Civic Intelligence

David Joyce Charitable Trust David Wong Et Al Trustees

990PF • Fiscal year 2017 • EIN 02-6149772

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 13, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-70710%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$136,698

Down $20,507 (-13%) from 2016

Net Assets

Down

$136,699

Down $20,506 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$29

Down $6 (-17%) from 2016

Expenses

Down

$20,535

Down $15,033 (-42%) from 2016

Net Income

Up

-$20,506

Up $15,027 (+42%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2017

Assets$136,698
Liabilities$0
Net Assets$136,699
Open 2017 Filing

Operations Trend

Revenue Growth25th 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

2017

Revenue$29
Expenses$20,535
Net Income-$20,506
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
David Joyce Charitable Trust
EIN
02-6149772
Phone
6175274122
Address
44 FARINA ROAD, NEWTON, MA 02459

Signing Officer

Name
David T Wong
Title
Trustee
Phone
6175274122
Signed
2018-08-13

Preparer

Firm
Savage Weiner & Company
Address
464 COMMONWEALTH AVENUE, BOSTON, MA 02215-2734
Preparer
Alan M Weiner
Phone
6172665100
Raw XML Appendix267 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt07059
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04972
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04972
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt064402
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011941
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03694
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011941
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt069374
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057433
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt035
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0FROM CSA IMPORT
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID T WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175274122
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID JOYCE CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DAVID WONG ET AL TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0026149772
ReturnHeader/Filer/PhoneNum06175274122
ReturnHeader/Filer/USAddress/AddressLine1Txt044 FARINA ROAD
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002459
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ED55B0287463FB2ED8B19C8A1DCBA3D05580EC0D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED55B0287463FB2ED8B19C8A1DCBA3D05580EC0D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.172.212.109
ReturnHeader/FilingSecurityInformation/IPDt02018-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:52:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042984124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVAGE WEINER & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0464 COMMONWEALTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0022152734
ReturnHeader/PreparerPersonGrp/PhoneNum06172665100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN M WEINER
ReturnHeader/ReturnTs02018-08-13T15:52:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,698
Liabilities
$0
Net assets
$136,699
Revenue
$29
Expenses
$20,535
Net income
-$20,506
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
2017Detailed filing. Detailed filing data is available for this year.$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