Civic Intelligence

Southanson Trust

990PF • Fiscal year 2018 • EIN 77-6256995

Dec 01, 2017 to Nov 30, 2018 • Filed on Aug 27, 2019

Organization Profile
501 ArborwayBoston, MA 02130

(617) 752-1672

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-85%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$407,443

Down $881 (-0.2%) from 2017

Net Assets

Down

$407,443

Down $881 (-0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$1,033

Up $34,591 (+103%) from 2017

Expenses

Down

$1,914

Down $33,441 (-95%) from 2017

Net Income

Up

-$881

Up $68,032 (+99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2011: $135,366Liabilities 2011: $0Net Assets 2011: $135,3662011Assets 2012: $130,482Liabilities 2012: $02012Assets 2013: $129,400Liabilities 2013: $02013Assets 2014: $116,802Liabilities 2014: $02014Assets 2016: $477,237Liabilities 2016: $0Net Assets 2016: $477,2372016Assets 2017: $408,324Liabilities 2017: $0Net Assets 2017: $408,3242017Assets 2018: $407,443Liabilities 2018: $0Net Assets 2018: $407,4432018Assets 2019: $409,902Liabilities 2019: $0Net Assets 2019: $409,9022019Assets 2020: $405,442Liabilities 2020: $0Net Assets 2020: $405,4422020Assets 2021: $383,114Liabilities 2021: $0Net Assets 2021: $383,1142021Assets 2022: $373,049Liabilities 2022: $0Net Assets 2022: $373,0492022Assets 2023: $350,218Liabilities 2023: $0Net Assets 2023: $350,2182023Assets 2024: $371,849Liabilities 2024: $0Net Assets 2024: $371,8492024

Highlighted filing

2018

Assets$407,443
Liabilities$0
Net Assets$407,443
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $11,5162011Revenue 2012: $119Expenses 2012: $5,003Net Income 2012: -$4,8842012Revenue 2013: $153Expenses 2013: $1,235Net Income 2013: -$1,0822013Revenue 2014: $177Expenses 2014: $12,775Net Income 2014: -$12,5982014Revenue 2016: $272,008Expenses 2016: $55,524Net Income 2016: $216,4842016Revenue 2017: -$33,558Expenses 2017: $35,355Net Income 2017: -$68,9132017Revenue 2018: $1,033Expenses 2018: $1,914Net Income 2018: -$8812018Revenue 2019: $2,495Expenses 2019: $36Net Income 2019: $2,4592019Revenue 2020: $22,375Expenses 2020: $26,835Net Income 2020: -$4,4602020Revenue 2021: $39Expenses 2021: $22,367Net Income 2021: -$22,3282021Revenue 2022: $4,141Expenses 2022: $2,926Net Income 2022: $1,2152022Revenue 2023: $941Expenses 2023: $35,052Net Income 2023: -$34,1112023Revenue 2024: $24,100Expenses 2024: $2,469Net Income 2024: $21,6312024

Highlighted filing

2018

Revenue$1,033
Expenses$1,914
Net Income-$881
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Aug 27, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER M PETERSONTrustee-$0--
VINCENT MORGAN JRTrustee-$0--
CRAIG MORGANTrustee-$0--
CHRISTINA MORGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Southanson Trust
EIN
77-6256995
Phone
6177521672
Address
501 ARBORWAY, BOSTON, MA 02130

Signing Officer

Name
Vincent Morgan Jr
Title
Trustee
Phone
6177521672
Signed
2019-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Albero Kupferman & Associates LLC
Address
1701 SHALLCROSS AVE STE D, WILMINGTON, DE 19806
Preparer
Michael a Albero CPA Mst
Phone
3022307171
Raw XML Appendix325 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/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PRESENT FORM. DESCRIPTION OF THE NEED FOR FUNDING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0VINCENT MORGAN JR CO SOUTHANSON TRU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06173937205
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0501 ARBORWAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002130
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0WITHIN BOSTON MA GEOGRAPHICAL AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0875
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0104050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06358
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019212
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0159578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013197
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt091196
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0875
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0159578
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0178790
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/Amt24
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1MAINE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT MORGAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177521672
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHANSON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0776256995
ReturnHeader/Filer/PhoneNum06177521672
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 ARBORWAY
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002130
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02482376E281F49850D2923C256CD37FF1F32B8B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId063104C0B0A23D011D4649A4E9B614B817ACA46F1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.146.225.49
ReturnHeader/FilingSecurityInformation/IPDt02019-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:43:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260645306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALBERO KUPFERMAN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 SHALLCROSS AVE STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019806
ReturnHeader/PreparerPersonGrp/PhoneNum03022307171
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A ALBERO CPA MST
ReturnHeader/ReturnTs02019-09-12T10:33:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$407,443
Liabilities
$0
Net assets
$407,443
Revenue
$1,033
Expenses
$1,914
Net income
-$881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.24$0.02$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.01$0.35$0.34
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.00$0.22$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.22$0.27$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.02$0.00$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.01$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.34$0.35$0.69
2016Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$2.72$0.56$2.16
2014Summary only. Only limited summary data is available for this year.$1.17$0.00$0.00$0.13$0.13
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$1.30$0.00$0.00$0.05$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.12