Civic Intelligence

Trust Uwill Perry F Rich

990 • Fiscal year 2014 • EIN 04-6494252

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 09, 2015

Organization ProfileN/A
1 Lincoln Street Ssfc 24Boston, MA 02111-2900

(617) 664-3838

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$2,553

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

53rd percentile

3.8%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$219,274

Up $7,933 (+3.8%) from 2013

Net Assets

Up

$219,274

Up $7,933 (+3.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin91st percentile

Revenue

Up

$17,143

Up $7,438 (+77%) from 2013

Expenses

Up

$9,210

Up $877 (+11%) from 2013

Net Income

Up

$7,933

Up $6,561 (+478%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

2014

Assets$219,274
Liabilities$0
Net Assets$219,274
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

2014

Revenue$17,143
Expenses$9,210
Net Income$7,933
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$29,405
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$211,341$219,274▲ $7,933
Investments in Publicly Traded Securities$209,795$217,957▲ $8,162
Savings and Temporary Cash Investments$1,546$1,317▼ $229
Total Assets$211,341$219,274▲ $7,933
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$211,341$219,274▲ $7,933
Total Liabilities and Net Assets / Fund Balance$211,341$219,274▲ $7,933
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleBaseTotal
State Street Bank and Trust CoTrustee$2,553$2,553
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,143
Other Revenue
$0
Change in Net Assets
$7,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,478
Salaries, Compensation, and Employee Benefits$2,553
Other Expenses$179
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,478--$6,478
Current Officers, Directors, Trustees, and Key Employees-$2,553-$2,553
Other Expenses-$19-$19
Total Functional Expenses$6,478$2,732$0$9,210
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
01-0379860-SEC 501(c)(3)Financial Support$6,478
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VIII Compensation of Officers, Directors, Trustees

“Consistent 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.”

Part VII Compensation of Officers, Directors, Trustees

“Estimate of average hours per week devoted to related organizations 0”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The trust u/will perry f. Rich is governed in accordance with its trust document. There is no governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Because there is no governing body there are no committess with authority to act on behalf of the governing body”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 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.”

Filing and Contact Details

Filer

EIN
04-6494252
Phone
6176643838

Signing Officer

Name
State Street Bank Trust Co
Title
Principal
Phone
6176643838
Signed
2015-02-09

Organization Details

Formed
1987
Legal Domicile
Me
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“The 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”

Estimate of Average Hours Per Week Devoted to Related Organizations

“There are no individual trustees to devote time to related organizations”

Raw XML Appendix294 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL ASSISTANCE TO METHODIST CHURCHES WITHIN THE STATE OF MAINE
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10STATE STREET BANK AND TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum06176643838
IRS990/BooksInCareOfDetail/USAddress/AddressLine101 LINCOLN ST SSFC-24
IRS990/BooksInCareOfDetail/USAddress/City0BOSTON
IRS990/BooksInCareOfDetail/USAddress/State0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0021112900
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0211341
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0219274
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02553
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02553
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt06478
IRS990/CYInvestmentIncomeAmt017143
IRS990/CYOtherExpensesAmt0179
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt07933
IRS990/CYSalariesCompEmpBnftPaidAmt02553
IRS990/CYTotalExpensesAmt09210
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017143
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANT TO CROSSROADS UNITED METHODIST CHURCH
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06478
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0true
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0true
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0STATE STREET BANK AND TRUST CO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02553
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt09565
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt06478
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06478
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06478
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021827
IRS990/GrossReceiptsAmt029405
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt07578
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07578
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0209795
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0217957
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012262
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE TO METHODIST CHURCHES WITHIN THE STATE OF MAINE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0211341
IRS990/NetAssetsOrFundBalancesEOYAmt0219274
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09565
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09565
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX ON DIVIDENDS
IRS990/OtherExpensesGrp/Desc1COMMON TRUST FUND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119
IRS990/OtherExpensesGrp/TotalAmt0160
IRS990/OtherExpensesGrp/TotalAmt119
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessAddress/BusinessNameLine10STATE STREET BANK & TRUST CO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05879
IRS990/PYInvestmentIncomeAmt09705
IRS990/PYOtherExpensesAmt0108
IRS990/PYRevenuesLessExpensesAmt01372
IRS990/PYSalariesCompEmpBnftPaidAmt02346
IRS990/PYTotalExpensesAmt08333
IRS990/PYTotalRevenueAmt09705
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt07933
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01546
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01317
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0010379860
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06478
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10CROSSROADS UNITED METHODI
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt06478
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06478
IRS990ScheduleI/RecipientTable/IRCSectionDesc0SEC 501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CROSSROADS UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine20C/O JAMES MCPHEE
IRS990ScheduleI/RecipientTable/RecipientEIN0010379860
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 249
IRS990ScheduleI/RecipientTable/USAddress/City0LAWRENCE
IRS990ScheduleI/RecipientTable/USAddress/State0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode0018420449
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH ITS TRUST DOCUMENT THIS ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO METHODIST CHURCHES WITHIN THE STATE OF MAINE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONSISTENT 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/SupplementalInformationDetail/ExplanationTxt1ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST U/WILL PERRY F. RICH IS GOVERNED IN ACCORDANCE WITH ITS TRUST DOCUMENT. THERE IS NO GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BECAUSE THERE IS NO GOVERNING BODY THERE ARE NO COMMITTESS WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/SupplementalInformationDetail/ExplanationTxt5THE 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/SupplementalInformationDetail/ExplanationTxt6THERE ARE NO INDIVIDUAL TRUSTEES TO DEVOTE TIME TO RELATED ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VIII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10CROSSROADS UNITED METHODIST CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine20C/O JAMES MCPHEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0010379860
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10PO BOX 249
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0LAWRENCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode0018420449
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt06478
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10CROSSROADS UNITED METHODIST CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0211341
IRS990/TotalAssetsEOYAmt0219274
IRS990/TotalAssetsGrp/BOYAmt0211341
IRS990/TotalAssetsGrp/EOYAmt0219274
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02732
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06478
IRS990/TotalFunctionalExpensesGrp/TotalAmt09210
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0211341
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0219274
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06478
IRS990/TotalReportableCompFromOrgAmt02553
IRS990/TotalRevenueGrp/ExclusionAmt017143
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017143
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0211341
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0219274
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101 LINCOLN STREET
IRS990/USAddress/City0BOSTON
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode0021112900
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum06176643838
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRUST UWILL PERRY F RICH
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0046494252
ReturnHeader/Filer/PhoneNum06176643838
ReturnHeader/Filer/USAddress/AddressLine101 LINCOLN STREET SSFC 24
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021112900
ReturnHeader/ReturnTs02015-02-16T13:00:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$219,274
Liabilities
$0
Net assets
$219,274
Revenue
$17,143
Expenses
$9,210
Net income
$7,933
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