Civic Intelligence

Charles M and Ruth Wilcox Tr Luke Travis Trustee

EIN 04-6904362 • Fall River, MA

P O Box 3288Fall River, MA 02722-3288
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

10th percentile

-48%

Higher net margin than 10% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$7,823

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

34th percentile

-1.9%

Faster asset growth than 34% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

33%

Faster revenue growth than 73% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$880,145

Down $17,382 (-1.9%) from 2023

Liabilities

Down

$0

Down $5,000 (-100%) from 2023

Net Assets

Down

$880,145

Down $12,382 (-1.4%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin10th percentile

Revenue

Up

$47,207

Up $11,592 (+33%) from 2023

Expenses

Down

$69,779

Down $1,765 (-2.5%) from 2023

Net Income

Up

-$22,572

Up $13,357 (+37%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,284,781Liabilities 2011: $02011Assets 2012: $1,192,318Liabilities 2012: $02012Assets 2013: $1,171,464Liabilities 2013: $02013Assets 2014: $1,161,489Liabilities 2014: $02014Assets 2015: $1,150,059Liabilities 2015: $02015Assets 2019: $1,051,554Liabilities 2019: $02019Assets 2020: $1,032,265Liabilities 2020: $0Net Assets 2020: $1,032,2652020Assets 2021: $1,006,714Liabilities 2021: $0Net Assets 2021: $1,006,7142021Assets 2022: $943,416Liabilities 2022: $0Net Assets 2022: $943,4162022Assets 2023: $897,527Liabilities 2023: $5,000Net Assets 2023: $892,5272023Assets 2024: $880,145Liabilities 2024: $0Net Assets 2024: $880,1452024

Highlighted filing

2024

Assets$880,145
Liabilities$0
Net Assets$880,145
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $59,509Expenses 2011: $71,996Net Income 2011: -$12,4872011Revenue 2012: $45,331Expenses 2012: $72,939Net Income 2012: -$27,6082012Revenue 2013: $51,523Expenses 2013: $75,347Net Income 2013: -$23,8242013Revenue 2014: $66,822Expenses 2014: $84,105Net Income 2014: -$17,2832014Revenue 2015: $70,895Expenses 2015: $83,555Net Income 2015: -$12,6602015Revenue 2019: $48,436Expenses 2019: $79,801Net Income 2019: -$31,3652019Revenue 2020: $47,224Expenses 2020: $70,961Net Income 2020: -$23,7372020Revenue 2021: $50,136Expenses 2021: $87,396Net Income 2021: -$37,2602021Revenue 2022: $29,241Expenses 2022: $83,413Net Income 2022: -$54,1722022Revenue 2023: $35,615Expenses 2023: $71,544Net Income 2023: -$35,9292023Revenue 2024: $47,207Expenses 2024: $69,779Net Income 2024: -$22,5722024

Highlighted filing

2024

Revenue$47,207
Expenses$69,779
Net Income-$22,572
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$880,145
Liabilities
$0
Net assets
$880,145
Revenue
$47,207
Expenses
$69,779
Net income
-$22,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$0.04$0.07$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.03$0.08$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.09$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.05$0.07$0.02
2019Summary only. Only limited summary data is available for this year.$1.05$0.00$0.05$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$0.07$0.08$0.01
2014Summary only. Only limited summary data is available for this year.$1.16$0.00$0.07$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$0.05$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$0.05$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$1.28$0.00$0.06$0.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUKE TRAVISTrustee-$7,823-$7,823
Filing and Contact Details

Filer

Filer Name
Charles M and Ruth Wilcox Tr Luke Travis Trustee
EIN
04-6904362
Phone
5086783943
Address
P O BOX 3288, FALL RIVER, MA 02722-3288

Signing Officer

Name
Luke P Travis
Title
Trustee
Phone
5086783943
Signed
2025-05-07

Preparer

Firm
Lorraine a Travers CPA
Address
97 HOLLISTER RD, SWANSEA, MA 02777
Preparer
Lorraine a Travers
Phone
5083366162
Raw XML Appendix326 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt02500
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED STATEMENT I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED STATEMENT I
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BOOK CAP. GAIN DIST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0INCOME DISTRIBUTION PER TRUSTFOR NEEDY PERSONS IN FALL RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0290 BEDFORD ST FALL
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt049743
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01740
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01740
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07831
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02469
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01004
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051208
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01465
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09571
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08106
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052496
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049743
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01197
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTY. LUKE P. TRAVIS LEGAL & LEGAL EXP.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0133
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01330
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01197
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVTG.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2IRS--2023
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IRS--ESTIMATES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3112
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DIST.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISC. RECEIPT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018274
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1220
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010190
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS PER BOOKS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt07827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0COMMONWEALTH FINANCIAL NETWORK AGENCY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07827
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LUKE P TRAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05086783943
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES M AND RUTH WILCOX TR LUKE TRAVIS TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0046904362
ReturnHeader/Filer/PhoneNum05086783943
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3288
ReturnHeader/Filer/USAddress/CityNm0FALL RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0027223288
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042615159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORRAINE A TRAVERS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt097 HOLLISTER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SWANSEA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002777
ReturnHeader/PreparerPersonGrp/PhoneNum05083366162
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORRAINE A TRAVERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T10:21:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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