Civic Intelligence

Fred W Wells Tr Fund

990PF • Fiscal year 2014 • EIN 04-6412350

Jul 01, 2013 to Jun 30, 2014

Greenfield, MA
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

71st percentile

8.5%

Faster asset growth than 71% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

385%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$4,596,559

Up $360,811 (+8.5%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$582,665

Up $462,463 (+385%) from 2013

Expenses

Up

$224,304

Up $12,860 (+6.1%) from 2013

Net Income

Up

$358,361

Up $449,603 (+493%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,380,165Liabilities 2011: $02011Assets 2012: $4,327,738Liabilities 2012: $02012Assets 2013: $4,235,748Liabilities 2013: $02013Assets 2014: $4,596,559Liabilities 2014: $02014Assets 2015: $4,760,983Liabilities 2015: $02015Assets 2016: $4,733,982Liabilities 2016: $02016Assets 2020: $4,644,104Liabilities 2020: $02020Assets 2021: $4,450,780Liabilities 2021: $0Net Assets 2021: $4,450,7802021Assets 2022: $4,165,503Liabilities 2022: $0Net Assets 2022: $4,165,5032022Assets 2023: $4,667,670Liabilities 2023: $0Net Assets 2023: $4,667,6702023Assets 2024: $4,413,273Liabilities 2024: $0Net Assets 2024: $4,413,2732024Assets 2025: $4,658,370Liabilities 2025: $0Net Assets 2025: $4,658,3702025

Highlighted filing

2014

Assets$4,596,559
Liabilities$0
Net Assets-

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $476,198Expenses 2011: $203,900Net Income 2011: $272,2982011Revenue 2012: $161,688Expenses 2012: $217,805Net Income 2012: -$56,1172012Revenue 2013: $120,202Expenses 2013: $211,444Net Income 2013: -$91,2422013Revenue 2014: $582,665Expenses 2014: $224,304Net Income 2014: $358,3612014Revenue 2015: $401,926Expenses 2015: $265,530Net Income 2015: $136,3962015Revenue 2016: $225,546Expenses 2016: $251,610Net Income 2016: -$26,0642016Revenue 2020: $48,947Expenses 2020: $303,349Net Income 2020: -$254,4022020Revenue 2021: $117,989Expenses 2021: $311,197Net Income 2021: -$193,2082021Revenue 2022: $39,240Expenses 2022: $317,123Net Income 2022: -$277,8832022Revenue 2023: $774,948Expenses 2023: $275,967Net Income 2023: $498,9812023Revenue 2024: $86,299Expenses 2024: $336,648Net Income 2024: -$250,3492024Revenue 2025: $638,985Expenses 2025: $399,268Net Income 2025: $239,7172025

Highlighted filing

2014

Revenue$582,665
Expenses$224,304
Net Income$358,361
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014

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