Civic Intelligence

Chilmark Associates C/O Katherine Mccord

990 • Fiscal year 2017 • EIN 04-2129222

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

451 South RoadChilmark, MA 02535

(617) 922-5810

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.00x

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

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Net Margin

77th percentile

16%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-43%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,468,073

Up $18,247 (+1.3%) from 2016

Net Assets

Up

$1,468,073

Up $18,247 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$114,882

Down $87,957 (-43%) from 2016

Expenses

Down

$96,635

Down $44,654 (-32%) from 2016

Net Income

Down

$18,247

Down $43,303 (-70%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,674,578Liabilities 2011: $0Net Assets 2011: $1,674,5782011Assets 2012: $1,671,992Liabilities 2012: $0Net Assets 2012: $1,671,9922012Assets 2013: $1,565,849Liabilities 2013: $0Net Assets 2013: $1,565,8492013Assets 2014: $1,469,810Liabilities 2014: $0Net Assets 2014: $1,469,8102014Assets 2015: $1,477,778Liabilities 2015: $0Net Assets 2015: $1,477,7782015Assets 2016: $1,449,826Liabilities 2016: $0Net Assets 2016: $1,449,8262016Assets 2017: $1,468,073Liabilities 2017: $0Net Assets 2017: $1,468,0732017Assets 2018: $1,484,477Liabilities 2018: $0Net Assets 2018: $1,484,4772018Assets 2019: $1,519,931Liabilities 2019: $0Net Assets 2019: $1,519,9312019Assets 2020: $1,508,189Liabilities 2020: $0Net Assets 2020: $1,508,1892020Assets 2021: $1,535,302Liabilities 2021: $0Net Assets 2021: $1,535,3022021Assets 2022: $1,543,566Liabilities 2022: $0Net Assets 2022: $1,543,5662022Assets 2023: $1,593,652Liabilities 2023: $0Net Assets 2023: $1,593,6522023Assets 2024: $2,301,001Liabilities 2024: $0Net Assets 2024: $2,301,0012024

Highlighted filing

2017

Assets$1,468,073
Liabilities$0
Net Assets$1,468,073

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $86,805Expenses 2011: $68,851Net Income 2011: $17,9542011Revenue 2012: $95,289Expenses 2012: $97,015Net Income 2012: -$1,7262012Revenue 2013: $86,739Expenses 2013: $154,691Net Income 2013: -$67,9522013Revenue 2014: $108,029Expenses 2014: $169,798Net Income 2014: -$61,7692014Revenue 2015: $129,459Expenses 2015: $86,490Net Income 2015: $42,9692015Revenue 2016: $202,839Expenses 2016: $141,289Net Income 2016: $61,5502016Revenue 2017: $114,882Expenses 2017: $96,635Net Income 2017: $18,2472017Revenue 2018: $108,971Expenses 2018: $92,567Net Income 2018: $16,4042018Revenue 2019: $159,291Expenses 2019: $123,837Net Income 2019: $35,4542019Revenue 2020: $80,884Expenses 2020: $92,626Net Income 2020: -$11,7422020Revenue 2021: $131,159Expenses 2021: $100,937Net Income 2021: $30,2222021Revenue 2022: $138,121Expenses 2022: $129,857Net Income 2022: $8,2642022Revenue 2023: $163,809Expenses 2023: $113,723Net Income 2023: $50,0862023Revenue 2024: $841,687Expenses 2024: $134,338Net Income 2024: $707,3492024

Highlighted filing

2017

Revenue$114,882
Expenses$96,635
Net Income$18,247
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$114,882
Mission and Program Overview

Mission

Support social and recreational activities for the members.

Support social and recreational activities of the members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,330,578$1,338,078▲ $7,500
Cash and Non-Interest-Bearing Accounts$119,248$129,995▲ $10,747
Total Assets$1,449,826$1,468,073▲ $18,247
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,449,826$1,468,073▲ $18,247
Total Net Assets Fund Balance$1,449,826$1,468,073▲ $18,247
Total Liabilities and Net Assets / Fund Balance$1,449,826$1,468,073▲ $18,247

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,338,078-$1,338,078
Compensation and Service Providers

Board Members and Trustees

NameTitle
Natalie HopfieldChair
David PriceTrustee
Laura OwenTrustee
Jessica AnkerSecretary
Christine NickersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$108,873
Investment Income
$613
Other Revenue
$5,396
Change in Net Assets
$18,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,342
Salaries, Compensation, and Employee Benefits$25,293
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$41,631--$41,631
Other Salaries and Wages$15,964--$15,964
Insurance$10,036--$10,036
Payroll Taxes$8,533--$8,533
Office Expenses$2,891--$2,891
Fees for Services Accounting$1,400--$1,400
Other Employee Benefits$796--$796
Other Expenses$388--$388
Total Functional Expenses$96,635$0$0$96,635
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The members of chilmark associates shall be those persons who were beneficiaries under the declaration of trust on the date of the adoption of these bylaws, and such other persons as those members shall from time to time elect in accordance with the declaration of trust and with these bylaws.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by all trustees prior to filing with the irs. The form is made available to all members at the annual meeting of the members.

Form 990, Part VI, Section C, Line 19

Chilmark associates is a 501(c)7,social and recreational club and does not make their governing documents, conflicts of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Chilmark Associates
EIN
04-2129222
Phone
6179225810
Address
451 SOUTH ROAD, CHILMARK, MA 02535

Signing Officer

Name
Natalie Hopfield
Title
Chair
Phone
6179225810
Signed
2018-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Hopfield
Formed
1919
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
45

Preparer

Firm
JOHNSON O'CONNOR FERON & CARUCCI LLP
Address
101 EDGEWATER DRIVE SUITE 210, WAKEFIELD, MA 01880
Preparer
Joseph M Giso CPA Mst
Phone
7819143400
Raw XML Appendix303 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF CHILMARK ASSOCIATES SHALL BE THOSE PERSONS WHO WERE BENEFICIARIES UNDER THE DECLARATION OF TRUST ON THE DATE OF THE ADOPTION OF THESE BYLAWS, AND SUCH OTHER PERSONS AS THOSE MEMBERS SHALL FROM TIME TO TIME ELECT IN ACCORDANCE WITH THE DECLARATION OF TRUST AND WITH THESE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY ALL TRUSTEES PRIOR TO FILING WITH THE IRS. THE FORM IS MADE AVAILABLE TO ALL MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHILMARK ASSOCIATES IS A 501(C)7,SOCIAL AND RECREATIONAL CLUB AND DOES NOT MAKE THEIR GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.230.50.122
ReturnHeader/FilingSecurityInformation/IPDt02018-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:02:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203985546
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON O'CONNOR FERON & CARUCCI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 EDGEWATER DRIVE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAKEFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001880
ReturnHeader/PreparerPersonGrp/PhoneNum07819143400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M GISO CPA MST
ReturnHeader/ReturnTs02018-11-07T07:39:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$0.84$0.13$0.71
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.16$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.14$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.13$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.08$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.16$0.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.10$0.02
2016Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.20$0.14$0.06
2015Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.13$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.11$0.17$0.06
2013Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.09$0.15$0.07
2012Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.10$0.10$0.00
2011Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.09$0.07$0.02