Civic Intelligence

Pulvermann Charitable Trust

990PF • Fiscal year 2022 • EIN 27-6762467

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-119%

Higher net margin than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$54,577

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 41.8% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.6%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-74%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,699,998

Down $159,819 (-5.6%) from 2021

Net Assets

Down

$2,699,998

Down $159,819 (-5.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$130,428

Down $362,167 (-74%) from 2021

Expenses

Down

$285,554

Down $19,014 (-6.2%) from 2021

Net Income

Down

-$155,126

Down $343,153 (-183%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2022

Assets$2,699,998
Liabilities$0
Net Assets$2,699,998
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$130,428
Expenses$285,554
Net Income-$155,126
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A FULTONTrustee-$54,577-$54,577
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
2023-05-02
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 Appendix292 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd362704
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0180000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt04427
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0175573
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0168265
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0180000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0163838
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0175573
OtherDecreasesSchedule/OtherDecreasesDetail/Amt056
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14910
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES & INTEREST
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BOOK-TAX TIMING DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES & EX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035762
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035762
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0141
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1132
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASES - MISCELLANEOUS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BOOK-TAX TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt0254
TaxesSchedule/TaxesDetail/Amt112063
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0254
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112063
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A FULTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032531719
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PAUKNER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-04T15:17:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FULTON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,699,998
Liabilities
$0
Net assets
$2,699,998
Revenue
$130,428
Expenses
$285,554
Net income
-$155,126
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