Civic Intelligence

Southanson Trust

990PF • Fiscal year 2019 • EIN 77-6256995

Dec 01, 2018 to Nov 30, 2019 • Filed on Sep 28, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

142%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$409,902

Up $2,459 (+0.6%) from 2018

Net Assets

Up

$409,902

Up $2,459 (+0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$2,495

Up $1,462 (+142%) from 2018

Expenses

Down

$36

Down $1,878 (-98%) from 2018

Net Income

Up

$2,459

Up $3,340 (+379%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2019

Assets$409,902
Liabilities$0
Net Assets$409,902
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

2019

Revenue$2,495
Expenses$36
Net Income$2,459
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Sep 28, 2020
Return Version
2018v3.2
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
2020-09-28
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 Appendix309 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/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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt091196
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020077
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0139501
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013197
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt071119
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0139501
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0159578
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1MAINE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT MORGAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177521672
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-28
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/AtSubmissionCreationDeviceId078802BCA6BEDF9B57E7F698839DF108DD2EF3656
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId033B514429D234C29CD7BB429A3242064428F73A9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.254.191.33
ReturnHeader/FilingSecurityInformation/IPDt02020-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:59:29
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/PreparationDt02020-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A ALBERO CPA MST
ReturnHeader/ReturnTs02020-10-07T09:56:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,902
Liabilities
$0
Net assets
$409,902
Revenue
$2,495
Expenses
$36
Net income
$2,459
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