Civic Intelligence

Shattuck Partners Inc.

990 • Fiscal year 2014 • EIN 04-2983943

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 01, 2015

170 Morton StreetJamaica Plain, MA 02130

(617) 971-3931

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

57th percentile

6.0%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$16,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 29.4% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$140,287

Up $3,273 (+2.4%) from 2013

Net Assets

Up

$140,287

Up $3,273 (+2.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$54,360

Up $12,461 (+30%) from 2013

Expenses

Up

$51,087

Up $16,511 (+48%) from 2013

Net Income

Down

$3,273

Down $4,050 (-55%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $132,657Net Assets 2010: $132,6572010Assets 2011: $1Liabilities 2011: $02011Assets 2012: $129,691Net Assets 2012: $129,6912012Assets 2013: $137,014Liabilities 2013: $0Net Assets 2013: $137,0142013Assets 2014: $140,287Liabilities 2014: $0Net Assets 2014: $140,2872014Assets 2015: $141,623Liabilities 2015: $1,913Net Assets 2015: $139,7102015Assets 2016: $128,163Liabilities 2016: $1,913Net Assets 2016: $126,2502016Assets 2017: $113,636Liabilities 2017: $1,144Net Assets 2017: $112,4922017Assets 2018: $104,927Liabilities 2018: $1,775Net Assets 2018: $103,1522018Assets 2019: $128,757Liabilities 2019: $1,807Net Assets 2019: $126,9502019Assets 2020: $100,171Liabilities 2020: $1,806Net Assets 2020: $98,3652020Assets 2021: $118,624Liabilities 2021: $1,806Net Assets 2021: $116,8182021Assets 2022: $97,027Liabilities 2022: $4,855Net Assets 2022: $92,1722022Assets 2023: $91,443Liabilities 2023: $6,370Net Assets 2023: $85,0732023Assets 2024: $25,755Liabilities 2024: $7,264Net Assets 2024: $18,4912024

Highlighted filing

2014

Assets$140,287
Liabilities$0
Net Assets$140,287

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $109,987Expenses 2010: $85,306Net Income 2010: $24,6812010Revenue 2011: $108,918Expenses 2011: $103,618Net Income 2011: $5,3002011Revenue 2012: $20,990Expenses 2012: $29,256Net Income 2012: -$8,2662012Revenue 2013: $41,899Expenses 2013: $34,576Net Income 2013: $7,3232013Revenue 2014: $54,360Expenses 2014: $51,087Net Income 2014: $3,2732014Revenue 2015: $58,205Expenses 2015: $58,782Net Income 2015: -$5772015Revenue 2016: $65,738Expenses 2016: $79,198Net Income 2016: -$13,4602016Revenue 2017: $64,875Expenses 2017: $78,633Net Income 2017: -$13,7582017Revenue 2018: $68,415Expenses 2018: $77,755Net Income 2018: -$9,3402018Revenue 2019: $100,620Expenses 2019: $76,822Net Income 2019: $23,7982019Revenue 2020: $60,984Expenses 2020: $89,569Net Income 2020: -$28,5852020Revenue 2021: $104,898Expenses 2021: $86,445Net Income 2021: $18,4532021Revenue 2022: $68,705Expenses 2022: $93,351Net Income 2022: -$24,6462022Revenue 2023: $109,761Expenses 2023: $116,860Net Income 2023: -$7,0992023Revenue 2024: $86,828Expenses 2024: $153,410Net Income 2024: -$66,5822024

Highlighted filing

2014

Revenue$54,360
Expenses$51,087
Net Income$3,273
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 1, 2015
Return Version
2014v5.0
Gross Receipts
$62,567
Mission and Program Overview

Mission

The primary goal of shattuck partners is to suport and provide programs that improve the quality of life of patients at the lemuel shattuck hospital located in jamaica plain, massachusetts. Shattuck partners collaborates with the lemuel shattuck hospital staff to identify high-priority patient-focused needs that the hospital is unable to meet, and raises funds to meet those needs. Shattuck partners steps in by providing or funding supplemental programs for patients including vocational rehabilitation programs, recreational activities and supplies, arts programming, therapeutic items and personal necessities.

Shattuck partners strives to improve the quality of life of patients at the lemuel shattuck hospital by funding or providing programming and supplemental support services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$137,014$140,287▲ $3,273
Total Assets$137,014$140,287▲ $3,273
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$133,683$136,336▲ $2,653
Temporarily Rstr Net Assets$3,331$3,951▲ $620
Total Net Assets Fund Balance$137,014$140,287▲ $3,273
Total Liabilities and Net Assets / Fund Balance$137,014$140,287▲ $3,273
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Emily MondonExecutive DirectorPT$16,000$16,000

