Civic Intelligence

Pulvermann Charitable Trust

990PF • Fiscal year 2023 • EIN 27-6762467

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-336%

Higher net margin than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$46,699

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 74.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

15th percentile

-7.8%

Faster asset growth than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-52%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,489,179

Down $210,819 (-7.8%) from 2022

Net Assets

Down

$2,489,179

Down $210,819 (-7.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$62,825

Down $67,603 (-52%) from 2022

Expenses

Down

$273,644

Down $11,910 (-4.2%) from 2022

Net Income

Down

-$210,819

Down $55,693 (-36%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2023

Assets$2,489,179
Liabilities$0
Net Assets$2,489,179
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$62,825
Expenses$273,644
Net Income-$210,819
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A FULTONTrustee-$46,699-$46,699
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
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Skg Tax LLC
Address
469 W PUTNAM AVE STE 204, GREENWICH, CT 06830-6896
Preparer
Richard Paukner CPA
Phone
2038696062
Raw XML Appendix317 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/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt085543
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-210819
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01995625
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-22718
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt053645
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02703
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-210819
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02489189
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02699998
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01100
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES A FULTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0132 LAKESHORE DRIVE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES A FULTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2PRESIDENT LINCOLNS COTTAGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5MOUNT VERNON VIRTUOSI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt6MOUNT VERNON VIRTUOSI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 CEDAR PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1440 LAFAYETTE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2140 ROCK CREEK CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3944 CLOCKTOWER DR SUITE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4228 PARK AVE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5ONE RUBY FIELD COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt60NE RUBY FIELD COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt02 CEDAR PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1440 LAFAYETTE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2140 ROCK CREEK CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3944 CLOCKTOWER DR SUITE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4228 PARK AVE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5ONE RUBY FIELD COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt6ONE RUBY FIELD COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RYE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd362704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4100031502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd521209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd621209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0193000
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/AppliedToCurrentYearAmt029162
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0163838
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0151506
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0193000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0122344
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0163838
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES & INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES & EX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028962
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11588
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028962
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11588
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK-TAX TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt0131
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0131
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A FULTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032531719
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262748276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKG TAX 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/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PAUKNER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-11T18:10:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,489,179
Liabilities
$0
Net assets
$2,489,179
Revenue
$62,825
Expenses
$273,644
Net income
-$210,819
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