Civic Intelligence

Massachusetts Charitable Society C/O Vimac

990 • Fiscal year 2016 • EIN 04-1589975

Sep 01, 2015 to Aug 31, 2016 • Filed on Mar 21, 2017

Organization ProfileN/A
67 Batterymarch St 5th floorBoston, MA 02110

(617) 350-9806

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.00x

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

2016 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2016

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

30th percentile

$200

Higher top officer pay than 30% of similar nonprofits.

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

2016 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2016

Asset Growth

76th percentile

7.6%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$11,496,106

Up $808,831 (+7.6%) from 2015

Net Assets

Up

$11,496,106

Up $808,831 (+7.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin79th percentile

Revenue

Down

$403,077

Down $286,213 (-42%) from 2015

Expenses

Up

$277,803

Up $8,360 (+3.1%) from 2015

Net Income

Down

$125,274

Down $294,573 (-70%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$30M$20M$10M$0Assets 2010: $7,473,992Liabilities 2010: $0Net Assets 2010: $7,473,9922010Assets 2011: $8,221,445Liabilities 2011: $0Net Assets 2011: $8,221,4452011Assets 2012: $8,943,781Liabilities 2012: $0Net Assets 2012: $8,943,7812012Assets 2013: $9,749,850Liabilities 2013: $0Net Assets 2013: $9,749,8502013Assets 2014: $11,132,204Liabilities 2014: $0Net Assets 2014: $11,132,2042014Assets 2015: $10,687,275Liabilities 2015: $0Net Assets 2015: $10,687,2752015Assets 2016: $11,496,106Liabilities 2016: $0Net Assets 2016: $11,496,1062016Assets 2017: $12,559,221Liabilities 2017: $0Net Assets 2017: $12,559,2212017Assets 2018: $14,242,190Liabilities 2018: $0Net Assets 2018: $14,242,1902018Assets 2019: $15,449,303Liabilities 2019: $0Net Assets 2019: $15,449,3032019Assets 2020: $17,855,609Liabilities 2020: $0Net Assets 2020: $17,855,6092020Assets 2021: $21,713,993Liabilities 2021: $0Net Assets 2021: $21,713,9932021Assets 2022: $19,120,748Liabilities 2022: $0Net Assets 2022: $19,120,7482022Assets 2023: $21,346,218Liabilities 2023: $0Net Assets 2023: $21,346,2182023Assets 2024: $25,361,502Liabilities 2024: $0Net Assets 2024: $25,361,5022024

Highlighted filing

2016

Assets$11,496,106
Liabilities$0
Net Assets$11,496,106
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $172,8962010Revenue 2011: $85,512Expenses 2011: $197,557Net Income 2011: -$112,0452011Expenses 2012: $217,3442012Revenue 2013: $323,418Expenses 2013: $238,785Net Income 2013: $84,6332013Revenue 2014: $504,200Expenses 2014: $273,346Net Income 2014: $230,8542014Revenue 2015: $689,290Expenses 2015: $269,443Net Income 2015: $419,8472015Revenue 2016: $403,077Expenses 2016: $277,803Net Income 2016: $125,2742016Revenue 2017: $341,749Expenses 2017: $301,973Net Income 2017: $39,7762017Revenue 2018: $1,797,632Expenses 2018: $309,069Net Income 2018: $1,488,5632018Revenue 2019: $642,430Expenses 2019: $339,110Net Income 2019: $303,3202019Revenue 2020: $389,911Expenses 2020: $334,711Net Income 2020: $55,2002020Revenue 2021: $6,543,467Expenses 2021: $335,414Net Income 2021: $6,208,0532021Revenue 2022: $705,676Expenses 2022: $363,393Net Income 2022: $342,2832022Revenue 2023: $416,815Expenses 2023: $411,364Net Income 2023: $5,4512023Revenue 2024: $934,569Expenses 2024: $494,195Net Income 2024: $440,3742024

Highlighted filing

2016

Revenue$403,077
Expenses$277,803
Net Income$125,274
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Mar 21, 2017
Return Version
2015v3.0
Gross Receipts
$1,615,138
Mission and Program Overview

Mission

The purpose of the society is to assist any member in need of assistance , and after death of a member to assist his widow and children in need; to accumulate a fund and to use the income therefrom for the purpose of rendering such assistance. After making provisions for the foregoing, any balance of net income may be used for such chartiable purposes permitted by the charter as the members may from time to time determine. Any citizen of massachusetts is eligible to membership. An entrance fee of $25 is charged. Our actual activities consist of making donations to the needy in accordance with the purpose for which we were organized.

