Civic Intelligence

Trust Uwill Perry F Rich

990 • Fiscal year 2013 • EIN 04-6494252

Oct 01, 2012 to Sep 30, 2013 • Filed on Feb 09, 2014

1 Lincoln Street Ssfc 24Boston, MA 02111-2900
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

48th percentile

0.7%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$211,341

Up $1,371 (+0.7%) from 2012

Net Assets

Up

$211,341

Up $1,371 (+0.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$9,705

No earlier filing loaded for comparison.

Expenses

Up

$8,333

Up $148 (+1.8%) from 2012

Net Income

$1,372

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.

$800K$600K$400K$200K$0Assets 2010: $209,274Liabilities 2010: $0Net Assets 2010: $209,2742010Assets 2011: $210,092Liabilities 2011: $0Net Assets 2011: $210,0922011Assets 2012: $209,970Liabilities 2012: $0Net Assets 2012: $209,9702012Assets 2013: $211,341Liabilities 2013: $0Net Assets 2013: $211,3412013Assets 2014: $219,274Liabilities 2014: $0Net Assets 2014: $219,2742014Assets 2016: $506,051Liabilities 2016: $0Net Assets 2016: $506,0512016Assets 2017: $531,566Liabilities 2017: $0Net Assets 2017: $531,5662017Assets 2018: $560,396Liabilities 2018: $0Net Assets 2018: $560,3962018Assets 2019: $584,194Liabilities 2019: $0Net Assets 2019: $584,1942019Assets 2020: $608,336Liabilities 2020: $0Net Assets 2020: $608,3362020Assets 2021: $666,536Liabilities 2021: $0Net Assets 2021: $666,5362021Assets 2022: $704,466Liabilities 2022: $0Net Assets 2022: $704,4662022Assets 2023: $679,156Liabilities 2023: $0Net Assets 2023: $679,1562023Assets 2024: $714,512Liabilities 2024: $0Net Assets 2024: $714,5122024Assets 2025: $754,249Liabilities 2025: $0Net Assets 2025: $754,2492025

Highlighted filing

2013

Assets$211,341
Liabilities$0
Net Assets$211,341

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $6,8082010Expenses 2011: $7,7472011Expenses 2012: $8,1852012Revenue 2013: $9,705Expenses 2013: $8,333Net Income 2013: $1,3722013Revenue 2014: $17,143Expenses 2014: $9,210Net Income 2014: $7,9332014Revenue 2016: $291,961Expenses 2016: $13,735Net Income 2016: $278,2262016Revenue 2017: $45,617Expenses 2017: $20,102Net Income 2017: $25,5152017Revenue 2018: $59,393Expenses 2018: $30,563Net Income 2018: $28,8302018Revenue 2019: $54,565Expenses 2019: $30,767Net Income 2019: $23,7982019Revenue 2020: $54,107Expenses 2020: $29,965Net Income 2020: $24,1422020Revenue 2021: $88,997Expenses 2021: $30,797Net Income 2021: $58,2002021Revenue 2022: $73,046Expenses 2022: $35,116Net Income 2022: $37,9302022Revenue 2023: $10,164Expenses 2023: $35,474Net Income 2023: -$25,3102023Revenue 2024: $66,394Expenses 2024: $31,038Net Income 2024: $35,3562024Revenue 2025: $76,687Expenses 2025: $36,950Net Income 2025: $39,7372025

Highlighted filing

2013

Revenue$9,705
Expenses$8,333
Net Income$1,372
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Feb 9, 2014
Return Version
2012v2.1
Gross Receipts
$15,072
Mission and Program Overview

Mission

To provide financial assistance to methodist churches within the state of maine

Major Activities

Activity 2
Grant to crossroads united methodist church
Filing and Contact Details

Filer

EIN
04-6494252
Raw XML Appendix314 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.

