Civic Intelligence

Irvin and Marion Erb Charitable Trust

EIN 20-5142862 • Fitchburg, MA

Erb Southcotte P O Box 827Fitchburg, MA 01420-0056
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-73%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$5,980

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-3.1%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

6.7%

Faster revenue growth than 47% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,422,492

Down $45,144 (-3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,422,492

Down $45,144 (-3.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin7th percentile

Revenue

Up

$61,831

Up $3,873 (+6.7%) from 2023

Expenses

Up

$106,976

Up $757 (+0.7%) from 2023

Net Income

Up

-$45,145

Up $3,116 (+6.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,034,679Liabilities 2011: $02011Assets 2012: $1,975,772Liabilities 2012: $02012Assets 2013: $1,936,154Liabilities 2013: $02013Assets 2014: $1,898,284Liabilities 2014: $02014Assets 2015: $1,850,009Liabilities 2015: $02015Assets 2019: $1,625,165Liabilities 2019: $02019Assets 2020: $1,586,021Liabilities 2020: $0Net Assets 2020: $1,586,0212020Assets 2021: $1,558,888Liabilities 2021: $0Net Assets 2021: $1,558,8882021Assets 2022: $1,515,898Liabilities 2022: $0Net Assets 2022: $1,515,8982022Assets 2023: $1,467,636Liabilities 2023: $0Net Assets 2023: $1,467,6362023Assets 2024: $1,422,492Liabilities 2024: $0Net Assets 2024: $1,422,4922024

Highlighted filing

2024

Assets$1,422,492
Liabilities$0
Net Assets$1,422,492
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $80,523Expenses 2011: $111,591Net Income 2011: -$31,0682011Revenue 2012: $54,018Expenses 2012: $119,439Net Income 2012: -$65,4212012Revenue 2013: $79,578Expenses 2013: $121,979Net Income 2013: -$42,4012013Revenue 2014: $83,809Expenses 2014: $123,959Net Income 2014: -$40,1502014Revenue 2015: $68,423Expenses 2015: $123,386Net Income 2015: -$54,9632015Revenue 2019: $67,907Expenses 2019: $101,681Net Income 2019: -$33,7742019Revenue 2020: $61,774Expenses 2020: $100,916Net Income 2020: -$39,1422020Revenue 2021: $61,055Expenses 2021: $88,188Net Income 2021: -$27,1332021Revenue 2022: $56,743Expenses 2022: $99,735Net Income 2022: -$42,9922022Revenue 2023: $57,958Expenses 2023: $106,219Net Income 2023: -$48,2612023Revenue 2024: $61,831Expenses 2024: $106,976Net Income 2024: -$45,1452024

Highlighted filing

2024

Revenue$61,831
Expenses$106,976
Net Income-$45,145
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,422,492
Liabilities
$0
Net assets
$1,422,492
Revenue
$61,831
Expenses
$106,976
Net income
-$45,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.06$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.06$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.06$0.10$0.04
2019Summary only. Only limited summary data is available for this year.$1.63$0.00$0.07$0.10$0.03
2015Summary only. Only limited summary data is available for this year.$1.85$0.00$0.07$0.12$0.05
2014Summary only. Only limited summary data is available for this year.$1.90$0.00$0.08$0.12$0.04
2013Summary only. Only limited summary data is available for this year.$1.94$0.00$0.08$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.98$0.00$0.05$0.12$0.07
2011Summary only. Only limited summary data is available for this year.$2.03$0.00$0.08$0.11$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELISHA W ERBTrustee-$5,980-$5,980
DAVID G SOUTHCOTTE SRTrustee-$5,980-$5,980
Filing and Contact Details

Filer

Filer Name
Irvin and Marion Erb Charitable Trust
EIN
20-5142862
Phone
9783434856
Address
ERB SOUTHCOTTE P O BOX 827, FITCHBURG, MA 01420-0056

Signing Officer

Name
Elisha W Erb
Title
Trustee
Phone
9783434856
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Erb & Southcotte
Address
780 MAIN ST P O BOX 827, FITCHBURG, MA 01420-0056
Preparer
David G Southcotte Sr
Phone
9783434856
Raw XML Appendix299 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NOT PRIVATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NOT PRIVATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0394 PLEASANTDALE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1263 ALDEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2285 JOHN FITCH HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3766 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RUTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FITCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001543
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1011093797
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301610
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt093250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt093249
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0105381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0105380
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt093249
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASSACHUSETTS - FILING FEE, FORM PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1U.S. TREASURY - ESTIMATED TAX 2024
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ENBRIDGE - FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1679
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1679
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21052
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST FOR ROUNDING
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISHA W ERB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09783434856
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRVIN AND MARION ERB CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IRVI
ReturnHeader/Filer/EIN0205142862
ReturnHeader/Filer/PhoneNum09783434856
ReturnHeader/Filer/USAddress/AddressLine1Txt0ERB SOUTHCOTTE P O BOX 827
ReturnHeader/Filer/USAddress/CityNm0FITCHBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0014200056
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042274725
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERB & SOUTHCOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0780 MAIN ST P O BOX 827
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FITCHBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0014200056
ReturnHeader/PreparerPersonGrp/PhoneNum09783434856
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID G SOUTHCOTTE SR
ReturnHeader/ReturnTs02025-05-09T12:45:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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