Civic Intelligence

Trust Under the Will of Daniel White

990PF • Fiscal year 2019 • EIN 04-6044094

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

98th percentile

398%

Faster asset growth than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

7852%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$245,026

Up $195,837 (+398%) from 2018

Net Assets

Up

$245,026

Up $195,837 (+398%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$201,422

Up $198,889 (+7852%) from 2018

Expenses

Down

$5,585

Down $2,415 (-30%) from 2018

Net Income

Up

$195,837

Up $201,304 (+3682%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

2019

Assets$245,026
Liabilities$0
Net Assets$245,026
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

2019

Revenue$201,422
Expenses$5,585
Net Income$195,837
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
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
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Joshua England
Phone
5083669100
Raw XML Appendix288 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/ExcessFromYear2Amt01467
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02585
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025015
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029675
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0198767
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF AMOUNTS FROM COMMONWEALTH OF MA
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0198767
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J MELLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06173451224
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
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/AtSubmissionCreationDeviceId01166F2FD08ABF73FAA4779C448B3D4829B6A5C9C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A9010E3A6A0BB3B06F86C59D67A72AD6F64F0F5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.70.31.102
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:11:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA ENGLAND
ReturnHeader/ReturnTs02020-11-13T14:08:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,026
Liabilities
$0
Net assets
$245,026
Revenue
$201,422
Expenses
$5,585
Net income
$195,837
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