Civic Intelligence

Trust UW John J Linnehan

990PF • Fiscal year 2011 • EIN 04-6179295

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 19, 2012

Organization Profile
170 Winthrop St02152-2641
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$512,079

Down $4,718 (-0.9%) from 2010

Net Assets

Down

$512,079

Down $4,718 (-0.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$28,711

Down $3,681 (-11%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$800K$600K$400K$200K$0Assets 2010: $516,797Liabilities 2010: $0Net Assets 2010: $516,7972010Assets 2011: $512,079Liabilities 2011: $0Net Assets 2011: $512,0792011Assets 2012: $512,685Liabilities 2012: $02012Assets 2013: $517,889Liabilities 2013: $02013Assets 2014: $507,384Liabilities 2014: $02014Assets 2015: $505,822Liabilities 2015: $02015Assets 2016: $526,943Liabilities 2016: $0Net Assets 2016: $526,9432016Assets 2017: $574,938Liabilities 2017: $0Net Assets 2017: $574,9382017Assets 2018: $579,121Liabilities 2018: $0Net Assets 2018: $579,1212018Assets 2019: $624,097Liabilities 2019: $0Net Assets 2019: $624,0972019Assets 2020: $621,770Liabilities 2020: $0Net Assets 2020: $621,7702020Assets 2021: $622,679Liabilities 2021: $0Net Assets 2021: $622,6792021Assets 2022: $571,784Liabilities 2022: $0Net Assets 2022: $571,7842022Assets 2023: $581,013Liabilities 2023: $0Net Assets 2023: $581,0132023Assets 2024: $571,398Liabilities 2024: $0Net Assets 2024: $571,3982024

Highlighted filing

2011

Assets$512,079
Liabilities$0
Net Assets$512,079
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $32,3922010Expenses 2011: $28,7112011Revenue 2012: $26,083Expenses 2012: $23,795Net Income 2012: $2,2882012Revenue 2013: $24,204Expenses 2013: $19,000Net Income 2013: $5,2042013Revenue 2014: $27,059Expenses 2014: $37,564Net Income 2014: -$10,5052014Revenue 2015: $31,655Expenses 2015: $33,217Net Income 2015: -$1,5622015Revenue 2016: $50,266Expenses 2016: $32,389Net Income 2016: $17,8772016Revenue 2017: $77,134Expenses 2017: $29,139Net Income 2017: $47,9952017Revenue 2018: $33,716Expenses 2018: $29,533Net Income 2018: $4,1832018Revenue 2019: $81,521Expenses 2019: $36,545Net Income 2019: $44,9762019Revenue 2020: $32,078Expenses 2020: $34,405Net Income 2020: -$2,3272020Revenue 2021: $32,651Expenses 2021: $31,742Net Income 2021: $9092021Revenue 2022: $32,930Expenses 2022: $83,825Net Income 2022: -$50,8952022Revenue 2023: $73,326Expenses 2023: $50,700Net Income 2023: $22,6262023Revenue 2024: $57,776Expenses 2024: $67,391Net Income 2024: -$9,6152024

Highlighted filing

2011

Revenue-
Expenses$28,711
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 19, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH R BAGLEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JOHN'S PREPARATORY SCHOOLEDUCATIONAL PURPOSESSCHOOLDANVERS, MA, US$11,000
Paid GrantST MARY'S HIGH SCHOOLEDUCATIONAL PURPOSESSCHOOLLYNN, MA, US$11,000
Filing and Contact Details

Filer

EIN
04-6179295
Raw XML Appendix362 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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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01600
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01600
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue078090
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV082357
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond075,000 GENERAL ELEC CAP CORP NOTES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue05255
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue124533
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2271
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue36556
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue416595
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue525088
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2144 SH FRONTIER COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3162 CAREFUSION CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4325 SH CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5400 SH KIMBERLY CLARK CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6450 SH COMPUTER SCIENCES CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7475 SH CHEVRON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8500 SH CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9560 SH PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10600 SH JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11600 SH VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12700 SH COMCAST CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13700 SH HONEYWELL INTL., INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14787 SH VODAFONE GROUP PLC NEW SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15900 SH PFIZER INCORPORATED
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IRS990PF/BalanceSheets/CapitalStockBOY0516797
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-03-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset011 SH FAIRPOINT COMMUNICATIONS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST JOHN'S PREPARATORY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST MARY'S HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1072 SPRING STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine118 SOUTH COMMON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DANVERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LYNN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001923
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101902
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear022000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear028711
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted030162
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103028
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2010322
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear307352
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus01451
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY01451
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear019251
IRS990PF/UndistributedIncome/ExcessFromYear103028
IRS990PF/UndistributedIncome/ExcessFromYear2010322
IRS990PF/UndistributedIncome/ExcessFromYear305901
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions028711
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus019251
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover020702
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LegalFeesSchedule/LegalFees/Amount0438
LegalFeesSchedule/LegalFees/Category0LAW OFFICES OF KEVIN DONIUS
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0438
LegalFeesSchedule/LegalFees/NetInvestmentIncome0438
OtherIncreasesSchedule/OtherIncreases/Amount084
OtherIncreasesSchedule/OtherIncreases/Description0NON DIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount04673
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps04673
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome04673
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046179295
ReturnHeader/Filer/Name/BusinessNameLine10TRUST UW JOHN J LINNEHAN
ReturnHeader/Filer/NameControl0LINN
ReturnHeader/Filer/Phone06178463032
ReturnHeader/Filer/USAddress/AddressLine10170 WINTHROP ST
ReturnHeader/Filer/USAddress/City0WINTHROP
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021522641
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-06-19
ReturnHeader/Officer/Name0RALPH R BAGLEY
ReturnHeader/Officer/Phone06178463032
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0042770248
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GREEN & DIMINICO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101775 MASSACHUSETTS AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LEXINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002420
ReturnHeader/Preparer/Name0JOHN A DIMINICO
ReturnHeader/Preparer/Phone07818611986
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-26T10:39:44-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,079
Liabilities
$0
Net assets
$512,079
Revenue
-
Expenses
$28,711
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.58$0.67$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.73$0.51$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.33$0.84$0.51
2021Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.33$0.32$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.32$0.34$0.02
2019Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.82$0.37$0.45
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.34$0.30$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.77$0.29$0.48
2016Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.50$0.32$0.18
2015Summary only. Only limited summary data is available for this year.$5.06$0.00$0.32$0.33$0.02
2014Summary only. Only limited summary data is available for this year.$5.07$0.00$0.27$0.38$0.11
2013Summary only. Only limited summary data is available for this year.$5.18$0.00$0.24$0.19$0.05
2012Summary only. Only limited summary data is available for this year.$5.13$0.00$0.26$0.24$0.02
2011Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.29
2010Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.32