Civic Intelligence

Trust UW Charles E Larner Jr FBO Charles Larner Family Foundation

990PF • Fiscal year 2020 • EIN 27-3878463

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

Organization Profile
4 Bay StreetAmesbury, MA 01913

(978) 335-8739

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

53rd percentile

5.9%

Higher net margin than 53% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

0.5%

Faster asset growth than 48% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$309,730

Up $1,502 (+0.5%) from 2019

Net Assets

Up

$309,730

Up $1,502 (+0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin53rd percentile

Revenue

Up

$25,552

Up $4,245 (+20%) from 2019

Expenses

Down

$24,050

Down $6,911 (-22%) from 2019

Net Income

Up

$1,502

Up $11,156 (+116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2012: $416,660Liabilities 2012: $0Net Assets 2012: $416,6602012Assets 2014: $382,599Liabilities 2014: $0Net Assets 2014: $382,5992014Assets 2015: $361,341Liabilities 2015: $0Net Assets 2015: $361,3412015Assets 2016: $343,792Liabilities 2016: $0Net Assets 2016: $343,7922016Assets 2017: $340,636Liabilities 2017: $0Net Assets 2017: $340,6362017Assets 2018: $317,882Liabilities 2018: $0Net Assets 2018: $317,8822018Assets 2019: $308,228Liabilities 2019: $0Net Assets 2019: $308,2282019Assets 2020: $309,730Liabilities 2020: $0Net Assets 2020: $309,7302020Assets 2021: $304,901Liabilities 2021: $0Net Assets 2021: $304,9012021Assets 2022: $300,825Liabilities 2022: $0Net Assets 2022: $300,8252022Assets 2023: $544,759Liabilities 2023: $0Net Assets 2023: $544,7592023Assets 2024: $286,921Liabilities 2024: $0Net Assets 2024: $286,9212024

Highlighted filing

2020

Assets$309,730
Liabilities$0
Net Assets$309,730
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $23,6142012Revenue 2014: $25,514Expenses 2014: $51,899Net Income 2014: -$26,3852014Revenue 2015: $17,918Expenses 2015: $39,176Net Income 2015: -$21,2582015Revenue 2016: $15,715Expenses 2016: $33,264Net Income 2016: -$17,5492016Revenue 2017: $26,487Expenses 2017: $29,643Net Income 2017: -$3,1562017Revenue 2018: $11,643Expenses 2018: $34,397Net Income 2018: -$22,7542018Revenue 2019: $21,307Expenses 2019: $30,961Net Income 2019: -$9,6542019Revenue 2020: $25,552Expenses 2020: $24,050Net Income 2020: $1,5022020Revenue 2021: $23,956Expenses 2021: $28,785Net Income 2021: -$4,8292021Revenue 2022: $25,415Expenses 2022: $29,491Net Income 2022: -$4,0762022Revenue 2023: $9,300Expenses 2023: $23,345Net Income 2023: -$14,0452023Revenue 2024: $20,914Expenses 2024: $30,795Net Income 2024: -$9,8812024

Highlighted filing

2020

Revenue$25,552
Expenses$24,050
Net Income$1,502
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 25, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R COSTELLOTrustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Trust Uw Charles E Larner Jr
EIN
27-3878463
Phone
9783358739
Address
4 BAY STREET, AMESBURY, MA 01913

Signing Officer

Name
David R Costello
Title
Trustee
Signed
2021-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Vesey & Weeks PC
Address
185 Centre St Ste 103, Danvers, MA 01923
Preparer
Susan A Weeks
Phone
9787743000
Raw XML Appendix320 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt027000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Auto./Transportation Equip.
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt027000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt027000
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0309730
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0309730
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018392
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018392
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018747
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0355
IRS990PF/DistributableAmountGrp/TotalTaxAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0355
IRS990PF/FMVAssetsEOYAmt0411242
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0308228
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0309730
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0435
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0926
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt027000
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05710
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt027000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018747
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0374943
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0380653
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012961
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHARLES LARNER FAMILY FOUNDATION
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012239
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018392
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012961
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017670
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012239
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0926
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0926
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AUTOMOBILE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOOKKEEPING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3EQUIPMENT RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4GIFTS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1812
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2939
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt458
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5562
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61527
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt767
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8287
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt971
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt101200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111177
TaxesSchedule/TaxesDetail/Amt0124
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R COSTELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW CHARLES E LARNER JR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FBO CHARLES LARNER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0273878463
ReturnHeader/Filer/PhoneNum09783358739
ReturnHeader/Filer/USAddress/AddressLine1Txt04 BAY STREET
ReturnHeader/Filer/USAddress/CityNm0AMESBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001913
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043128928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vesey & Weeks PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 Centre St Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danvers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001923
ReturnHeader/PreparerPersonGrp/PhoneNum09787743000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan A Weeks
ReturnHeader/ReturnTs02021-10-25T08:32:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COSTELLO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,730
Liabilities
$0
Net assets
$309,730
Revenue
$25,552
Expenses
$24,050
Net income
$1,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.21$0.31$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.09$0.23$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.25$0.29$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.24$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.26$0.24$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.21$0.31$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.12$0.34$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.26$0.30$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.16$0.33$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.18$0.39$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.26$0.52$0.26
2012Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.24