Civic Intelligence

Francis H Leblanc Charitable Trust

990PF • Fiscal year 2016 • EIN 04-6660300

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

13th percentile

-42%

Higher net margin than 13% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.6%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-18%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$592,152

Down $9,470 (-1.6%) from 2015

Net Assets

Down

$592,152

Down $9,470 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin13th percentile

Revenue

Down

$22,676

Down $5,109 (-18%) from 2015

Expenses

Up

$32,146

Up $643 (+2.0%) from 2015

Net Income

Down

-$9,470

Down $5,752 (-155%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2016

Assets$592,152
Liabilities$0
Net Assets$592,152
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

2016

Revenue$22,676
Expenses$32,146
Net Income-$9,470
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

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
2017-05-09
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 Appendix298 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt010000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0592152
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032264
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032491
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0227
IRS990PF/DistributableAmountGrp/TotalTaxAmt0227
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01394
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0659718
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040180
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0619538
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09896
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032491
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0649822
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas F LeBlanc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0213 School Street
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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
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Thomas F LeBlanc Trustee
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Thomas F LeBlanc
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09786320011
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001440
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Geographic Greater Gardner, Massachusetts - Primary Focus Education
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Endowment for math and science programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Holy Family Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt628069
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt757854
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt811356
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt911755
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1010558
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/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/EOYFMVAmt0169789
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt143644
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2194488
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt358079
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt432606
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt524617
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt624088
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt752804
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt810288
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt910667
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Commonwealth of Mass., filing fee Form PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Reimbursement received for overpayment
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01685
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01685
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas F LeBlanc
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08D1C50319C11E09D26B8994CE05E2A6F9062F477
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D1C50319C11E09D26B8994CE05E2A6F9062F477
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.126.109.175
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:30:32
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/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henri L Sans Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T08:31:08-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,152
Liabilities
$0
Net assets
$592,152
Revenue
$22,676
Expenses
$32,146
Net income
-$9,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.39$0.37$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.29$0.38$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.23$0.41$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.42$0.00$0.42
2020Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.22$0.37$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.29$0.35$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.45$0.73$0.27
2016Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.23$0.32$0.09
2015Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.28$0.32$0.04
2014Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.96$0.30$0.66
2013Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.25$0.28$0.03
2012Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.27
2011Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.27