Civic Intelligence

R Waldron Known Ba Waldron Mem

990PF • Fiscal year 2016 • EIN 16-6075554

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 31, 2017

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.

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

41st percentile

-0.8%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

76th percentile

$3

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

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

Asset Growth

47th percentile

-0.1%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

16th percentile

-34%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$4,983

Down $3 (-0.1%) from 2015

Net Assets

Down

$4,983

Down $3 (-0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin41st percentile

Revenue

Down

$242

Down $127 (-34%) from 2015

Expenses

Down

$244

Down $16 (-6.2%) from 2015

Net Income

Down

-$2

Down $111 (-102%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0K$4.0K$2.0K$0Assets 2011: $4,884Liabilities 2011: $02011Assets 2012: $4,664Liabilities 2012: $02012Assets 2013: $4,584Liabilities 2013: $02013Assets 2014: $4,877Liabilities 2014: $02014Assets 2015: $4,986Liabilities 2015: $0Net Assets 2015: $4,9862015Assets 2016: $4,983Liabilities 2016: $0Net Assets 2016: $4,9832016Assets 2017: $5,127Liabilities 2017: $0Net Assets 2017: $5,1272017Assets 2018: $5,858Liabilities 2018: $0Net Assets 2018: $5,8582018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$4,983
Liabilities$0
Net Assets$4,983
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $159Expenses 2011: $353Net Income 2011: -$1942011Revenue 2012: $208Expenses 2012: $430Net Income 2012: -$2222012Revenue 2013: $174Expenses 2013: $255Net Income 2013: -$812013Revenue 2014: $579Expenses 2014: $286Net Income 2014: $2932014Revenue 2015: $369Expenses 2015: $260Net Income 2015: $1092015Revenue 2016: $242Expenses 2016: $244Net Income 2016: -$22016Revenue 2017: $381Expenses 2017: $238Net Income 2017: $1432017Revenue 2018: $967Expenses 2018: $235Net Income 2018: $7322018Revenue 2019: $17Expenses 2019: $5,882Net Income 2019: -$5,8652019

Highlighted filing

2016

Revenue$242
Expenses$244
Net Income-$2
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA NATrustee-$3-$3
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOHAWK VALLEY COMMUNITY COLLEGESCHOLARSHIPN/AUTICA, NY, US$232
Filing and Contact Details

Filer

Filer Name
R Waldron Known Ba Waldron Mem
EIN
16-6075554
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
2017-03-31
Raw XML Appendix291 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 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.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm019765H768 COLUMBIA CAP ALLOC M
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0253
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01
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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/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0233
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJU
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/Amt21
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R WALDRON KNOWN BA WALDRON MEM
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0166075554
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1802
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0029011802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07BFAC51D0FD95BFA601FDE4199B63FA642FBD7D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId066336AE65777624BCE797F1669350FD3D68BB7C8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.194.11
ReturnHeader/ReturnTs02017-03-31T11:08:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,983
Liabilities
$0
Net assets
$4,983
Revenue
$242
Expenses
$244
Net income
-$2
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0$0$0$17$5,882$5,865
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,858$0$5,858$967$235$732
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,127$0$5,127$381$238$143
2016Detailed filing. Detailed filing data is available for this year.$4,983$0$4,983$242$244$2
2015Detailed filing. Detailed filing data is available for this year.$4,986$0$4,986$369$260$109
2014Summary only. Only limited summary data is available for this year.$4,877$0$579$286$293
2013Summary only. Only limited summary data is available for this year.$4,584$0$174$255$81
2012Summary only. Only limited summary data is available for this year.$4,664$0$208$430$222
2011Summary only. Only limited summary data is available for this year.$4,884$0$159$353$194