Civic Intelligence

Nicholas Steven Perretti Charitable Tr

990EZ • Fiscal year 2013 • EIN 27-6504941

Jan 01, 2013 to Dec 31, 2013 • Filed on May 22, 2014

42 Sherwood Drive01844

(781) 279-1109

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Up

$60,927

Up $27,519 (+82%) from 2011

Net Assets

Up

$60,927

Up $27,519 (+82%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$19,690

Up $7,016 (+55%) from 2011

Expenses

Up

$5,500

Up $265 (+5.1%) from 2011

Net Income

Up

$14,190

Up $6,751 (+91%) from 2011

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

2013

Assets$60,927
Liabilities-
Net Assets$60,927

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

2013

Revenue$19,690
Expenses$5,500
Net Income$14,190
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 22, 2014
Return Version
2013v3.1
Gross Receipts
$36,245
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

Program Services

DescriptionGrantsExpenses
DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2010 FOR SCHOLARSHIP$5,000-
DONATED 5,000 TO MERRIMACK COLLEGE IN SEPTEMBER 2011 FOR SCHOLARSHIP$5,000-
DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2012 FOR SCHOLARSHIP$5,000-
DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2013 FOR SCHOLARSHIP$5,000-
DONATED 4,600.00 TO MERRIMACK COLLEGE IN OCTOBER 2010 FOR SCHOLARSHIP$4,600-
DONATED 500 TO MIGHTY MAX FAMILY FUND IN JULY 2013$500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN PERRETTITrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$23,280$17,363$6,043$11,320
Event 1$12,965$12,365$2,158$10,207
Total Events$36,245$29,728$16,555$13,173
Filing and Contact Details

Filer

EIN
27-6504941
Phone
7812791109

Signing Officer

Name
Steven Perretti
Title
Trustee
Signed
2014-05-22
Discuss with paid preparer
Yes

Preparer

Preparer
Atty James Sears
Phone
9787772104
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2012 FOR SCHOLARSHIP Grants and allocations 5,000, Program service expenses 0

Form 990-EZ, Part III, Line 31

DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2013 FOR SCHOLARSHIP Grants and allocations 5,000, Program service expenses 0

Form 990-EZ, Part III, Line 31

DONATED 500 TO MIGHTY MAX FAMILY FUND IN JULY 2013 Grants and allocations 500, Program service expenses 0

Raw XML Appendix167 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/CompensationExplanationGrp/PersonNm0STEVEN PERRETTI
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SOLE TRUSTEE, NO COMPENSATION
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVEN PERRETTI TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum07812791109
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine106 LARSON LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0STONEHAM
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0021802173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046737
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060927
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06517
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014190
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046737
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060927
IRS990EZ/FundraisingGrossIncomeAmt029728
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05500
IRS990EZ/GrossReceiptsAmt036245
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046737
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060927
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046737
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060927
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN PERRETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE DONATED FUNDS FROM PUBLIC CONTRIBUTIONS TO MERRIMACK COLLEGE FOR THE SOLE PURPOSE OF FUNDING THE NICHOLAS STEVEN PERRETTI 04 MEMORIAL SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATED 4,600.00 TO MERRIMACK COLLEGE IN OCTOBER 2010 FOR SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2010 FOR SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATED 5,000 TO MERRIMACK COLLEGE IN SEPTEMBER 2011 FOR SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2012 FOR SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2013 FOR SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5DONATED 500 TO MIGHTY MAX FAMILY FUND IN JULY 2013
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt35000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt45000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt5500
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016555
IRS990EZ/SpecialEventsNetIncomeLossAmt013173
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt05500
IRS990EZ/TotalRevenueAmt019690
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NICKPERRETTIFUND.COM
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt046903
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt046903
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103731
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10MERRIMACK COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025691
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt046903
IRS990ScheduleA/TotalSupportAmt046903
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06517
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05917
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016555
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01608
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01746
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029728
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0TIAS RECEPTION / LOTTERY
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013173
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08201
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02158
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06043
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2012 FOR SCHOLARSHIP Grants and allocations 5,000, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATED 5,000 TO MERRIMACK COLLEGE IN AUGUST 2013 FOR SCHOLARSHIP Grants and allocations 5,000, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATED 500 TO MIGHTY MAX FAMILY FUND IN JULY 2013 Grants and allocations 500, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN PERRETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10NICHOLAS PERRETTI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NICH
ReturnHeader/Filer/EIN0276504941
ReturnHeader/Filer/PhoneNum07812791109
ReturnHeader/Filer/USAddress/AddressLine1042 SHERWOOD DRIVE
ReturnHeader/Filer/USAddress/City0METHUEN
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001844
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ATTORNEY JAMES M SEARS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107 FEDERAL ST 17
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001923
ReturnHeader/PreparerPersonGrp/PhoneNum09787772104
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ATTY JAMES SEARS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-22T10:31:25-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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