Civic Intelligence

Robert C Vance Charitable Foundation

990PF • Fiscal year 2021 • EIN 06-6050188

Feb 01, 2020 to Jan 31, 2021 • Filed on May 03, 2021

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

(888) 866-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

6th percentile

-74%

Higher net margin than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$19,572

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

9th percentile

-7.8%

Faster asset growth than 9% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,011,225

Down $253,164 (-7.8%) from 2020

Net Assets

Down

$3,011,225

Down $253,164 (-7.8%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Down

$342,117

Down $564,118 (-62%) from 2020

Expenses

Down

$595,281

Down $52,836 (-8.2%) from 2020

Net Income

Down

-$253,164

Down $511,282 (-198%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,737,709Liabilities 2012: $02012Assets 2013: $4,576,322Liabilities 2013: $02013Assets 2014: $4,398,858Liabilities 2014: $02014Assets 2015: $4,130,779Liabilities 2015: $02015Assets 2016: $3,895,632Liabilities 2016: $02016Assets 2020: $3,264,389Liabilities 2020: $1Net Assets 2020: $3,264,3892020Assets 2021: $3,011,225Liabilities 2021: $0Net Assets 2021: $3,011,2252021Assets 2022: $2,636,400Liabilities 2022: $1Net Assets 2022: $2,636,4002022Assets 2023: $2,400,632Liabilities 2023: $1Net Assets 2023: $2,400,6322023Assets 2024: $2,290,856Liabilities 2024: $12024

Highlighted filing

2021

Assets$3,011,225
Liabilities$0
Net Assets$3,011,225
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $253,272Expenses 2012: $433,343Net Income 2012: -$180,0712012Revenue 2013: $327,570Expenses 2013: $488,402Net Income 2013: -$160,8322013Revenue 2014: $331,960Expenses 2014: $509,384Net Income 2014: -$177,4242014Revenue 2015: $319,430Expenses 2015: $557,995Net Income 2015: -$238,5652015Revenue 2016: $319,707Expenses 2016: $583,236Net Income 2016: -$263,5292016Revenue 2020: $906,235Expenses 2020: $648,117Net Income 2020: $258,1182020Revenue 2021: $342,117Expenses 2021: $595,281Net Income 2021: -$253,1642021Revenue 2022: $383,873Expenses 2022: $758,698Net Income 2022: -$374,8252022Revenue 2023: $494,345Expenses 2023: $730,111Net Income 2023: -$235,7662023Revenue 2024: $963,849Expenses 2024: $1,073,793Net Income 2024: -$109,9442024

Highlighted filing

2021

Revenue$342,117
Expenses$595,281
Net Income-$253,164
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
May 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N AAgent For Fiduciary-$19,572-$19,572
HERBERT E CARLSON JRDir/Chmn/President-$0--
CHERYL C CARLSONDirector/Secretary-$0--
CYNTHIA A CARLSONDirector/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Vance Char Fd Cust for Treas
EIN
06-6050188
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Herbert E Carlson Jr
Title
President
Phone
8888663275
Signed
2021-05-03

Preparer

Firm
Bank of America Na
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802
Preparer
Karen J Kiser
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04441
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08932
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03011225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02370033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02370032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012506537
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0894356
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0641193
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0641193
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03264389
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03011225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013147730
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03264389
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03011225
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03264389
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03011225
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012037628
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0868299
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011169329
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0180564
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0592853
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011857064
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012037628
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt219572
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CYNTHIA A CARLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIR/CHMN/PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2AGENT FOR FIDUCIARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt021 WINESAP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt121 WINESAP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2225 FRANKLIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt341 FARMINGTON CHASE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KENSINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FARMINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1060372932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3060323188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0566329
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0566329
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0566329
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1802
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PROVIDENCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0029011802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIDUCIARY TAX SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,011,225
Liabilities
$0
Net assets
$3,011,225
Revenue
$342,117
Expenses
$595,281
Net income
-$253,164
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.$2.29$0.00$0.96$1.07$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.49$0.73$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.38$0.76$0.37
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.34$0.60$0.25
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.26$0.00$3.26$0.91$0.65$0.26
2016Summary only. Only limited summary data is available for this year.$3.90$0.00$0.32$0.58$0.26
2015Summary only. Only limited summary data is available for this year.$4.13$0.00$0.32$0.56$0.24
2014Summary only. Only limited summary data is available for this year.$4.40$0.00$0.33$0.51$0.18
2013Summary only. Only limited summary data is available for this year.$4.58$0.00$0.33$0.49$0.16
2012Summary only. Only limited summary data is available for this year.$4.74$0.00$0.25$0.43$0.18