Civic Intelligence

Winosia Charitable & Educational Trust

990PF • Fiscal year 2021 • EIN 04-3020360

Jul 01, 2020 to Jun 30, 2021 • Filed on Jun 15, 2023

Organization Profile
1140 Saratoga StreetWinthrop, MA 02152

(617) 561-0999

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

83rd percentile

43%

Higher net margin than 83% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

5.2%

Faster asset growth than 53% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

29%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$153,674

Up $7,536 (+5.2%) from 2020

Net Assets

$153,674

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin83rd percentile

Revenue

Up

$17,409

Up $3,889 (+29%) from 2020

Expenses

Down

$9,873

Down $2,442 (-20%) from 2020

Net Income

Up

$7,536

Up $6,331 (+525%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$200K$150K$100K$50K$0Assets 2012: $188,432Liabilities 2012: $02012Assets 2013: $179,855Liabilities 2013: $02013Assets 2014: $182,159Liabilities 2014: $02014Assets 2016: $158,636Liabilities 2016: $02016Assets 2020: $146,138Liabilities 2020: $02020Assets 2021: $153,674Liabilities 2021: $0Net Assets 2021: $153,6742021Assets 2022: $145,226Liabilities 2022: $0Net Assets 2022: $145,2262022Assets 2023: $137,061Liabilities 2023: $0Net Assets 2023: $137,0612023Assets 2024: $133,933Liabilities 2024: $0Net Assets 2024: $133,9332024Assets 2025: $134,433Liabilities 2025: $0Net Assets 2025: $134,4332025

Highlighted filing

2021

Assets$153,674
Liabilities$0
Net Assets$153,674
Open 2021 Filing

Operations Trend

Revenue Growth67th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2012: $1,836Expenses 2012: $18,268Net Income 2012: -$16,4322012Revenue 2013: $13,962Expenses 2013: $22,539Net Income 2013: -$8,5772013Revenue 2014: $15,843Expenses 2014: $13,539Net Income 2014: $2,3042014Revenue 2016: $1,033Expenses 2016: $12,712Net Income 2016: -$11,6792016Revenue 2020: $13,520Expenses 2020: $12,315Net Income 2020: $1,2052020Revenue 2021: $17,409Expenses 2021: $9,873Net Income 2021: $7,5362021Revenue 2022: $5,559Expenses 2022: $14,007Net Income 2022: -$8,4482022Revenue 2023: $8,438Expenses 2023: $16,603Net Income 2023: -$8,1652023Revenue 2024: $11,147Expenses 2024: $14,275Net Income 2024: -$3,1282024Revenue 2025: $16,022Expenses 2025: $15,522Net Income 2025: $5002025

Highlighted filing

2021

Revenue$17,409
Expenses$9,873
Net Income$7,536
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jun 15, 2023
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP R BONCOREDirector-$0--
GOLDIE L BONCOREDirector-$0--
MARYLOU ABBATESSADirector-$0--
KATHY YOUNGDirector-$0--
AGNES NOBILEDirector-$0--
JAY LAROSSIDirector-$0--
MIKE ABBATESSADirector-$0--
CHRISTINE SCIARAFFADirector-$0--
Filing and Contact Details

Filer

Filer Name
Winosia Charitable & Educational Trust
EIN
04-3020360
Phone
6175610999
Address
1140 SARATOGA STREET, WINTHROP, MA 02152

Signing Officer

Name
Philip R Boncore
Title
Director
Signed
2023-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Caniff & Associates
Address
220 BROADWAY STE 105, LYNNFIELD, MA 01940
Preparer
Bernard L Caniff Jr CPA
Phone
7815998800
Raw XML Appendix328 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1133
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP R BONCORE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-15
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001940
ReturnHeader/PreparerPersonGrp/PhoneNum07815998800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bernard L Caniff Jr CPA
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ReturnHeader/ReturnTs02023-06-15T09:58:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHILIP R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BONCORE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,674
Liabilities
$0
Net assets
$153,674
Revenue
$17,409
Expenses
$9,873
Net income
$7,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.16$0.16$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.11$0.14$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.08$0.17$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.06$0.14$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.17$0.10$0.08
2020Summary only. Only limited summary data is available for this year.$1.46$0.00$0.14$0.12$0.01
2016Summary only. Only limited summary data is available for this year.$1.59$0.00$0.01$0.13$0.12
2014Summary only. Only limited summary data is available for this year.$1.82$0.00$0.16$0.14$0.02
2013Summary only. Only limited summary data is available for this year.$1.80$0.00$0.14$0.23$0.09
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$0.02$0.18$0.16