Civic Intelligence

Theodore Eliott Charitable Trust Agency

EIN 27-0163539 • Danvers, MA

222 ROSEWOOD DRIVE Suite 350Danvers, MA 01923
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

31st percentile

-4.8%

Higher net margin than 31% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

-0.7%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

12th percentile

-27%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,936,740

Down $40,150 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,936,740

Down $40,150 (-2.0%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin31st percentile

Revenue

Down

$98,050

Down $207,859 (-68%) from 2023

Expenses

Down

$140,503

Down $6,711 (-4.6%) from 2023

Net Income

Down

-$42,453

Down $201,148 (-127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,830,593Liabilities 2020: $0Net Assets 2020: $1,830,5932020Assets 2021: $1,889,088Liabilities 2021: $0Net Assets 2021: $1,889,0882021Assets 2022: $1,876,014Liabilities 2022: $0Net Assets 2022: $1,876,0142022Assets 2023: $1,976,890Liabilities 2023: $0Net Assets 2023: $1,976,8902023Assets 2024: $1,936,740Liabilities 2024: $0Net Assets 2024: $1,936,7402024

Highlighted filing

2024

Assets$1,936,740
Liabilities$0
Net Assets$1,936,740
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2020: $96,124Expenses 2020: $122,533Net Income 2020: -$26,4092020Revenue 2021: $188,566Expenses 2021: $136,117Net Income 2021: $52,4492021Revenue 2022: $137,151Expenses 2022: $143,682Net Income 2022: -$6,5312022Revenue 2023: $305,909Expenses 2023: $147,214Net Income 2023: $158,6952023Revenue 2024: $98,050Expenses 2024: $140,503Net Income 2024: -$42,4532024

Highlighted filing

2024

Revenue$98,050
Expenses$140,503
Net Income-$42,453
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,936,740
Liabilities
$0
Net assets
$1,936,740
Revenue
$98,050
Expenses
$140,503
Net income
-$42,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.31$0.15$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.14$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.19$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.10$0.12$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARICA ARVANITESCo-Trustee-$0--
CHARLES KARVELASCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Theodore Eliott Charitable Trust Agency
EIN
27-0163539
In Care Of
% DAKOTA WEALTH MANAGEMENT
Phone
6172729065
Address
222 ROSEWOOD DRIVE Suite 350, DANVERS, MA 01923

Signing Officer

Name
Charles Karvelas
Title
Co-trustee
Phone
9192746236
Signed
2025-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Dakota Tax Services LLC
Address
1816 MAIN ROAD, TIVERTON, RI 02878
Preparer
Katelyn L Ainsworth
Phone
6172620700
Raw XML Appendix308 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt08105
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt091895
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0108553
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt091895
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02303
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
TaxesSchedule/TaxesDetail/Amt0591
TaxesSchedule/TaxesDetail/Amt12312
TaxesSchedule/TaxesDetail/Amt23924
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0591
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES KARVELAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09192746236
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THEODORE ELIOTT CHARITABLE TRUST AGENCY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt02215937
ReturnHeader/Filer/BusinessNameControlTxt0THEO
ReturnHeader/Filer/EIN0270163539
ReturnHeader/Filer/InCareOfNm0% DAKOTA WEALTH MANAGEMENT
ReturnHeader/Filer/PhoneNum06172729065
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 ROSEWOOD DRIVE Suite 350
ReturnHeader/Filer/USAddress/CityNm0DANVERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001923
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAKOTA TAX SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01816 MAIN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIVERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002878
ReturnHeader/PreparerPersonGrp/PhoneNum06172620700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATELYN L AINSWORTH
ReturnHeader/ReturnTs02025-05-13T06:56:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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