Civic Intelligence

Ward J Cromer Charitable Trust

990PF • Fiscal year 2017 • EIN 04-7018007

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
c/o Harry Sobel 5 Orange StreetNewburyport, MA 01950

(508) 878-9540

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

2nd percentile

-600%

Higher net margin than 2% 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

32nd percentile

-6.3%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

$5,288

No earlier filing loaded for comparison.

Net Assets

$5,288

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

$87

No earlier filing loaded for comparison.

Expenses

$609

No earlier filing loaded for comparison.

Net Income

-$522

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $46,585Liabilities 2011: $02011Assets 2012: $40,379Liabilities 2012: $02012Assets 2013: $38,272Liabilities 2013: $0Net Assets 2013: $38,2722013Assets 2014: $27,662Liabilities 2014: $1Net Assets 2014: $27,6622014Assets 2015: $17,479Liabilities 2015: $1Net Assets 2015: $17,4792015Assets 2017: $5,288Liabilities 2017: $0Net Assets 2017: $5,2882017Assets 2018: $1,717,384Liabilities 2018: $0Net Assets 2018: $1,717,3842018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$5,288
Liabilities$0
Net Assets$5,288
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,576Expenses 2011: $6,570Net Income 2011: -$4,9942011Revenue 2012: $1,086Expenses 2012: $7,292Net Income 2012: -$6,2062012Revenue 2013: $1,637Expenses 2013: $3,744Net Income 2013: -$2,1072013Revenue 2014: $2,851Expenses 2014: $13,461Net Income 2014: -$10,6102014Revenue 2015: $509Expenses 2015: $10,692Net Income 2015: -$10,1832015Revenue 2017: $87Expenses 2017: $609Net Income 2017: -$5222017Revenue 2018: $2,002,656Expenses 2018: $290,560Net Income 2018: $1,712,0962018Revenue 2019: $119,585Expenses 2019: $1,836,969Net Income 2019: -$1,717,3842019

Highlighted filing

2017

Revenue$87
Expenses$609
Net Income-$522
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY SOBELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ward J Cromer Charitable Trust
EIN
04-7018007
Phone
5088789540
Address
c/o Harry Sobel 5 Orange Street, Newburyport, MA 01950

Signing Officer

Name
Harry Sobel
Title
Trustee
Phone
5088789540
Signed
2018-05-11

Preparer

Firm
Jeffrey C Kirpas and Co Pc
Address
21 PLEASANT ST STE 248, NEWBURYPORT, MA 01950-2623
Preparer
Jeffrey C Kirpas
Phone
9784627250
Raw XML Appendix288 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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04613
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04613
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033502
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011072
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01293
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0365
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0365
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038115
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037750
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0273
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt074
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0169
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gain
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0Filing Fee
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY SOBEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05088789540
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ward J Cromer Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0WARD
ReturnHeader/Filer/EIN0047018007
ReturnHeader/Filer/PhoneNum05088789540
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Harry Sobel 5 Orange Street
ReturnHeader/Filer/USAddress/CityNm0Newburyport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001950
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FCB59258749AE784A01805F8BA2C89AE37087A56
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FCB59258749AE784A01805F8BA2C89AE37087A56
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.150.87.81
ReturnHeader/FilingSecurityInformation/IPDt02018-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:36:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY C KIRPAS AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 PLEASANT ST STE 248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019502623
ReturnHeader/PreparerPersonGrp/PhoneNum09784627250
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C KIRPAS
ReturnHeader/ReturnTs02018-11-02T08:36:40-07:00
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
$5,288
Liabilities
$0
Net assets
$5,288
Revenue
$87
Expenses
$609
Net income
-$522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.12$1.84$1.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$2.00$0.29$1.71
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.00$0.01$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.03$0.00$0.03$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.00$0.01$0.00