Civic Intelligence

Harriet Blades Dodge Memorial Tr Fund

990PF • Fiscal year 2014 • EIN 05-6004992

Nov 01, 2013 to Oct 31, 2014 • Filed on Jan 13, 2015

Organization Profile
P O Box 1802Westerly, RI 02901-1802

(888) 866-3275

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

10th percentile

-54%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

77th percentile

$1,789

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

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

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

52%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$138,384

Down $296 (-0.2%) from 2013

Net Assets

$138,384

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Up

$5,696

Up $1,949 (+52%) from 2013

Expenses

Up

$8,761

Up $1,087 (+14%) from 2013

Net Income

Up

-$3,065

Up $862 (+22%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2011: $136,170Liabilities 2011: $02011Assets 2012: $141,093Liabilities 2012: $02012Assets 2013: $138,680Liabilities 2013: $02013Assets 2014: $138,384Liabilities 2014: $0Net Assets 2014: $138,3842014Assets 2015: $134,294Liabilities 2015: $0Net Assets 2015: $134,2942015Assets 2017: $128,483Liabilities 2017: $0Net Assets 2017: $128,4832017Assets 2019: $130,316Liabilities 2019: $02019Assets 2020: $132,310Liabilities 2020: $0Net Assets 2020: $132,3102020Assets 2021: $148,849Liabilities 2021: $0Net Assets 2021: $148,8492021Assets 2022: $126,244Liabilities 2022: $0Net Assets 2022: $126,2442022Assets 2023: $126,244Liabilities 2023: $0Net Assets 2023: $126,2442023Assets 2024: $111,776Liabilities 2024: $0Net Assets 2024: $111,7762024

Highlighted filing

2014

Assets$138,384
Liabilities$0
Net Assets$138,384
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $7,977Expenses 2011: $8,230Net Income 2011: -$2532011Revenue 2012: $13,123Expenses 2012: $8,537Net Income 2012: $4,5862012Revenue 2013: $3,747Expenses 2013: $7,674Net Income 2013: -$3,9272013Revenue 2014: $5,696Expenses 2014: $8,761Net Income 2014: -$3,0652014Revenue 2015: $4,904Expenses 2015: $8,834Net Income 2015: -$3,9302015Revenue 2017: $7,776Expenses 2017: $9,410Net Income 2017: -$1,6342017Revenue 2019: $9,070Expenses 2019: $9,804Net Income 2019: -$7342019Revenue 2020: $11,455Expenses 2020: $8,956Net Income 2020: $2,4992020Revenue 2021: $10,537Expenses 2021: $13,014Net Income 2021: -$2,4772021Revenue 2022: $27,172Expenses 2022: $23,901Net Income 2022: $3,2712022Revenue 2023: -$1,119Expenses 2023: $21,830Net Income 2023: -$22,9492023Revenue 2024: $11,644Expenses 2024: $6,798Net Income 2024: $4,8462024

Highlighted filing

2014

Revenue$5,696
Expenses$8,761
Net Income-$3,065
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Jan 13, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$1,789-$1,789
Filing and Contact Details

Filer

EIN
05-6004992
Phone
8888663275

Signing Officer

Name
Bank of America N a
Title
SVP Tax
Phone
8888663275
Signed
2015-01-13
Raw XML AppendixShowing 400 of 565 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-47
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-45
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-61
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-74
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt173302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt232606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc043.583 EMERGING MARKETS STOCK COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc146.498 MID CAP VALUE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc244.53 MID CAP GROWTH CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc322.638 DIVIDEND INCOME COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc432.59 DIVIDEND INCOME COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc54. ISHARES CORE S&P MID CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6157.163 PIMCO HIGH YIELD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc757.137 PERMANENT PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc821.43 PERMANENT PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc911.077 PERMANENT PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10687.964 PIMCO ALL ASSET ALL AUTH FUND INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11252.464 PIMCO ALL ASSET ALL AUTH FUND INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1256.945 PIMCO ALL ASSET ALL AUTH FUND INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1399.484 PIMCO ALL ASSET ALL AUTH FUND INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1414. VANGUARD FTSE DEVELOPED MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1554. VANGUARD FTSE EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1642. VANGUARD FTSE EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1785. VANGUARD FTSE EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc186. VANGUARD REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1927. VANGUARD REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20135.42 HIGH QUALITY CORE COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2171.354 HIGH QUALITY CORE COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22160.74 INTERNATIONAL FOCUSED EQUITY COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23220.576 STRATEGIC GROWTH COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2474.1 STRATEGIC GROWTH COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202013-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232013-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242014-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02473
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3065
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0113
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02882
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0138497
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0138680
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0138384
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07474
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07474
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07474
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07563
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt089
IRS990PF/DistributableAmountGrp/TotalTaxAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt056
IRS990PF/FMVAssetsEOYAmt0148332
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0138680
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0138384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0127297
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0134008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0143956
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06317
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05066
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04376
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04376
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0138680
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0138384
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0148332
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0138680
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0138384
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0138680
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0138384
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0153564
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05552
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0148012
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02303
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07563
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0151261
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0153564
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01789
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10111 WESTMINSTER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0PROVIDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt07105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt07113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.063518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0151261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0145111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0140193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0143640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0134828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0119321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07599

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$138,384
Liabilities
$0
Net assets
$138,384
Revenue
$5,696
Expenses
$8,761
Net income
-$3,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.12$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01$0.22$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.27$0.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11$0.09$0.02
2019Summary only. Only limited summary data is available for this year.$1.30$0.00$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.08$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$0.04$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$1.41$0.00$0.13$0.09$0.05
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.08$0.08$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits