Civic Intelligence

M Florence Small Trust C/O Ley & Young PC

990EZ • Fiscal year 2012 • EIN 04-6034609

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 2013

Organization ProfileN/A
115 Broad Street 4th Floor02110
Siviq Scores

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

Liabilities / Assets

67th percentile

0.04x

Higher debt load relative to assets than 67% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

94th percentile

0.77x

Higher debt load relative to revenue than 94% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

45th percentile

-0.5%

Faster asset growth than 45% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$264,424

Down $1,419 (-0.5%) from 2011

Net Assets

Down

$254,897

Down $3,070 (-1.2%) from 2011

Liabilities

Up

$9,527

Up $1,651 (+21%) from 2011

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin14th percentile

Revenue

Down

$12,322

Down $2,776 (-18%) from 2011

Expenses

Up

$15,392

Up $2,345 (+18%) from 2011

Net Income

Down

-$3,070

Down $5,121 (-250%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2010: $265,532Liabilities 2010: $9,616Net Assets 2010: $255,9162010Assets 2011: $265,843Liabilities 2011: $7,876Net Assets 2011: $257,9672011Assets 2012: $264,424Liabilities 2012: $9,527Net Assets 2012: $254,8972012Assets 2013: $259,143Liabilities 2013: $7,756Net Assets 2013: $251,3872013Assets 2021: $278,770Liabilities 2021: $11,028Net Assets 2021: $267,7422021Assets 2022: $284,259Liabilities 2022: $10,953Net Assets 2022: $273,3062022Assets 2023: $288,959Liabilities 2023: $15,545Net Assets 2023: $273,4142023Assets 2024: $291,853Liabilities 2024: $18,246Net Assets 2024: $273,6072024

Highlighted filing

2012

Assets$264,424
Liabilities$9,527
Net Assets$254,897
Open 2012 Filing

Operations Trend

Revenue Growth25th percentile

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

$30K$20K$10K$0-$10KRevenue 2010: $12,002Expenses 2010: $15,036Net Income 2010: -$3,0342010Revenue 2011: $15,098Expenses 2011: $13,047Net Income 2011: $2,0512011Revenue 2012: $12,322Expenses 2012: $15,392Net Income 2012: -$3,0702012Revenue 2013: $10,843Expenses 2013: $14,353Net Income 2013: -$3,5102013Revenue 2021: $22,195Expenses 2021: $18,899Net Income 2021: $3,2962021Revenue 2022: $24,189Expenses 2022: $18,625Net Income 2022: $5,5642022Revenue 2023: $23,180Expenses 2023: $23,013Net Income 2023: $1672023Revenue 2024: $26,707Expenses 2024: $26,514Net Income 2024: $1932024

Highlighted filing

2012

Revenue$12,322
Expenses$15,392
Net Income-$3,070
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 18, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

To provide grants to support harvard university

Filing and Contact Details

Filer

EIN
04-6034609
Raw XML Appendix131 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY0265843
IRS990EZ/CashSavingsAndInvestments/EOY0264424
IRS990EZ/CostOtherBasisAndSalesExpenses010000
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-3070
IRS990EZ/FeesAndOthPymtToIndContractors0750
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GrantsAndSimilarAmountsPaid09527
IRS990EZ/GrossAmountFromSaleOfAssets010000
IRS990EZ/GrossReceipts022322
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome012322
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0257967
IRS990EZ/NetAssetsOrFundBalancesBOY0257967
IRS990EZ/NetAssetsOrFundBalances/EOY0254897
IRS990EZ/NetAssetsOrFundBalancesEOY0254897
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation05080
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0SARAH CHASE LEY YOUNG PC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal035
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE GRANTS TO SUPPORT HARVARD UNIVERSITY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SUPPORT OF HARVARD UNIVERSITY
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations09527
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits05080
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY07876
IRS990EZ/SumOfTotalLiabilities/EOY09527
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1095 COMMERCIAL WHARF
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BOSTON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode002110
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10SARAH CHASE LEY & YOUNG
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06172049600
IRS990EZ/TotalAssets/BOY0265843
IRS990EZ/TotalAssets/EOY0264424
IRS990EZ/TotalExpenses015392
IRS990EZ/TotalRevenue012322
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts09527
IRS990ScheduleA/SupportedOrgInformation/Amount09527
IRS990ScheduleA/SupportedOrgInformation/EIN0042103580
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10HARVARD UNIVERSITY
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization02
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0INVESTMENT INTEREST 2,312.. DIVIDENDS 9,009.. DIVIDENDS 965.. BASIS ADJUSTMENT ON FRONTIER 36.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 12,322.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: UNIVERSITY. GRANTEE NAME: HARVARD UNIVERSITY. GRANTEE ADDRESS: UNIVERSITY HALL CAMBRIDGE, MA 02138. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/13/13. AMOUNT GIVEN: 9,527.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: STATE FILING FEE. AMOUNT: 35.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: GRANT PAYABLE. BEG. OF YEAR AMOUNT: 7,876. END OF YEAR AMOUNT: 9,527.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0046034609
ReturnHeader/Filer/Name/BusinessNameLine10M FLORENCE SMALL TRUST CO LEY & YOUNG PC
ReturnHeader/Filer/NameControl0MFLO
ReturnHeader/Filer/Phone06172049600
ReturnHeader/Filer/USAddress/AddressLine10115 BROAD STREET 4TH FLOOR
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-18
ReturnHeader/Officer/Name0SARAH CHASE
ReturnHeader/Officer/Phone06172049600
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-04-18
ReturnHeader/PreparerFirm/EIN0042536173
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LIVINGSTON & HAYNES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1040 GROVE STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WELLESLEY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0024827711
ReturnHeader/Preparer/Name0JOHN MCGONAGLE
ReturnHeader/Preparer/Phone07812373339
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-03T12:07:09-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$264,424
Liabilities
$9,527
Net assets
$254,897
Revenue
$12,322
Expenses
$15,392
Net income
-$3,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.18$2.74$0.27$0.27$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.89$0.16$2.73$0.23$0.23$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.11$2.73$0.24$0.19$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.79$0.11$2.68$0.22$0.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.08$2.51$0.11$0.14$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.10$2.55$0.12$0.15$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.08$2.58$0.15$0.13$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.10$2.56$0.12$0.15$0.03