Civic Intelligence

Ellen Abbott Gilman Trust UW

990PF • Fiscal year 2013 • EIN 04-6462394

Apr 01, 2012 to Mar 31, 2013 • Filed on Jul 08, 2013

Nutter Mcclennen- 155 Seaport BlvdBoston, MA 02210
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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

60th percentile

$6,767

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

34th percentile

-2.0%

Faster asset growth than 34% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Down

$900,502

Down $17,916 (-2.0%) from 2012

Net Assets

$900,502

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue

Down

$43,952

Down $56,123 (-56%) from 2012

Expenses

Up

$58,374

Up $7,328 (+14%) from 2012

Net Income

Down

-$14,422

Down $63,451 (-129%) from 2012

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $868,999Liabilities 2011: $0Net Assets 2011: $868,9992011Assets 2012: $918,418Liabilities 2012: $12012Assets 2013: $900,502Liabilities 2013: $0Net Assets 2013: $900,5022013Assets 2014: $822,917Liabilities 2014: $0Net Assets 2014: $822,9172014Assets 2015: $848,179Liabilities 2015: $0Net Assets 2015: $848,1792015Assets 2016: $774,690Liabilities 2016: $02016Assets 2018: $699,817Liabilities 2018: $02018Assets 2020: $709,784Liabilities 2020: $02020Assets 2021: $680,978Liabilities 2021: $0Net Assets 2021: $680,9782021Assets 2022: $665,782Liabilities 2022: $0Net Assets 2022: $665,7822022Assets 2023: $632,577Liabilities 2023: $0Net Assets 2023: $632,5772023Assets 2024: $589,229Liabilities 2024: $0Net Assets 2024: $589,2292024Assets 2025: $523,014Liabilities 2025: $0Net Assets 2025: $523,0142025

Highlighted filing

2013

Assets$900,502
Liabilities$0
Net Assets$900,502

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $55,9412011Revenue 2012: $100,075Expenses 2012: $51,046Net Income 2012: $49,0292012Revenue 2013: $43,952Expenses 2013: $58,374Net Income 2013: -$14,4222013Revenue 2014: $28,502Expenses 2014: $106,087Net Income 2014: -$77,5852014Revenue 2015: $95,433Expenses 2015: $70,171Net Income 2015: $25,2622015Revenue 2016: $8,264Expenses 2016: $81,753Net Income 2016: -$73,4892016Revenue 2018: $32,906Expenses 2018: $44,449Net Income 2018: -$11,5432018Revenue 2020: $85,880Expenses 2020: $61,147Net Income 2020: $24,7332020Revenue 2021: $33,000Expenses 2021: $61,806Net Income 2021: -$28,8062021Revenue 2022: $40,327Expenses 2022: $55,523Net Income 2022: -$15,1962022Revenue 2023: $38,739Expenses 2023: $71,942Net Income 2023: -$33,2032023Revenue 2024: $40,018Expenses 2024: $83,366Net Income 2024: -$43,3482024Revenue 2025: $23,889Expenses 2025: $90,176Net Income 2025: -$66,2872025

Highlighted filing

2013

Revenue$43,952
Expenses$58,374
Net Income-$14,422
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Jul 8, 2013
Return Version
2012v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER VAN DORNTrustee-$6,767-$6,767
F CURTIS SMOTHTrustee-$6,767-$6,767
KL GATESTrustee-$2,511-$2,511
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBIG BROTHERS BIG SISTERSGENERALPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantBOYS & GIRLS CLUB OF BOSTONGENERALPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantDISCOVERING JUSTICEGENERALPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantFRANKLIN COUNTY HOME CARE CORPGENERALPUBLIC CHARITYTURNERS FALLS, MA, US$5,000
Paid GrantNEIGHBORHOOD HOUSE CHARTER SCHOOLGENERALPUBLIC CHARITYDORCHESTER, MA, US$5,000
Paid GrantTHE CARROLL CENTERGENERALPUBLIC CHARITYNEWTON, MA, US$5,000
Paid GrantTHE SAUMIL MERCHANT SCHOLARSHIP FUNDGENERALPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantCHILD & FAMILY SERVICESGENERALPUBLIC CHARITYNATICK, MA, US$5,000
Filing and Contact Details

Filer

EIN
04-6462394
Raw XML AppendixShowing 400 of 455 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/InvestmentsCorpStock/NameOfStock1500 shares of BHP BILLITON LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2600 shares of CHEVRON TEXACO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3750 shares of CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43000 shares of EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51000 shares of JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6500 shares of NESTLE SA SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77164 shares of USAA GOLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81025 shares of EATON VANCE TAX-MGD GLOBAL EQ INC FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9400 shares of INTERNATIONAL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1011000 shares of ALLIANCEBERNSTEIN INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111500 shares of VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock122164 shares of ALLIANCEBERNSTEIN GLOBAL HIGH INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13500 shares of 3M
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14500 shares of RAYONIER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15500 shares of PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16300 shares of KELLOGG
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