Civic Intelligence

Easton Charitable Tr

990EZ • Fiscal year 2021 • EIN 81-6650459

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

PO Box 79North Easton, MA 02356

(508) 230-1886

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

82nd percentile

42%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

83rd percentile

62%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

85%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$51,397

Up $9,880 (+24%) from 2019

Net Assets

Up

$51,397

Up $9,880 (+24%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$47,313

Up $7,820 (+20%) from 2019

Expenses

Down

$27,646

Down $14,869 (-35%) from 2019

Net Income

Up

$19,667

Up $22,689 (+751%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2018: $44,539Net Assets 2018: $44,5392018Assets 2019: $41,517Net Assets 2019: $41,5172019Assets 2021: $51,397Liabilities 2021: $0Net Assets 2021: $51,3972021Assets 2022: $83,633Net Assets 2022: $83,6332022Assets 2024: $95,937Net Assets 2024: $95,9372024

Highlighted filing

2021

Assets$51,397
Liabilities$0
Net Assets$51,397

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $32,071Expenses 2018: $37,838Net Income 2018: -$5,7672018Revenue 2019: $39,493Expenses 2019: $42,515Net Income 2019: -$3,0222019Revenue 2021: $47,313Expenses 2021: $27,646Net Income 2021: $19,6672021Revenue 2022: $80,947Expenses 2022: $48,711Net Income 2022: $32,2362022Revenue 2024: $92,122Expenses 2024: $82,977Net Income 2024: $9,1452024

Highlighted filing

2021

Revenue$47,313
Expenses$27,646
Net Income$19,667
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$87,382
Mission and Program Overview

Mission

To provide financial support to individuals and local non profit groups representing outstanding values or charitable need.

Program Services

DescriptionGrantsExpenses
IN 2021 EASTON CHARITABLE TRUST AWARDED GRANTS TO 6 AREA NON-PROFIT ORGANIZATIONS TOTALING $16,000 AND TWO $500 SCHOLARSHIPS WHICH WERE PAID OUT FROM THE 2020 EXCESS REVENUES OVER EXPENSES.MASS SCHOOL ON WHEELS $6,000NATURAL RESOURCE TRUST $1,500EASTON CHAMBER OF COMMERCE $1,500ENLIGHTENED GLOBAL $2,000JAMES LUKE FOUNDATION $2,000CITY OF BROCKTON POLICE DEPT $3,0002 EASTON HIGH SCHOOL SCHOLARSHIPS $1,000 $17,000 IN DECEMBER,2021 EASTON CHARITABLE TRUST HOSTED THE 6TH ANNUAL EASTON FESTIVAL OF TREES. FROM THESE FUNDS GRANTS AND SCHOLARSHIPS WILL BE AWARDED IN 2022 TO LOCAL CHARITIES, SCHOLARSHIPS, AND THOSE DESERVING.$17,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY ESTEYPresident-$0--
BETTINA HOFFMANTreasurer-$0--
NANCY COHENNODirector-$0--
PATRICIA GROGANVice President-$0--
SHELLEY BASHAWDirector-$0--
JILL CATHIEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Festival of Trees Fundraiser$34,027$34,027$24,813$9,214
Total Events$34,027$34,027$24,813$9,214
Filing and Contact Details

Filer

Filer Name
Easton Charitable Tr
EIN
81-6650459
Phone
5082301886
Address
PO BOX 79, NORTH EASTON, MA 02356

Signing Officer

Name
Cathy Estey
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Steven V Rotella CPA PC
Address
1040 Turnpike St, Canton, MA 02021
Preparer
Steven V Rotella CPA
Phone
7818280802
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Humanitarian | Donee's Name: MASS SCHOOL ON WHEELS | Donee's Address: 100 LAUREL ST E. BRIDGEWATER MA 02333 | Relationship of Donee: NONE | Cash Amount Given: $6000

Other Expenses.1

Food for volunteers, etc $1912

Other Expenses.2

MISC $599

Other Expenses.3

Website $280

Other Expenses.4

PO BOX $176

Other Expenses.5

Bank Fees $124

Other Expenses.6

STATE FILING FEES $35

Raw XML Appendix193 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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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS AND LOCAL NON PROFIT GROUPS REPRESENTING OUTSTANDING VALUES OR CHARITABLE NEED.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/CharitableDistributionRqrInd0false
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
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IRS990ScheduleG/GamingManagerServicesProvTxt0SUPERVISORY
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Humanitarian | Donee's Name: MASS SCHOOL ON WHEELS | Donee's Address: 100 LAUREL ST E. BRIDGEWATER MA 02333 | Relationship of Donee: NONE | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOOD FOR VOLUNTEERS, ETC $1912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISC $599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PO BOX $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STATE FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY ESTEY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0816650459
ReturnHeader/Filer/PhoneNum05082301886
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 79
ReturnHeader/Filer/USAddress/CityNm0NORTH EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002356
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043082148
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven V Rotella CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01040 Turnpike St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Canton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002021
ReturnHeader/PreparerPersonGrp/PhoneNum07818280802
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven V Rotella CPA
ReturnHeader/ReturnTs02022-11-15T12:52:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ESTEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings