Civic Intelligence

Joseph Hewitt Testamentary Trust

990PF • Fiscal year 2020 • EIN 04-6054301

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-63%

Higher net margin than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-74%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$92,756

Down $1,875 (-2.0%) from 2019

Net Assets

$92,756

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Down

$2,965

Down $8,303 (-74%) from 2019

Expenses

Down

$4,840

Down $2,425 (-33%) from 2019

Net Income

Down

-$1,875

Down $5,878 (-147%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2020

Assets$92,756
Liabilities$0
Net Assets$92,756
Open 2020 Filing

Operations Trend

Revenue Growth11th 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

2020

Revenue$2,965
Expenses$4,840
Net Income-$1,875
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
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
2021-05-10

Preparer

Firm
Roger P Wedge CPA
Address
7 CHRISTY DRIVESUITE 3, BROCKTON, MA 02301-1843
Preparer
Gerald S Derochea
Phone
5085832040
Raw XML Appendix328 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/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0EMMA KEENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt027 CLARENDON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002301
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt04840
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0268
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0708
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06397
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04840
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016535
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017243
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC DEDUCTIONS FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt188
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-483
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-2
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-132
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-1
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4-11
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5198
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ICAHN ENTERPRISES K-1 ORD INC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ICAHN ENTERPRISES NET RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ICAHN ENTERPRISES K-1 ORD INC
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ICAHN ENTERPRISES NET RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc4ICAHN ENTERPRISES K-1 ORD INC
OtherIncomeSchedule2/OtherIncomeDetail/Desc5MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-483
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-2
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-132
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-11
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5198
TaxesSchedule/TaxesDetail/Amt097
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt097
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt135
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH CARDONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05082387293
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
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/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/PhoneNum05085832040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD S DEROCHEA
ReturnHeader/ReturnTs02021-05-11T10:16:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARDONE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,756
Liabilities
$0
Net assets
$92,756
Revenue
$2,965
Expenses
$4,840
Net income
-$1,875
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