Civic Intelligence

Charles W White Trust

990PF • Fiscal year 2017 • EIN 04-6858150

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
129 Main StNorthampton, MA 01060

(845) 489-1506

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

6.8%

Higher net margin than 58% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

2.1%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$134,822

Up $384 (+0.3%) from 2016

Net Assets

Up

$134,822

Up $384 (+0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin58th percentile

Revenue

Up

$5,675

Up $118 (+2.1%) from 2016

Expenses

Down

$5,291

Down $1,627 (-24%) from 2016

Net Income

Up

$384

Up $1,745 (+128%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2017

Assets$134,822
Liabilities$0
Net Assets$134,822
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

2017

Revenue$5,675
Expenses$5,291
Net Income$384
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD WEIRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles W White Trust
EIN
04-6858150
Phone
8454891506
Address
129 MAIN ST, NORTHAMPTON, MA 01060

Signing Officer

Name
Todd Weir
Title
Trustee
Signed
2018-05-08
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 Appendix235 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05237
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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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/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUPPORT
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TaxesSchedule/TaxesDetail/Amt054
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt054
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES W WHITE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0046858150
ReturnHeader/Filer/PhoneNum08454891506
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ReturnHeader/FilingSecurityInformation/IPTm011:46:57
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/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL W POLACHEK
ReturnHeader/ReturnTs02018-05-10T12:46:57-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,822
Liabilities
$0
Net assets
$134,822
Revenue
$5,675
Expenses
$5,291
Net income
$384
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