Civic Intelligence

Jane and Jack Fitzpatrick Trust

990PF • Fiscal year 2018 • EIN 20-2612696

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 05, 2018

PO Box 1164Stockbridge, MA 01262

(413) 298-1036

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

22nd percentile

$20,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

93rd percentile

38%

Faster asset growth than 93% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

310%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$17,492,213

Up $4,829,902 (+38%) from 2017

Net Assets

Up

$17,492,213

Up $4,829,902 (+38%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$4,507,731

Up $3,407,267 (+310%) from 2017

Expenses

Up

$865,231

Up $38,036 (+4.6%) from 2017

Net Income

Up

$3,642,500

Up $3,369,231 (+1233%) from 2017

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $3,177,126Liabilities 2012: $02012Assets 2013: $9,438,909Liabilities 2013: $02013Assets 2014: $11,799,207Liabilities 2014: $02014Assets 2015: $12,242,498Liabilities 2015: $02015Assets 2016: $12,389,042Liabilities 2016: $0Net Assets 2016: $12,389,0422016Assets 2017: $12,662,311Liabilities 2017: $0Net Assets 2017: $12,662,3112017Assets 2018: $17,492,213Liabilities 2018: $0Net Assets 2018: $17,492,2132018Assets 2019: $17,320,142Liabilities 2019: $0Net Assets 2019: $17,320,1422019Assets 2020: $16,665,453Liabilities 2020: $0Net Assets 2020: $16,665,4532020Assets 2021: $16,098,533Liabilities 2021: $0Net Assets 2021: $16,098,5332021Assets 2022: $16,214,471Liabilities 2022: $7,754Net Assets 2022: $16,206,7172022Assets 2023: $16,299,421Liabilities 2023: $266Net Assets 2023: $16,299,1552023Assets 2024: $16,814,843Liabilities 2024: $20,866Net Assets 2024: $16,793,9772024Assets 2025: $17,536,690Liabilities 2025: $3,994Net Assets 2025: $17,532,6962025

Highlighted filing

2018

Assets$17,492,213
Liabilities$0
Net Assets$17,492,213

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,195,984Expenses 2012: $621,757Net Income 2012: $574,2272012Revenue 2013: $6,558,349Expenses 2013: $296,566Net Income 2013: $6,261,7832013Revenue 2014: $2,997,209Expenses 2014: $636,911Net Income 2014: $2,360,2982014Revenue 2015: $1,282,950Expenses 2015: $839,657Net Income 2015: $443,2932015Revenue 2016: $1,092,242Expenses 2016: $945,698Net Income 2016: $146,5442016Revenue 2017: $1,100,464Expenses 2017: $827,195Net Income 2017: $273,2692017Revenue 2018: $4,507,731Expenses 2018: $865,231Net Income 2018: $3,642,5002018Revenue 2019: $680,411Expenses 2019: $852,482Net Income 2019: -$172,0712019Revenue 2020: $531,870Expenses 2020: $1,051,085Net Income 2020: -$519,2152020Revenue 2021: $685,507Expenses 2021: $1,252,427Net Income 2021: -$566,9202021Revenue 2022: $1,247,768Expenses 2022: $1,308,366Net Income 2022: -$60,5982022Revenue 2023: $1,248,348Expenses 2023: $1,154,459Net Income 2023: $93,8892023Revenue 2024: $2,150,036Expenses 2024: $1,407,223Net Income 2024: $742,8132024Revenue 2025: $2,436,126Expenses 2025: $1,433,485Net Income 2025: $1,002,6412025

Highlighted filing

2018

Revenue$4,507,731
Expenses$865,231
Net Income$3,642,500
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 5, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMARA T STEVENSTrusteePT$20,000-$20,000
CASEY ROTHSTEIN-FITZPATRICKTrustee-$0--
PETER WILLIAMSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jane and Jack Fitzpatrick Trust
EIN
20-2612696
Phone
4132981036
Address
PO BOX 1164, STOCKBRIDGE, MA 01262

Signing Officer

Name
Tamara T Stevens
Title
Trustee
Phone
4132981036
Signed
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Smith Watson & Co Llp
Address
7 NORTH ST SUITE 205, PITTSFIELD, MA 01201
Preparer
Bryon M Sherman
Phone
4134649940
Raw XML AppendixShowing 400 of 493 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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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0GRANT TO THE HORTICULTURAL INITIATIVE TO REVITALIZE CAMPUS GROUNDS AT THE BOSTON SYMPHONY ORCHESTRA'S SUMMER HOME, TANGLEWOOD.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0GRANT FOR LOCAL ECONOMIC DEVELOPMENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0GRANT TO INSULATE THE GUTHRIE CENTER BUILDING TO IMPROVE OPERATIONS ON A YEAR-ROUND BASIS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RESTORATION OF WINDOWS AND SHUTTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HORTICULTURE INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5INSULATION OF BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6AUDIO AND LIGHTING IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7RENOVATE COTTAGE TO A LIVING SPACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8"CENTER FOR ILLUSTRATION ART" GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9ARTIFICIAL TURF FIELD FOR YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10"ROOM MAKEOEVER CAMPAIGN" GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11LOCAL ECONOMIC DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12LOCAL ECONOMIC DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13IMPROVEMENTS TO BARN AT NAUMKEAG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14BERKSHIRE LIGHTSCAPES PROJECT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONSTRUCT INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRACTURED ATLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOSTON SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE GUTHRIE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MAHAIWE PERFORMING ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7RIVERBROOK RESIDENCE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NORMAN ROCKWELL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9BERKSHIRE COMMUNITY COLLEGE FOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10RONALD MCDONALD HOUSE SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11CDC OF SOUTH BERKSHIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12CDC OF SOUTH BERKSHIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13THE TRUSTEES OF RESERVATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14DOWNTOWN PITTSFIELD CULTURAL ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt041 MAHAIWE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1MAIN STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52 VAN DEUSENVILLE ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74 ICE GLEN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91350 WEST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1034 CHAPIN TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO BOX 733
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO BOX 733
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13200 HIGH STREET 4TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1433 DUNHAM MALL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST STOCKBRIDGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STOCKBRIDGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8STOCKBRIDGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12GREAT BARRINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210001
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd801262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd901201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1001107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1101230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1201230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1302110

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.44$1.43$1.00
2024Detailed filing. Detailed filing data is available for this year.$16.8$0.02$16.8$2.15$1.41$0.74
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$1.25$1.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$16.2$0.01$16.2$1.25$1.31$0.06
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.69$1.25$0.57
2020Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.53$1.05$0.52
2019Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.68$0.85$0.17
2018Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$4.51$0.87$3.64
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.10$0.83$0.27
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.09$0.95$0.15
2015Summary only. Only limited summary data is available for this year.$12.2$0.00$1.28$0.84$0.44
2014Summary only. Only limited summary data is available for this year.$11.8$0.00$3.00$0.64$2.36
2013Summary only. Only limited summary data is available for this year.$9.44$0.00$6.56$0.30$6.26
2012Summary only. Only limited summary data is available for this year.$3.18$0.00$1.20$0.62$0.57