Civic Intelligence

Chorus of Westerly Endowment Trust 1015100060

990EZ • Fiscal year 2013 • EIN 22-2906516

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 13, 2013

Organization Profile
23 Broad Street02891
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

100th percentile

467%

Higher net margin than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$130,225

Down $5,704 (-4.2%) from 2012

Net Assets

Down

$130,225

Down $5,704 (-4.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,223

Down $1,283 (-2138%) from 2012

Expenses

Up

$4,485

Up $94 (+2.1%) from 2012

Net Income

Down

-$5,708

Down $1,377 (-32%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$200K$150K$100K$50K$0Assets 2010: $138,729Liabilities 2010: $0Net Assets 2010: $138,7292010Assets 2011: $140,271Liabilities 2011: $0Net Assets 2011: $140,2712011Assets 2012: $135,929Liabilities 2012: $0Net Assets 2012: $135,9292012Assets 2013: $130,225Liabilities 2013: $0Net Assets 2013: $130,2252013Assets 2014: $150,988Liabilities 2014: $0Net Assets 2014: $150,9882014Assets 2015: $154,737Liabilities 2015: $0Net Assets 2015: $154,7372015Assets 2016: $141,386Liabilities 2016: $0Net Assets 2016: $141,3862016Assets 2017: $144,401Liabilities 2017: $0Net Assets 2017: $144,4012017Assets 2018: $142,269Liabilities 2018: $0Net Assets 2018: $142,2692018Assets 2019: $145,662Liabilities 2019: $0Net Assets 2019: $145,6622019Assets 2020: $145,934Liabilities 2020: $0Net Assets 2020: $145,9342020Assets 2021: $143,005Liabilities 2021: $0Net Assets 2021: $143,0052021Assets 2022: $175,813Liabilities 2022: $0Net Assets 2022: $175,8132022Assets 2023: $170,253Liabilities 2023: $0Net Assets 2023: $170,2532023Assets 2024: $189,891Liabilities 2024: $0Net Assets 2024: $189,8912024Assets 2025: $192,272Liabilities 2025: $0Net Assets 2025: $192,2722025

Highlighted filing

2013

Assets$130,225
Liabilities$0
Net Assets$130,225
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2010: $3,564Expenses 2010: $5,335Net Income 2010: -$1,7712010Revenue 2011: $9,334Expenses 2011: $7,716Net Income 2011: $1,6182011Revenue 2012: $60Expenses 2012: $4,391Net Income 2012: -$4,3312012Revenue 2013: -$1,223Expenses 2013: $4,485Net Income 2013: -$5,7082013Revenue 2014: $26,220Expenses 2014: $5,407Net Income 2014: $20,8132014Revenue 2015: $11,095Expenses 2015: $7,346Net Income 2015: $3,7492015Revenue 2016: -$7,074Expenses 2016: $6,273Net Income 2016: -$13,3472016Revenue 2017: $9,913Expenses 2017: $6,787Net Income 2017: $3,1262017Revenue 2018: $5,451Expenses 2018: $7,553Net Income 2018: -$2,1022018Revenue 2019: $10,100Expenses 2019: $7,372Net Income 2019: $2,7282019Revenue 2020: $9,109Expenses 2020: $8,872Net Income 2020: $2372020Revenue 2021: $4,423Expenses 2021: $7,462Net Income 2021: -$3,0392021Revenue 2022: $40,074Expenses 2022: $7,224Net Income 2022: $32,8502022Revenue 2023: $4,138Expenses 2023: $9,649Net Income 2023: -$5,5112023Revenue 2024: $28,737Expenses 2024: $9,065Net Income 2024: $19,6722024Revenue 2025: $12,229Expenses 2025: $10,064Net Income 2025: $2,1652025

Highlighted filing

2013

Revenue-$1,223
Expenses$4,485
Net Income-$5,708
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 13, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Support for the chorus of westerly

Filing and Contact Details

Filer

EIN
22-2906516
Raw XML Appendix124 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY0135929
IRS990EZ/CashSavingsAndInvestments/EOY0130225
IRS990EZ/CostOtherBasisAndSalesExpenses024341
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-5708
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GainOrLossFromSaleOfAssets0-3763
IRS990EZ/GrantsAndSimilarAmountsPaid02530
IRS990EZ/GrossAmountFromSaleOfAssets020578
IRS990EZ/GrossReceipts023118
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome02540
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0135929
IRS990EZ/NetAssetsOrFundBalancesBOY0135929
IRS990EZ/NetAssetsOrFundBalances/EOY0130225
IRS990EZ/NetAssetsOrFundBalancesEOY0130225
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/BusinessName/BusinessNameLine10The Washington Trust Company
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation01518
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Dan Van Winkle
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Katherine W Hoxsie
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets04
IRS990EZ/OtherExpensesTotal01955
IRS990EZ/PrimaryExemptPurpose0Support for the Chorus of Westerly
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0All trust income is distributed to the Chorus of Westerly which is a 501(c)(3) organization to support its tax-exempt purposes
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations02530
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses02530
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/StatesWhereCopyOfReturnIsFiled0RI
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1023 BROAD STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WESTERLY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0RI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode002891
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE WASHINGTON TRUST COMPANY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04013481234
IRS990EZ/TotalAssets/BOY0135929
IRS990EZ/TotalAssets/EOY0130225
IRS990EZ/TotalExpenses04485
IRS990EZ/TotalProgramServiceExpenses02530
IRS990EZ/TotalRevenue0-1223
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0056019151
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10CHORUS OF WESTERLY
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(C)(3)
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0Trustee/Executor Fees-Principal (al 1518 Foreign Taxes 5 Other Non-Allocable Expense - Princ 50 Tax Preparation Fee (non-allocable) 375 Foreign Taxes on Nonqualified Forei 7
IRS990ScheduleO/GeneralExplanation/Explanation1Transactions posted for prior perio 73
IRS990ScheduleO/GeneralExplanation/Explanation2Transactions posted after period en 62 Adustment for mutual fund factoring 7
IRS990ScheduleO/GeneralExplanation/Identifier0Other Expenses
IRS990ScheduleO/GeneralExplanation/Identifier1Other Increases in Net Assets or Fund Balances
IRS990ScheduleO/GeneralExplanation/Identifier2Other Decreases in Net Assets or Fund Balances
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0222906516
ReturnHeader/Filer/Name/BusinessNameLine10CHORUS OF WESTERLY ENDOWMENT TRUST 1015100060
ReturnHeader/Filer/NameControl0CHOR
ReturnHeader/Filer/Phone04013481234
ReturnHeader/Filer/USAddress/AddressLine1023 BROAD STREET
ReturnHeader/Filer/USAddress/City0WESTERLY
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002891
ReturnHeader/Officer/DateSigned02013-09-13
ReturnHeader/Officer/Name0THE WASHINGTON TRUST COMPANY
ReturnHeader/Officer/Phone04013481234
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-13T11:54:56-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$130,225
Liabilities
$0
Net assets
$130,225
Revenue
-$1,223
Expenses
$4,485
Net income
-$5,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.10$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.29$0.09$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.04$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.40$0.07$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.04$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.05$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07$0.06$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.11$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.26$0.05$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.01$0.04$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.00$0.04$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.09$0.08$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.04$0.05$0.02