Civic Intelligence

David Joyce Charitable Trust

990PF • Fiscal year 2013 • EIN 02-6149772

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
44 Farina RoadNewton, MA 02459

(617) 527-4122

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.02x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-3835%

Higher net margin than 1% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

31st percentile

-6.6%

Faster asset growth than 31% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$239,742

Down $17,066 (-6.6%) from 2012

Net Assets

Down

$239,733

Down $17,064 (-6.6%) from 2012

Liabilities

Down

$9

Down $2 (-18%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin1st percentile

Revenue

$445

No earlier filing loaded for comparison.

Expenses

Down

$17,509

Down $807 (-4.4%) from 2012

Net Income

-$17,064

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$300K$200K$100K$0Assets 2010: $241,301Liabilities 2010: $33Net Assets 2010: $241,2682010Assets 2011: $244,580Liabilities 2011: $82011Assets 2012: $256,808Liabilities 2012: $11Net Assets 2012: $256,7972012Assets 2013: $239,742Liabilities 2013: $9Net Assets 2013: $239,7332013Assets 2014: $217,048Liabilities 2014: $4Net Assets 2014: $217,0442014Assets 2015: $192,740Liabilities 2015: $2Net Assets 2015: $192,7382015Assets 2016: $157,205Liabilities 2016: $0Net Assets 2016: $157,2052016Assets 2017: $136,698Liabilities 2017: $0Net Assets 2017: $136,6992017Assets 2018: $142,882Liabilities 2018: $0Net Assets 2018: $142,8822018Assets 2019: $142,339Liabilities 2019: $1Net Assets 2019: $142,3392019Assets 2020: $134,606Liabilities 2020: $0Net Assets 2020: $134,6062020Assets 2021: $117,015Liabilities 2021: $1Net Assets 2021: $117,0152021Assets 2022: $96,494Liabilities 2022: $0Net Assets 2022: $96,4942022Assets 2023: $65,570Liabilities 2023: $12023Assets 2024: $61,621Liabilities 2024: $0Net Assets 2024: $61,6212024

Highlighted filing

2013

Assets$239,742
Liabilities$9
Net Assets$239,733
Open 2013 Filing

Operations Trend

Revenue Growth3rd percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $14,0682010Revenue 2011: $25,847Expenses 2011: $22,543Net Income 2011: $3,3042011Expenses 2012: $18,3162012Revenue 2013: $445Expenses 2013: $17,509Net Income 2013: -$17,0642013Revenue 2014: $350Expenses 2014: $23,039Net Income 2014: -$22,6892014Revenue 2015: $231Expenses 2015: $24,537Net Income 2015: -$24,3062015Revenue 2016: $35Expenses 2016: $35,568Net Income 2016: -$35,5332016Revenue 2017: $29Expenses 2017: $20,535Net Income 2017: -$20,5062017Revenue 2018: $20,029Expenses 2018: $13,845Net Income 2018: $6,1842018Revenue 2019: $8,004Expenses 2019: $8,547Net Income 2019: -$5432019Revenue 2020: $0Expenses 2020: $7,733Net Income 2020: -$7,7332020Revenue 2021: $1Expenses 2021: $17,591Net Income 2021: -$17,5902021Revenue 2022: $0Expenses 2022: $20,521Net Income 2022: -$20,5212022Revenue 2023: $1Expenses 2023: $30,924Net Income 2023: -$30,9232023Revenue 2024: $0Expenses 2024: $3,949Net Income 2024: -$3,9492024

Highlighted filing

2013

Revenue$445
Expenses$17,509
Net Income-$17,064
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID T WONGTrustee-$0--
JOYCE L WONGTrustee-$0--
PETER J WONGTrustee-$0--
Filing and Contact Details

Filer

EIN
02-6149772
Phone
6175274122

Signing Officer

Name
David Wong
Title
Trustee
Phone
6175274122
Signed
2014-05-13

Preparer

Preparer
Alan M Weiner
Phone
6172665100
Raw XML Appendix291 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/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5BRIGHTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode202115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode302111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode402120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode502135
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012306
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024301
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04455
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03694
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045917
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042223
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt011
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL INCOME TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt09
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175274122
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10DAVID JOYCE CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20DAVID WONG ET AL TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0026149772
ReturnHeader/Filer/PhoneNum06175274122
ReturnHeader/Filer/USAddress/AddressLine1044 FARINA ROAD
ReturnHeader/Filer/USAddress/City0NEWTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SAVAGE WEINER & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10464 COMMONWEALTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0022152734
ReturnHeader/PreparerPersonGrp/PhoneNum06172665100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN M WEINER
ReturnHeader/ReturnTs02014-05-14T10:35:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,742
Liabilities
$9
Net assets
$239,733
Revenue
$445
Expenses
$17,509
Net income
-$17,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.00$0.31$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.00$0.21$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.00$0.18$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.00$0.08$0.08
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.42$0.00$1.42$0.08$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.20$0.14$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.00$0.21$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.00$0.36$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.00$0.25$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.00$0.23$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.00$0.18$0.17
2012Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.18
2011Summary only. Only limited summary data is available for this year.$2.45$0.00$0.26$0.23$0.03
2010Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.14