Civic Intelligence

Epsilon Association Charitable Trust

990PF • Fiscal year 2011 • EIN 16-6076130

Jun 01, 2010 to May 31, 2011 • Filed on Apr 17, 2012

Organization Profile
200 East Buffalo Street14850
Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets78th percentile

Assets

$135,255

No earlier filing loaded for comparison.

Net Assets

$122,196

No earlier filing loaded for comparison.

Liabilities

$13,059

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$24,378

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2011: $135,255Liabilities 2011: $13,059Net Assets 2011: $122,1962011Assets 2012: $104,668Liabilities 2012: $1,739Net Assets 2012: $102,9292012Assets 2013: $99,351Liabilities 2013: $12,905Net Assets 2013: $86,4462013Assets 2014: $85,374Liabilities 2014: $3,0442014Assets 2015: $83,938Liabilities 2015: $3,1192015Assets 2016: $82,975Liabilities 2016: $2,9592016Assets 2020: $89,085Liabilities 2020: $2,5652020Assets 2021: $88,242Liabilities 2021: $2,565Net Assets 2021: $85,6772021Assets 2022: $91,204Liabilities 2022: $2,615Net Assets 2022: $88,5892022Assets 2023: $80,765Liabilities 2023: $2,615Net Assets 2023: $78,1502023Assets 2024: $86,298Liabilities 2024: $2,615Net Assets 2024: $83,6832024Assets 2025: $78,687Liabilities 2025: $2,615Net Assets 2025: $76,0722025

Highlighted filing

2011

Assets$135,255
Liabilities$13,059
Net Assets$122,196
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KExpenses 2011: $24,3782011Expenses 2012: $21,8332012Expenses 2013: $19,5922013Revenue 2014: $2,389Expenses 2014: $6,505Net Income 2014: -$4,1162014Revenue 2015: $2,590Expenses 2015: $3,023Net Income 2015: -$4332015Revenue 2016: $1,970Expenses 2016: $2,776Net Income 2016: -$8062016Revenue 2020: $3,714Expenses 2020: $80Net Income 2020: $3,6342020Revenue 2021: $421Expenses 2021: $1,264Net Income 2021: -$8432021Revenue 2022: $6,564Expenses 2022: $3,652Net Income 2022: $2,9122022Revenue 2023: $4,501Expenses 2023: $14,940Net Income 2023: -$10,4392023Revenue 2024: $13,162Expenses 2024: $7,825Net Income 2024: $5,3372024Revenue 2025: $3,382Expenses 2025: $10,798Net Income 2025: -$7,4162025

Highlighted filing

2011

Revenue-
Expenses$24,378
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Apr 17, 2012
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES PAUL BLANCOTreasurer-$0--
FREDERICK BLOOMTrustee-$0--
CHARLES R HOLCOMBTrustee-$0--
BRUCE E YOUNGTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSCHOLARSHP RECIPIENTMILTON, MA, US$4,000
Paid Grant-SCHOLARSHIPSCHOLARSHP RECIPIENTNORTH ANDOVER, MA, US$3,500
Filing and Contact Details

Filer

EIN
16-6076130
Raw XML Appendix369 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0975
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue088039
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV092482
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount03816
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-08-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0$25,000 TREASURY NOTE 4.125% 08/15/10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0516
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome030
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear073
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0143310
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances045880
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities097430
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02150
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn07058
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0141160
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES PAUL BLANCO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1FREDERICK BLOOM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHARLES R HOLCOMB
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3BRUCE E YOUNG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1070-25 YELLOWSTONE BLVD APT 11D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11815 DORSEA RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123 EASTERLY CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 165
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FOREST HILLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LANCASTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2HUNTINGTON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
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IRS990PF/SummaryOfDirectCharitableActy/Description10HOSTED SPEAKER J. CRAIG VENTER, ONE OF THE LEADING SCIENTISTS OF THE 21 CENTURY. DR. VENTER IS INVOLVED WITH HUMAN, MICROBIAL, PLANT, SYNTHETIC AND ENVIRONMENTAL GENOMIC RESEARCH, AS WELL AS EXPLORING SOCIAL AND ETHICAL ISSUES SURROUNDING GENOMICS
IRS990PF/SummaryOfDirectCharitableActy/Expenses1015046
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATIONS FOR THE SCHOLARSHIPS ARE AVAILABLE FROM THE HOUSE PRESIDENT.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0WILLIAM CHEN CO SCIARABBA WALKER CO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06072725550
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10200 EAST BUFFALO STREET SUITE 402
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ITHACA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode014850
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SEE SCHEDULE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0THE APPLICATION SHOULD BE COMPLETED AND SUBMITTED BY OCTOBER 30TH.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0SCHOLARSHP RECIPIENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1SCHOLARSHP RECIPIENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0NATHANIEL MORRIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1ROBERT MORANDI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10308 ADAMS STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11103 ROSEMONT DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NORTH ANDOVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002186
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101845
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear07500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear07028
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07028
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1052159
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear308967
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear405926
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear082620
IRS990PF/UndistributedIncome/ExcessFromCurrentYear015568
IRS990PF/UndistributedIncome/ExcessFromYear1052159
IRS990PF/UndistributedIncome/ExcessFromYear308967
IRS990PF/UndistributedIncome/ExcessFromYear405926
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions022596
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus015568
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus082620
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover067052
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0380
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome10
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome20
OtherExpensesSchedule/OtherExpenses/Description0BANK CUSTODIAL FEES
OtherExpensesSchedule/OtherExpenses/Description1OLIPHANT SPEAKER EVENT
OtherExpensesSchedule/OtherExpenses/Description2MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps115046
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0380
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0380
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks115046
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2427
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue03590
OtherLiabilitiesSchedule/OtherLiabilities/Description0DUE TO EPSILON
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue012530
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount050
TaxesSchedule/Taxes/Category0NYS CHARITABLE FILING FEE
TaxesSchedule/Taxes/DisbursementsCharitablePrps050
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166076130
ReturnHeader/Filer/Name/BusinessNameLine10EPSILON ASSOCIATION CHARITABLE TRUST
ReturnHeader/Filer/Name/BusinessNameLine20C/O SCIARABBA WALKER & CO LLP
ReturnHeader/Filer/NameControl0EPSI
ReturnHeader/Filer/Phone06072725550
ReturnHeader/Filer/USAddress/AddressLine10200 EAST BUFFALO STREET
ReturnHeader/Filer/USAddress/City0ITHACA
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014850
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-04-17
ReturnHeader/Officer/Name0BILL CHEN
ReturnHeader/Officer/Phone05163822643
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SCIARABBA WALKER & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10200 E BUFFALO ST SUITE 402
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ITHACA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode014850
ReturnHeader/Preparer/Name0PATRICIA DIGIANNANTONIO
ReturnHeader/Preparer/Phone06072725550
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-06-01
ReturnHeader/TaxPeriodEndDate02011-05-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-04-17T12:08:29-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,255
Liabilities
$13,059
Net assets
$122,196
Revenue
-
Expenses
$24,378
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.76$0.03$0.11$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.03$0.84$0.13$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.78$0.05$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.03$0.89$0.07$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.03$0.86$0.00$0.01$0.01
2020Summary only. Only limited summary data is available for this year.$0.89$0.03$0.04$0.00$0.04
2016Summary only. Only limited summary data is available for this year.$0.83$0.03$0.02$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$0.84$0.03$0.03$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$0.85$0.03$0.02$0.07$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.13$0.86$0.20
2012Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.22
2011Detailed filing. Detailed filing data is available for this year.$1.35$0.13$1.22$0.24