Civic Intelligence

William & Ellen E Ames Charitable Trust

990PF • Fiscal year 2024 • EIN 65-6406252

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 15, 2025

Organization Profile
PO Box 1532Pennington, NJ 08534

(212) 852-3049

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2024 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.00x

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

2024 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2024

Net Margin

55th percentile

27%

Higher net margin than 55% of similar nonprofits.

2024 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$117,067

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2024 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2024

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2024 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

52%

Faster revenue growth than 61% of similar nonprofits.

2024 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$6,517,724

Up $147,185 (+2.3%) from 2023

Net Assets

Up

$6,517,724

Up $147,185 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin55th percentile

Revenue

Up

$561,504

Up $191,588 (+52%) from 2023

Expenses

Up

$411,171

Up $7,604 (+1.9%) from 2023

Net Income

Up

$150,333

Up $183,984 (+547%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,496,282Liabilities 2011: $02011Assets 2012: $4,436,803Liabilities 2012: $02012Assets 2013: $4,607,001Liabilities 2013: $02013Assets 2014: $4,886,896Liabilities 2014: $02014Assets 2015: $5,037,314Liabilities 2015: $02015Assets 2018: $5,672,160Liabilities 2018: $0Net Assets 2018: $5,672,1602018Assets 2019: $5,871,687Liabilities 2019: $0Net Assets 2019: $5,871,6872019Assets 2020: $5,945,912Liabilities 2020: $0Net Assets 2020: $5,945,9122020Assets 2021: $6,532,223Liabilities 2021: $0Net Assets 2021: $6,532,2232021Assets 2022: $6,400,293Liabilities 2022: $0Net Assets 2022: $6,400,2932022Assets 2023: $6,370,539Liabilities 2023: $0Net Assets 2023: $6,370,5392023Assets 2024: $6,517,724Liabilities 2024: $0Net Assets 2024: $6,517,7242024

Highlighted filing

2024

Assets$6,517,724
Liabilities$0
Net Assets$6,517,724
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,374,443Expenses 2011: $35,221Net Income 2011: $4,339,2222011Revenue 2012: $213,348Expenses 2012: $271,099Net Income 2012: -$57,7512012Revenue 2013: $374,277Expenses 2013: $200,685Net Income 2013: $173,5922013Revenue 2014: $584,574Expenses 2014: $307,549Net Income 2014: $277,0252014Revenue 2015: $515,838Expenses 2015: $362,219Net Income 2015: $153,6192015Revenue 2018: $449,555Expenses 2018: $371,552Net Income 2018: $78,0032018Revenue 2019: $572,014Expenses 2019: $374,706Net Income 2019: $197,3082019Revenue 2020: $458,792Expenses 2020: $380,783Net Income 2020: $78,0092020Revenue 2021: $984,942Expenses 2021: $393,874Net Income 2021: $591,0682021Revenue 2022: $307,853Expenses 2022: $436,034Net Income 2022: -$128,1812022Revenue 2023: $369,916Expenses 2023: $403,567Net Income 2023: -$33,6512023Revenue 2024: $561,504Expenses 2024: $411,171Net Income 2024: $150,3332024

Highlighted filing

2024

Revenue$561,504
Expenses$411,171
Net Income$150,333
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$117,067-$117,067
Filing and Contact Details

Filer

Filer Name
William & Ellen E Ames Charitable Trust
EIN
65-6406252
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2025-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,517,724
Liabilities
$0
Net assets
$6,517,724
Revenue
$561,504
Expenses
$411,171
Net income
$150,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.56$0.41$0.15
2023Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.37$0.40$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.31$0.44$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.98$0.39$0.59
2020Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.46$0.38$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.57$0.37$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.45$0.37$0.08
2015Summary only. Only limited summary data is available for this year.$5.04$0.00$0.52$0.36$0.15
2014Summary only. Only limited summary data is available for this year.$4.89$0.00$0.58$0.31$0.28
2013Summary only. Only limited summary data is available for this year.$4.61$0.00$0.37$0.20$0.17
2012Summary only. Only limited summary data is available for this year.$4.44$0.00$0.21$0.27$0.06
2011Summary only. Only limited summary data is available for this year.$4.50$0.00$4.37$0.04$4.34