Civic Intelligence

Howard a Shaul Trust

990PF • Fiscal year 2016 • EIN 14-6048977

Aug 01, 2015 to Jul 31, 2016 • Filed on Nov 09, 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-194%

Higher net margin than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$441

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 52.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.9%

Faster asset growth than 38% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

23%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$40,059

Down $1,625 (-3.9%) from 2015

Net Assets

Down

$40,059

Down $1,625 (-3.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$839

Up $159 (+23%) from 2015

Expenses

Up

$2,464

Up $1 (+0.0%) from 2015

Net Income

Up

-$1,625

Up $158 (+8.9%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $46,306Liabilities 2012: $02012Assets 2013: $44,791Liabilities 2013: $02013Assets 2014: $43,467Liabilities 2014: $0Net Assets 2014: $43,4672014Assets 2015: $41,684Liabilities 2015: $0Net Assets 2015: $41,6842015Assets 2016: $40,059Liabilities 2016: $0Net Assets 2016: $40,0592016Assets 2017: $38,390Liabilities 2017: $0Net Assets 2017: $38,3902017Assets 2018: $37,005Liabilities 2018: $0Net Assets 2018: $37,0052018Assets 2019: $36,211Liabilities 2019: $0Net Assets 2019: $36,2112019Assets 2020: $35,160Liabilities 2020: $0Net Assets 2020: $35,1602020Assets 2021: $33,082Liabilities 2021: $0Net Assets 2021: $33,0822021Assets 2022: $31,678Liabilities 2022: $0Net Assets 2022: $31,6782022Assets 2023: $30,735Liabilities 2023: $0Net Assets 2023: $30,7352023Assets 2024: $30,101Liabilities 2024: $0Net Assets 2024: $30,1012024Assets 2025: $29,554Liabilities 2025: $0Net Assets 2025: $29,5542025

Highlighted filing

2016

Assets$40,059
Liabilities$0
Net Assets$40,059

Operations Trend

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2012: $2,145Expenses 2012: $2,636Net Income 2012: -$4912012Revenue 2013: $1,236Expenses 2013: $2,752Net Income 2013: -$1,5162013Revenue 2014: $1,191Expenses 2014: $2,514Net Income 2014: -$1,3232014Revenue 2015: $680Expenses 2015: $2,463Net Income 2015: -$1,7832015Revenue 2016: $839Expenses 2016: $2,464Net Income 2016: -$1,6252016Revenue 2017: $675Expenses 2017: $2,344Net Income 2017: -$1,6692017Revenue 2018: $659Expenses 2018: $2,043Net Income 2018: -$1,3842018Revenue 2019: $1,276Expenses 2019: $2,070Net Income 2019: -$7942019Revenue 2020: $803Expenses 2020: $1,853Net Income 2020: -$1,0502020Revenue 2021: $858Expenses 2021: $2,938Net Income 2021: -$2,0802021Revenue 2022: $573Expenses 2022: $1,976Net Income 2022: -$1,4032022Revenue 2023: $691Expenses 2023: $1,635Net Income 2023: -$9442023Revenue 2024: $800Expenses 2024: $1,433Net Income 2024: -$6332024Revenue 2025: $888Expenses 2025: $1,435Net Income 2025: -$5472025

Highlighted filing

2016

Revenue$839
Expenses$2,464
Net Income-$1,625
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Nov 9, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$441-$441
Filing and Contact Details

Filer

Filer Name
Howard a Shaul Tr Uw
EIN
14-6048977
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
2016-11-09
Raw XML Appendix289 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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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 AS CORPORATE TRUSTEE 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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0134392535
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01992
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/AppliedToCurrentYearAmt01774
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0425
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02122
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/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02199
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0348
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0425
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWARD A SHAUL TR UW
ReturnHeader/Filer/BusinessNameControlTxt0SHAU
ReturnHeader/Filer/EIN0146048977
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1802
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0029011802
ReturnHeader/ReturnTs02016-11-09T11:00:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$0.89$1.44$0.55
2024Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$0.80$1.43$0.63
2023Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$0.69$1.64$0.94
2022Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$0.57$1.98$1.40
2021Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$0.86$2.94$2.08
2020Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$0.80$1.85$1.05
2019Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$1.28$2.07$0.79
2018Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$0.66$2.04$1.38
2017Detailed filing. Detailed filing data is available for this year.$38.4$0.00$38.4$0.68$2.34$1.67
2016Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$0.84$2.46$1.63
2015Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$0.68$2.46$1.78
2014Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$1.19$2.51$1.32
2013Summary only. Only limited summary data is available for this year.$44.8$0.00$1.24$2.75$1.52
2012Summary only. Only limited summary data is available for this year.$46.3$0.00$2.15$2.64$0.49