THE PURPOSE OF THE SOCIETY IS TO ASSIST any member in need of ASSISTANCE, AND AFTER DEATH OF A MEMBER to ASSIST HIS WIDOW AND CHILDREN IN NEED.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,641,639$11,449,479▲ $807,840
Accounts Receivable$45,132$46,038▲ $906
Cash and Non-Interest-Bearing Accounts$504$589▲ $85
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$10,687,275$11,496,106▲ $808,831
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$10,687,275$11,496,106▲ $808,831
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$10,687,275$11,496,106▲ $808,831
Total Liabilities and Net Assets / Fund Balance$10,687,275$11,496,106▲ $808,831
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleBaseTotal
Edward Morris Howland IiSECRETARY/Trustee$200$200

Board Members and Trustees

NameTitle
Ralph Lowell IIIPresident/Trustee
Julian Hutchins CrockerVice President/Trustee
U Haskell Crocker IiTREASURER/Trustee
Alexander Lowell Thorndiketrustee
Robert Amory Thorndiketrustee
Robert Bradford Canterburytrustee
Stephen Carter Wright MDtrustee
Stephen Hopkins Whitetrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$403,077
Other Revenue
$0
Change in Net Assets
$125,274

Audited Revenue Reconciliation

Revenue per Audited Statements
$403,077
Revenue Not Reported on Form 990
$683,557
Total Revenue per Audited Statements
$1,086,634
Total Revenue per Form 990
$403,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$224,968
Other Expenses$52,635
Salaries, Compensation, and Employee Benefits$200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$176,968--$176,968
Grants to Domestic Individuals$48,000--$48,000
Conferences and Meetings-$15,599-$15,599
Fees for Services Accounting-$14,700-$14,700
Other Expenses-$2,654-$2,654
All Other Expenses-$205-$205
Current Officers, Directors, Trustees, and Key Employees-$200-$200
Total Functional Expenses$224,968$52,835$0$277,803

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$277,803
Total Expenses per Audited Statements$277,803
Total Expenses per Form 990$277,803
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cape AbilitiesHyannis, MA501(c)(3)Exempt Purposes$15,000
Cotting Schoollexington, MA501(c)(3)exempt purposes$15,000
Freelance Players inc dba Urban ImprovJamaica Plain, MA501(c)(3)exempt purposes$15,000
Haley Houseboston, MA501(c)(3)exempt purposes$15,000
Lazarus HouseLawrence, MA501(c)(3)exempt purposes$15,000
Nativity Preparatory SchoolJamaica Plain, MA501(c)(3)exempt purposes$15,000
Newton Wellesley Weston Community LivingNewton center, MA501(c)(3)exempt purposes$15,000
Prader-Willi California FoundationRedondon beach, CA501(c)(3)exempt purposes$15,000
St Stephen's Youth Programboston, MA501(c)(3)exempt purposes$15,000
epiphany schoolDorchester, MA501(c)(3)Exempt Purposes$15,000
Casa Nueva VideBoston, MA501(c)(3)exempt purposes$6,742
Longwood Symphony OrchestraBoston, MA501(c)(3)exempt purposes$6,742
Trinity Boston FoundationBoston, MA501(c)(3)exempt purposes$6,742
Wellspring HouseGloucester, MA501(c)(3)exempt purposes$6,742
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 2 - Family Relationships

“The Treasurer of the Society is related to one of the trustees. Two of the trustees are related to each other.”

FORM 990, PART VI, SECTION A, LINE 6 - Members

“Massachusetts Charitable Society is a member organization formed in 1762 by a group of Boston citizens for mutually aiding and assisting each other, their families, widows, and orphans who may be reduced by the adverse accidents of life. It also supplies grants to 501(c)(3) organizations to support education, community service, historical scholarship and the arts.”

FORM 990, PART VI, SECTION A, LINES 7A & 7B - Election of govering members

“The members vote for their Board of Directors and make governing decisions at their annual meeting.”

FORM 990, PART VI, SECTION B, LINE 11 - Responsible for 990 review

“The Board of Directors has delegated the responsibility for reviewing, approving and signing the Form 990 to the Treasurer. The Form 990 is made available to any director upon request.”

FORM 990, PART VI, SECTION B, LINE 15 - Officer Compensation

“With the exception of $200 in secretary compensation, the Organization's CEO, officers and trustees are not compensated for their time and services.”

FORM 990, PART VI, SECTION C, LINE 19 - Document availability to public

“The organizational governing documents, financial statements and Form 990 are available upon request to the general public.”

