Civic Intelligence

Nicholas Steven Perretti Charitable Tr

990EZ • Fiscal year 2011 • EIN 27-6504941

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 02, 2012

6 Larson Lane02180-2173
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

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

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

6th percentile

-66%

Faster revenue growth than 6% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Assets

Up

$33,408

Up $7,439 (+29%) from 2010

Net Assets

Up

$33,408

Up $7,439 (+29%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$12,674

Down $24,996 (-66%) from 2010

Expenses

Down

$5,235

Down $6,466 (-55%) from 2010

Net Income

Down

$7,439

Down $18,530 (-71%) from 2010

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $25,969Net Assets 2010: $25,9692010Assets 2011: $33,408Net Assets 2011: $33,4082011Assets 2013: $60,927Net Assets 2013: $60,9272013Assets 2014: $70,999Net Assets 2014: $70,9992014Assets 2015: $72,645Net Assets 2015: $72,6452015Assets 2016: $79,751Net Assets 2016: $79,7512016Assets 2017: $85,940Net Assets 2017: $85,9402017Assets 2018: $83,318Net Assets 2018: $83,3182018Assets 2019: $96,521Net Assets 2019: $96,5212019Assets 2020: $98,647Net Assets 2020: $98,6472020Assets 2021: $101,337Net Assets 2021: $101,3372021Assets 2022: $88,880Net Assets 2022: $88,8802022Assets 2023: $91,234Net Assets 2023: $91,2342023Assets 2024: $97,393Net Assets 2024: $97,3932024

Highlighted filing

2011

Assets$33,408
Liabilities-
Net Assets$33,408

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $37,670Expenses 2010: $11,701Net Income 2010: $25,9692010Revenue 2011: $12,674Expenses 2011: $5,235Net Income 2011: $7,4392011Revenue 2013: $19,690Expenses 2013: $5,500Net Income 2013: $14,1902013Revenue 2014: $12,572Expenses 2014: $2,500Net Income 2014: $10,0722014Revenue 2015: $7,698Expenses 2015: $6,052Net Income 2015: $1,6462015Revenue 2016: $12,784Expenses 2016: $5,678Net Income 2016: $7,1062016Revenue 2017: $12,739Expenses 2017: $6,550Net Income 2017: $6,1892017Revenue 2018: $7,546Expenses 2018: $7,013Net Income 2018: $5332018Revenue 2019: $13,682Expenses 2019: $7,074Net Income 2019: $6,6082019Revenue 2020: $9,084Expenses 2020: $7,958Net Income 2020: $1,1262020Revenue 2021: $9,464Expenses 2021: $6,034Net Income 2021: $3,4302021Revenue 2022: $9,768Expenses 2022: $7,506Net Income 2022: $2,2622022Revenue 2023: $5,519Expenses 2023: $6,553Net Income 2023: -$1,0342023Revenue 2024: $12,363Expenses 2024: $2,295Net Income 2024: $10,0682024

Highlighted filing

2011

Revenue$12,674
Expenses$5,235
Net Income$7,439
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 2, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To provide donated funds from public contributions to merrimack college for the sole purpose of funding the nicholas steven perretti 04 memorial scholarship

Filing and Contact Details

Filer

EIN
27-6504941
Raw XML Appendix145 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.

Path#Value
CompensationExplanation/Compensation/Explanation0SOLE TRUSTEE, NO COMPENSATION
CompensationExplanation/Compensation/PersonName0STEVEN PERRETTI TRUSTEE
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY025969
IRS990EZ/CashSavingsAndInvestments/EOY033408
IRS990EZ/ContributionsGiftsGrantsEtc09295
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear07439
IRS990EZ/FeesAndOthPymtToIndContractors0235
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome08498
IRS990EZ/GrantsAndSimilarAmountsPaid05000
IRS990EZ/GrossReceipts017793
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY025969
IRS990EZ/NetAssetsOrFundBalancesBOY025969
IRS990EZ/NetAssetsOrFundBalances/EOY033408
IRS990EZ/NetAssetsOrFundBalancesEOY033408
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine106 LARSON LANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0STONEHAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0MA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode002180
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0STEVEN PERRETTI TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE DONATED FUNDS FROM PUBLIC CONTRIBUTIONS TO MERRIMACK COLLEGE FOR THE SOLE PURPOSE OF FUNDING THE NICHOLAS STEVEN PERRETTI 04 MEMORIAL SCHOLARSHIP
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0DONATED $4,60000 TO MERRIMACK COLLEGE IN OCTOBER 2010
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1DONATED $5,000 TO MERRIMACK COLLEGE IN AUGUST 2010
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2DONATED $5,000 TO MERRIMACK COLLEGE IN SEPTEMBER 2011
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses05119
IRS990EZ/SpecialEventsNetIncomeLoss03379
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine106 LARSON LANE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0STONEHAM
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0021802173
IRS990EZ/TheBooksAreInCareOf/NamePerson0STEVEN PERRETTI TRUSTEE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07812791109
IRS990EZ/TotalAssets/BOY025969
IRS990EZ/TotalAssets/EOY033408
IRS990EZ/TotalExpenses05235
IRS990EZ/TotalRevenue012674
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.NICKPERRETTIFUND.COM
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear09295
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year025691
IRS990ScheduleA/GiftsGrantsContribReceived170/Total034986
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PublicSupportPercentage50900.00000
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal170034986
IRS990ScheduleA/SumOfAmounts05000
IRS990ScheduleA/SupportedOrgInformation/Amount05000
IRS990ScheduleA/SupportedOrgInformation/EIN0042103731
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10MERRIMACK COLLEGE
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization02
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/Total170/CurrentTaxYear09295
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year025691
IRS990ScheduleA/Total170/Total034986
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleA/TotalSupport034986
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent108235
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent20500
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal08735
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents05119
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent201121
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents01121
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent109070
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent208163
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal017233
IRS990ScheduleG/EventsInformation/GrossRevenueEvent10835
IRS990ScheduleG/EventsInformation/GrossRevenueEvent207663
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents08498
IRS990ScheduleG/EventsInformation/NameOfEvent10AUCTION
IRS990ScheduleG/EventsInformation/NameOfEvent20DINNER AUCTION AND LOTTERY
IRS990ScheduleG/EventsInformation/NetIncomeSummary03379
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent102466
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent201532
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents03998
IRS990ScheduleO/GeneralExplanation/Explanation0Form 990-EZ, Part I, Line 10, Grants Paid Activity SCHOLARSHIP, Grantee MERRIMACK COLLEGE 315 TURNPIKE STREET NORTH ANDOVER MA 01845, Cash Grant 5,000, Relationship Trustee
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0276504941
ReturnHeader/Filer/Name/BusinessNameLine10NICHOLAS PERRETTI CHARITABLE TRUST
ReturnHeader/Filer/NameControl0NICH
ReturnHeader/Filer/Phone07812791109
ReturnHeader/Filer/USAddress/AddressLine106 LARSON LANE
ReturnHeader/Filer/USAddress/City0STONEHAM
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021802173
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02012-04-02
ReturnHeader/Officer/Name0STEVEN PERRETTI
ReturnHeader/Officer/Phone07817291109
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-04-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ATTORNEY JAMES M SEARS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107 FEDERAL ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DANVERS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001923
ReturnHeader/Preparer/Name0ATTY JAMES SEARS
ReturnHeader/Preparer/Phone09787772104
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-02T15:57:42-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.12$0.02$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.06$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.10$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.09$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.09$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.14$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.08$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.13$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.13$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.08$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.13$0.03$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.20$0.06$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.13$0.05$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.38$0.12$0.26