Civic Intelligence

Trust Uwill Perry F Rich

990 • Fiscal year 2021 • EIN 04-6494252

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 10, 2022

Organization ProfileN/A
1 Iron Street CamBoston, MA 02210

(617) 664-0665

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

92nd percentile

65%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$5,968

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

50th percentile

9.6%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

64%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$666,536

Up $58,200 (+9.6%) from 2020

Net Assets

Up

$666,536

Up $58,200 (+9.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Up

$88,997

Up $34,890 (+64%) from 2020

Expenses

Up

$30,797

Up $832 (+2.8%) from 2020

Net Income

Up

$58,200

Up $34,058 (+141%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2021

Assets$666,536
Liabilities$0
Net Assets$666,536
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$88,997
Expenses$30,797
Net Income$58,200
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 10, 2022
Return Version
2020v4.1
Gross Receipts
$140,679
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$608,336$666,536▲ $58,200
Investments in Publicly Traded Securities$588,969$635,142▲ $46,173
Savings and Temporary Cash Investments$19,367$31,394▲ $12,027
Total Assets$608,336$666,536▲ $58,200
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$608,336$666,536▲ $58,200
Total Liabilities and Net Assets / Fund Balance$608,336$666,536▲ $58,200
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
State Street Global Advisors TrustTrustee$5,968$5,968
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$88,997
Other Revenue
$0
Change in Net Assets
$58,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,580
Salaries, Compensation, and Employee Benefits$5,969
Other Expenses$248
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,580--$24,580
Current Officers, Directors, Trustees, and Key Employees$1,194$4,775-$5,969
Other Expenses-$79-$79
Total Functional Expenses$25,774$5,023$0$30,797
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Green Street United Methodist ChurchAugusta, MESec 501(c)(3)Financial Support$24,580
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 35% controlled entity
No
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 committees 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 1 iron st., boston, ma 02120. 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
6176640665
Address
1 IRON STREET CAM, BOSTON, MA 02210

Signing Officer

Name
State Street Global Advisors Tr Co
Title
Principal
Phone
6176640665
Signed
2022-01-10

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 Appendix388 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/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt024580
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0126725
IRS990/GrossReceiptsAmt0140679
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0588969
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0635142
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt051682
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYSalariesCompEmpBnftPaidAmt05820
IRS990/PYTotalExpensesAmt029965
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt058200
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IN ACCORDANCE WITH ITS TRUST DOCUMENT THIS ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO METHODIST CHURCHES WITHIN THE STATE OF MAINE. THE SUPPORTED ORGANIZATIONS ARE SELECTED BY THE OFFICER HAVING JURISDICTION OVER THE MAINE ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. THE SUPPORTED ORGANIZATION RECEIVES THE HELP FOR A PERIOD OF 3 YEARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1STATE STREET GLOBAL ADVISORS TRUST COMPANY SERVES AS TRUSTEE OF THIS TRUST. THERE ARE NO OTHER OFFICERS, DIRECTORS, OR TRUSTEES. INCOME IS DISTRIBUTED TO A METHODIST CHURCH IN MAINE QUARTERLY. A TRANSACTION AND HOLDING STATEMENT IS PROVIDED SEMI-ANNUALLY. A COMPLETE COPY OF FORM 990 IS PROVIDED ANNUALLY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
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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 COMMITTEES 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 1 IRON ST., BOSTON, MA 02120. 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 7, PART VII, SECTION A
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
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ReturnHeader/BuildTS02022-03-31 18:45:55Z
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ReturnHeader/ReturnTs02022-02-14T12:00:14-06:00
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ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$666,536
Liabilities
$0
Net assets
$666,536
Revenue
$88,997
Expenses
$30,797
Net income
$58,200
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