Civic Intelligence

Eugene Calvin Bogert Tr a UW

990PF • Fiscal year 2017 • EIN 22-6031716

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

Organization Profile
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

1.0%

Faster asset growth than 50% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$307,268

Up $3,126 (+1.0%) from 2016

Net Assets

Up

$307,268

Up $3,126 (+1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Down

$5,095

Down $12,852 (-72%) from 2016

Expenses

Down

$1,276

Down $31,883 (-96%) from 2016

Net Income

Up

$3,819

Up $19,031 (+125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2011: $308,869Liabilities 2011: $02011Assets 2012: $316,037Liabilities 2012: $02012Assets 2013: $329,045Liabilities 2013: $02013Assets 2014: $330,059Liabilities 2014: $0Net Assets 2014: $330,0592014Assets 2015: $321,241Liabilities 2015: $0Net Assets 2015: $321,2412015Assets 2016: $304,142Liabilities 2016: $0Net Assets 2016: $304,1422016Assets 2017: $307,268Liabilities 2017: $0Net Assets 2017: $307,2682017Assets 2018: $310,759Liabilities 2018: $0Net Assets 2018: $310,7592018Assets 2019: $302,376Liabilities 2019: $0Net Assets 2019: $302,3762019Assets 2020: $287,739Liabilities 2020: $0Net Assets 2020: $287,7392020Assets 2021: $277,819Liabilities 2021: $0Net Assets 2021: $277,8192021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$307,268
Liabilities$0
Net Assets$307,268
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $21,057Expenses 2011: $16,511Net Income 2011: $4,5462011Revenue 2012: $25,400Expenses 2012: $17,246Net Income 2012: $8,1542012Revenue 2013: $31,139Expenses 2013: $17,750Net Income 2013: $13,3892013Revenue 2014: $10,118Expenses 2014: $15,428Net Income 2014: -$5,3102014Revenue 2015: $13,115Expenses 2015: $22,384Net Income 2015: -$9,2692015Revenue 2016: $17,947Expenses 2016: $33,159Net Income 2016: -$15,2122016Revenue 2017: $5,095Expenses 2017: $1,276Net Income 2017: $3,8192017Revenue 2018: $6,859Expenses 2018: $2,928Net Income 2018: $3,9312018Revenue 2019: $7,857Expenses 2019: $16,258Net Income 2019: -$8,4012019Revenue 2020: $4,897Expenses 2020: $19,374Net Income 2020: -$14,4772020Revenue 2021: $4,155Expenses 2021: $13,627Net Income 2021: -$9,4722021Revenue 2022: $55,921Expenses 2022: $332,051Net Income 2022: -$276,1302022

Highlighted filing

2017

Revenue$5,095
Expenses$1,276
Net Income$3,819
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eugene Calvin Bogert Tr a Uw
EIN
22-6031716
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2018-04-19
Raw XML Appendix348 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0NO FILING IS REQUIRED FOR THE STATE OF NEW JERSEY
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1802
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PROVIDENCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0029011802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US TRUST FIDUCIARY TAX SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0320
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012525
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0320
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012525
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02856
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt095
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1341
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2258
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TYE INCOME ADJU
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PARTNERSHIP ADJU
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ADJU CARRYING VAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PARTNERSHIP EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt062
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt035
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt160
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJU
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/Amt1410
TaxesSchedule/TaxesDetail/Amt245
TaxesSchedule/TaxesDetail/Amt316
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt245
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt316
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EUGENE CALVIN BOGERT TR A UW
ReturnHeader/Filer/BusinessNameControlTxt0BOGE
ReturnHeader/Filer/EIN0226031716
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1802
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0029011802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId006CECE7538522CDCD5E7812511784E93E84213BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05A3B5ABEC3A2E0A70FFD6F7C530176A70DCDB172
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.192.10
ReturnHeader/ReturnTs02018-04-19T13:02:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,268
Liabilities
$0
Net assets
$307,268
Revenue
$5,095
Expenses
$1,276
Net income
$3,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.56$3.32$2.76
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.04$0.14$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.05$0.19$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.08$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.07$0.03$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.05$0.01$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.18$0.33$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.13$0.22$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.10$0.15$0.05
2013Summary only. Only limited summary data is available for this year.$3.29$0.00$0.31$0.18$0.13
2012Summary only. Only limited summary data is available for this year.$3.16$0.00$0.25$0.17$0.08
2011Summary only. Only limited summary data is available for this year.$3.09$0.00$0.21$0.17$0.05