Civic Intelligence

Charles W White Trust

990PF • Fiscal year 2019 • EIN 04-6858150

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 03, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

1.6%

Faster asset growth than 52% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

4.7%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$139,596

Up $2,231 (+1.6%) from 2018

Net Assets

Up

$139,596

Up $2,231 (+1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Up

$6,163

Up $278 (+4.7%) from 2018

Expenses

Up

$3,932

Up $590 (+18%) from 2018

Net Income

Down

$2,231

Down $312 (-12%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$139,596
Liabilities$0
Net Assets$139,596
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$6,163
Expenses$3,932
Net Income$2,231
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 3, 2020
Return Version
2019v5.0
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
2020-06-03

Preparer

Firm
Daniel W Polachek Pc
Address
335 SOUTH ST, NORTHAMPTON, MA 01061
Preparer
Daniel W Polachek
Phone
4135845809
Raw XML Appendix220 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03932
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD WEIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES W WHITE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0046858150
ReturnHeader/Filer/PhoneNum08454891506
ReturnHeader/Filer/USAddress/AddressLine1Txt0129 MAIN ST
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/PreparationDt02021-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL W POLACHEK
ReturnHeader/ReturnTs02021-06-03T08:29:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$139,596
Liabilities
$0
Net assets
$139,596
Revenue
$6,163
Expenses
$3,932
Net income
$2,231
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