466
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01371
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02741
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01370
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PURCHASED INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DEPOSIT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13461
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13461
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2141
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt23886
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ANALYSIS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt21943
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21943
TaxesSchedule/TaxesDetail/Amt014100
TaxesSchedule/TaxesDetail/Amt12482
TaxesSchedule/TaxesDetail/CategoryTxt0FED ESTIMATE TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12482
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMNER ANDREWS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06176959799
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UIND 3152 EMMA R TRAVELLI
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0046027900
ReturnHeader/Filer/PhoneNum06176959799
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TYLER REYNOLDS 77 SUMMER STREET
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041796830
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSSELL BRIER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TEN POST OFFICE SQUARE - 6TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021094689
ReturnHeader/PreparerPersonGrp/PhoneNum06175237094
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN D CANDELARIO
ReturnHeader/ReturnTs02016-05-19T16:14:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,831,248
Liabilities
$0
Net assets
$8,831,248
Revenue
$707,732
Expenses
$897,626
Net income
-$189,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.00$0.54$0.92$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$1.44$0.95$0.49
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.43$0.87$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.71$0.00$9.71$0.75$0.89$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.84$0.00$9.84$1.42$0.89$0.53
2018Detailed filing. Detailed filing data is available for this year.
2017Detailed filing. Detailed filing data is available for this year.
2016Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.43$0.82$0.40
2015Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.71$0.90$0.19
2014Detailed filing. Detailed filing data is available for this year.$9.02$0.00$0.94$0.83$0.11
2013Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$0.52$0.79$0.27
2012Summary only. Only limited summary data is available for this year.$9.18$0.00$1.01$0.76$0.25
2011Summary only. Only limited summary data is available for this year.$8.93$0.00$0.59$0.76$0.17