Civic Intelligence

Fred W Wells Tr Fund

990PF • Fiscal year 2023 • EIN 04-6412350

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 26, 2023

Organization Profile
Greenfield Savings Bank 400 Main StGreenfield, MA 01301

(413) 774-3191

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$29,654

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1875%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,667,670

Up $502,167 (+12%) from 2022

Net Assets

Up

$4,667,670

Up $502,167 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Up

$774,948

Up $735,708 (+1875%) from 2022

Expenses

Down

$275,967

Down $41,156 (-13%) from 2022

Net Income

Up

$498,981

Up $776,864 (+280%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2023

Assets$4,667,670
Liabilities$0
Net Assets$4,667,670
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

2023

Revenue$774,948
Expenses$275,967
Net Income$498,981
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREENFIELD SAVINGS BANKAgent For Fiduciary-$29,654-$29,654
Filing and Contact Details

Filer

Filer Name
Fred W Wells Trust
EIN
04-6412350
Phone
4137743191
Address
GREENFIELD SAVINGS BANK 400 MAIN ST, GREENFIELD, MA 01301

Signing Officer

Name
Greenfield Savings Bank
Title
Trustee
Phone
4137743191
Signed
2023-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Robert C Alario CPA Pc
Address
75 NORTH MAIN STREET, LEOMINSTER, MA 01453
Preparer
Robert C Alario CPA
Phone
9785341999
Raw XML Appendix309 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04333809
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03198
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0264019
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt070199
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0103172
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTY & INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER CHARITABLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21648
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03198
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUALS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04457
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL FEES- CHARITABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01321
TaxesSchedule/TaxesDetail/Amt1976
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREENFIELD SAVINGS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04137743191
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED W WELLS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0046412350
ReturnHeader/Filer/PhoneNum04137743191
ReturnHeader/Filer/USAddress/AddressLine1Txt0GREENFIELD SAVINGS BANK 400 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0GREENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043344305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT C ALARIO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001453
ReturnHeader/PreparerPersonGrp/PhoneNum09785341999
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C ALARIO CPA
ReturnHeader/ReturnTs02023-07-27T14:53:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREENFIELD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAVINGS BANK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,667,670
Liabilities
$0
Net assets
$4,667,670
Revenue
$774,948
Expenses
$275,967
Net income
$498,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.64$0.40$0.24
2024Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.09$0.34$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.77$0.28$0.50
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.04$0.32$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.12$0.31$0.19
2020Summary only. Only limited summary data is available for this year.$4.64$0.00$0.05$0.30$0.25
2016Summary only. Only limited summary data is available for this year.$4.73$0.00$0.23$0.25$0.03
2015Summary only. Only limited summary data is available for this year.$4.76$0.00$0.40$0.27$0.14
2014Summary only. Only limited summary data is available for this year.$4.60$0.00$0.58$0.22$0.36
2013Summary only. Only limited summary data is available for this year.$4.24$0.00$0.12$0.21$0.09
2012Summary only. Only limited summary data is available for this year.$4.33$0.00$0.16$0.22$0.06
2011Summary only. Only limited summary data is available for this year.$4.38$0.00$0.48$0.20$0.27