Civic Intelligence

Trust Uwill Perry F Rich

990 • Fiscal year 2025 • EIN 04-6494252

Oct 01, 2024 to Sep 30, 2025 • Filed on Oct 21, 2025

Organization ProfileN/A
1 Congress Street CamBoston, MA 02114

(617) 664-1099

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$6,682

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

55th percentile

5.6%

Faster asset growth than 55% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$754,249

Up $39,737 (+5.6%) from 2024

Net Assets

Up

$754,249

Up $39,737 (+5.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin92nd percentile

Revenue

Up

$76,687

Up $10,293 (+16%) from 2024

Expenses

Up

$36,950

Up $5,912 (+19%) from 2024

Net Income

Up

$39,737

Up $4,381 (+12%) from 2024

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

2025

Assets$754,249
Liabilities$0
Net Assets$754,249
Open 2025 Filing

Operations Trend

Revenue Growth65th 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

2025

Revenue$76,687
Expenses$36,950
Net Income$39,737
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$137,579
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$714,512$754,249▲ $39,737
Investments in Publicly Traded Securities$622,807$644,398▲ $21,591
Savings and Temporary Cash Investments$91,705$109,851▲ $18,146
Total Assets$714,512$754,249▲ $39,737
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$714,512$754,249▲ $39,737
Total Liabilities and Net Assets / Fund Balance$714,512$754,249▲ $39,737
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
State Street Global Advisors TrustTrustee$6,682$6,682
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$76,687
Other Revenue
$0
Change in Net Assets
$39,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,001
Salaries, Compensation, and Employee Benefits$6,682
Other Expenses$267
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,001--$30,001
Current Officers, Directors, Trustees, and Key Employees$1,336$5,346-$6,682
Other Expenses-$267-$267
Total Functional Expenses$31,337$5,613$0$36,950
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dresden Richmond United Methodist ChurchRichmond, MESec 501(c)(3)Financial Support$24,359
PEOPLE'S UNITED METHODIST CHURCHUnion, MESec 501(c)(3)Financial Support$5,642
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 congress st., boston, ma 02114. Telephone 617-664-1099”

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
6176641099
Address
1 CONGRESS STREET CAM, BOSTON, MA 02114

Signing Officer

Name
State Street Global Advisors Tr Co
Title
Principal
Phone
6176641099
Signed
2025-10-21

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 AppendixShowing 400 of 420 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/MoreThan5000KToIndividualsInd0false
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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.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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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 CONGRESS ST., BOSTON, MA 02114. TELEPHONE 617-664-1099
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$754,249
Liabilities
$0
Net assets
$754,249
Revenue
$76,687
Expenses
$36,950
Net income
$39,737
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