Civic Intelligence

Herbert Rose Trust Consolidation

990PF • Fiscal year 2018 • EIN 36-6010130

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 11, 2019

Organization Profile
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$88,624

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

59th percentile

3.4%

Faster asset growth than 59% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

80%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$8,549,702

Up $281,312 (+3.4%) from 2017

Net Assets

Up

$8,549,702

Up $281,312 (+3.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin81st percentile

Revenue

Up

$893,401

Up $396,050 (+80%) from 2017

Expenses

Up

$612,748

Up $26,248 (+4.5%) from 2017

Net Income

Up

$280,653

Up $369,802 (+415%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$10M$5.0M$0Assets 2015: $8,423,470Liabilities 2015: $0Net Assets 2015: $8,423,4702015Assets 2016: $8,359,590Liabilities 2016: $0Net Assets 2016: $8,359,5902016Assets 2017: $8,268,390Liabilities 2017: $0Net Assets 2017: $8,268,3902017Assets 2018: $8,549,702Liabilities 2018: $0Net Assets 2018: $8,549,7022018Assets 2019: $8,214,384Liabilities 2019: $0Net Assets 2019: $8,214,3842019Assets 2020: $7,877,799Liabilities 2020: $0Net Assets 2020: $7,877,7992020Assets 2021: $8,118,158Liabilities 2021: $0Net Assets 2021: $8,118,1582021Assets 2022: $7,626,263Liabilities 2022: $0Net Assets 2022: $7,626,2632022Assets 2023: $7,727,301Liabilities 2023: $0Net Assets 2023: $7,727,3012023Assets 2024: $7,748,838Liabilities 2024: $0Net Assets 2024: $7,748,8382024

Highlighted filing

2018

Assets$8,549,702
Liabilities$0
Net Assets$8,549,702
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $454,594Expenses 2015: $608,859Net Income 2015: -$154,2652015Revenue 2016: $529,914Expenses 2016: $599,169Net Income 2016: -$69,2552016Revenue 2017: $497,351Expenses 2017: $586,500Net Income 2017: -$89,1492017Revenue 2018: $893,401Expenses 2018: $612,748Net Income 2018: $280,6532018Revenue 2019: $286,676Expenses 2019: $622,434Net Income 2019: -$335,7582019Revenue 2020: $268,528Expenses 2020: $605,788Net Income 2020: -$337,2602020Revenue 2021: $876,739Expenses 2021: $634,501Net Income 2021: $242,2382021Revenue 2022: $252,898Expenses 2022: $744,393Net Income 2022: -$491,4952022Revenue 2023: $799,020Expenses 2023: $689,692Net Income 2023: $109,3282023Revenue 2024: $715,251Expenses 2024: $693,814Net Income 2024: $21,4372024

Highlighted filing

2018

Revenue$893,401
Expenses$612,748
Net Income$280,653
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 11, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$88,624-$88,624
Filing and Contact Details

Filer

Filer Name
Herbert Rose Trust Consolidation
EIN
36-6010130
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America as Ttee
Title
Managing Director
Phone
8888663275
Signed
2019-04-11
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0612748
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt171999-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181999-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt191999-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt201999-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt211999-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt221999-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt231999-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt241999-05-13

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,549,702
Liabilities
$0
Net assets
$8,549,702
Revenue
$893,401
Expenses
$612,748
Net income
$280,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.72$0.69$0.02
2023Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.80$0.69$0.11
2022Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.25$0.74$0.49
2021Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.88$0.63$0.24
2020Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.27$0.61$0.34
2019Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.29$0.62$0.34
2018Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.89$0.61$0.28
2017Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.50$0.59$0.09
2016Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.53$0.60$0.07
2015Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.45$0.61$0.15