Civic Intelligence

Pulvermann Charitable Trust

990PF • Fiscal year 2020 • EIN 27-6762467

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 15, 2021

Organization Profile
James A Fulton Tte 132 Lakeshore DrChatham, MA 02633

(203) 253-1719

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$105,827

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 44.9% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

20th percentile

-4.0%

Faster asset growth than 20% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,670,291

Down $111,084 (-4.0%) from 2019

Net Assets

Down

$2,670,291

Down $111,084 (-4.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Up

$235,710

Up $40,390 (+21%) from 2019

Expenses

Up

$314,247

Up $53,922 (+21%) from 2019

Net Income

Down

-$78,537

Down $13,532 (-21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,251,691Liabilities 2010: $0Net Assets 2010: $1,251,6912010Assets 2017: $2,900,680Liabilities 2017: $0Net Assets 2017: $2,900,6802017Assets 2018: $2,846,431Liabilities 2018: $0Net Assets 2018: $2,846,4312018Assets 2019: $2,781,375Liabilities 2019: $0Net Assets 2019: $2,781,3752019Assets 2020: $2,670,291Liabilities 2020: $0Net Assets 2020: $2,670,2912020Assets 2021: $2,859,817Liabilities 2021: $0Net Assets 2021: $2,859,8172021Assets 2022: $2,699,998Liabilities 2022: $0Net Assets 2022: $2,699,9982022Assets 2023: $2,489,179Liabilities 2023: $0Net Assets 2023: $2,489,1792023Assets 2024: $2,397,018Liabilities 2024: $0Net Assets 2024: $2,397,0182024

Highlighted filing

2020

Assets$2,670,291
Liabilities$0
Net Assets$2,670,291
Open 2020 Filing

Operations Trend

Revenue Growth75th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $1,5482010Revenue 2017: $171,023Expenses 2017: $233,557Net Income 2017: -$62,5342017Revenue 2018: $208,749Expenses 2018: $261,517Net Income 2018: -$52,7682018Revenue 2019: $195,320Expenses 2019: $260,325Net Income 2019: -$65,0052019Revenue 2020: $235,710Expenses 2020: $314,247Net Income 2020: -$78,5372020Revenue 2021: $492,595Expenses 2021: $304,568Net Income 2021: $188,0272021Revenue 2022: $130,428Expenses 2022: $285,554Net Income 2022: -$155,1262022Revenue 2023: $62,825Expenses 2023: $273,644Net Income 2023: -$210,8192023Revenue 2024: $185,467Expenses 2024: $277,628Net Income 2024: -$92,1612024

Highlighted filing

2020

Revenue$235,710
Expenses$314,247
Net Income-$78,537
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A FULTONTrustee-$105,827-$105,827
Filing and Contact Details

Filer

Filer Name
Pulvermann Charitable Trust
EIN
27-6762467
Phone
2032531719
Address
JAMES A FULTON TTE 132 LAKESHORE DR, CHATHAM, MA 02633

Signing Officer

Name
James a Fulton
Title
Trustee
Phone
2032531719
Signed
2021-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Richard Paukner & Associates LLC
Address
469 W PUTNAM AVE STE 204, GREENWICH, CT 06830-6896
Preparer
Richard Paukner CPA
Phone
2038696062
Raw XML Appendix295 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES A FULTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12390 ALUMNI DRIVE 3206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2228 PARK AVE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3140 ROCK CREEK CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4440 LAFAYETTE AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320011
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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/AppliedToCurrentYearAmt013717
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0152283
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0173082
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0166000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0159365
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0152283
OtherDecreasesSchedule/OtherDecreasesDetail/Amt024
OtherDecreasesSchedule/OtherDecreasesDetail/Amt125173
OtherDecreasesSchedule/OtherDecreasesDetail/Amt27350
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ADJUST BEGINNING BOOK BAL TO ACTUAL COST
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2BOOK-TAX TIMING DIFFERNCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES & EX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035286
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035286
TaxesSchedule/TaxesDetail/Amt0281
TaxesSchedule/TaxesDetail/Amt11534
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0281
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11534
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A FULTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032531719
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PULVERMANN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PULV
ReturnHeader/Filer/EIN0276762467
ReturnHeader/Filer/PhoneNum02032531719
ReturnHeader/Filer/USAddress/AddressLine1Txt0JAMES A FULTON TTE 132 LAKESHORE DR
ReturnHeader/Filer/USAddress/CityNm0CHATHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002633
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262748276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD PAUKNER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0469 W PUTNAM AVE STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0068306896
ReturnHeader/PreparerPersonGrp/PhoneNum02038696062
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PAUKNER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-20T16:54:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FULTON
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
$2,670,291
Liabilities
$0
Net assets
$2,670,291
Revenue
$235,710
Expenses
$314,247
Net income
-$78,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.19$0.28$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.06$0.27$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.13$0.29$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.49$0.30$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.24$0.31$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.20$0.26$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.21$0.26$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.17$0.23$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.00