Filing and Contact Details

Filer

Filer Name
Massachusetts Charitable Society
EIN
04-1589975
In Care Of
% U HASKELL CROCKER II
Phone
6173509806
Address
67 Batterymarch St 5th floor, BOSTON, MA 02110

Signing Officer

Name
U Haskell Crocker Ii
Title
Treasurer/trustee
Phone
6173509806
Signed
2017-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
u Haskell Crocker II
Formed
1779
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
9

Preparer

Firm
Wolf & Company Pc
Address
99 HIGH STREET 21ST FLOOR, BOSTON, MA 02110
Preparer
Anthony T Carideo JR CPA
Phone
6174399700
Supplemental Narrative

Financial Statement Notes

SCHEDULE D PAGE 3 PART X LINE 2 - Uncertain Tax Positions

“Tax positions taken or expected to be taken, including the position that the Society qualifies as a tax exempt entity, in the course of preparing the Societys tax returns are required to be evaluated to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority. Tax positions not deemed to meet a more-likely-than-not threshold would be accrued and disclosed in the financial statements. The Society does not have any uncertain tax positions at August 31, 2016 and 2015 which require accrual or disclosure. The Society believes it is no longer subject to examinations by U.S. federal and state tax authorities for any years prior to August 31, 2013. The Societys policy is to recognize any interest and penalties related to tax matters in tax expense in the year the expense is incurred.”

Raw XML AppendixShowing 400 of 561 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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IRS990/MissionDesc0THE PURPOSE OF THE SOCIETY IS TO ASSIST ANY MEMBER IN NEED OF ASSISTANCE, AND AFTER DEATH OF A MEMBER TO ASSIST HIS WIDOW AND CHILDREN IN NEED; TO ACCUMULATE A FUND AND TO USE THE INCOME THEREFROM FOR THE PURPOSE OF RENDERING SUCH ASSISTANCE. AFTER MAKING PROVISIONS FOR THE FOREGOING, ANY BALANCE OF NET INCOME MAY BE USED FOR SUCH CHARITABLE PURPOSES PERMITTED BY THE CHARTER AS THE MEMBERS MAY FROM TIME TO TIME DETERMINE. ANY CITIZEN OF MASSACHUSETTS IS ELIGIBLE TO MEMBERSHIP. AN ENTRANCE FEE OF $25 IS CHARGED. OUR ACTUAL ACTIVITIES CONSIST OF MAKING DONATIONS TO THE NEEDY IN ACCORDANCE WITH THE PURPOSE FOR WHICH WE WERE ORGANIZED.
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0No lobbying
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PAGE 1, PART I-A, LINE 1 - Lobbying
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Tax positions taken or expected to be taken, including the position that the Society qualifies as a tax exempt entity, in the course of preparing the Societys tax returns are required to be evaluated to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority. Tax positions not deemed to meet a more-likely-than-not threshold would be accrued and disclosed in the financial statements. The Society does not have any uncertain tax positions at August 31, 2016 and 2015 which require accrual or disclosure. The Society believes it is no longer subject to examinations by U.S. federal and state tax authorities for any years prior to August 31, 2013. The Societys policy is to recognize any interest and penalties related to tax matters in tax expense in the year the expense is incurred.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D PAGE 3 PART X LINE 2 - Uncertain Tax Positions
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IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt048000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Keith and Mary Joslyn
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IRS990ScheduleI/RecipientTable/CashGrantAmt115000
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Exempt Purposes
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Exempt Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5exempt purposes
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13exempt purposes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Cape Abilities
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Cotting School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2epiphany school
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Haley House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Lazarus House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Nativity Preparatory School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Newton Wellesley Weston Community Living
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Prader-Willi California Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8St Stephen's Youth Program
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9Freelance Players inc dba Urban Improv
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10Casa Nueva Vide
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11Longwood Symphony Orchestra
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12Trinity Boston Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13Wellspring House
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IRS990ScheduleI/RecipientTable/RecipientEIN1042104328
IRS990ScheduleI/RecipientTable/RecipientEIN2043391788
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IRS990ScheduleI/RecipientTable/RecipientEIN6042512465
IRS990ScheduleI/RecipientTable/RecipientEIN7953480752
IRS990ScheduleI/RecipientTable/RecipientEIN8261749602
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IRS990ScheduleI/RecipientTable/RecipientEIN11042921296

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,496,106
Liabilities
$0
Net assets
$11,496,106
Revenue
$403,077
Expenses
$277,803
Net income
$125,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$0.93$0.49$0.44
2023Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$0.42$0.41$0.01
2022Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.71$0.36$0.34
2021Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$6.54$0.34$6.21
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.39$0.33$0.06
2019Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.64$0.34$0.30
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.80$0.31$1.49
2017Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.34$0.30$0.04
2016Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.40$0.28$0.13
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.69$0.27$0.42
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.50$0.27$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.75$0.00$9.75$0.32$0.24$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.94$0.00$8.94$0.22
2011Summary only. Only limited summary data is available for this year.$8.22$0.00$8.22$0.09$0.20$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.47$0.00$7.47$0.17
Peer Organizations

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