Civic Intelligence

Massachusetts Charitable Society C/O Vimac

990 • Fiscal year 2017 • EIN 04-1589975

Sep 01, 2016 to Aug 31, 2017 • Filed on Apr 16, 2018

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

11th percentile

0.00x

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

2017 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

11th percentile

0.00x

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

2017 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2017

Net Margin

53rd percentile

12%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

27th percentile

$200

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2017

Asset Growth

68th percentile

9.2%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-15%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$12,559,221

Up $1,063,115 (+9.2%) from 2016

Net Assets

Up

$12,559,221

Up $1,063,115 (+9.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin53rd percentile

Revenue

Down

$341,749

Down $61,328 (-15%) from 2016

Expenses

Up

$301,973

Up $24,170 (+8.7%) from 2016

Net Income

Down

$39,776

Down $85,498 (-68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2017

Assets$12,559,221
Liabilities$0
Net Assets$12,559,221
Open 2017 Filing

Operations Trend

Revenue Growth11th 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

2017

Revenue$341,749
Expenses$301,973
Net Income$39,776
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Apr 16, 2018
Return Version
2016v3.1
Gross Receipts
$1,329,705
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$11,449,479$12,511,112▲ $1,061,633
Accounts Receivable$46,038$47,519▲ $1,481
Cash and Non-Interest-Bearing Accounts$589$590▲ $1
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$0→ $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$11,496,106$12,559,221▲ $1,063,115
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$11,496,106$12,559,221▲ $1,063,115
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$11,496,106$12,559,221▲ $1,063,115
Total Liabilities and Net Assets / Fund Balance$11,496,106$12,559,221▲ $1,063,115
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleBaseTotal
Edward Morris Howland IiSECRETARY/Trustee$200$200

Board Members and Trustees

NameTitle
Julian Hutchins CrockerPresident/Trustee
Francis Vernon Lloyd IIIVice President/Trustee
U Haskell Crocker IiTREASURER/Trustee
George Blanchard Halltrustee
Lawrence Barton Damontrustee
Robert Gannett Crockertrustee
Timothy Hale Kistnertrustee
jonathan howland IIItrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$341,749
Other Revenue
$0
Change in Net Assets
$39,776

Audited Revenue Reconciliation

Revenue per Audited Statements
$341,749
Revenue Not Reported on Form 990
$1,023,339
Total Revenue per Audited Statements
$1,365,088
Total Revenue per Form 990
$341,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$257,768
Other Expenses$44,005
Salaries, Compensation, and Employee Benefits$200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$209,768--$209,768
Grants to Domestic Individuals$48,000--$48,000
Conferences and Meetings-$15,122-$15,122
Fees for Services Accounting-$15,100-$15,100
Other Expenses-$1,763$0$1,763
All Other Expenses-$240-$240
Current Officers, Directors, Trustees, and Key Employees-$200-$200
Total Functional Expenses$257,768$44,205$0$301,973