Board Members and Trustees

NameTitle
Joseph PolakPresident
Frieda CohenVice President
Carolyn InglesDirector
Jean McguireDirector
Joseph PikeDirector
Linda SingletonDirector
Loretta MclaughlinDirector
Mary Sara PipiaDirector
Michiko BailyDirector
Robin L ReedDirector
Sally SwihartDirector
Theresa DolanDirector
Suzanne GreenbergSecretary
Mary RocheTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,410
Program Service Revenue
$3,507
Investment Income
$0
Other Revenue
$-557
All Other Contributions
$25,717
Change in Net Assets
$3,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,013
Salaries, Compensation, and Employee Benefits$17,074
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$16,000--$16,000
Fees for Services Other$4,000--$4,000
All Other Expenses$1,174$2,469-$3,643
Other Expenses$2,200--$2,200
Insurance-$2,074-$2,074
Payroll Taxes$1,074--$1,074
Fees for Services Accounting-$900-$900
Conferences and Meetings$75--$75
Total Functional Expenses$45,644$5,443$0$51,087
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,207
Fundraising Gross Income$7,650
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Event$33,343$7,650$8,207$-557
Total Events$33,343$7,650$8,207$-557
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed and approved by the governing board prior to filing.

Form 990, Part VI, Section B, Line 15

The executive director's compensation is reviewed and approved by the board of directors. Compensation is compared to appropriate ranges of compensation for the position in organizations of similar size and with similar responsibilities.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Shattuck Partners Inc
EIN
04-2983943
Phone
6179713931
Address
170 MORTON STREET, JAMAICA PLAIN, MA 02130

Signing Officer

Name
Mary Roche
Title
Treasurer
Phone
6179713931
Signed
2015-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Roche
Formed
1987
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
0

Preparer

Firm
Barrett & Scibelli LLC
Address
8 WINCHESTER PLACE 201, WINCHESTER, MA 01890
Preparer
Filomena Scibelli CPA
Phone
7815702273
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IRS990/MissionDesc0THE PRIMARY GOAL OF SHATTUCK PARTNERS IS TO SUPORT AND PROVIDE PROGRAMS THAT IMPROVE THE QUALITY OF LIFE OF PATIENTS AT THE LEMUEL SHATTUCK HOSPITAL LOCATED IN JAMAICA PLAIN, MASSACHUSETTS. SHATTUCK PARTNERS COLLABORATES WITH THE LEMUEL SHATTUCK HOSPITAL STAFF TO IDENTIFY HIGH-PRIORITY PATIENT-FOCUSED NEEDS THAT THE HOSPITAL IS UNABLE TO MEET, AND RAISES FUNDS TO MEET THOSE NEEDS. SHATTUCK PARTNERS STEPS IN BY PROVIDING OR FUNDING SUPPLEMENTAL PROGRAMS FOR PATIENTS INCLUDING VOCATIONAL REHABILITATION PROGRAMS, RECREATIONAL ACTIVITIES AND SUPPLIES, ARTS PROGRAMMING, THERAPEUTIC ITEMS AND PERSONAL NECESSITIES.
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IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03507
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0137014
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0111138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0118138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0386433
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0386433
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0111138
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118138
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0386433
IRS990ScheduleA/TotalSupportAmt0386433
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt025693
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt025693
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08207
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07650
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-557
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08207
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08207
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNING BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS COMPARED TO APPROPRIATE RANGES OF COMPENSATION FOR THE POSITION IN ORGANIZATIONS OF SIMILAR SIZE AND WITH SIMILAR RESPONSIBILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt03331
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03951
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0137014
IRS990/TotalAssetsEOYAmt0140287
IRS990/TotalAssetsGrp/BOYAmt0137014
IRS990/TotalAssetsGrp/EOYAmt0140287
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt051410
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05443
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045644
IRS990/TotalFunctionalExpensesGrp/TotalAmt051087
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0137014
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140287
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045644
IRS990/TotalProgramServiceRevenueAmt03507
IRS990/TotalReportableCompFromOrgAmt016000
IRS990/TotalRevenueGrp/ExclusionAmt0-557
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03507
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054360
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0137014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0140287
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0133683
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0136336
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0170 MORTON STREET
IRS990/USAddress/CityNm0JAMAICA PLAIN
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002130
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.SHATTUCKPARTNERS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ROCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06179713931
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHATTUCK PARTNERS INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAT
ReturnHeader/Filer/EIN0042983943
ReturnHeader/Filer/PhoneNum06179713931
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 MORTON STREET
ReturnHeader/Filer/USAddress/CityNm0JAMAICA PLAIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460799858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARRETT & SCIBELLI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 WINCHESTER PLACE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001890
ReturnHeader/PreparerPersonGrp/PhoneNum07815702273
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FILOMENA SCIBELLI CPA
ReturnHeader/ReturnTs02015-10-02T13:01:30-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.07$0.18$0.87$1.53$0.67
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.06$0.85$1.10$1.17$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.05$0.92$0.69$0.93$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.17$1.05$0.86$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.02$0.98$0.61$0.90$0.29
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.02$1.27$1.01$0.77$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.68$0.78$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.12$0.65$0.79$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.66$0.79$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.02$1.40$0.58$0.59$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.54$0.51$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.42$0.35$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$1.30$0.21$0.29$0.08
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$1.09$1.04$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$1.33$1.10$0.85$0.25