Civic Intelligence

Southanson Trust

990PF • Fiscal year 2024 • EIN 77-6256995

Dec 01, 2023 to Nov 30, 2024 • Filed on Jun 26, 2025

Organization Profile
501 ArborwayJamiaca Plain, MA 02130

(617) 752-1672

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

6.2%

Faster asset growth than 62% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2461%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$371,849

Up $21,631 (+6.2%) from 2023

Net Assets

Up

$371,849

Up $21,631 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin97th percentile

Revenue

Up

$24,100

Up $23,159 (+2461%) from 2023

Expenses

Down

$2,469

Down $32,583 (-93%) from 2023

Net Income

Up

$21,631

Up $55,742 (+163%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2024

Assets$371,849
Liabilities$0
Net Assets$371,849
Open 2024 Filing

Operations Trend

Revenue Growth99th 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

2024

Revenue$24,100
Expenses$2,469
Net Income$21,631
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jun 26, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th 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, JAMIACA PLAIN, MA 02130

Signing Officer

Name
Vincent Morgan Jr
Title
Trustee
Phone
6177521672
Signed
2025-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Aka Advisory LLC
Address
1701 SHALLCROSS AVE STE D, WILMINGTON, DE 19806
Preparer
Michael a Albero CPA Mst
Phone
3022307171
Raw XML Appendix313 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/DistributableAmountGrp/MinimumInvestmentReturnAmt017781
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0361034
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173937205
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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/AppliedToCurrentYearAmt01100
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02290
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016361
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03505
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03505
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019866
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt1199
TaxesSchedule/TaxesDetail/CategoryTxt0MA INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT MORGAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177521672
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHANSON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0776256995
ReturnHeader/Filer/PhoneNum06177521672
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 ARBORWAY
ReturnHeader/Filer/USAddress/CityNm0JAMIACA PLAIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260645306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKA ADVISORY 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/PreparationDt02025-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A ALBERO CPA MST
ReturnHeader/ReturnTs02025-07-01T06:59:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$371,849
Liabilities
$0
Net assets
$371,849
Revenue
$24,100
Expenses
$2,469
Net income
$21,631
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