Civic Intelligence

Chorus of Westerly Endowment Trust 1015100060

990EZ • Fiscal year 2016 • EIN 22-2906516

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 08, 2016

Organization Profile
23 Broad StreetWesterly, RI 02891

(401) 348-1234

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

189%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$1,700

Higher top officer pay than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-8.6%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$141,386

Down $13,351 (-8.6%) from 2015

Net Assets

Down

$141,386

Down $13,351 (-8.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$7,074

Down $18,169 (-164%) from 2015

Expenses

Down

$6,273

Down $1,073 (-15%) from 2015

Net Income

Down

-$13,347

Down $17,096 (-456%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2016

Assets$141,386
Liabilities$0
Net Assets$141,386
Open 2016 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

2016

Revenue-$7,074
Expenses$6,273
Net Income-$13,347
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 8, 2016
Return Version
2015v2.0
Gross Receipts
$85,776
Mission and Program Overview

Mission

Support for the chorus of westerly

Program Services

DescriptionGrantsExpenses
All trust income is distributed to the Chorus of Westerly which is a 501(c)(3) organization to support its tax-exempt purposes--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,700-$1,700
Brenda GreenChairman Of The Board-$0--
Christopher FusaroTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Chorus of Westerly Endowment Trust 1015100060
EIN
22-2906516
Phone
4013481234
Address
23 BROAD STREET, WESTERLY, RI 02891

Signing Officer

Name
The Washington Trust Company
Title
Vice President
Phone
4013481234
Signed
2016-07-08
Raw XML Appendix134 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE WASHINGTON TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum04013481234
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023 BROAD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTERLY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002891
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0154737
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141386
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt092850
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13347
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0154737
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0141386
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-11177
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04097
IRS990EZ/GrossReceiptsAmt085776
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04103
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0154737
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0141386
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0154737
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141386
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0The Washington Trust Company
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brenda Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christopher Fusaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman of the Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-4
IRS990EZ/OtherExpensesTotalAmt02176
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support for the Chorus of Westerly
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0All trust income is distributed to the Chorus of Westerly which is a 501(c)(3) organization to support its tax-exempt purposes
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt081673
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0RI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06273
IRS990EZ/TotalRevenueAmt0-7074
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0056019151
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04097
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHORUS OF WESTERLY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04097
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THE WASHINGTON TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04013481234
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHORUS OF WESTERLY ENDOWMENT TRUST 1015100060
ReturnHeader/Filer/BusinessNameControlTxt0CHOR
ReturnHeader/Filer/EIN0222906516
ReturnHeader/Filer/PhoneNum04013481234
ReturnHeader/Filer/USAddress/AddressLine1Txt023 BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0WESTERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002891
ReturnHeader/ReturnTs02016-07-08T13:00:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,386
Liabilities
$0
Net assets
$141,386
Revenue
-$7,074
Expenses
$6,273
Net income
-$13,347
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