Civic Intelligence

Vlada K Petric and Dara C Petric 2016 Tr

EIN 85-6663682 • Boston, MA

1 Post Office Square FL 25Boston, MA 02109-2115

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

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

$500k-$1M nonprofits • Source year 2024

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Higher net margin than 100% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

$785,924

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$785,924

No earlier filing loaded for comparison.

Operations

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

-$52,165

No earlier filing loaded for comparison.

Expenses

$95,180

No earlier filing loaded for comparison.

Net Income

-$147,345

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$785,924

Liabilities$0

Net Assets$785,924

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue-$52,165

Expenses$95,180

Net Income-$147,345

Open 2024 Filing

Filings

Most recent year

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

Assets: $785,924
Liabilities: $0
Net assets: $785,924
Revenue: -$52,165
Expenses: $95,180
Net income: -$147,345

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.86	$0.00	$7.86	$0.52	$0.95	$1.47

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Oct 17, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALEKSANDAR LEKIC	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Vlada K Petric and Dara C Petric 2016 Tr
EIN: 85-6663682
Address: 1 POST OFFICE SQUARE FL 25, BOSTON, MA 02109-2115

Signing Officer

Name: Aleksandar Lekic
Title: Trustee
Signed: 2025-10-17
Discuss with paid preparer: Yes

Preparer

Firm: Goulston & Storrs Pc
Address: 1 POST OFFICE SQUARE FL 25, BOSTON, MA 02109-2115
Preparer: John J Ruby
Phone: 6175746482

Raw XML Appendix338 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	398925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	15836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	100846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	90837
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	20159
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	330 COLUMBIA II TR EM CORE EX
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	TIAA RETIREMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	400 SPDR PORTFOLIO S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	10,236.705 PUTNAM SHORT TERM M
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	450 SPDR PORTFOLIO S&P 500 HIG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	231.395 UNDISCOVERED MANAGERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	6,793.921 WEITZ CORE PLUC INOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	3,613.758 VIRTUS SEIX HIGH GRA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SOMERVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	02145
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind	0	X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6175746482
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	KINO-TEATAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt	0	NEMANJINA 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm	0	BEOGRAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd	0	SY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd	0	11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	92000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	42802
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	42802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	37906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	30646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	26418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	144168
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	49198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	37906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	30646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	26418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	92000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	49198
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	144168
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	94970
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	792
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	807
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	TRANSACTION POSTED AFTER PERIOD ENDED
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	BV ADJUSTMENTS FOR VARIOUS SECURITIES
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	222
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Royalty Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	222
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	222
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	700
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	TRANSACTION POSTED FOR PRIOR PERIOD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	3121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	3121
TaxesSchedule/TaxesDetail/Amt	0	59
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	59
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ALEKSANDAR LEKIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	VLADA K PETRIC AND DARA C PETRIC 2016 TR
ReturnHeader/Filer/BusinessNameControlTxt	0	VLAD
ReturnHeader/Filer/EIN	0	856663682
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1 POST OFFICE SQUARE FL 25
ReturnHeader/Filer/USAddress/CityNm	0	BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	021092115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042738098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GOULSTON & STORRS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1 POST OFFICE SQUARE FL 25
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	021092115
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6175746482
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN J RUBY
ReturnHeader/ReturnTs	0	2025-10-27T09:01:23-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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