Civic Intelligence

Francis H Leblanc Charitable Trust

990PF • Fiscal year 2015 • EIN 04-6660300

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 13, 2016

213 School Street Room 201Gardner, MA 01440

(978) 632-0011

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-71%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$601,622

Down $3,718 (-0.6%) from 2014

Net Assets

Down

$601,622

Down $3,718 (-0.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$27,785

Down $68,258 (-71%) from 2014

Expenses

Up

$31,503

Up $1,083 (+3.6%) from 2014

Net Income

Down

-$3,718

Down $69,341 (-106%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $551,943Liabilities 2011: $0Net Assets 2011: $551,9432011Assets 2012: $542,335Liabilities 2012: $0Net Assets 2012: $542,3352012Assets 2013: $539,716Liabilities 2013: $0Net Assets 2013: $539,7162013Assets 2014: $605,340Liabilities 2014: $0Net Assets 2014: $605,3402014Assets 2015: $601,622Liabilities 2015: $0Net Assets 2015: $601,6222015Assets 2016: $592,152Liabilities 2016: $0Net Assets 2016: $592,1522016Assets 2018: $613,045Liabilities 2018: $0Net Assets 2018: $613,0452018Assets 2019: $606,790Liabilities 2019: $0Net Assets 2019: $606,7902019Assets 2020: $591,769Liabilities 2020: $0Net Assets 2020: $591,7692020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $585,916Liabilities 2022: $0Net Assets 2022: $585,9162022Assets 2023: $577,032Liabilities 2023: $0Net Assets 2023: $577,0322023Assets 2024: $579,008Liabilities 2024: $0Net Assets 2024: $579,0082024

Highlighted filing

2015

Assets$601,622
Liabilities$0
Net Assets$601,622

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $27,0822011Expenses 2012: $26,5202012Revenue 2013: $25,152Expenses 2013: $27,770Net Income 2013: -$2,6182013Revenue 2014: $96,043Expenses 2014: $30,420Net Income 2014: $65,6232014Revenue 2015: $27,785Expenses 2015: $31,503Net Income 2015: -$3,7182015Revenue 2016: $22,676Expenses 2016: $32,146Net Income 2016: -$9,4702016Revenue 2018: $45,454Expenses 2018: $72,637Net Income 2018: -$27,1832018Revenue 2019: $29,030Expenses 2019: $35,285Net Income 2019: -$6,2552019Revenue 2020: $22,015Expenses 2020: $37,035Net Income 2020: -$15,0202020Revenue 2021: $42,325Expenses 2021: $113Net Income 2021: $42,2122021Revenue 2022: $23,399Expenses 2022: $40,735Net Income 2022: -$17,3362022Revenue 2023: $28,839Expenses 2023: $38,385Net Income 2023: -$9,5462023Revenue 2024: $38,748Expenses 2024: $36,772Net Income 2024: $1,9762024

Highlighted filing

2015

Revenue$27,785
Expenses$31,503
Net Income-$3,718
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 13, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas F LeBlancTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Francis H LeBlanc Charitable Trust
EIN
04-6660300
Phone
9786320011
Address
213 School Street Room 201, Gardner, MA 01440

Signing Officer

Name
Thomas F LeBlanc
Title
Trustee
Signed
2016-04-13
Discuss with paid preparer
Yes

Preparer

Firm
LeBlanc & Sans Attys
Address
213 School Street Suite 201, Gardner, MA 01440
Preparer
Henri L Sans Jr
Phone
9786320011
Raw XML Appendix374 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc110,000 U.S. Treasury Note
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2555.556 shs. American High Income Trust Fund
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3288.562 shs. Capital World Bond Fund
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2555.556 shs. American High Income Trust Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3288.562 shs. Capital World Bond Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc488.889 shs. New World Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc556.628 shs. SmallCap World Fund
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas F LeBlanc
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03, 4,
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The purpose of the trust is to support education for the benefit of residents of Gardner, Massachusetts and the area.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Thomas F LeBlanc Trustee
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0213 School Street Suite 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Gardner
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001440
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09786302308
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Holy Family Academy, Gardner, MA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt028188
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter of application with copies of financial statements and IRS exemption letter.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Thomas F LeBlanc
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09786320011
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0213 School Street Suite 201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Gardner
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001440
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Geographic Greater Gardner, Massachusetts - Primary Focus Education
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Endowment for math and science programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Holy Family Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt085 Nichols Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Gardner
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001440
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028188
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02490
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029013
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032894
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031503
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030404
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029013
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0137809
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt133703
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2162662
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt345010
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt438744
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt534000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt633398
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt763849
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt811356
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt911755
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1010558
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1110020
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc02,945.675 shs. Capital Income Builder Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11,038.161 shs. Growth Fund of America
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc28,975.002 shs. Income Fund of America
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc31,643.889 shs. New Perspective Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4709.14 shs. SmallCap World Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc52,399.305 shs. American High Income Trust Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6468.178 New World Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc72,785.001 shs. Capital World Bond Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc810,000 HSBC Finance Corp. Internotes
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc910,000 Merrill Lynch Co. Notes
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1010,000 Bank of America Corp. Note
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1110,000 U.S. Treasury Note
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0156009
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt133703
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2154751
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt345010
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt435879
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt527607
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt628069
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt757854
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt811356
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt911755
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1010558
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0164516
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt142866
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2181564
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt359213
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt430940
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt522433
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt623409
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt752664
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt810632
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt911053
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1010125
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Commonwealth of Mass., filing fee Form PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Edward Jones, new checks
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19
TaxesSchedule/TaxesDetail/Amt01321
TaxesSchedule/TaxesDetail/Amt11950
TaxesSchedule/TaxesDetail/CategoryTxt0Tax due on 2014 Form 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt1U.S. Treasury, 2015 estimated tax payment
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01321
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11950
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas F LeBlanc
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Francis H LeBlanc Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0046660300
ReturnHeader/Filer/PhoneNum09786320011
ReturnHeader/Filer/USAddress/AddressLine1Txt0213 School Street Room 201
ReturnHeader/Filer/USAddress/CityNm0Gardner
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LeBlanc & Sans Attys
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 School Street Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gardner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001440
ReturnHeader/PreparerPersonGrp/PhoneNum09786320011
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henri L Sans Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-13T07:32:54-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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