Civic Intelligence

UW CL Lamberton for Com Serv Soc

990PF • Fiscal year 2014 • EIN 13-6226469

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 22, 2015

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

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

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

76th percentile

$505

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

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

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

49th percentile

0.7%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$43,676

Up $4,762 (+12%) from 2013

Net Assets

$43,676

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Up

$7,077

Up $49 (+0.7%) from 2013

Expenses

Up

$2,459

Up $462 (+23%) from 2013

Net Income

Down

$4,618

Down $413 (-8.2%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$60K$40K$20K$0Assets 2011: $33,140Liabilities 2011: $02011Assets 2012: $33,997Liabilities 2012: $02012Assets 2013: $38,914Liabilities 2013: $02013Assets 2014: $43,676Liabilities 2014: $0Net Assets 2014: $43,6762014Assets 2015: $42,921Liabilities 2015: $0Net Assets 2015: $42,9212015Assets 2016: $42,929Liabilities 2016: $0Net Assets 2016: $42,9292016Assets 2017: $45,346Liabilities 2017: $0Net Assets 2017: $45,3462017Assets 2018: $40,505Liabilities 2018: $0Net Assets 2018: $40,5052018Assets 2019: $40,375Liabilities 2019: $0Net Assets 2019: $40,3752019Assets 2020: $40,350Liabilities 2020: $0Net Assets 2020: $40,3502020Assets 2021: $40,901Liabilities 2021: $0Net Assets 2021: $40,9012021Assets 2022: $38,650Liabilities 2022: $0Net Assets 2022: $38,6502022Assets 2023: $38,050Liabilities 2023: $0Net Assets 2023: $38,0502023Assets 2024: $37,310Liabilities 2024: $0Net Assets 2024: $37,3102024

Highlighted filing

2014

Assets$43,676
Liabilities$0
Net Assets$43,676
Open 2014 Filing

Operations Trend

Revenue Growth49th percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $3,088Expenses 2011: $1,952Net Income 2011: $1,1362011Revenue 2012: $2,936Expenses 2012: $1,921Net Income 2012: $1,0152012Revenue 2013: $7,028Expenses 2013: $1,997Net Income 2013: $5,0312013Revenue 2014: $7,077Expenses 2014: $2,459Net Income 2014: $4,6182014Revenue 2015: $1,517Expenses 2015: $2,226Net Income 2015: -$7092015Revenue 2016: $2,112Expenses 2016: $2,168Net Income 2016: -$562016Revenue 2017: $4,871Expenses 2017: $2,225Net Income 2017: $2,6462017Revenue 2018: -$2,395Expenses 2018: $2,614Net Income 2018: -$5,0092018Revenue 2019: $1,688Expenses 2019: $1,823Net Income 2019: -$1352019Revenue 2020: $2,920Expenses 2020: $2,887Net Income 2020: $332020Revenue 2021: $3,161Expenses 2021: $2,666Net Income 2021: $4952021Revenue 2022: $756Expenses 2022: $2,997Net Income 2022: -$2,2412022Revenue 2023: $1,423Expenses 2023: $2,017Net Income 2023: -$5942023Revenue 2024: $2,048Expenses 2024: $2,790Net Income 2024: -$7422024

Highlighted filing

2014

Revenue$7,077
Expenses$2,459
Net Income$4,618
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$505-$505
Filing and Contact Details

Filer

Filer Name
Uw Cl Lamberton for Com Serv Soc
EIN
13-6226469
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
SVP Tax
Phone
8888663275
Signed
2015-04-22
Raw XML Appendix316 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE, RATHER, BANK OF AMERICA'S COMPENSATION IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt622582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24897
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt617894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0202671913 AGGREGATE BOND CTF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21261291Q8 SMALL CAP CTF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31261292H7 INTERNATIONAL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm429099J109 EMERGING MARKETS STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5302993993 MID CAP VALUE CTF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6323991307 MID CAP GROWTH CTF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm799Z466163 HIGH QUALITY CORE CO
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06233
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06233
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06739
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY SERVICE SOCIETY OF NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN MAXINE SILENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0105 E 22ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01682
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt01571
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0340
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01911
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0291
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0340
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER CHARITABLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0143
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CTF ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/Amt179
TaxesSchedule/TaxesDetail/Amt2136
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UW CL LAMBERTON FOR COM SERV SOC
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0136226469
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1802
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0029011802
ReturnHeader/ReturnTs02015-04-22T13:00:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$43,676
Liabilities
$0
Net assets
$43,676
Revenue
$7,077
Expenses
$2,459
Net income
$4,618
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.$37.3$0.00$37.3$2.05$2.79$0.74
2023Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$1.42$2.02$0.59
2022Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$0.76$3.00$2.24
2021Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$3.16$2.67$0.50
2020Detailed filing. Detailed filing data is available for this year.$40.4$0.00$40.4$2.92$2.89$0.03
2019Detailed filing. Detailed filing data is available for this year.$40.4$0.00$40.4$1.69$1.82$0.14
2018Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$2.40$2.61$5.01
2017Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$4.87$2.23$2.65
2016Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$2.11$2.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$1.52$2.23$0.71
2014Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$7.08$2.46$4.62
2013Summary only. Only limited summary data is available for this year.$38.9$0.00$7.03$2.00$5.03
2012Summary only. Only limited summary data is available for this year.$34.0$0.00$2.94$1.92$1.02
2011Summary only. Only limited summary data is available for this year.$33.1$0.00$3.09$1.95$1.14