Civic Intelligence

Ethel M Gainey Charitable Trust Citizensuni

990PF • Fiscal year 2019 • EIN 20-6605552

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 29, 2020

38 Resnik Road Suite 202Plymouth, MA 02360

(508) 591-6204

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$6,088

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Up

$348,405

Up $4,634 (+1.3%) from 2017

Net Assets

Up

$348,405

Up $4,634 (+1.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$24,902

Down $27,820 (-53%) from 2017

Expenses

Down

$27,526

Down $786 (-2.8%) from 2017

Net Income

Down

-$2,624

Down $27,034 (-111%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $368,785Liabilities 2010: $0Net Assets 2010: $368,7852010Assets 2011: $368,418Liabilities 2011: $0Net Assets 2011: $368,4182011Assets 2012: $340,941Liabilities 2012: $0Net Assets 2012: $340,9412012Assets 2013: $329,125Liabilities 2013: $0Net Assets 2013: $329,1252013Assets 2014: $319,631Liabilities 2014: $0Net Assets 2014: $319,6312014Assets 2015: $312,775Liabilities 2015: $0Net Assets 2015: $312,7752015Assets 2016: $319,878Liabilities 2016: $0Net Assets 2016: $319,8782016Assets 2017: $343,771Liabilities 2017: $0Net Assets 2017: $343,7712017Assets 2019: $348,405Liabilities 2019: $0Net Assets 2019: $348,4052019Assets 2020: $328,434Liabilities 2020: $0Net Assets 2020: $328,4342020Assets 2021: $357,470Liabilities 2021: $0Net Assets 2021: $357,4702021Assets 2022: $349,690Liabilities 2022: $0Net Assets 2022: $349,6902022Assets 2023: $339,775Liabilities 2023: $0Net Assets 2023: $339,7752023Assets 2024: $331,279Liabilities 2024: $0Net Assets 2024: $331,2792024

Highlighted filing

2019

Assets$348,405
Liabilities$0
Net Assets$348,405

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $14,5392010Expenses 2011: $15,7162011Expenses 2012: $27,3482012Revenue 2013: $13,531Expenses 2013: $25,222Net Income 2013: -$11,6912013Revenue 2014: $18,062Expenses 2014: $27,430Net Income 2014: -$9,3682014Revenue 2015: $21,258Expenses 2015: $28,146Net Income 2015: -$6,8882015Revenue 2016: $32,598Expenses 2016: $27,237Net Income 2016: $5,3612016Revenue 2017: $52,722Expenses 2017: $28,312Net Income 2017: $24,4102017Revenue 2019: $24,902Expenses 2019: $27,526Net Income 2019: -$2,6242019Revenue 2020: $13,449Expenses 2020: $33,466Net Income 2020: -$20,0172020Revenue 2021: $61,347Expenses 2021: $32,225Net Income 2021: $29,1222021Revenue 2022: $31,609Expenses 2022: $39,297Net Income 2022: -$7,6882022Revenue 2023: $14,271Expenses 2023: $27,212Net Income 2023: -$12,9412023Revenue 2024: $32,042Expenses 2024: $37,669Net Income 2024: -$5,6272024

Highlighted filing

2019

Revenue$24,902
Expenses$27,526
Net Income-$2,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 29, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,088-$6,088
Filing and Contact Details

Filer

Filer Name
Ethel M Gainey Charitable Trust
EIN
20-6605552
Phone
5085916204
Address
38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360

Signing Officer

Name
Teresa Prue
Title
Vice President
Phone
5085916204
Signed
2020-02-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 400, PROVIDENCE, RI 02903
Preparer
Christopher L Gillam
Phone
4014573848
Raw XML AppendixShowing 400 of 428 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010000. BANK OF AMERICA CORP 2.6000% 01/15/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1. J.P. MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21032.422 MFS TOTAL RETURN BOND FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc315000. AT & T INC 2.3000% 03/11/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc410000. GILEAD SCIENCES 2.0500% 04/01/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc55. BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63. ALPHABET INC. CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc715. APPLE, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc810. BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950. COCA COLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1025. DISNEY WALT CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125. PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12175. INVESCO LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13. CLASS ACTION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14. CLASS ACTION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-02-15
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05085916204
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Union United Methodist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Bristol Community College Foundation In
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Southcoast Hospitals Group Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0KIMBERLY J SMITH EXECUTIVE DIRECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1600 HIGHLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PAULA POPEO EXECUTIVE DIRECTOR OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ATTN ALANA-JEANNE BELANGER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Fall River
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Fairhaven
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302719
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021582
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04084
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01940
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04084
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0265
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJUSTMENT
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA PRUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.32$0.38$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.14$0.27$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.32$0.39$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.61$0.32$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.13$0.33$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.25$0.28$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.53$0.28$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.33$0.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.21$0.28$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.18$0.27$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.14$0.25$0.12
2012Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.16
2010Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.15