Civic Intelligence

Dr Joseph J Lawrence Trust

EIN 95-6093764 • Greenwich, CT

50 Otter Rock DriveGreenwich, CT 06830
Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.06x

Higher debt load relative to revenue than 82% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

59th percentile

6.3%

Higher net margin than 59% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.4%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$322,073

Up $4,496 (+1.4%) from 2023

Liabilities

Flat

$4,596

Flat from 2023

Net Assets

Up

$317,477

Up $4,496 (+1.4%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin59th percentile

Revenue

Up

$71,052

Up $7,028 (+11%) from 2023

Expenses

Up

$66,556

Up $61,769 (+1290%) from 2023

Net Income

Down

$4,496

Down $54,741 (-92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2009: $270,328Liabilities 2009: $02009Assets 2011: $270,747Liabilities 2011: $02011Assets 2012: $276,332Liabilities 2012: $02012Assets 2013: $274,185Liabilities 2013: $0Net Assets 2013: $274,1852013Assets 2014: $281,106Liabilities 2014: $0Net Assets 2014: $281,1062014Assets 2015: $286,483Liabilities 2015: $0Net Assets 2015: $286,4832015Assets 2016: $278,783Liabilities 2016: $0Net Assets 2016: $278,7832016Assets 2017: $276,032Liabilities 2017: $0Net Assets 2017: $276,0322017Assets 2018: $281,786Liabilities 2018: $0Net Assets 2018: $281,7862018Assets 2019: $292,636Liabilities 2019: $0Net Assets 2019: $292,6362019Assets 2020: $285,236Liabilities 2020: $0Net Assets 2020: $285,2362020Assets 2021: $335,176Liabilities 2021: $0Net Assets 2021: $335,1762021Assets 2023: $317,577Liabilities 2023: $4,596Net Assets 2023: $312,9812023Assets 2024: $322,073Liabilities 2024: $4,596Net Assets 2024: $317,4772024

Highlighted filing

2024

Assets$322,073
Liabilities$4,596
Net Assets$317,477
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$150K$100K$50K$0-$50KRevenue 2009: $43,112Expenses 2009: $40,747Net Income 2009: $2,3652009Revenue 2011: $58,943Expenses 2011: $59,899Net Income 2011: -$9562011Revenue 2012: $63,017Expenses 2012: $57,432Net Income 2012: $5,5852012Revenue 2013: $54,953Expenses 2013: $57,100Net Income 2013: -$2,1472013Revenue 2014: $84,908Expenses 2014: $74,983Net Income 2014: $9,9252014Revenue 2015: $59,003Expenses 2015: $56,628Net Income 2015: $2,3752015Revenue 2016: $70,692Expenses 2016: $78,392Net Income 2016: -$7,7002016Revenue 2017: $69,010Expenses 2017: $71,761Net Income 2017: -$2,7512017Revenue 2018: $75,152Expenses 2018: $69,398Net Income 2018: $5,7542018Revenue 2019: $71,464Expenses 2019: $60,614Net Income 2019: $10,8502019Revenue 2020: $57,339Expenses 2020: $64,739Net Income 2020: -$7,4002020Revenue 2021: $110,152Expenses 2021: $60,212Net Income 2021: $49,9402021Revenue 2023: $64,024Expenses 2023: $4,787Net Income 2023: $59,2372023Revenue 2024: $71,052Expenses 2024: $66,556Net Income 2024: $4,4962024

Highlighted filing

2024

Revenue$71,052
Expenses$66,556
Net Income$4,496
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$322,073
Liabilities
$4,596
Net assets
$317,477
Revenue
$71,052
Expenses
$66,556
Net income
$4,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.05$3.17$0.71$0.67$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.05$3.13$0.64$0.05$0.59
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.10$0.60$0.50
2020Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.57$0.65$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.71$0.61$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.75$0.69$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.69$0.72$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.71$0.78$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.59$0.57$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.85$0.75$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.55$0.57$0.02
2012Summary only. Only limited summary data is available for this year.$2.76$0.00$0.63$0.57$0.06
2011Summary only. Only limited summary data is available for this year.$2.71$0.00$0.59$0.60$0.01
2009Summary only. Only limited summary data is available for this year.$2.70$0.00$0.43$0.41$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 18, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA SERRELLTrustee-$0--
LISA GROENINGERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dr Joseph J Lawrence Trust
EIN
95-6093764
Phone
2039391388
Address
50 OTTER ROCK DRIVE, GREENWICH, CT 06830

Signing Officer

Name
Diana Serrell
Title
Trustee
Phone
2038698414
Signed
2025-07-18
Discuss with paid preparer
Yes

Preparer

Firm
The Innovative CPA Group LLC
Address
1 ENTERPRISE DRIVE SUITE 210, SHELTON, CT 06484
Preparer
Paul Piasecki
Phone
2034890612
Raw XML AppendixShowing 400 of 632 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20PLANNED PARENTHOOD FEDERATION OF AMERICA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23AMERICAN PARKISON DISEASE ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82900 SOUTHERN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt914 EAST 60TH STREET 3RD FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13P O BOX 4215

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