Civic Intelligence

Pulvermann Charitable Trust

990PF • Fiscal year 2021 • EIN 27-6762467

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 25, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

38%

Higher net margin than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$63,936

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

50th percentile

7.1%

Faster asset growth than 50% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

109%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,859,817

Up $189,526 (+7.1%) from 2020

Net Assets

Up

$2,859,817

Up $189,526 (+7.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

Up

$492,595

Up $256,885 (+109%) from 2020

Expenses

Down

$304,568

Down $9,679 (-3.1%) from 2020

Net Income

Up

$188,027

Up $266,564 (+339%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2021

Assets$2,859,817
Liabilities$0
Net Assets$2,859,817
Open 2021 Filing

Operations Trend

Revenue Growth84th 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

2021

Revenue$492,595
Expenses$304,568
Net Income$188,027
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 25, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A FULTONTrustee-$63,936-$63,936
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
2022-04-25
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 Appendix348 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - US BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - US BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES - US BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES - AB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES - AB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PUBLICLY TRADED SECURITIES - AB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PUBLICLY TRADED SECURITIES - AB
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES A FULTON
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02032531719
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PULVERMANN SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PULVERMANN SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PULVERMANN SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PULVERMANN SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UCONN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RYE COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2KIDS CREATIVE COLLECTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KIDS CREATIVE COLLECTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PRESIDENT LINCOLNS COTTAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FRACTURED ATLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3440 LAFAYETTE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4140 ROCK CREEK CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5228 PARK AVE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STORRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RYE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510003
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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/AppliedToCurrentYearAmt031135
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0159365
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0206708
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0190500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0175573
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0159365
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0116
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES & INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES & EX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt042891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042891
OtherIncreasesSchedule/OtherIncreasesDetail/Amt053
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11562
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASES - MISCELLANEOUS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BOOK-TAX TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt0588
TaxesSchedule/TaxesDetail/Amt12670
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0588
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12670
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A FULTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032531719
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-25
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/PreparationDt02022-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PAUKNER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-29T09:12:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FULTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,859,817
Liabilities
$0
Net assets
$2,859,817
Revenue
$492,595
Expenses
$304,568
Net income
$188,027
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