Civic Intelligence

Warren J Plaut Charitable Trust

990 • Fiscal year 2019 • EIN 04-6609717

Jun 01, 2018 to May 31, 2019 • Filed on Apr 09, 2020

25 High StreetGranby, MA 01033

(413) 250-5267

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-398%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

3rd percentile

-95%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$8,933

Down $186,840 (-95%) from 2018

Net Assets

Down

$8,933

Down $185,584 (-95%) from 2018

Liabilities

Down

$0

Down $1,256 (-100%) from 2018

Revenue

Down

$46,619

Down $272,616 (-85%) from 2018

Expenses

Up

$232,203

Up $44,718 (+24%) from 2018

Net Income

Down

-$185,584

Down $317,334 (-241%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $106,029Liabilities 2011: $499Net Assets 2011: $105,5302011Assets 2012: $118,199Liabilities 2012: $938Net Assets 2012: $117,2612012Assets 2013: $91,274Liabilities 2013: $724Net Assets 2013: $90,5502013Assets 2014: $93,237Liabilities 2014: $1,828Net Assets 2014: $91,4092014Assets 2015: $69,817Liabilities 2015: $3,527Net Assets 2015: $66,2902015Assets 2016: $44,291Liabilities 2016: $787Net Assets 2016: $43,5042016Assets 2017: $63,939Liabilities 2017: $1,172Net Assets 2017: $62,7672017Assets 2018: $195,773Liabilities 2018: $1,256Net Assets 2018: $194,5172018Assets 2019: $8,933Liabilities 2019: $0Net Assets 2019: $8,9332019Assets 2020: $17,144Liabilities 2020: $0Net Assets 2020: $17,1442020Assets 2021: $45,278Liabilities 2021: $0Net Assets 2021: $45,2782021Assets 2022: $65,994Liabilities 2022: $0Net Assets 2022: $65,9942022Assets 2023: $69,132Liabilities 2023: $0Net Assets 2023: $69,1322023Assets 2025: $33,431Liabilities 2025: $0Net Assets 2025: $33,4312025

Highlighted filing

2019

Assets$8,933
Liabilities$0
Net Assets$8,933

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $68,8752011Expenses 2012: $86,9392012Revenue 2013: $53,932Expenses 2013: $80,643Net Income 2013: -$26,7112013Revenue 2014: $103,599Expenses 2014: $102,740Net Income 2014: $8592014Revenue 2015: $174,257Expenses 2015: $199,376Net Income 2015: -$25,1192015Revenue 2016: $111,161Expenses 2016: $133,947Net Income 2016: -$22,7862016Revenue 2017: $115,087Expenses 2017: $95,824Net Income 2017: $19,2632017Revenue 2018: $319,235Expenses 2018: $187,485Net Income 2018: $131,7502018Revenue 2019: $46,619Expenses 2019: $232,203Net Income 2019: -$185,5842019Revenue 2020: $41,277Expenses 2020: $33,066Net Income 2020: $8,2112020Revenue 2021: $46,677Expenses 2021: $18,543Net Income 2021: $28,1342021Revenue 2022: $54,876Expenses 2022: $34,160Net Income 2022: $20,7162022Revenue 2023: $38,909Expenses 2023: $35,771Net Income 2023: $3,1382023Revenue 2025: $305,004Expenses 2025: $439,850Net Income 2025: -$134,8462025

Highlighted filing

2019

Revenue$46,619
Expenses$232,203
Net Income-$185,584
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 9, 2020
Return Version
2018v3.1
Gross Receipts
$46,619
Mission and Program Overview

Mission

Charitable and educational

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$195,773$8,933▼ $186,840
Total Assets$195,773$8,933▼ $186,840
Liabilities
Accounts Payable and Accrued Expenses$1,256--
Total Liabilities$1,256$0▼ $1,256
Net Assets / Fund Balance
Unrestricted Net Assets$194,517$8,933▼ $185,584
Total Net Assets Fund Balance$194,517$8,933▼ $185,584
Total Liabilities and Net Assets / Fund Balance$195,773$8,933▼ $186,840
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roberta KrausePresident
Betty WrightTrustee
Edward CollinsTrustee
Elsye CannTrustee
Joan GrenierTrustee
Kathryn PayneTrustee
Jon WeissmanSecretary
Pam LukasikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,586
Program Service Revenue
$0
Investment Income
$33
Other Revenue
$0
All Other Contributions
$46,586
Change in Net Assets
$-185,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$227,604
Other Expenses$4,599
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$224,034--$224,034
Grants to Domestic Individuals$3,570--$3,570
Other Expenses$899--$899
Advertising$695--$695
Information Technology$568--$568
Conferences and Meetings$201--$201
Office Expenses$166--$166
Total Functional Expenses$232,203$0$0$232,203
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

Jon weissman and joan grenier are related by marriage

Form 990 governing body review Part VI line 11

The governing body reviewed the return for completeness prior to submission

CEO executive director top management comp Part VI line 15A

The executive board of the fund that has the employee determines the compensation

Other officer or key employee compensation Part VI line 15B

The executive board of the fund that has the employee determinesthe compensation

Governing documents etc available to public Part VI line 19

Governing documents are available for review upon request

Filing and Contact Details

Filer

Filer Name
Warren J Plaut Charitable Trust
EIN
04-6609717
Address
25 HIGH STREET, GRANBY, MA 01033

Signing Officer

Name
Jon Weissman
Title
Secretary
Phone
4132505267
Signed
2020-04-09
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
25

Preparer

Firm
Accountaides Inc
Address
425 UNION STREET BOX 2, West Springfield, MA 01089
Preparer
Theresa H Robertson
Phone
4137393411
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JON WEISSMAN AND JOAN GRENIER ARE RELATED BY MARRIAGE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY REVIEWED THE RETURN FOR COMPLETENESS PRIOR TO SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE BOARD OF THE FUND THAT HAS THE EMPLOYEE DETERMINES THE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE BOARD OF THE FUND THAT HAS THE EMPLOYEE DETERMINESTHE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TotalAssetsEOYAmt08933
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0232203
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01256
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046619
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0195773
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08933
IRS990/TotReportableCompRltdOrgAmt00
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON WEISSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04132505267
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN J PLAUT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0046609717
ReturnHeader/Filer/USAddress/AddressLine1Txt025 HIGH STREET
ReturnHeader/Filer/USAddress/CityNm0GRANBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId080C6212566F5A63CDCAB6597F07DAB3FE02A7213
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId080C6212566F5A63CDCAB6597F07DAB3FE02A7213
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00429892020104gdnrptm
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.240.228.38
ReturnHeader/FilingSecurityInformation/IPDt02020-04-13
ReturnHeader/FilingSecurityInformation/IPTm017:55:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042832894
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTAIDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 UNION STREET BOX 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001089
ReturnHeader/PreparerPersonGrp/PhoneNum04137393411
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA H ROBERTSON
ReturnHeader/ReturnTs02020-04-13T17:53:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$3.05$4.40$1.35
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.39$0.36$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.55$0.34$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.47$0.19$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.41$0.33$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.47$2.32$1.86
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.95$3.19$1.87$1.32
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$1.15$0.96$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.44$1.11$1.34$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.04$0.66$1.74$1.99$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$1.04$1.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.01$0.91$0.54$0.81$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.17$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.69
Peer Organizations

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