Civic Intelligence

Trust Under the Will of Daniel White

990PF • Fiscal year 2018 • EIN 04-6044094

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
37 Monument AvenueCharlestown, MA 02129

(617) 345-1224

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

4th percentile

-216%

Higher net margin than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$49,189

No earlier filing loaded for comparison.

Net Assets

$49,189

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

$2,533

No earlier filing loaded for comparison.

Expenses

$8,000

No earlier filing loaded for comparison.

Net Income

-$5,467

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2018: $49,189Liabilities 2018: $0Net Assets 2018: $49,1892018Assets 2019: $245,026Liabilities 2019: $0Net Assets 2019: $245,0262019Assets 2020: $241,610Liabilities 2020: $0Net Assets 2020: $241,6102020Assets 2021: $240,269Liabilities 2021: $0Net Assets 2021: $240,2692021Assets 2022: $237,410Liabilities 2022: $0Net Assets 2022: $237,4102022Assets 2023: $235,539Liabilities 2023: $0Net Assets 2023: $235,5392023Assets 2024: $223,355Liabilities 2024: $0Net Assets 2024: $223,3552024

Highlighted filing

2018

Assets$49,189
Liabilities$0
Net Assets$49,189
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2018: $2,533Expenses 2018: $8,000Net Income 2018: -$5,4672018Revenue 2019: $201,422Expenses 2019: $5,585Net Income 2019: $195,8372019Revenue 2020: $3,484Expenses 2020: $6,398Net Income 2020: -$2,9142020Revenue 2021: $3,492Expenses 2021: $4,833Net Income 2021: -$1,3412021Revenue 2022: $2,812Expenses 2022: $6,584Net Income 2022: -$3,7722022Revenue 2023: $3,581Expenses 2023: $4,035Net Income 2023: -$4542023Revenue 2024: $3,498Expenses 2024: $15,682Net Income 2024: -$12,1842024

Highlighted filing

2018

Revenue$2,533
Expenses$8,000
Net Income-$5,467
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J MELLENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust Under the Will of Daniel White
EIN
04-6044094
Phone
6173451224
Address
37 MONUMENT AVENUE, CHARLESTOWN, MA 02129

Signing Officer

Name
Michael J Mellen
Title
Trustee
Phone
6173451224
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Joshua England
Phone
5083669100
Raw XML Appendix283 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/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J MELLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06173451224
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UNDER THE WILL OF DANIEL WHITE
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0046044094
ReturnHeader/Filer/PhoneNum06173451224
ReturnHeader/Filer/USAddress/AddressLine1Txt037 MONUMENT AVENUE
ReturnHeader/Filer/USAddress/CityNm0CHARLESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002129
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C36E3E2B9FD2460AC734E270BD986EB529CD7339
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087AE54C884FF003181B05E7BF84F4C93A3EEF9A3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.70.31.102
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:02:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA ENGLAND
ReturnHeader/ReturnTs02019-11-14T16:05:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,189
Liabilities
$0
Net assets
$49,189
Revenue
$2,533
Expenses
$8,000
Net income
-$5,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.03$0.16$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.03$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.03$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.03$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$2.01$0.06$1.96
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.03$0.08$0.05