Civic Intelligence

Cotr Ua Worcester Fr Pub Lib Tr

EIN 04-6155472 • 501(c)3 • Providence, RI

Profile

Trustee shall apply so much of the income & principal of the trust as they, on their sole discretion, deem advisable to or for the benefit of the worcester free library.

P O Box 1802Providence, RI 02901-1802

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-1141%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

95%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $131,058 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

Up

$11,473

Up $5,590 (+95%) from 2019

Expenses

Up

$142,345

Up $139,993 (+5952%) from 2019

Net Income

Down

-$130,872

Down $134,403 (-3806%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $162,554Liabilities 2012: $02012Assets 2013: $139,260Liabilities 2013: $02013Assets 2014: $87,554Liabilities 2014: $02014Assets 2015: $90,088Liabilities 2015: $02015Assets 2016: $88,784Liabilities 2016: $02016Assets 2017: $161,897Liabilities 2017: $02017Assets 2018: $128,665Liabilities 2018: $02018Assets 2019: $131,058Liabilities 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2012: $172Expenses 2012: $35Net Income 2012: $1372012Revenue 2013: $242Expenses 2013: $23,536Net Income 2013: -$23,2942013Revenue 2014: $1,860Expenses 2014: $54,144Net Income 2014: -$52,2842014Revenue 2015: $3,703Expenses 2015: $745Net Income 2015: $2,9582015Revenue 2016: $881Expenses 2016: $1,959Net Income 2016: -$1,0782016Revenue 2017: $73,112Expenses 2017: $2,010Net Income 2017: $71,1022017Revenue 2018: $11,906Expenses 2018: $44,271Net Income 2018: -$32,3652018Revenue 2019: $5,883Expenses 2019: $2,352Net Income 2019: $3,5312019Revenue 2020: $11,473Expenses 2020: $142,345Net Income 2020: -$130,8722020

Highlighted filing

2020

Revenue$11,473
Expenses$142,345
Net Income-$130,872

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Jun 12, 2020
Return Version
2019v5.0
Gross Receipts
$138,285
Mission and Program Overview

Mission

Trustee shall apply so much of the income & principal of the trust as they, on their sole discretion, deem advisable to or for the benefit of the worcester free library.

Program Services

DescriptionGrantsExpenses
WORCESTER FREE PUBLIC LIBRARY$139,016-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA DORSEY-POTTSCo Trustee - President-$0--
GEOFFREY DICKINSONCo Trustree - Head Librarian-$0--
DAVID BOULAYCo Trustee - Treasurer-$0--
BANK OF AMERICACo Trustee-$0--
Governance and Compliance

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

When decisions are made, they are documented in permanent record.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

When decisions are made, they are documented in permanent record.

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Tax department prepares, reviews, and files form 990.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

ANNUAL STATEMENT

FORM 990, PAGE 6, PART VI, LINE 15A

Not applicable, trust has corporate trustee

FORM 990, PAGE 6, PART VI, LINE 15B

Not applicable, officers are not compensated.

Form 990, Page 6, Part VI, Line 18

UPON REQUEST

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Cotr Ua Worcester Fr Pub Lib Tr
EIN
04-6155472
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Karen Kiser
Title
Managing Director
Phone
8888663275
Signed
2020-06-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

City of worcester worcester free public library worcester ma 01608-2015 139016 unrestricted general support n/a

Form 990-EZ, Part I, Line 16

Other allocable expense - principal 3 other allocable expense - income 3 foreign taxes 3 termination fee 750 tax preparation fee - boa 2500 state filing fee 70

Form 990-EZ, Part I, Line 20

Ctf cost adjustment 185 tye rounding adjustment 1

Raw XML Appendix186 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PROVIDENCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0131058
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA DORSEY-POTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEOFFREY DICKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID BOULAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BANK OF AMERICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO TRUSTEE - PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO TRUSTREE - HEAD LIBRARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO TRUSTEE - TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-186
IRS990EZ/OtherExpensesTotalAmt03329
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRUSTEE SHALL APPLY SO MUCH OF THE INCOME & PRINCIPAL OF THE TRUST AS THEY, ON THEIR SOLE DISCRETION, DEEM ADVISABLE TO OR FOR THE BENEFIT OF THE WORCESTER FREE LIBRARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WORCESTER FREE PUBLIC LIBRARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0139016
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0137656
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0142345
IRS990EZ/TotalRevenueAmt011473
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0979629755
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0139016
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WORCESTER FREE PUB LIB
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0139016
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0QUESTION 6B IS NOT APPLICABLE AS THE ANSWER TO QUESTION 6A WAS ANSWERED NO.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE N, PART 1, LINE 6c
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN PERMANENT RECORD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN PERMANENT RECORD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX DEPARTMENT PREPARES, REVIEWS, AND FILES FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE, TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOT APPLICABLE, OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CITY OF WORCESTER WORCESTER FREE PUBLIC LIBRARY WORCESTER MA 01608-2015 139016 UNRESTRICTED GENERAL SUPPORT N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER ALLOCABLE EXPENSE - PRINCIPAL 3 OTHER ALLOCABLE EXPENSE - INCOME 3 FOREIGN TAXES 3 TERMINATION FEE 750 TAX PREPARATION FEE - BOA 2500 STATE FILING FEE 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CTF COST ADJUSTMENT 185 TYE ROUNDING ADJUSTMENT 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KISER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COTR UA WORCESTER FR PUB LIB TR
ReturnHeader/Filer/BusinessNameControlTxt0WORC
ReturnHeader/Filer/EIN0046155472
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1802
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0029011802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0867EE68F4DC54F5A06EA0646E87F6C15F42C01E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008AF697E04748460624BC4DBA09A8DA4F5558D0B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.192.10
ReturnHeader/ReturnTs02020-06-12T13:01:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-03-01
ReturnHeader/TaxPeriodEndDt02020-02-29
ReturnHeader/TaxYr02019

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