Civic Intelligence

Charles W White Trust

990PF • Fiscal year 2014 • EIN 04-6858150

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2015

Organization Profile
15 Dryads GreenNorthampton, MA 01060

(413) 586-4006

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

47th percentile

1.6%

Higher net margin than 47% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$136,710

No earlier filing loaded for comparison.

Net Assets

$136,710

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin47th percentile

Revenue

$5,559

No earlier filing loaded for comparison.

Expenses

$5,470

No earlier filing loaded for comparison.

Net Income

$89

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2014: $136,710Liabilities 2014: $0Net Assets 2014: $136,7102014Assets 2015: $135,799Liabilities 2015: $0Net Assets 2015: $135,7992015Assets 2016: $134,438Liabilities 2016: $0Net Assets 2016: $134,4382016Assets 2017: $134,822Liabilities 2017: $0Net Assets 2017: $134,8222017Assets 2018: $137,365Liabilities 2018: $0Net Assets 2018: $137,3652018Assets 2019: $139,596Liabilities 2019: $0Net Assets 2019: $139,5962019Assets 2020: $143,374Liabilities 2020: $0Net Assets 2020: $143,3742020Assets 2021: $182,505Liabilities 2021: $0Net Assets 2021: $182,5052021Assets 2022: $198,313Liabilities 2022: $0Net Assets 2022: $198,3132022Assets 2023: $191,271Liabilities 2023: $0Net Assets 2023: $191,2712023Assets 2024: $197,947Liabilities 2024: $0Net Assets 2024: $197,9472024

Highlighted filing

2014

Assets$136,710
Liabilities$0
Net Assets$136,710
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KRevenue 2014: $5,559Expenses 2014: $5,470Net Income 2014: $892014Revenue 2015: $5,576Expenses 2015: $6,487Net Income 2015: -$9112015Revenue 2016: $5,557Expenses 2016: $6,918Net Income 2016: -$1,3612016Revenue 2017: $5,675Expenses 2017: $5,291Net Income 2017: $3842017Revenue 2018: $5,885Expenses 2018: $3,342Net Income 2018: $2,5432018Revenue 2019: $6,163Expenses 2019: $3,932Net Income 2019: $2,2312019Revenue 2020: $6,157Expenses 2020: $2,379Net Income 2020: $3,7782020Revenue 2021: $6,170Expenses 2021: $600Net Income 2021: $5,5702021Revenue 2022: $6,428Expenses 2022: $1,024Net Income 2022: $5,4042022Revenue 2023: $6,955Expenses 2023: $364Net Income 2023: $6,5912023Revenue 2024: $7,323Expenses 2024: $647Net Income 2024: $6,6762024

Highlighted filing

2014

Revenue$5,559
Expenses$5,470
Net Income$89
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER IVESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles W White Trust
EIN
04-6858150
Phone
4135864006
Address
15 DRYADS GREEN, NORTHAMPTON, MA 01060

Signing Officer

Name
Peter B Ives
Title
Trustee
Phone
4135864006
Signed
2015-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Daniel W Polachek Pc
Address
335 SOUTH ST, NORTHAMPTON, MA 01061
Preparer
Daniel W Polachek
Phone
4135845809
Raw XML Appendix232 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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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0111
IRS990PF/FMVAssetsEOYAmt0149950
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05500
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02258
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001060
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.044422
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05440
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05440
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05440
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/IndividualWithBooksNm0PETER IVES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt015 DRYADS GREEN
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TAKING CARE OF PERSONS IN NEED OF HOUSING, HELP PAYING UTILTIES OR BUYING FOOD TO EAT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt03295
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT PETER IVES DIRECTLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PETER IVES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04135864006
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001060
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESTRICTED TO HAMPSHIRE COUNTY WESTERN MASSACHUSETTS AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES
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
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05440
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OVERDRAFT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CLIENT HOUSING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1150
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
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TaxesSchedule/TaxesDetail/Amt0695
TaxesSchedule/TaxesDetail/CategoryTxt0TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0695
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER B IVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04135864006
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES W WHITE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0046858150
ReturnHeader/Filer/PhoneNum04135864006
ReturnHeader/Filer/USAddress/AddressLine1Txt015 DRYADS GREEN
ReturnHeader/Filer/USAddress/CityNm0NORTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043205449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL W POLACHEK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0335 SOUTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001061
ReturnHeader/PreparerPersonGrp/PhoneNum04135845809
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL W POLACHEK
ReturnHeader/ReturnTs02015-05-08T08:52:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,710
Liabilities
$0
Net assets
$136,710
Revenue
$5,559
Expenses
$5,470
Net income
$89
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.07$0.01$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.07$0.00$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.06$0.01$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.01$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.06$0.02$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.06$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.05$0.00