Civic Intelligence

Trust Uwill Perry F Rich

990 • Fiscal year 2017 • EIN 04-6494252

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 15, 2018

Organization ProfileN/A
1 Lincoln Street Ssfc 31Boston, MA 02111-2900

(617) 664-3838

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$4,007

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-84%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$531,566

Up $25,515 (+5.0%) from 2016

Net Assets

Up

$531,566

Up $25,515 (+5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin93rd percentile

Revenue

Down

$45,617

Down $246,344 (-84%) from 2016

Expenses

Up

$20,102

Up $6,367 (+46%) from 2016

Net Income

Down

$25,515

Down $252,711 (-91%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$531,566
Liabilities$0
Net Assets$531,566
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$45,617
Expenses$20,102
Net Income$25,515
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 15, 2018
Return Version
2016v3.0
Gross Receipts
$65,784
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$506,051$531,567▲ $25,516
Investments in Publicly Traded Securities$504,870$526,782▲ $21,912
Savings and Temporary Cash Investments$1,181$4,784▲ $3,603
Rtn Earn Endowment Incm Other Fnds-$-1-
Total Assets$506,051$531,566▲ $25,515
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$506,051$531,566▲ $25,515
Total Liabilities and Net Assets / Fund Balance$506,051$531,566▲ $25,515
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
State Street Global Advisors TrustTrustee$4,007$4,007
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$45,617
Other Revenue
$0
Change in Net Assets
$25,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,797
Salaries, Compensation, and Employee Benefits$4,007
Other Expenses$298
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,797--$15,797
Current Officers, Directors, Trustees, and Key Employees$801$3,206-$4,007
Other Expenses-$63-$63
Total Functional Expenses$16,598$3,504$0$20,102
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Corinth United Methodist ChurchCorinth, MESec 501(c)(3)Financial Support$15,797
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
Subject to proxy tax
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, Page 7, Part VII, Section A

“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 global advisors trust co. It is signed by the manager of the charitable tax group before filing with the irs.”

Form 990, Page 6, Part VI, Line 19

“The governing document and forms 990 are available to the public upon request, during regular business hours, at the offices of state street gloabl advisors trust co. State street global advisors trust co. Is located at one lincoln street, boston, ma 02111-2900. Telephone 617-664-3888”

Form 990, Page 7, Part VII, Section A

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

Filing and Contact Details

Filer

Filer Name
Trust Uwill Perry F Rich
EIN
04-6494252
Phone
6176643838
Address
1 LINCOLN STREET SSFC 31, BOSTON, MA 02111-2900

Signing Officer

Name
State Street Bank Trust Co
Title
Principal
Phone
6176643838
Signed
2018-02-15

Organization Details

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

Additional Explanations

Column D Reportable Compensation From the Organization

“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.”

Raw XML Appendix387 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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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/ReconcilationRevenueExpnssAmt025515
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0STATE STREET BANK AND TRUST COMPANY SERVES AS TRUSTEE OF THIS TRUST. THERE ARE NO OTHER OFFICERS DIRECTORS OR TRUSTEES. STATE STREET DISTRIBUTES INCOME TO A METHODIST CHURCHE IN THE STATE OF MAINE QUARTERLY AND PROVIDES STATEMENTS OF TRANSACTIONS AND HOLDINGS TWICE A YEAR. A COMPLETE COPY OF THE FORM 990 IS ALSO PROVIDED ANNUALLY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1REASONABLE CAUSE EXCEPTION. THE TRUST U/W OF PERRY F. RICH PAID THE FINAL 2016 DISTRIBUTION AFTER THE END OF ITS FISCAL YEAR. FOR 2016 THE TRUST WAS SET UP TO PAY ITS NET INCOME TO METHODIST CHURCHES IN THE STATE OF MAINE. BEGINNING IN 2017 THE TRUST WILL PAY OUT AT LEAST ITS MINIMUM DISTRIBUTION AMOUNT BEFORE THE CLOSE OF ITS FISCAL YEAR.
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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 GLOBAL ADVISORS 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 GLOABL ADVISORS TRUST CO. STATE STREET GLOBAL ADVISORS 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/FormAndLineReferenceDesc0COLUMN D REPORTABLE COMPENSATION FROM THE ORGANIZATION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06176643838
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
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ReturnHeader/ReturnTs02018-02-15T13:00:31-06:00
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ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$531,566
Liabilities
$0
Net assets
$531,566
Revenue
$45,617
Expenses
$20,102
Net income
$25,515
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