Civic Intelligence

Ellis Cappy Bateman Charitable Trust

990PF • Fiscal year 2024 • EIN 99-1808083

Jan 01, 2024 to Dec 31, 2024 • Filed on May 13, 2025

Organization Profile
PO Box 913Webster, MA 01570

(508) 755-1376

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

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

$91,446

No earlier filing loaded for comparison.

Net Assets

$91,446

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin97th percentile

Revenue

$101,446

No earlier filing loaded for comparison.

Expenses

$10,000

No earlier filing loaded for comparison.

Net Income

$91,446

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2024: $91,446Liabilities 2024: $0Net Assets 2024: $91,4462024

Highlighted filing

2024

Assets$91,446
Liabilities$0
Net Assets$91,446
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2024: $101,446Expenses 2024: $10,000Net Income 2024: $91,4462024

Highlighted filing

2024

Revenue$101,446
Expenses$10,000
Net Income$91,446
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William F McCullough III 1Trustee-$0--
Daniel Marcoux 1Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Ellis Cappy Bateman Charitable Tst
EIN
99-1808083
In Care Of
% William F McCullough III
Phone
5087551376
Address
PO Box 913, Webster, MA 01570

Signing Officer

Name
William F Mccullough Iii
Title
Trustee
Phone
5087551376
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
McCullough & Associates
Address
573 Chandler Street, Worcester, MA 01602
Preparer
William F Mccullough Iii
Phone
5087551376
Raw XML Appendix200 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0123
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0404
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08077
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0William F McCullough III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05087551376
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Food Insecurity 1 organizion
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010000
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0Estate of Ellis Bateman
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt09 Sandy Cove Rd
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Webster
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd001570
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F MCCULLOUGH III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05087551376
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ellis Cappy Bateman Charitable Tst
ReturnHeader/Filer/BusinessNameControlTxt0ELLI
ReturnHeader/Filer/EIN0991808083
ReturnHeader/Filer/InCareOfNm0% William F McCullough III
ReturnHeader/Filer/PhoneNum05087551376
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 913
ReturnHeader/Filer/USAddress/CityNm0Webster
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001570
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824108793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McCullough & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0573 Chandler Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Worcester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001602
ReturnHeader/PreparerPersonGrp/PhoneNum05087551376
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM F MCCULLOUGH III
ReturnHeader/ReturnTs02025-05-20T16:02:57-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$91,446
Liabilities
$0
Net assets
$91,446
Revenue
$101,446
Expenses
$10,000
Net income
$91,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.01$0.10$0.91