Civic Intelligence

Leora M Burgess Trust and Will FBO

990PF • Fiscal year 2011 • EIN 04-6331785

Jan 01, 2011 to Dec 31, 2011 • Filed on May 08, 2012

2036 Washington Street02339
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k 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

86th percentile

$1,503

Higher top officer pay than 86% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

48th percentile

-0.8%

Faster asset growth than 48% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$98,052

Down $834 (-0.8%) from 2010

Net Assets

Down

$98,052

Down $834 (-0.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,986

Up $1,198 (+25%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $98,886Liabilities 2010: $0Net Assets 2010: $98,8862010Assets 2011: $98,052Liabilities 2011: $0Net Assets 2011: $98,0522011Assets 2012: $94,214Liabilities 2012: $0Net Assets 2012: $94,2142012Assets 2013: $94,871Liabilities 2013: $0Net Assets 2013: $94,8712013Assets 2014: $97,428Liabilities 2014: $0Net Assets 2014: $97,4282014Assets 2015: $95,767Liabilities 2015: $0Net Assets 2015: $95,7672015Assets 2016: $93,864Liabilities 2016: $0Net Assets 2016: $93,8642016Assets 2017: $92,375Liabilities 2017: $0Net Assets 2017: $92,3752017Assets 2018: $92,261Liabilities 2018: $0Net Assets 2018: $92,2612018Assets 2019: $92,540Liabilities 2019: $0Net Assets 2019: $92,5402019Assets 2020: $89,999Liabilities 2020: $0Net Assets 2020: $89,9992020Assets 2021: $90,660Liabilities 2021: $0Net Assets 2021: $90,6602021Assets 2022: $89,744Liabilities 2022: $0Net Assets 2022: $89,7442022Assets 2023: $85,149Liabilities 2023: $0Net Assets 2023: $85,1492023Assets 2024: $84,538Liabilities 2024: $0Net Assets 2024: $84,5382024

Highlighted filing

2011

Assets$98,052
Liabilities$0
Net Assets$98,052

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2010: $4,7882010Expenses 2011: $5,9862011Expenses 2012: $9,1442012Revenue 2013: $6,865Expenses 2013: $6,202Net Income 2013: $6632013Revenue 2014: $8,583Expenses 2014: $6,032Net Income 2014: $2,5512014Revenue 2015: $4,475Expenses 2015: $6,389Net Income 2015: -$1,9142015Revenue 2016: $4,954Expenses 2016: $5,971Net Income 2016: -$1,0172016Revenue 2017: $4,051Expenses 2017: $5,714Net Income 2017: -$1,6632017Revenue 2018: $5,864Expenses 2018: $5,681Net Income 2018: $1832018Revenue 2019: $5,724Expenses 2019: $5,499Net Income 2019: $2252019Revenue 2020: $6,138Expenses 2020: $8,702Net Income 2020: -$2,5642020Revenue 2021: $7,060Expenses 2021: $6,421Net Income 2021: $6392021Revenue 2022: $5,233Expenses 2022: $6,180Net Income 2022: -$9472022Revenue 2023: -$752Expenses 2023: $3,854Net Income 2023: -$4,6062023Revenue 2024: $6,324Expenses 2024: $6,946Net Income 2024: -$6222024

Highlighted filing

2011

Revenue-
Expenses$5,986
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 8, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rockland Trust CompanyTrustee-$1,503-$1,503
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST CONGREGATIONAL CHURCHGENERAL PURPOSESNAMIDDLEBORO, MA, US$4,257
Filing and Contact Details

Filer

EIN
04-6331785
Raw XML Appendix317 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/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions05194
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY01059
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0809
OtherDecreasesSchedule/OtherDecreases/Amount036
OtherDecreasesSchedule/OtherDecreases/Description0ADJUST BOOK VALUE
OtherExpensesSchedule/OtherExpenses/Description0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpenses/Description1OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0150
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps135
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks135
TaxesSchedule/Taxes/Amount011
TaxesSchedule/Taxes/Amount130
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1OTHER TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046331785
ReturnHeader/Filer/Name/BusinessNameLine10LEORA BURGESS TRUST UWILL
ReturnHeader/Filer/NameControl0BURG
ReturnHeader/Filer/Phone08008266101
ReturnHeader/Filer/USAddress/AddressLine102036 WASHINGTON STREET
ReturnHeader/Filer/USAddress/City0HANOVER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002339
ReturnHeader/Officer/DateSigned02012-05-08
ReturnHeader/Officer/Name0MARCIA J CLARK
ReturnHeader/Officer/Phone08008266101
ReturnHeader/Officer/Title0Vice President
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T10:02:39-06:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$84.5$0.00$84.5$6.32$6.95$0.62
2023Detailed filing. Detailed filing data is available for this year.$85.1$0.00$85.1$0.75$3.85$4.61
2022Detailed filing. Detailed filing data is available for this year.$89.7$0.00$89.7$5.23$6.18$0.95
2021Detailed filing. Detailed filing data is available for this year.$90.7$0.00$90.7$7.06$6.42$0.64
2020Detailed filing. Detailed filing data is available for this year.$90.0$0.00$90.0$6.14$8.70$2.56
2019Detailed filing. Detailed filing data is available for this year.$92.5$0.00$92.5$5.72$5.50$0.23
2018Detailed filing. Detailed filing data is available for this year.$92.3$0.00$92.3$5.86$5.68$0.18
2017Detailed filing. Detailed filing data is available for this year.$92.4$0.00$92.4$4.05$5.71$1.66
2016Detailed filing. Detailed filing data is available for this year.$93.9$0.00$93.9$4.95$5.97$1.02
2015Detailed filing. Detailed filing data is available for this year.$95.8$0.00$95.8$4.48$6.39$1.91
2014Detailed filing. Detailed filing data is available for this year.$97.4$0.00$97.4$8.58$6.03$2.55
2013Detailed filing. Detailed filing data is available for this year.$94.9$0.00$94.9$6.87$6.20$0.66
2012Detailed filing. Detailed filing data is available for this year.$94.2$0.00$94.2$9.14
2011Detailed filing. Detailed filing data is available for this year.$98.1$0.00$98.1$5.99
2010Detailed filing. Detailed filing data is available for this year.$98.9$0.00$98.9$4.79