Civic Intelligence

Elizabeth Whittemore Charitable Trust

990PF • Fiscal year 2021 • EIN 04-6533896

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
780 Main Street P O Box 827Fitchburg, MA 01420-0056

(978) 343-4856

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

6th percentile

-76%

Higher net margin than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$12,900

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

11th percentile

-5.9%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

0.7%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,936,705

Down $121,176 (-5.9%) from 2020

Net Assets

Down

$1,936,705

Down $121,176 (-5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Up

$159,595

Up $1,073 (+0.7%) from 2020

Expenses

Up

$280,771

Up $2,111 (+0.8%) from 2020

Net Income

Down

-$121,176

Down $1,038 (-0.9%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,557,678Liabilities 2011: $02011Assets 2012: $2,463,468Liabilities 2012: $02012Assets 2013: $2,469,429Liabilities 2013: $02013Assets 2014: $2,429,848Liabilities 2014: $02014Assets 2015: $2,370,483Liabilities 2015: $02015Assets 2019: $2,178,018Liabilities 2019: $02019Assets 2020: $2,057,881Liabilities 2020: $0Net Assets 2020: $2,057,8812020Assets 2021: $1,936,705Liabilities 2021: $0Net Assets 2021: $1,936,7052021Assets 2022: $1,778,212Liabilities 2022: $0Net Assets 2022: $1,778,2122022Assets 2023: $1,647,755Liabilities 2023: $0Net Assets 2023: $1,647,7552023Assets 2024: $1,524,055Liabilities 2024: $0Net Assets 2024: $1,524,0552024

Highlighted filing

2021

Assets$1,936,705
Liabilities$0
Net Assets$1,936,705
Open 2021 Filing

Operations Trend

Revenue Growth33rd percentile

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

$400K$200K$0-$200KRevenue 2011: $157,260Expenses 2011: $215,201Net Income 2011: -$57,9412011Revenue 2012: $161,235Expenses 2012: $256,176Net Income 2012: -$94,9412012Revenue 2013: $246,306Expenses 2013: $241,212Net Income 2013: $5,0942013Revenue 2014: $219,785Expenses 2014: $259,151Net Income 2014: -$39,3662014Revenue 2015: $206,438Expenses 2015: $270,858Net Income 2015: -$64,4202015Revenue 2019: $162,726Expenses 2019: $276,056Net Income 2019: -$113,3302019Revenue 2020: $158,522Expenses 2020: $278,660Net Income 2020: -$120,1382020Revenue 2021: $159,595Expenses 2021: $280,771Net Income 2021: -$121,1762021Revenue 2022: $157,647Expenses 2022: $316,141Net Income 2022: -$158,4942022Revenue 2023: $176,587Expenses 2023: $307,043Net Income 2023: -$130,4562023Revenue 2024: $171,738Expenses 2024: $295,438Net Income 2024: -$123,7002024

Highlighted filing

2021

Revenue$159,595
Expenses$280,771
Net Income-$121,176
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID G SOUTHCOTTE SRTrustee-$12,900-$12,900
ELISHA W ERBTrustee-$12,900-$12,900
Filing and Contact Details

Filer

Filer Name
Elizabeth Whittemore Charitable Trust
EIN
04-6533896
Phone
9783434856
Address
780 Main Street P O Box 827, Fitchburg, MA 01420-0056

Signing Officer

Name
Elisha W Erb
Title
Trustee
Phone
9783434856
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Erb & Southcotte
Address
780 MAIN STREET PO BOX 827, FITCHBURG, MA 01420-0056
Preparer
David G Southcotte Sr
Phone
9783434856
Raw XML Appendix337 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ROLLSTONE CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNITED WAY OF NORTH CENTRAL MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5YMCA OF CENTRAL MASSACHUSETTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NOT PRIVATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NOT PRIVATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NOT PRIVATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NOT PRIVATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NOT PRIVATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0569 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ONE VERNEY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2199 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3739 WATER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4519 SOUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5766 MAIN STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FITCHBURG
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0254880
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0254879
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0286033
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0254880
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0286032
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0254879
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASS. - FORM PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARGE FOR NEW SUPPLY OF CHECKS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISHA W ERB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Elizabeth Whittemore Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0046533896
ReturnHeader/Filer/PhoneNum09783434856
ReturnHeader/Filer/USAddress/AddressLine1Txt0780 Main Street P O Box 827
ReturnHeader/Filer/USAddress/CityNm0Fitchburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0014200056
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042274725
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERB & SOUTHCOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0780 MAIN STREET PO BOX 827
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FITCHBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0014200056
ReturnHeader/PreparerPersonGrp/PhoneNum09783434856
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID G SOUTHCOTTE SR
ReturnHeader/ReturnTs02022-05-05T11:13:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELISHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ERB
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,936,705
Liabilities
$0
Net assets
$1,936,705
Revenue
$159,595
Expenses
$280,771
Net income
-$121,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.17$0.30$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.18$0.31$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.16$0.32$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.28$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.16$0.28$0.12
2019Summary only. Only limited summary data is available for this year.$2.18$0.00$0.16$0.28$0.11
2015Summary only. Only limited summary data is available for this year.$2.37$0.00$0.21$0.27$0.06
2014Summary only. Only limited summary data is available for this year.$2.43$0.00$0.22$0.26$0.04
2013Summary only. Only limited summary data is available for this year.$2.47$0.00$0.25$0.24$0.01
2012Summary only. Only limited summary data is available for this year.$2.46$0.00$0.16$0.26$0.09
2011Summary only. Only limited summary data is available for this year.$2.56$0.00$0.16$0.22$0.06