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$301,973
Total Expenses per Audited Statements$301,973
Total Expenses per Form 990$301,973
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bethany Hill PlaceFramingham, MA501(c)(3)Exempt Purposes$15,000
Boys and Girls Club of Bostonboston, MA501(c)(3)exempt purposes$15,000
Camp JabberwockyVineyard, MA501(c)(3)exempt purposes$15,000
Community RowingBrighton, MA501(c)(3)Exempt Purposes$15,000
Horizons for Homeless childrenRoxbury, MA501(c)(3)exempt purposes$15,000
Lovelane Special Needs HORSEBACK RIDING PROGRAMLincoln, MA501(c)(3)exempt purposes$15,000
Strive BostonDorchester, MA501(c)(3)exempt purposes$15,000
Tenacityboston, MA501(c)(3)exempt purposes$15,000
The Possible ProjectCambridge, MA501(c)(3)exempt purposes$15,000
The Second StepNewtonville, MA501(c)(3)exempt purposes$15,000
Caroll Center For the BlindNewton, MA501(c)(3)exempt purposes$7,346
Emmanuel College Urban Food ProjectBoston, MA501(c)(3)exempt purposes$7,346
Hale Reservation IncWestwood, MA501(c)(3)exempt purposes$7,346
North Bennet Street SchoolBoston, MA501(c)(3)exempt purposes$7,346
Our Sister's SchoolNew Bedford, MA501(c)(3)exempt purposes$7,346
Root NS Incsalem, MA501(c)(3)exempt purposes$7,346
VinfenCambridge, MA501(c)(3)exempt purposes$7,346
YMCA IpswichIpswich, MA501(c)(3)exempt purposes$7,346
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
2018-04-16
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
Michael J Rowe 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, 2017 and 2016 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, 2014. 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 611 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt046038
IRS990/AccountsReceivableGrp/EOYAmt047519
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0240
IRS990/AllOtherExpensesGrp/TotalAmt0240
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0U HASKELL CROCKER II
IRS990/BooksInCareOfDetail/PhoneNum06173509806
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt067 BATTERYMARCH ST 5TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0589
IRS990/CashNonInterestBearingGrp/EOYAmt0590
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0200
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0200
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt015122
IRS990/ConferencesMeetingsGrp/TotalAmt015122
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0257768
IRS990/CYInvestmentIncomeAmt0341749
IRS990/CYOtherExpensesAmt044005
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt039776
IRS990/CYSalariesCompEmpBnftPaidAmt0200
IRS990/CYTotalExpensesAmt0301973
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0341749
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0CHARITABLE GIFTS TO VARIOUS ORGANIZATIONS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0209768
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015100
IRS990/FeesForServicesAccountingGrp/TotalAmt015100
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0EDWARD MORRIS HOWLAND II
IRS990/Form990PartVIISectionAGrp/PersonNm1U HASKELL CROCKER II
IRS990/Form990PartVIISectionAGrp/PersonNm2Julian Hutchins Crocker
IRS990/Form990PartVIISectionAGrp/PersonNm3Francis Vernon Lloyd III
IRS990/Form990PartVIISectionAGrp/PersonNm4Robert Gannett Crocker
IRS990/Form990PartVIISectionAGrp/PersonNm5Lawrence Barton Damon
IRS990/Form990PartVIISectionAGrp/PersonNm6jonathan howland III
IRS990/Form990PartVIISectionAGrp/PersonNm7George Blanchard Hall
IRS990/Form990PartVIISectionAGrp/PersonNm8Timothy Hale Kistner
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2President/Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President/Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01779
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt038296
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0209768
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt048000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt048000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0209768
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0209768
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01026252
IRS990/GrossReceiptsAmt01329705
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0303453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0303453
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011449479
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012511112
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0987956
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt011496106
IRS990/NetAssetsOrFundBalancesEOYAmt012559221
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038296
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038296
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01023339
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CUSTODIAN FEES
IRS990/OtherExpensesGrp/Desc1SECRETARIAL SERVICES
IRS990/OtherExpensesGrp/Desc2ANNUAL REPORT PREPARATION
IRS990/OtherExpensesGrp/Desc3FOREIGN TAXES PAID ON DIVIDEND
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05740
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13040
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31763
IRS990/OtherExpensesGrp/TotalAmt05740
IRS990/OtherExpensesGrp/TotalAmt13040
IRS990/OtherExpensesGrp/TotalAmt23000
IRS990/OtherExpensesGrp/TotalAmt31763
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0u Haskell Crocker II
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SPECIFIC ASSISTANCE TO INDIVIDUALS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt048000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt048000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0224968
IRS990/PYInvestmentIncomeAmt0403077
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt052635
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0125274
IRS990/PYSalariesCompEmpBnftPaidAmt0200
IRS990/PYTotalExpensesAmt0277803
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0403077
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt039776
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0No lobbying
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PAGE 1, PART I-A, LINE 1 - Lobbying
IRS990ScheduleD/ExpensesSubtotalAmt0301973
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01023339
IRS990ScheduleD/RevenueNotReportedAmt01023339
IRS990ScheduleD/RevenueSubtotalAmt0341749
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, 2017 and 2016 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, 2014. 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
IRS990ScheduleD/TotalExpensesPerForm990Amt0301973
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0341749
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01365088
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0301973
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt048000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Mary Joslyn
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt415000
IRS990ScheduleI/RecipientTable/CashGrantAmt515000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt715000
IRS990ScheduleI/RecipientTable/CashGrantAmt815000
IRS990ScheduleI/RecipientTable/CashGrantAmt915000
IRS990ScheduleI/RecipientTable/CashGrantAmt107346
IRS990ScheduleI/RecipientTable/CashGrantAmt117346
IRS990ScheduleI/RecipientTable/CashGrantAmt127346
IRS990ScheduleI/RecipientTable/CashGrantAmt137346
IRS990ScheduleI/RecipientTable/CashGrantAmt147346
IRS990ScheduleI/RecipientTable/CashGrantAmt157346
IRS990ScheduleI/RecipientTable/CashGrantAmt167346
IRS990ScheduleI/RecipientTable/CashGrantAmt177346
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Exempt Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Exempt Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17exempt purposes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bethany Hill Place
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Boys and Girls Club of Boston
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Community Rowing
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Horizons for Homeless children
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Camp Jabberwocky
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Lovelane Special Needs HORSEBACK RIDING PROGRAM

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$12,559,221
Liabilities
$0
Net assets
$12,559,221
Revenue
$341,749
Expenses
$301,973
Net income
$39,776
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • $10M-$25M nonprofits