Civic Intelligence

Julia a Humiston Trust

990EZ • Fiscal year 2022 • EIN 06-6032028

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 16, 2023

637 Ashley CtCheshire, CT 06410

(203) 506-1457

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-16%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-61%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$122,434

Down $23,363 (-16%) from 2021

Net Assets

Down

$122,434

Down $23,363 (-16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$2,520

Down $3,894 (-61%) from 2021

Expenses

Flat

$1,000

Flat from 2021

Net Income

Down

$1,520

Down $3,894 (-72%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $74,176Liabilities 2011: $02011Assets 2012: $82,603Liabilities 2012: $02012Assets 2013: $100,139Liabilities 2013: $02013Assets 2014: $95,791Liabilities 2014: $02014Assets 2015: $106,438Liabilities 2015: $02015Assets 2016: $101,533Liabilities 2016: $02016Assets 2017: $98,236Liabilities 2017: $02017Assets 2018: $83,133Liabilities 2018: $02018Assets 2019: $108,607Liabilities 2019: $02019Assets 2020: $132,059Liabilities 2020: $02020Assets 2021: $145,797Liabilities 2021: $0Net Assets 2021: $145,7972021Assets 2022: $122,434Liabilities 2022: $0Net Assets 2022: $122,4342022Assets 2023: $141,229Liabilities 2023: $0Net Assets 2023: $141,2292023Assets 2024: $156,159Liabilities 2024: $0Net Assets 2024: $156,1592024Assets 2025: $168,981Net Assets 2025: $168,9812025

Highlighted filing

2022

Assets$122,434
Liabilities$0
Net Assets$122,434

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $1,024Expenses 2011: $750Net Income 2011: $2742011Revenue 2012: $1,226Expenses 2012: $750Net Income 2012: $4762012Revenue 2013: $1,427Expenses 2013: $1,090Net Income 2013: $3372013Revenue 2014: $4,699Expenses 2014: $6,000Net Income 2014: -$1,3012014Revenue 2015: $3,756Expenses 2015: $750Net Income 2015: $3,0062015Revenue 2016: $2,914Expenses 2016: $10,109Net Income 2016: -$7,1952016Revenue 2017: $4,577Expenses 2017: $750Net Income 2017: $3,8272017Revenue 2018: $5,146Expenses 2018: $750Net Income 2018: $4,3962018Revenue 2019: $4,476Expenses 2019: $910Net Income 2019: $3,5662019Revenue 2020: $11,819Expenses 2020: $750Net Income 2020: $11,0692020Revenue 2021: $6,414Expenses 2021: $1,000Net Income 2021: $5,4142021Revenue 2022: $2,520Expenses 2022: $1,000Net Income 2022: $1,5202022Revenue 2023: $3,659Expenses 2023: $1,369Net Income 2023: $2,2902023Revenue 2024: $6,908Expenses 2024: $1,400Net Income 2024: $5,5082024Revenue 2025: $7,486Expenses 2025: $8,135Net Income 2025: -$6492025

Highlighted filing

2022

Revenue$2,520
Expenses$1,000
Net Income$1,520
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 16, 2023
Return Version
2022v4.1
Gross Receipts
$2,520
Mission and Program Overview

Mission

Town clock maintenance and winding and town beautification

Town beautification and maintenance & winding of the town clock

Program Services

DescriptionGrantsExpenses
Weekly maintenace and winding of the clock$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Owen C Waggoner JrTrustee-$0--
Andrew M NapolitanoTrustee-$0--
Timothy P SlocumTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Julia A Humiston Trust
EIN
06-6032028
Phone
2035061457
Address
637 Ashley Ct, Cheshire, CT 06410

Signing Officer

Name
Owen C Waggoner Jr
Title
Trustee
Phone
2035061457
Signed
2023-02-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Ordinary Dividends. Amount: 2,414. Description: Capital Gain Distributions. Amount: 106. Total Included on Form 990-EZ, line 4: 2,520.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Weekly clock maintenance & clock winding. Amount: 1,000.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Market depreciation. Amount: -24,883.

Raw XML Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0Owen C Waggoner Jr
IRS990EZ/BooksInCareOfDetail/PhoneNum02035061457
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0637 Ashley Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cheshire
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006410
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0145797
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122434
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01520
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145797
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122434
IRS990EZ/GrossReceiptsAmt02520
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02520
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145797
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122434
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145797
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122434
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Owen C Waggoner Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrew M Napolitano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Timothy P Slocum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-24883
IRS990EZ/OtherExpensesTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Town beautification and maintenance & winding of the town clock
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Weekly maintenace and winding of the clock
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01000
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt02520
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The only expense for the trust in 2022 was $1,000 for weekly clock maintenace & clock winding as listed in the trust document. The trust document does not indicate any supported organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The only expense for the trust in 2022 was $1,000 for weekly clock maintenace & clock winding as listed in the trust document. The trust document does not indicate any supported organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section A, Line 1
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066009896
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Peter's Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Ordinary Dividends. Amount: 2,414. Description: Capital Gain Distributions. Amount: 106. Total Included on Form 990-EZ, line 4: 2,520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Weekly clock maintenance & clock winding. Amount: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Market depreciation. Amount: -24,883.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Owen C Waggoner Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02035061457
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Julia A Humiston Trust
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0066032028
ReturnHeader/Filer/PhoneNum02035061457
ReturnHeader/Filer/USAddress/AddressLine1Txt0637 Ashley Ct
ReturnHeader/Filer/USAddress/CityNm0Cheshire
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006410
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-02-16T14:49:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Owen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Waggoner Jr
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.07$0.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07$0.01$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.01$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.03$0.01$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.06$0.01$0.05
2020Summary only. Only limited summary data is available for this year.$1.32$0.00$0.12$0.01$0.11
2019Summary only. Only limited summary data is available for this year.$1.09$0.00$0.04$0.01$0.04
2018Summary only. Only limited summary data is available for this year.$0.83$0.00$0.05$0.01$0.04
2017Summary only. Only limited summary data is available for this year.$0.98$0.00$0.05$0.01$0.04
2016Summary only. Only limited summary data is available for this year.$1.02$0.00$0.03$0.10$0.07
2015Summary only. Only limited summary data is available for this year.$1.06$0.00$0.04$0.01$0.03
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$0.05$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.01$0.01$0.00