Civic Intelligence

Zacharias James Trust UW

EIN 57-6203282 • Plymouth, MA

38 Resnik Road Suite 202Plymouth, MA 02360
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-5260%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$2,782

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

43%

Faster revenue growth than 81% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $424,492 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $424,492 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Up

$8,070

Up $2,429 (+43%) from 2022

Expenses

Up

$432,562

Up $400,641 (+1255%) from 2022

Net Income

Down

-$424,492

Down $398,212 (-1515%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $591,175Liabilities 2011: $0Net Assets 2011: $591,1752011Assets 2012: $558,530Liabilities 2012: $0Net Assets 2012: $558,5302012Assets 2013: $540,652Liabilities 2013: $0Net Assets 2013: $540,6522013Assets 2014: $527,721Liabilities 2014: $0Net Assets 2014: $527,7212014Assets 2015: $511,949Liabilities 2015: $0Net Assets 2015: $511,9492015Assets 2016: $493,698Liabilities 2016: $0Net Assets 2016: $493,6982016Assets 2017: $513,871Liabilities 2017: $0Net Assets 2017: $513,8712017Assets 2019: $484,138Liabilities 2019: $0Net Assets 2019: $484,1382019Assets 2020: $466,206Liabilities 2020: $0Net Assets 2020: $466,2062020Assets 2021: $450,984Liabilities 2021: $0Net Assets 2021: $450,9842021Assets 2022: $424,492Liabilities 2022: $0Net Assets 2022: $424,4922022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$500K$0-$500KExpenses 2011: $24,1742011Expenses 2012: $39,0912012Revenue 2013: $21,030Expenses 2013: $38,872Net Income 2013: -$17,8422013Revenue 2014: $20,345Expenses 2014: $33,048Net Income 2014: -$12,7032014Revenue 2015: $18,316Expenses 2015: $34,633Net Income 2015: -$16,3172015Revenue 2016: $16,295Expenses 2016: $32,732Net Income 2016: -$16,4372016Revenue 2017: $54,721Expenses 2017: $32,841Net Income 2017: $21,8802017Revenue 2019: $17,961Expenses 2019: $30,893Net Income 2019: -$12,9322019Revenue 2020: $15,669Expenses 2020: $32,490Net Income 2020: -$16,8212020Revenue 2021: $21,658Expenses 2021: $36,677Net Income 2021: -$15,0192021Revenue 2022: $5,641Expenses 2022: $31,921Net Income 2022: -$26,2802022Revenue 2023: $8,070Expenses 2023: $432,562Net Income 2023: -$424,4922023

Highlighted filing

2023

Revenue$8,070
Expenses$432,562
Net Income-$424,492
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$8,070
Expenses
$432,562
Net income
-$424,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$4.33$4.24
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.06$0.32$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.22$0.37$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.16$0.32$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.18$0.31$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.55$0.33$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.16$0.33$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.18$0.35$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.20$0.33$0.13
2013Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.21$0.39$0.18
2012Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.39
2011Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PLIMOTH INVESTMENT ADVISORSTrustee-$2,782-$2,782
Filing and Contact Details

Filer

Filer Name
Zacharias James Trust Uw
EIN
57-6203282
Phone
5085916204
Address
38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360

Signing Officer

Name
Teresa Prue
Title
Vice President
Phone
5085916204
Signed
2024-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE PPG PLACE 2100, PITTSBURGH, PA 15222
Preparer
Cody Kelly
Phone
4126440617
Raw XML Appendix276 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/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0418761
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0410212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0430017
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0410212
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0418761
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08549
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE ACCOUNT WAS FULLY DISTRIBUTED TO THE CHARITABLE BENEFICIARY PER THE TERMS OF THE TRUST.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA PRUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05085916204
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZACHARIAS JAMES TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0ZACH
ReturnHeader/Filer/EIN0576203282
ReturnHeader/Filer/PhoneNum05085916204
ReturnHeader/Filer/USAddress/AddressLine1Txt038 RESNIK ROAD SUITE 202
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002360
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PPG PLACE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126440617
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CODY KELLY
ReturnHeader/ReturnTs02024-04-30T11:01:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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