Civic Intelligence

Mary S Holzwasser Charitable Trust

990PF • Fiscal year 2017 • EIN 04-2679759

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 19, 2017

Organization Profile
C/O Burns Levinson 125 Summer StBoston, MA 02110

(617) 345-3000

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

85th percentile

33%

Higher net margin than 85% 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

58th percentile

4.8%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

96th percentile

206%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$258,873

Up $11,966 (+4.8%) from 2016

Net Assets

Up

$258,873

Up $11,966 (+4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Up

$36,649

Up $24,685 (+206%) from 2016

Expenses

Down

$24,683

Down $684 (-2.7%) from 2016

Net Income

Up

$11,966

Up $25,369 (+189%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$600K$400K$200K$0Assets 2011: $236,256Liabilities 2011: $02011Assets 2012: $220,522Liabilities 2012: $02012Assets 2013: $260,248Liabilities 2013: $0Net Assets 2013: $260,2482013Assets 2014: $254,130Liabilities 2014: $0Net Assets 2014: $254,1302014Assets 2015: $260,310Liabilities 2015: $0Net Assets 2015: $260,3102015Assets 2016: $246,907Liabilities 2016: $0Net Assets 2016: $246,9072016Assets 2017: $258,873Liabilities 2017: $0Net Assets 2017: $258,8732017Assets 2018: $257,744Liabilities 2018: $0Net Assets 2018: $257,7442018Assets 2019: $262,073Liabilities 2019: $0Net Assets 2019: $262,0732019Assets 2020: $256,510Liabilities 2020: $0Net Assets 2020: $256,5102020Assets 2021: $255,313Liabilities 2021: $0Net Assets 2021: $255,3132021Assets 2022: $255,338Liabilities 2022: $0Net Assets 2022: $255,3382022Assets 2023: $255,800Liabilities 2023: $0Net Assets 2023: $255,8002023Assets 2024: $520,911Liabilities 2024: $0Net Assets 2024: $520,9112024Assets 2025: $542,245Liabilities 2025: $0Net Assets 2025: $542,2452025

Highlighted filing

2017

Assets$258,873
Liabilities$0
Net Assets$258,873
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $30,510Expenses 2011: $16,184Net Income 2011: $14,3262011Revenue 2012: $1,168Expenses 2012: $16,902Net Income 2012: -$15,7342012Revenue 2013: $56,891Expenses 2013: $17,165Net Income 2013: $39,7262013Revenue 2014: $14,345Expenses 2014: $20,463Net Income 2014: -$6,1182014Revenue 2015: $28,622Expenses 2015: $22,442Net Income 2015: $6,1802015Revenue 2016: $11,964Expenses 2016: $25,367Net Income 2016: -$13,4032016Revenue 2017: $36,649Expenses 2017: $24,683Net Income 2017: $11,9662017Revenue 2018: $24,994Expenses 2018: $26,123Net Income 2018: -$1,1292018Revenue 2019: $31,913Expenses 2019: $27,584Net Income 2019: $4,3292019Revenue 2020: $22,515Expenses 2020: $28,078Net Income 2020: -$5,5632020Revenue 2021: $35,900Expenses 2021: $37,097Net Income 2021: -$1,1972021Revenue 2022: $35,491Expenses 2022: $35,466Net Income 2022: $252022Revenue 2023: $45,428Expenses 2023: $45,079Net Income 2023: $3492023Revenue 2024: $301,806Expenses 2024: $36,695Net Income 2024: $265,1112024Revenue 2025: $69,604Expenses 2025: $48,265Net Income 2025: $21,3392025

Highlighted filing

2017

Revenue$36,649
Expenses$24,683
Net Income$11,966
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD D MEDWEDTrustee-$0--
JOANN COHNTrustee-$0--
MARY SUE ROSENTHALTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE NEW ART CENTERDEVELOPMENT OF VISUAL ARTISTS AND CULTIVATION OF A COMMUNITY THAT APPRECIATES ARTPCNEWTONVILLE, MA, US$10,000
Paid GrantWOMEN FOR WOMEN INTERNATIONALEMPOWERMENT OF WOMEN THROUGH SOCIAL AND ECONOMIC DEVELOPMENTPCWASHINGTON, DC, US$9,506
Filing and Contact Details

Filer

Filer Name
Mary S Holzwasser Charitable Trust
EIN
04-2679759
Phone
6173453000
Address
C/O BURNS LEVINSON 125 SUMMER ST, BOSTON, MA 02110

Signing Officer

Name
Howard D Medwed
Title
Trustee
Phone
6173453000
Signed
2017-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Darmody Merlino & Co Llp
Address
75 FEDERAL STREET, BOSTON, MA 02110
Preparer
Michael L Meyers
Phone
6174267300
Raw XML Appendix337 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOWARD D MEDWED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOANN COHN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY SUE ROSENTHAL
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173453000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DEVELOPMENT OF VISUAL ARTISTS AND CULTIVATION OF A COMMUNITY THAT APPRECIATES ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EMPOWERMENT OF WOMEN THROUGH SOCIAL AND ECONOMIC DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE NEW ART CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOMEN FOR WOMEN INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt061 WASHINGTON PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14455 CONNECTICUT AVE NW SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWTONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120008
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019506
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/AppliedToCurrentYearAmt01110
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019506
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020616
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019765
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019506
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FROM K-1 - ENTERPRISE PRODUCTS PARTNERS LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REORGANIZATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0461
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03879
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03879
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1166
TaxesSchedule/TaxesDetail/CategoryTxt0MASSACHUSETTS FORM PC
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1166
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD D MEDWED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06173453000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY S HOLZWASSER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOLZ
ReturnHeader/Filer/EIN0042679759
ReturnHeader/Filer/PhoneNum06173453000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BURNS LEVINSON 125 SUMMER ST
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId092C41D472E5710E805A062D55BE8F821142F1735
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E4D75B770305C09378AF422DCB7787C08F657C6B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.195.19.1
ReturnHeader/FilingSecurityInformation/IPDt02017-12-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:42:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042273266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DARMODY MERLINO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 FEDERAL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06174267300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L MEYERS
ReturnHeader/ReturnTs02017-12-19T08:44:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$258,873
Liabilities
$0
Net assets
$258,873
Revenue
$36,649
Expenses
$24,683
Net income
$11,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.70$0.48$0.21
2024Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$3.02$0.37$2.65
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.45$0.45$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.35$0.35$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.36$0.37$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.23$0.28$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.32$0.28$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.25$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.37$0.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.12$0.25$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.29$0.22$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.14$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.57$0.17$0.40
2012Summary only. Only limited summary data is available for this year.$2.21$0.00$0.01$0.17$0.16
2011Summary only. Only limited summary data is available for this year.$2.36$0.00$0.31$0.16$0.14