Civic Intelligence

Trustees of the John Greenleaf Whittier Homestead

990PF • Fiscal year 2013 • EIN 04-6047193

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 01, 2013

Organization Profile
C/O Marcia Rogers 136 Neck RoadHaverhill, MA 01835
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.11x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

65th percentile

6.3%

Faster asset growth than 65% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,061,761

Up $63,310 (+6.3%) from 2012

Net Assets

Up

$1,057,220

Up $59,873 (+6.0%) from 2012

Liabilities

Up

$4,541

Up $3,437 (+311%) from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin23rd percentile

Revenue

$40,994

No earlier filing loaded for comparison.

Expenses

Down

$45,692

Down $3,550 (-7.2%) from 2012

Net Income

-$4,698

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $959,914Liabilities 2011: $1,408Net Assets 2011: $958,5062011Assets 2012: $998,451Liabilities 2012: $1,104Net Assets 2012: $997,3472012Assets 2013: $1,061,761Liabilities 2013: $4,541Net Assets 2013: $1,057,2202013Assets 2014: $1,144,870Liabilities 2014: $2,241Net Assets 2014: $1,142,6292014Assets 2015: $1,127,818Liabilities 2015: $3,212Net Assets 2015: $1,124,6062015Assets 2016: $1,138,194Liabilities 2016: $2,489Net Assets 2016: $1,135,7052016Assets 2017: $1,133,540Liabilities 2017: $2,051Net Assets 2017: $1,131,4892017Assets 2018: $1,094,810Liabilities 2018: $4,664Net Assets 2018: $1,090,1462018Assets 2019: $1,163,679Liabilities 2019: $5,812Net Assets 2019: $1,157,8672019Assets 2020: $1,074,683Liabilities 2020: $6,350Net Assets 2020: $1,068,3332020Assets 2021: $1,261,150Liabilities 2021: $1,633Net Assets 2021: $1,259,5172021Assets 2022: $1,095,029Liabilities 2022: $2,125Net Assets 2022: $1,092,9042022Assets 2023: $1,131,019Liabilities 2023: $2,739Net Assets 2023: $1,128,2802023Assets 2024: $1,252,907Liabilities 2024: $2,402Net Assets 2024: $1,250,5052024Assets 2025: $1,344,700Liabilities 2025: $5,808Net Assets 2025: $1,338,8922025

Highlighted filing

2013

Assets$1,061,761
Liabilities$4,541
Net Assets$1,057,220
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $47,4732011Expenses 2012: $49,2422012Revenue 2013: $40,994Expenses 2013: $45,692Net Income 2013: -$4,6982013Revenue 2014: $69,922Expenses 2014: $43,229Net Income 2014: $26,6932014Revenue 2015: $49,172Expenses 2015: $39,559Net Income 2015: $9,6132015Revenue 2016: $33,903Expenses 2016: $52,068Net Income 2016: -$18,1652016Revenue 2017: $29,631Expenses 2017: $50,544Net Income 2017: -$20,9132017Revenue 2018: $33,316Expenses 2018: $45,938Net Income 2018: -$12,6222018Revenue 2019: $78,481Expenses 2019: $50,080Net Income 2019: $28,4012019Revenue 2020: $93,757Expenses 2020: $58,424Net Income 2020: $35,3332020Revenue 2021: $48,145Expenses 2021: $84,773Net Income 2021: -$36,6282021Revenue 2022: $87,989Expenses 2022: $86,006Net Income 2022: $1,9832022Revenue 2023: $73,626Expenses 2023: $99,935Net Income 2023: -$26,3092023Revenue 2024: $63,025Expenses 2024: $94,499Net Income 2024: -$31,4742024Revenue 2025: $140,535Expenses 2025: $105,137Net Income 2025: $35,3982025

Highlighted filing

2013

Revenue$40,994
Expenses$45,692
Net Income-$4,698
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 1, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN CRANTONTrustee-$0--
TIMOTHY J COCOPresident-$0--
MARCIA B ROGERSTreasurer-$0--
ELINOR CURTIN CAMERONTrustee-$0--
SHIRLEY OSGOOD BAILEYTrustee-$0--
JAMES P CLEARY IIISecre./Clerk-$0--
GLEN HAMILTONTrustee-$0--
ARTHUR H VEASEY IIIV. President-$0--
Filing and Contact Details

Filer

EIN
04-6047193
Raw XML AppendixShowing 400 of 634 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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CompensationExplanation/Compensation/PersonName0JOAN CRANTON
CompensationExplanation/Compensation/PersonName1TIMOTHY J COCO
CompensationExplanation/Compensation/PersonName2MARCIA B ROGERS
CompensationExplanation/Compensation/PersonName3ELINOR CURTIN CAMERON
CompensationExplanation/Compensation/PersonName4SHIRLEY OSGOOD BAILEY
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IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0126250
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0143084
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0143084
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0678203
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0739697
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0739697
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis0160829
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY068237
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY065564
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV065564
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/PermanentlyRestrictedBOY0161275
IRS990PF/BalanceSheets/PermanentlyRestrictedEOY0161275
IRS990PF/BalanceSheets/PrepaidExpensesBOY02359
IRS990PF/BalanceSheets/PrepaidExpensesEOY01197
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0103267
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY087363
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IRS990PF/BalanceSheets/TotalAssetsBOY0998451
IRS990PF/BalanceSheets/TotalAssetsEOY01061761
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01061761
IRS990PF/BalanceSheets/TotalLiabilitiesBOY01104
IRS990PF/BalanceSheets/TotalLiabilitiesEOY04541
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0998451
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01061761
IRS990PF/BalanceSheets/TotalNetAssetsBOY0997347
IRS990PF/BalanceSheets/TotalNetAssetsEOY01057220
IRS990PF/BalanceSheets/UnrestrictedBOY0836072
IRS990PF/BalanceSheets/UnrestrictedEOY0895945
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome05950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis05338
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0150SHS HJ HEINZ
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss05537
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses05537
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice010875
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4698
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases064571
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01057220
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0997347
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01057220
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted046466
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj046466
IRS990PF/DistributableAmount/DistributableAmountBeforeDed046466
IRS990PF/DistributableAmount/MinimumInvestmentReturn047067
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0601
IRS990PF/DistributableAmount/TotalTax0601
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0540
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0601
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0601
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0601
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue061
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0540
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01061761
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0955673
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0115694
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0839979
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable014335
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn047067
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0941338
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0955673
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition51.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition61.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition71.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,061,761
Liabilities
$4,541
Net assets
$1,057,220
Revenue
$40,994
Expenses
$45,692
Net income
-$4,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.34$0.14$0.11$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.09$0.09$0.09$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.05$0.08$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.01$1.07$0.09$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.16$0.08$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.05$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.03$0.05$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.12$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.05$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05