Civic Intelligence

Richard D Carmel Char Remainder Tr

990PF • Fiscal year 2017 • EIN 04-6741222

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 21, 2017

P O Box 1802Providence, RI 02901-1802

(888) 866-3275

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

8th percentile

-51%

Higher net margin than 8% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$11,222

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 35.8% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

60th percentile

10%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Assets

Up

$773,574

Up $4,032 (+0.5%) from 2015

Net Assets

Up

$773,574

Up $4,032 (+0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$31,369

Up $5,552 (+22%) from 2015

Expenses

Down

$47,250

Down $5,390 (-10%) from 2015

Net Income

Up

-$15,881

Up $10,942 (+41%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $754,778Liabilities 2012: $02012Assets 2013: $781,815Liabilities 2013: $02013Assets 2014: $786,394Liabilities 2014: $0Net Assets 2014: $786,3942014Assets 2015: $769,542Liabilities 2015: $0Net Assets 2015: $769,5422015Assets 2017: $773,574Liabilities 2017: $0Net Assets 2017: $773,5742017Assets 2018: $814,492Liabilities 2018: $0Net Assets 2018: $814,4922018Assets 2019: $803,235Liabilities 2019: $0Net Assets 2019: $803,2352019Assets 2020: $795,684Liabilities 2020: $0Net Assets 2020: $795,6842020Assets 2021: $895,593Liabilities 2021: $0Net Assets 2021: $895,5932021Assets 2022: $861,087Liabilities 2022: $0Net Assets 2022: $861,0872022Assets 2023: $807,249Liabilities 2023: $0Net Assets 2023: $807,2492023Assets 2024: $799,330Liabilities 2024: $0Net Assets 2024: $799,3302024Assets 2025: $822,119Liabilities 2025: $0Net Assets 2025: $822,1192025

Highlighted filing

2017

Assets$773,574
Liabilities$0
Net Assets$773,574

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $57,228Expenses 2012: $44,572Net Income 2012: $12,6562012Revenue 2013: -$1,959Expenses 2013: $44,291Net Income 2013: -$46,2502013Revenue 2014: $157,392Expenses 2014: $47,267Net Income 2014: $110,1252014Revenue 2015: $25,817Expenses 2015: $52,640Net Income 2015: -$26,8232015Revenue 2017: $31,369Expenses 2017: $47,250Net Income 2017: -$15,8812017Revenue 2018: $60,230Expenses 2018: $49,567Net Income 2018: $10,6632018Revenue 2019: -$18,510Expenses 2019: $50,949Net Income 2019: -$69,4592019Revenue 2020: $171,840Expenses 2020: $49,301Net Income 2020: $122,5392020Revenue 2021: $51,462Expenses 2021: $56,643Net Income 2021: -$5,1812021Revenue 2022: $149,737Expenses 2022: $58,309Net Income 2022: $91,4282022Revenue 2023: -$10,475Expenses 2023: $56,811Net Income 2023: -$67,2862023Revenue 2024: $26,521Expenses 2024: $54,402Net Income 2024: -$27,8812024Revenue 2025: $68,414Expenses 2025: $51,410Net Income 2025: $17,0042025

Highlighted filing

2017

Revenue$31,369
Expenses$47,250
Net Income-$15,881
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 21, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$11,222-$11,222
RUFUS P CUSHMAN IIICo - TrusteePT$1,141-$1,141
Filing and Contact Details

Filer

Filer Name
Richard D Carmel Tua
EIN
04-6741222
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
SVP Tax
Phone
8888663275
Signed
2017-12-21
Raw XML AppendixShowing 400 of 526 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0BANK OF AMERICA N A
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE ATTACHED FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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