Civic Intelligence

Joseph Hewitt Testamentary Trust

990PF • Fiscal year 2017 • EIN 04-6054301

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
54 Old Foundry StreetSouth Easton, MA 02375

(508) 238-7293

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

44%

Faster asset growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-6.8%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$93,243

Up $28,368 (+44%) from 2016

Net Assets

Up

$93,243

Up $28,368 (+44%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Down

$34,723

Down $2,523 (-6.8%) from 2016

Expenses

Down

$6,355

Down $880 (-12%) from 2016

Net Income

Down

$28,368

Down $1,643 (-5.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$100K$50K$0Assets 2011: $16,451Liabilities 2011: $02011Assets 2012: $17,305Liabilities 2012: $0Net Assets 2012: $17,3052012Assets 2013: $26,035Liabilities 2013: $02013Assets 2014: $31,354Liabilities 2014: $0Net Assets 2014: $31,3542014Assets 2015: $34,864Liabilities 2015: $02015Assets 2016: $64,875Liabilities 2016: $0Net Assets 2016: $64,8752016Assets 2017: $93,243Liabilities 2017: $0Net Assets 2017: $93,2432017Assets 2018: $90,628Liabilities 2018: $0Net Assets 2018: $90,6282018Assets 2019: $94,631Liabilities 2019: $02019Assets 2020: $92,756Liabilities 2020: $0Net Assets 2020: $92,7562020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$93,243
Liabilities$0
Net Assets$93,243
Open 2017 Filing

Operations Trend

Revenue Growth36th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $8,700Expenses 2011: $5,965Net Income 2011: $2,7352011Expenses 2012: $4,5322012Revenue 2013: $9,562Expenses 2013: $5,029Net Income 2013: $4,5332013Revenue 2014: $11,997Expenses 2014: $6,678Net Income 2014: $5,3192014Revenue 2015: $10,236Expenses 2015: $6,726Net Income 2015: $3,5102015Revenue 2016: $37,246Expenses 2016: $7,235Net Income 2016: $30,0112016Revenue 2017: $34,723Expenses 2017: $6,355Net Income 2017: $28,3682017Revenue 2018: $4,650Expenses 2018: $7,265Net Income 2018: -$2,6152018Revenue 2019: $11,268Expenses 2019: $7,265Net Income 2019: $4,0032019Revenue 2020: $2,965Expenses 2020: $4,840Net Income 2020: -$1,8752020Revenue 2021: $4,666Expenses 2021: $4,666Net Income 2021: $02021Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2017

Revenue$34,723
Expenses$6,355
Net Income$28,368
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH CARDONETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Hewitt Testamentary Trust
EIN
04-6054301
Phone
5082387293
Address
54 OLD FOUNDRY STREET, SOUTH EASTON, MA 02375

Signing Officer

Name
Kenneth Cardone
Title
Trustee
Phone
5082387293
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Roger P Wedge CPA
Address
7 CHRISTY DRIVESUITE 3, BROCKTON, MA 02301-1843
Preparer
Roger P Wedge
Phone
5085833221
Raw XML Appendix322 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt315 THORNY LEA TERRACE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROCKTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302301
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0341
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0268
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013062
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06837
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0268
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06298
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05957
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013062
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07105
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1400
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/Amt196
TaxesSchedule/TaxesDetail/Amt235
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt017
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt196
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt235
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH CARDONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05082387293
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH HEWITT TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0046054301
ReturnHeader/Filer/PhoneNum05082387293
ReturnHeader/Filer/USAddress/AddressLine1Txt054 OLD FOUNDRY STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTH EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002375
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02DF816627F0B8194343738BB320EDE007F6EFC37
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02DF816627F0B8194343738BB320EDE007F6EFC37
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.162.186.98
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:39:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043422271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGER P WEDGE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 CHRISTY DRIVESUITE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0023011843
ReturnHeader/PreparerPersonGrp/PhoneNum05085833221
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER P WEDGE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-11T09:39:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,243
Liabilities
$0
Net assets
$93,243
Revenue
$34,723
Expenses
$6,355
Net income
$28,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.67$4.67$0.00
2020Detailed filing. Detailed filing data is available for this year.$92.8$0.00$92.8$2.97$4.84$1.88
2019Summary only. Only limited summary data is available for this year.$94.6$0.00$11.3$7.27$4.00
2018Detailed filing. Detailed filing data is available for this year.$90.6$0.00$90.6$4.65$7.27$2.62
2017Detailed filing. Detailed filing data is available for this year.$93.2$0.00$93.2$34.7$6.36$28.4
2016Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$37.2$7.24$30.0
2015Summary only. Only limited summary data is available for this year.$34.9$0.00$10.2$6.73$3.51
2014Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$12.0$6.68$5.32
2013Summary only. Only limited summary data is available for this year.$26.0$0.00$9.56$5.03$4.53
2012Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$4.53
2011Summary only. Only limited summary data is available for this year.$16.5$0.00$8.70$5.97$2.74