Civic Intelligence

Elizabeth Whittemore Charitable Trust

990PF • Fiscal year 2022 • EIN 04-6533896

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

8th percentile

-101%

Higher net margin than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$14,050

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

22nd percentile

-8.2%

Faster asset growth than 22% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

-1.2%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,778,212

Down $158,493 (-8.2%) from 2021

Net Assets

Down

$1,778,212

Down $158,493 (-8.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Down

$157,647

Down $1,948 (-1.2%) from 2021

Expenses

Up

$316,141

Up $35,370 (+13%) from 2021

Net Income

Down

-$158,494

Down $37,318 (-31%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2022

Assets$1,778,212
Liabilities$0
Net Assets$1,778,212
Open 2022 Filing

Operations Trend

Revenue Growth42nd 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

2022

Revenue$157,647
Expenses$316,141
Net Income-$158,494
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID G SOUTHCOTTE SRTrustee-$14,050-$14,050
ELISHA W ERBTrustee-$14,050-$14,050
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
2023-05-02
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 Appendix348 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0986009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04867619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0334000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0333365
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0$100,000 AT&T INC GLOBAL NOTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt428604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5143020
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTED
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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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NOT PRIVATE
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FITCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FITCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FITCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4FITCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WORCESTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd103047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501610
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0286040
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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/AppliedToCurrentYearAmt08
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0286032
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0279202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0286040
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0279194
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0286032
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASS. - FORM PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK MAINTENANCE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2U.S. TREASURY - ESTIMATED TAX 2022
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt114
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21917
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ENTRY TO OFFSET ROUNDING
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISHA W ERB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09783434856
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-05-02T13:08:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELISHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ERB
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,778,212
Liabilities
$0
Net assets
$1,778,212
Revenue
$157,647
Expenses
$316,141
Net income
-$158,494
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