Civic Intelligence

Lucretia Prentiss Bailey Trust

EIN 04-2178056 • Boston, MA

One International Place 1010Boston, MA 02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-28%

Higher net margin than 14% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$3,739

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

52%

Faster revenue growth than 79% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,757,285

Up $220,515 (+8.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,757,285

Up $220,515 (+8.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin14th percentile

Revenue

Up

$110,213

Up $37,550 (+52%) from 2023

Expenses

Down

$141,421

Down $3,651 (-2.5%) from 2023

Net Income

Up

-$31,208

Up $41,201 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,754,683Liabilities 2011: $02011Assets 2012: $2,879,401Liabilities 2012: $02012Assets 2013: $3,063,762Liabilities 2013: $02013Assets 2014: $2,973,359Liabilities 2014: $02014Assets 2015: $2,727,531Liabilities 2015: $0Net Assets 2015: $2,727,5312015Assets 2017: $2,932,167Liabilities 2017: $0Net Assets 2017: $2,932,1672017Assets 2018: $2,543,080Liabilities 2018: $0Net Assets 2018: $2,543,0802018Assets 2019: $2,807,106Liabilities 2019: $0Net Assets 2019: $2,807,1062019Assets 2020: $3,075,491Liabilities 2020: $0Net Assets 2020: $3,075,4912020Assets 2021: $3,226,629Liabilities 2021: $0Net Assets 2021: $3,226,6292021Assets 2022: $2,332,129Liabilities 2022: $0Net Assets 2022: $2,332,1292022Assets 2023: $2,536,770Liabilities 2023: $0Net Assets 2023: $2,536,7702023Assets 2024: $2,757,285Liabilities 2024: $0Net Assets 2024: $2,757,2852024

Highlighted filing

2024

Assets$2,757,285
Liabilities$0
Net Assets$2,757,285
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $107,006Expenses 2011: $197,420Net Income 2011: -$90,4142011Revenue 2012: $105,101Expenses 2012: $235,422Net Income 2012: -$130,3212012Revenue 2013: $119,434Expenses 2013: $200,099Net Income 2013: -$80,6652013Revenue 2014: $201,546Expenses 2014: $215,495Net Income 2014: -$13,9492014Revenue 2015: $96,798Expenses 2015: $207,065Net Income 2015: -$110,2672015Revenue 2017: $165,202Expenses 2017: $206,893Net Income 2017: -$41,6912017Revenue 2018: $439,272Expenses 2018: $206,940Net Income 2018: $232,3322018Revenue 2019: $221,331Expenses 2019: $196,186Net Income 2019: $25,1452019Revenue 2020: -$6,099Expenses 2020: $177,053Net Income 2020: -$183,1522020Revenue 2021: $554,529Expenses 2021: $237,459Net Income 2021: $317,0702021Revenue 2022: -$96,673Expenses 2022: $189,037Net Income 2022: -$285,7102022Revenue 2023: $72,663Expenses 2023: $145,072Net Income 2023: -$72,4092023Revenue 2024: $110,213Expenses 2024: $141,421Net Income 2024: -$31,2082024

Highlighted filing

2024

Revenue$110,213
Expenses$141,421
Net Income-$31,208
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,757,285
Liabilities
$0
Net assets
$2,757,285
Revenue
$110,213
Expenses
$141,421
Net income
-$31,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.11$0.14$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.07$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.10$0.19$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.55$0.24$0.32
2020Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.01$0.18$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.22$0.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.44$0.21$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.17$0.21$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.10$0.21$0.11
2014Summary only. Only limited summary data is available for this year.$2.97$0.00$0.20$0.22$0.01
2013Summary only. Only limited summary data is available for this year.$3.06$0.00$0.12$0.20$0.08
2012Summary only. Only limited summary data is available for this year.$2.88$0.00$0.11$0.24$0.13
2011Summary only. Only limited summary data is available for this year.$2.75$0.00$0.11$0.20$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM E FLANAGANTrustee-$3,739-$3,739
CHARLES A CHEEVER RESIGNED 52523Trustee-$0--
RENAT V LUMPAUTrustee-$0--
JESSICA L LAMBERTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lucretia Prentiss Bailey Trust
EIN
04-2178056
Phone
6174472700
Address
ONE INTERNATIONAL PLACE 1010, BOSTON, MA 02110

Signing Officer

Name
William E Flanagan
Title
Trustee
Phone
6174472700
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Walter Shuffain Advisors Inc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110-2602
Preparer
Stephen D Candelario
Phone
6174472700
Raw XML Appendix370 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0125347
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0125347
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0TWO INTERNATIONAL PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHOATE HALL & STEWART LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174472700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BERRYBROOK SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0267 WINTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DUXBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002332
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0112000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0125347
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0131779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt046537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06432
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040105
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125347
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054714
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061146
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FORM PC FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0250000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11723
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN/(LOSS) ON INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1COST BASIS ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018455
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09227
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09228
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0852
TaxesSchedule/TaxesDetail/Amt1840
TaxesSchedule/TaxesDetail/CategoryTxt0PY BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM E FLANAGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174472700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCRETIA PRENTISS BAILEY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF MASSACHUSETTS
ReturnHeader/Filer/BusinessNameControlTxt0LUCR
ReturnHeader/Filer/EIN0042178056
ReturnHeader/Filer/PhoneNum06174472700
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE 1010
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER SHUFFAIN ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102602
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN D CANDELARIO
ReturnHeader/ReturnTs02025-05-12T08:42:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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