Civic Intelligence

David Adam Schoolman Trust Ua Four

990 • Fiscal year 2019 • EIN 04-6786656

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A
160 Federal St - 20th FloorBoston, MA 02110

(617) 951-2777

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

3rd percentile

-113%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$9,913

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

17th percentile

-8.8%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$980,309

Down $94,027 (-8.8%) from 2018

Net Assets

Down

$980,309

Down $94,027 (-8.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin3rd percentile

Revenue

Up

$62,009

Up $20,082 (+48%) from 2018

Expenses

Up

$132,158

Up $60,446 (+84%) from 2018

Net Income

Down

-$70,149

Down $40,364 (-136%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,190,954Liabilities 2011: $0Net Assets 2011: $1,190,9542011Assets 2012: $1,160,582Liabilities 2012: $0Net Assets 2012: $1,160,5822012Assets 2013: $1,136,526Liabilities 2013: $0Net Assets 2013: $1,136,5262013Assets 2014: $1,090,997Liabilities 2014: $0Net Assets 2014: $1,090,9972014Assets 2015: $1,114,154Liabilities 2015: $0Net Assets 2015: $1,114,1542015Assets 2016: $1,105,090Liabilities 2016: $0Net Assets 2016: $1,105,0902016Assets 2017: $1,103,523Liabilities 2017: $0Net Assets 2017: $1,103,5232017Assets 2018: $1,074,336Liabilities 2018: $0Net Assets 2018: $1,074,3362018Assets 2019: $980,309Liabilities 2019: $0Net Assets 2019: $980,3092019Assets 2020: $918,701Liabilities 2020: $0Net Assets 2020: $918,7012020Assets 2021: $921,789Liabilities 2021: $0Net Assets 2021: $921,7892021Assets 2022: $940,254Liabilities 2022: $0Net Assets 2022: $940,2542022Assets 2023: $918,026Liabilities 2023: $0Net Assets 2023: $918,0262023Assets 2024: $894,376Liabilities 2024: $0Net Assets 2024: $894,3762024

Highlighted filing

2019

Assets$980,309
Liabilities$0
Net Assets$980,309
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100KExpenses 2011: $116,9942011Expenses 2012: $86,0992012Revenue 2013: $50,511Expenses 2013: $74,948Net Income 2013: -$24,4372013Revenue 2014: $66,361Expenses 2014: $111,697Net Income 2014: -$45,3362014Revenue 2015: $122,823Expenses 2015: $101,144Net Income 2015: $21,6792015Revenue 2016: $74,818Expenses 2016: $84,863Net Income 2016: -$10,0452016Revenue 2017: $67,799Expenses 2017: $68,400Net Income 2017: -$6012017Revenue 2018: $41,927Expenses 2018: $71,712Net Income 2018: -$29,7852018Revenue 2019: $62,009Expenses 2019: $132,158Net Income 2019: -$70,1492019Revenue 2020: $107,796Expenses 2020: $127,327Net Income 2020: -$19,5312020Revenue 2021: $136,661Expenses 2021: $116,431Net Income 2021: $20,2302021Revenue 2022: $112,564Expenses 2022: $72,903Net Income 2022: $39,6612022Revenue 2023: $64,868Expenses 2023: $69,635Net Income 2023: -$4,7672023Revenue 2024: $81,345Expenses 2024: $87,843Net Income 2024: -$6,4982024

Highlighted filing

2019

Revenue$62,009
Expenses$132,158
Net Income-$70,149
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$244,035
Mission and Program Overview

Mission

The primary mission of the organization is to support the performing arts in Provincetown, Massachusetts.

