Civic Intelligence

James T Powers Testamentary Trust UW Dtd 08604

990PF • Fiscal year 2011 • EIN 26-6402417

Jan 01, 2011 to Dec 31, 2011 • Filed on May 16, 2012

Organization Profile
222 South Street01201
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$263,160

No earlier filing loaded for comparison.

Net Assets

$263,160

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$40,225

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $263,160Liabilities 2011: $0Net Assets 2011: $263,1602011Assets 2012: $299,637Liabilities 2012: $0Net Assets 2012: $299,6372012Assets 2013: $343,629Liabilities 2013: $0Net Assets 2013: $343,6292013Assets 2014: $385,756Liabilities 2014: $0Net Assets 2014: $385,7562014Assets 2015: $439,786Liabilities 2015: $0Net Assets 2015: $439,7862015Assets 2016: $492,750Liabilities 2016: $0Net Assets 2016: $492,7502016Assets 2017: $519,718Liabilities 2017: $12,984Net Assets 2017: $506,7342017Assets 2018: $519,948Liabilities 2018: $0Net Assets 2018: $519,9482018Assets 2019: $505,673Liabilities 2019: $0Net Assets 2019: $505,6732019Assets 2020: $494,370Liabilities 2020: $0Net Assets 2020: $494,3702020Assets 2021: $475,908Liabilities 2021: $0Net Assets 2021: $475,9082021Assets 2022: $461,449Liabilities 2022: $0Net Assets 2022: $461,4492022Assets 2023: $432,279Liabilities 2023: $0Net Assets 2023: $432,2792023Assets 2024: $446,533Liabilities 2024: $0Net Assets 2024: $446,5332024

Highlighted filing

2011

Assets$263,160
Liabilities$0
Net Assets$263,160
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $40,2252011Expenses 2012: $23,7672012Revenue 2013: $69,588Expenses 2013: $25,596Net Income 2013: $43,9922013Revenue 2014: $75,114Expenses 2014: $32,987Net Income 2014: $42,1272014Revenue 2015: $83,691Expenses 2015: $39,377Net Income 2015: $44,3142015Revenue 2016: $79,670Expenses 2016: $26,706Net Income 2016: $52,9642016Revenue 2017: $73,589Expenses 2017: $59,605Net Income 2017: $13,9842017Revenue 2018: $68,927Expenses 2018: $55,713Net Income 2018: $13,2142018Revenue 2019: $33,703Expenses 2019: $47,978Net Income 2019: -$14,2752019Revenue 2020: $23,334Expenses 2020: $34,637Net Income 2020: -$11,3032020Revenue 2021: $46,820Expenses 2021: $65,282Net Income 2021: -$18,4622021Revenue 2022: $33,485Expenses 2022: $47,944Net Income 2022: -$14,4592022Revenue 2023: $2,217Expenses 2023: $31,387Net Income 2023: -$29,1702023Revenue 2024: $42,364Expenses 2024: $28,110Net Income 2024: $14,2542024

Highlighted filing

2011

Revenue-
Expenses$40,225
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 16, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMEN C MASSIMIANO JRTrustee-$0--
GLYNIS MAC VEETYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$8,500
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$1,000
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$1,000
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$1,000
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$1,000
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$1,000
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$1,000
Paid Grant-PROGRAMPUBLICBOSTON, MA, US$1,000
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$1,000
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$1,000
Paid Grant-PROGRAMPUBLICPITTSFIELD, MA, US$1,000
Filing and Contact Details

Filer

EIN
26-6402417
Raw XML AppendixShowing 400 of 662 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset320 SHARES ISHARES MSCI EAFE INDEX FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset520 SHARES ISHARES RUSSELL 2000 GROWTH INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset610 SHARES PIMCO EFT 1-5 YR US TIPS INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset710 SHARES VANGUARD REIT ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset85 SHARES ISHARES RUSSELL MIDCAP GRWTH IDX FD
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1015 SHARES ISHARES BARCLAYS 1-3 YR REDIT OND FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28232.094 SHARES UBS GLOBAL ALLOCATION FUND CLASS A
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30442.347 SHARES DAVIS NY VENTURE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset315.17 SHARES DAVIS NY VENTURE
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired28P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired29P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired31P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses025334
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0263160
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0237826
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0263160
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted013266
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj013266
IRS990PF/DistributableAmount/DistributableAmountBeforeDed013266
IRS990PF/DistributableAmount/MinimumInvestmentReturn013420
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0154
IRS990PF/DistributableAmount/TotalTax0154
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0156
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded013440
IRS990PF/ExciseTaxBasedOnInvestmentIncm/BackupWithholdingWithheld013750

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,160
Liabilities
$0
Net assets
$263,160
Revenue
-
Expenses
$40,225
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.42$0.28$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.02$0.31$0.29
2022Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.33$0.48$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.47$0.65$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.23$0.35$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.34$0.48$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.69$0.56$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.20$0.13$5.07$0.74$0.60$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.80$0.27$0.53
2015Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.84$0.39$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.75$0.33$0.42
2013Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.70$0.26$0.44
2012Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.24
2011Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.40