Civic Intelligence

Elisha V Ashton Trust

990PF • Fiscal year 2021 • EIN 04-6079166

Oct 01, 2020 to Sep 30, 2021 • Filed on Mar 03, 2022

Organization Profile
89 South Street No Ll02Boston, MA 02111-3611

(617) 742-2952

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

10th percentile

-6.8%

Faster asset growth than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,477,382

Down $108,332 (-6.8%) from 2020

Net Assets

$1,477,382

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $77,855 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin11th percentile

Revenue

Down

$101,115

Down $81,662 (-45%) from 2020

Expenses

Up

$131,592

Up $6,103 (+4.9%) from 2020

Net Income

Down

-$30,477

Down $87,765 (-153%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $899,208Liabilities 2011: $5,8982011Assets 2012: $1,124,324Liabilities 2012: $4,8022012Assets 2013: $1,102,471Liabilities 2013: $7,0002013Assets 2014: $1,188,726Liabilities 2014: $2,5272014Assets 2015: $1,320,085Liabilities 2015: $3,4292015Assets 2017: $1,315,902Liabilities 2017: $0Net Assets 2017: $1,315,9022017Assets 2018: $1,353,281Liabilities 2018: $1,094Net Assets 2018: $1,352,1872018Assets 2019: $1,451,842Liabilities 2019: $1,271Net Assets 2019: $1,450,5712019Assets 2020: $1,585,714Liabilities 2020: $77,8552020Assets 2021: $1,477,382Liabilities 2021: $0Net Assets 2021: $1,477,3822021Assets 2022: $1,506,793Liabilities 2022: $0Net Assets 2022: $1,506,7932022Assets 2023: $1,476,468Liabilities 2023: $0Net Assets 2023: $1,476,4682023Assets 2024: $1,360,232Liabilities 2024: $0Net Assets 2024: $1,360,2322024

Highlighted filing

2021

Assets$1,477,382
Liabilities$0
Net Assets$1,477,382
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200KRevenue 2011: $90,019Expenses 2011: $107,393Net Income 2011: -$17,3742011Revenue 2012: $327,215Expenses 2012: $101,001Net Income 2012: $226,2142012Revenue 2013: $80,333Expenses 2013: $104,382Net Income 2013: -$24,0492013Revenue 2014: $182,458Expenses 2014: $91,721Net Income 2014: $90,7372014Revenue 2015: $230,541Expenses 2015: $100,084Net Income 2015: $130,4572015Revenue 2017: $80,269Expenses 2017: $64,335Net Income 2017: $15,9342017Revenue 2018: $99,360Expenses 2018: $63,075Net Income 2018: $36,2852018Revenue 2019: $167,459Expenses 2019: $69,075Net Income 2019: $98,3842019Revenue 2020: $182,777Expenses 2020: $125,489Net Income 2020: $57,2882020Revenue 2021: $101,115Expenses 2021: $131,592Net Income 2021: -$30,4772021Revenue 2022: $107,766Expenses 2022: $78,355Net Income 2022: $29,4112022Revenue 2023: $16,371Expenses 2023: $46,696Net Income 2023: -$30,3252023Revenue 2024: $166,895Expenses 2024: $283,093Net Income 2024: -$116,1982024

Highlighted filing

2021

Revenue$101,115
Expenses$131,592
Net Income-$30,477
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Mar 3, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA W TARGUMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Elisha V Ashton Trust
EIN
04-6079166
Phone
6177422952
Address
89 SOUTH STREET NO LL02, BOSTON, MA 02111-3611

Signing Officer

Name
Barbara Targum
Title
Trustee
Phone
6177422952
Signed
2022-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Raffol and Company Inc
Address
105 CHESTNUT ST SUITE 11, NEEDHAM, MA 02492
Preparer
Jonathan Vitale
Phone
7814444926
Raw XML Appendix280 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/UndistributedIncomeCYAmt060789
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt084448
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
TaxesSchedule/TaxesDetail/Amt012
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt135
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA TARGUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177422952
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELISHA V ASHTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELIS
ReturnHeader/Filer/EIN0046079166
ReturnHeader/Filer/PhoneNum06177422952
ReturnHeader/Filer/USAddress/AddressLine1Txt089 SOUTH STREET NO LL02
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021113611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471096596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAFFOL AND COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 CHESTNUT ST SUITE 11
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002492
ReturnHeader/PreparerPersonGrp/PhoneNum07814444926
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN VITALE
ReturnHeader/ReturnTs02022-03-03T15:20:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TARGUM
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,477,382
Liabilities
$0
Net assets
$1,477,382
Revenue
$101,115
Expenses
$131,592
Net income
-$30,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.17$0.28$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.10$0.13$0.03
2020Summary only. Only limited summary data is available for this year.$1.59$0.08$0.18$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.17$0.07$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.10$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$1.32$0.00$0.23$0.10$0.13
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$0.18$0.09$0.09
2013Summary only. Only limited summary data is available for this year.$1.10$0.01$0.08$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.33$0.10$0.23
2011Summary only. Only limited summary data is available for this year.$0.90$0.01$0.09$0.11$0.02