Path#Value
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IRS990/Activity2/Description0GRANT TO CROSSROADS UNITED METHODIST CHURCH
IRS990/Activity2/Expense02327
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IRS990/ActivityOrMissionDescription0TO PROVIDE FINANCIAL ASSISTANCE TO METHODIST CHURCHES WITHIN THE STATE OF MAINE
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IRS990/MissionDescription0TO PROVIDE FINANCIAL ASSISTANCE TO METHODIST CHURCHES WITHIN THE STATE OF MAINE
IRS990/MoreThan5000KToIndividuals0false
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IRS990/NetGainOrLossInvestments/ExclusionAmount03112
IRS990/NetGainOrLossInvestments/TotalRevenueColumn03112
IRS990/NetUnrelatedBusinessTxblIncome00
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IRS990/NumberFormsTransmittedWith109600
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IRS990/NumberW2GIncluded00
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IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
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IRS990/OtherExpensesCurrentYear0108
IRS990/OtherExpenses/Description0FOREIGN TAX ON DIVIDENDS
IRS990/OtherExpenses/Description1COMMON TRUST FUND FEES
IRS990/OtherExpenses/ManagementAndGeneral094
IRS990/OtherExpenses/ManagementAndGeneral114
IRS990/OtherExpenses/Total094
IRS990/OtherExpenses/Total114
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IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses01372
IRS990/RelatedEntity0true
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IRS990/ReportFin48Footnote0false
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IRS990/SalariesEtcCurrentYear02346
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IRS990/SavingsAndTempCashInvestments/BOY0558
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IRS990ScheduleA/ContribByControllingIndividual0false
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IRS990ScheduleA/SumOfAmounts05879
IRS990ScheduleA/SupportedOrgInformation/Amount03552
IRS990ScheduleA/SupportedOrgInformation/Amount12327
IRS990ScheduleA/SupportedOrgInformation/EIN0016027158
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IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0IN ACCORDANCE WITH ITS TRUST DOCUMENT THIS ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO METHODIST CHURCHES WITHIN THE STATE OF MAINE PART IV, LINE 21 INCORRECTLY MARKED YES. TOTAL GRANTS EXCEED $5,000. NO INDIVIDUAL RECIPIENT RECEIVED MORE THAN $5,000 IN TAX YEAR 2012. PLEASE DISREGARD SCHEDULE I. PRODUCED DUE TO SOFTWARE ERROR.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0910
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0CONSISTENT WITH THE INSTRUCTIONS FOR THIS SECTION THE AMOUNT PAID TO THE INSTITUTIONAL TRUSTEE IS BEING REPORTED HERE ALTHOUGH THERE IS NO REQUIREMENT TO REPORT COMPENSATION TO AN INSTITUTIONAL TRUSTEE ON A FORM W-2 OR 1099 MISC.
IRS990ScheduleO/GeneralExplanation/Explanation1ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS 0
IRS990ScheduleO/GeneralExplanation/Explanation2THE TRUST U/WILL PERRY F. RICH IS GOVERNED IN ACCORDANCE WITH ITS TRUST DOCUMENT. THERE IS NO GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation3BECAUSE THERE IS NO GOVERNING BODY THERE ARE NO COMMITTESS WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/GeneralExplanation/Explanation4THE FORM 990 IS PREPARED AND REVIEWED BY THE CHARITABLE TAX GROUP OF STATE STREET BANK AND TRUST CO. IT IS SIGNED BY THE MANAGER OF THE CHARITABLE TAX GROUP BEFORE FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation5THE GOVERNING DOCUMENT AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST, DURING REGULAR BUSINESS HOURS, AT THE OFFICES OF STATE STREET BANK AND TRUST CO. STATE STREET BANK AND TRUST CO. IS LOCATED AT ONE LINCOLN STREET, BOSTON, MA 02111-2900. TELEPHONE 617-664-3888
IRS990ScheduleO/GeneralExplanation/Explanation6THERE ARE NO INDIVIDUAL TRUSTEES TO DEVOTE TIME TO RELATED ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990 PART VIII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES
IRS990ScheduleO/GeneralExplanation/Identifier1PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES
IRS990ScheduleO/GeneralExplanation/Identifier2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/GeneralExplanation/Identifier3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier6ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/ReturnReference0COLUMN D REPORTABLE COMPENSATION FROM THE ORGANIZATION
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 7, PART VII, SECTION A
IRS990/ScheduleORequired0true
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine20C/O BEVERLY STENMARK
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine21C/O JAMES MCPHEE
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IRS990/TheBooksAreInCareOf/AddressUS/State0MA
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IRS990/TheBooksAreInCareOf/TelephoneNumber06176643838
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IRS990/TotalAssetsEOY0211341
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IRS990/TotalExpensesCurrentYear08333
IRS990/TotalExpensesPriorYear08184
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IRS990/TotalFunctionalExpenses/ProgramServices05879
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IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0209969
IRS990/TotalLiabNetAssetsFundBalances/EOY0211341
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0209969
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IRS990/TotalRevenue/ExclusionAmount09705
IRS990/TotalRevenuePriorYear08061
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IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01987
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0046494252
ReturnHeader/Filer/Name/BusinessNameLine10TRUST UWILL PERRY F RICH
ReturnHeader/Filer/NameControl0RICH
ReturnHeader/Filer/Phone06176643838
ReturnHeader/Filer/USAddress/AddressLine101 LINCOLN STREET SSFC 24
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021112900
ReturnHeader/Officer/DateSigned02014-02-09
ReturnHeader/Officer/Name0STATE STREET BANK TRUST CO
ReturnHeader/Officer/Phone06176643838
ReturnHeader/Officer/Title0PRINCIPAL
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-09T19:11:52-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.77$0.37$0.40
2024Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.66$0.31$0.35
2023Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.10$0.35$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.73$0.35$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.67$0.00$6.67$0.89$0.31$0.58
2020Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.54$0.30$0.24
2019Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.55$0.31$0.24
2018Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.59$0.31$0.29
2017Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.46$0.20$0.26
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$2.92$0.14$2.78
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.17$0.09$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.00$2.11$0.10$0.08$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$0.07