Civic Intelligence

Lex King Souter Memorial Fund Trust T-701 First Congregational Church

990 • Fiscal year 2020 • EIN 04-6029671

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 04, 2020

Organization ProfileN/A
PO Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

38th percentile

0.3%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$22,043

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

0.2%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,497,542

Up $5,465 (+0.2%) from 2019

Net Assets

Up

$2,497,542

Up $5,465 (+0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin38th percentile

Revenue

Down

$122,372

Down $17,430 (-12%) from 2019

Expenses

Up

$122,027

Up $5,552 (+4.8%) from 2019

Net Income

Down

$345

Down $22,982 (-99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,872,549Liabilities 2012: $0Net Assets 2012: $1,872,5492012Assets 2013: $2,326,787Liabilities 2013: $0Net Assets 2013: $2,326,7872013Assets 2014: $2,389,790Liabilities 2014: $0Net Assets 2014: $2,389,7902014Assets 2015: $2,386,621Liabilities 2015: $0Net Assets 2015: $2,386,6212015Assets 2016: $2,352,571Liabilities 2016: $0Net Assets 2016: $2,352,5712016Assets 2017: $2,408,242Liabilities 2017: $0Net Assets 2017: $2,408,2422017Assets 2018: $2,557,734Liabilities 2018: $0Net Assets 2018: $2,557,7342018Assets 2019: $2,492,077Liabilities 2019: $0Net Assets 2019: $2,492,0772019Assets 2020: $2,497,542Liabilities 2020: $0Net Assets 2020: $2,497,5422020Assets 2021: $2,898,983Liabilities 2021: $0Net Assets 2021: $2,898,9832021Assets 2022: $2,905,826Liabilities 2022: $0Net Assets 2022: $2,905,8262022Assets 2023: $3,222,118Liabilities 2023: $0Net Assets 2023: $3,222,1182023Assets 2024: $3,197,554Liabilities 2024: $0Net Assets 2024: $3,197,5542024Assets 2025: $3,200,271Liabilities 2025: $0Net Assets 2025: $3,200,2712025

Highlighted filing

2020

Assets$2,497,542
Liabilities$0
Net Assets$2,497,542
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $170,922Expenses 2012: $94,729Net Income 2012: $76,1932012Revenue 2013: $553,616Expenses 2013: $99,812Net Income 2013: $453,8042013Revenue 2014: $139,552Expenses 2014: $106,134Net Income 2014: $33,4182014Revenue 2015: $102,006Expenses 2015: $108,014Net Income 2015: -$6,0082015Revenue 2016: $102,984Expenses 2016: $107,973Net Income 2016: -$4,9892016Revenue 2017: $127,404Expenses 2017: $111,670Net Income 2017: $15,7342017Revenue 2018: $187,190Expenses 2018: $114,843Net Income 2018: $72,3472018Revenue 2019: $139,802Expenses 2019: $116,475Net Income 2019: $23,3272019Revenue 2020: $122,372Expenses 2020: $122,027Net Income 2020: $3452020Revenue 2021: $340,808Expenses 2021: $129,613Net Income 2021: $211,1952021Revenue 2022: $419,042Expenses 2022: $139,320Net Income 2022: $279,7222022Revenue 2023: $418,000Expenses 2023: $139,255Net Income 2023: $278,7452023Revenue 2024: $119,324Expenses 2024: $141,289Net Income 2024: -$21,9652024Revenue 2025: $180,142Expenses 2025: $177,428Net Income 2025: $2,7142025

Highlighted filing

2020

Revenue$122,372
Expenses$122,027
Net Income$345
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 4, 2020
Return Version
2019v5.0
Gross Receipts
$122,372
Mission and Program Overview

Mission

To give spiritual and material relief to any and all needy persons who shall at any time appeal to said church for such relief and assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,492,077$2,497,542▲ $5,465
Investments in Publicly Traded Securities$2,428,758$2,488,424▲ $59,666
Savings and Temporary Cash Investments$63,319$9,118▼ $54,201
Total Assets$2,492,077$2,497,542▲ $5,465
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,492,077$2,497,542▲ $5,465
Total Liabilities and Net Assets / Fund Balance$2,492,077$2,497,542▲ $5,465
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
Bank of AmericaTrustee$22,043$22,043
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$122,372
Other Revenue
$0
Change in Net Assets
$345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$96,868
Salaries, Compensation, and Employee Benefits$22,043
Other Expenses$3,116
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,868--$96,868
Current Officers, Directors, Trustees, and Key Employees$8,817$13,226-$22,043
All Other Expenses$35$1,831-$1,866
Fees for Services Accounting-$1,250-$1,250
Total Functional Expenses$105,720$16,307$0$122,027
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Congregational ChurchFall River, MA501(c)(3)To Fund the Lex King Souter Memorial Fund Which Provides Assistance to the Needy Who Request It From the Church$96,868
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“When decisions are made, they are part of the permanent record”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Tax department prepares, reviews and files form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“ANNUAL STATEMENT”

FORM 990, PAGE 6, PART VI, LINE 15B

“Not applicable trust has corporate trustee”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Lex King Souter Memorial Fund Trust T-701
EIN
04-6029671
Phone
8888663275
Address
PO BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2020-11-04

Organization Details

Principal Officer
Same as Above
Formed
1960
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“CTF Adjustment $5120”

Raw XML Appendix279 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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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt096868
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IRS990/GrantsToOrganizationsInd0true
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IRS990/LoanOutstandingInd0false
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IRS990/PartialLiquidationInd0false
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IRS990/ReconcilationRevenueExpnssAmt0345
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT APPLICABLE TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CTF Adjustment $5120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEX KING SOUTER MEMORIAL FUND TRUST T-701
ReturnHeader/Filer/BusinessNameControlTxt0LEXK
ReturnHeader/Filer/EIN0046029671
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.194.11
ReturnHeader/ReturnTs02020-11-05T09:00:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,497,542
Liabilities
$0
Net assets
$2,497,542
Revenue
$122,372
Expenses
$122,027
Net income
$345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.18$0.18$0.00
2024Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.12$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.42$0.14$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.42$0.14$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.34$0.13$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.12$0.12$0.00
2019Summary only. Only limited summary data is available for this year.$2.49$0.00$2.49$0.14$0.12$0.02
2018Summary only. Only limited summary data is available for this year.$2.56$0.00$2.56$0.19$0.11$0.07
2017Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$0.13$0.11$0.02
2016Summary only. Only limited summary data is available for this year.$2.35$0.00$2.35$0.10$0.11$0.00
2015Summary only. Only limited summary data is available for this year.$2.39$0.00$2.39$0.10$0.11$0.01
2014Summary only. Only limited summary data is available for this year.$2.39$0.00$2.39$0.14$0.11$0.03
2013Summary only. Only limited summary data is available for this year.$2.33$0.00$2.33$0.55$0.10$0.45
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$1.87$0.17$0.09$0.08