Civic Intelligence

Ada Bacon Trust UW #1002054

990PF • Fiscal year 2022 • EIN 23-7425266

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

Organization Profile
Hemenway Barnes Box 961209Boston, MA 02196-1209

(617) 227-7940

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$5,580

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

57th percentile

1.8%

Faster asset growth than 57% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-6.3%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,153,811

Up $20,391 (+1.8%) from 2021

Net Assets

Up

$1,153,811

Up $20,391 (+1.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin63rd percentile

Revenue

Down

$141,424

Down $9,582 (-6.3%) from 2021

Expenses

Down

$120,928

Down $2,015 (-1.6%) from 2021

Net Income

Down

$20,496

Down $7,567 (-27%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $788,393Liabilities 2015: $0Net Assets 2015: $788,3932015Assets 2016: $880,907Liabilities 2016: $0Net Assets 2016: $880,9072016Assets 2017: $984,256Liabilities 2017: $0Net Assets 2017: $984,2562017Assets 2018: $1,042,622Liabilities 2018: $0Net Assets 2018: $1,042,6222018Assets 2019: $1,092,342Liabilities 2019: $0Net Assets 2019: $1,092,3422019Assets 2020: $1,105,461Liabilities 2020: $0Net Assets 2020: $1,105,4612020Assets 2021: $1,133,420Liabilities 2021: $0Net Assets 2021: $1,133,4202021Assets 2022: $1,153,811Liabilities 2022: $0Net Assets 2022: $1,153,8112022Assets 2023: $1,091,186Liabilities 2023: $0Net Assets 2023: $1,091,1862023Assets 2024: $1,150,312Liabilities 2024: $0Net Assets 2024: $1,150,3122024

Highlighted filing

2022

Assets$1,153,811
Liabilities$0
Net Assets$1,153,811
Open 2022 Filing

Operations Trend

Revenue Growth36th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $111,497Expenses 2015: $66,471Net Income 2015: $45,0262015Revenue 2016: $132,858Expenses 2016: $40,344Net Income 2016: $92,5142016Revenue 2017: $137,044Expenses 2017: $33,695Net Income 2017: $103,3492017Revenue 2018: $100,971Expenses 2018: $42,605Net Income 2018: $58,3662018Revenue 2019: $206,307Expenses 2019: $154,053Net Income 2019: $52,2542019Revenue 2020: $140,917Expenses 2020: $127,534Net Income 2020: $13,3832020Revenue 2021: $151,006Expenses 2021: $122,943Net Income 2021: $28,0632021Revenue 2022: $141,424Expenses 2022: $120,928Net Income 2022: $20,4962022Revenue 2023: $52,455Expenses 2023: $114,876Net Income 2023: -$62,4212023Revenue 2024: $179,005Expenses 2024: $120,631Net Income 2024: $58,3742024

Highlighted filing

2022

Revenue$141,424
Expenses$120,928
Net Income$20,496
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J PUZOTrustee-$5,580-$5,580
JOSEPH L BIERWIRTHTrustee-$5,580-$5,580
Filing and Contact Details

Filer

Filer Name
Ada Bacon Trust Uw
EIN
23-7425266
Phone
6172277940
Address
HEMENWAY BARNES BOX 961209, BOSTON, MA 02196-1209

Signing Officer

Name
Michael J Puzo
Title
Trustee
Phone
6172277940
Signed
2023-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
William M Burke
Phone
6172277940
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt255 FOGG ROAD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt135
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11313
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J PUZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172277940
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
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ReturnHeader/Filer/EIN0237425266
ReturnHeader/Filer/PhoneNum06172277940
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,153,811
Liabilities
$0
Net assets
$1,153,811
Revenue
$141,424
Expenses
$120,928
Net income
$20,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.18$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.14$0.12$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.15$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.14$0.13$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.21$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.04$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.14$0.03$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.13$0.04$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.11$0.07$0.05