Support of the performing arts in Provincetown, Massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$964,647$924,877▼ $39,770
Savings and Temporary Cash Investments$83,720$30,432▼ $53,288
Other Notes and Loans Receivable, Net$25,000$25,000→ $0
Investments Other Securities$968$0▼ $968
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$1,074,336$980,309▼ $94,027
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$876,113$833,118▼ $42,995
Net Assets With Donor Restrictions$198,223$147,191▼ $51,032
Total Net Assets Fund Balance$1,074,336$980,309▼ $94,027
Total Liabilities and Net Assets / Fund Balance$1,074,336$980,309▼ $94,027
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
Bradley R CookTrustee$9,913$9,913
Michael J StarrTrustee$9,913$9,913
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$61,549
Other Revenue
$460
Change in Net Assets
$-70,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,000
Other Expenses$36,332
Salaries, Compensation, and Employee Benefits$19,826
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,000--$76,000
Comp Disqual Persons$19,826--$19,826
Fees for Services Legal-$15,932-$15,932
Other Expenses-$443-$443
Total Functional Expenses$95,826$36,332$0$132,158
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Provincetown Theatre Foundation IncProvincetown, MA501(c)(3)To assist the grantee organization in promoting the performing arts in Provincetown, MA.$76,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

“The Trust did not have any committees within the governing body.”

Form 990, Part VI, Section B, line 11B

“The Form 990 is prepared by a law firm hired by the Trust. The Trustees review Form 990 and then contact the law firm with any questions, comments or concerns. The law firm then updates the returns as necessary. Any additional versions of the return are reviewed in the same manner.”

Form 990, Part VI, Section C, line 19

“The Trustees make all applicable documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
David Adam Schoolman Trust uA Four
EIN
04-6786656
Phone
6179512777
Address
160 Federal St - 20th Floor, Boston, MA 02110

Signing Officer

Name
John A Leith
Title
Trustee
Phone
6179512777
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradley R Cook
Formed
1995
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Taylor Ganson & Perrin LLP
Address
160 Federal Street, Boston, MA 02110
Preparer
Mark J DeCenzo Esq
Phone
6179512777
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Nondividend distributions 1,671. Adjustment to basis -13,205. Other Adjustment 889.”

Raw XML AppendixShowing 400 of 430 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Reasonable Cause Exception: As stated on the 2018 tax return, the entity only realized in 2019 that the amounts being distributed were less than required in 2017 and 2018. The balance of the distributions required 2017 and 2018 was paid in October, 2019. The undistributed money was sent to the Provincetown Theatre Foundation, the same foundation that should have received the distribution in 2017 and 2018. Beginning in 2019, the trust will pay the computed distributions timely.
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01725178
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01646763
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt026734
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt026233
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01755521
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01722623
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt061443
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt060292
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01782255
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01748856
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt061443
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt060292
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0043555859
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt076000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Provincetown Theatre Foundation Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt076000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt076000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To assist the grantee organization in promoting the performing arts in Provincetown, MA.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Provincetown Theatre Foundation Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0043555859
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0238 Bradford Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Provincetown
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002657
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Trustees maintain dialogue throughout the year with the supported organization to ensure that the grants are used to further the charitable purpose of the supported organization.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trust did not have any committees within the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is prepared by a law firm hired by the Trust. The Trustees review Form 990 and then contact the law firm with any questions, comments or concerns. The law firm then updates the returns as necessary. Any additional versions of the return are reviewed in the same manner.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustees make all applicable documents available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Nondividend distributions 1,671. Adjustment to basis -13,205. Other Adjustment 889.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Provincetown Theatre Foundation Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0043555859
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Performing arts
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0238 Bradford Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Provincetown
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002657
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01074336
IRS990/TotalAssetsEOYAmt0980309
IRS990/TotalAssetsGrp/BOYAmt01074336
IRS990/TotalAssetsGrp/EOYAmt0980309
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036332
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095826
IRS990/TotalFunctionalExpensesGrp/TotalAmt0132158
IRS990/TotalGrossUBIAmt0460
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01074336
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0980309
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095826
IRS990/TotalReportableCompFromOrgAmt019826
IRS990/TotalRevenueGrp/ExclusionAmt053688
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07861
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062009
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0460
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01074336
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0980309
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0160 Federal Street 20th Floor
IRS990/USAddress/CityNm0Boston
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002110
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John A Leith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06179512777

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$980,309
Liabilities
$0
Net assets
$980,309
Revenue
$62,009
Expenses
$132,158
Net income
-$70,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.07$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.11$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.14$0.12$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.11$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.13$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.04$0.07$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.07$0.07$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.07$0.08$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.07$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.12
Peer Organizations

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