Civic Intelligence

Catherine & John a Macdonald Fund

990PF • Fiscal year 2021 • EIN 04-3085498

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

Organization Profile
265 Franklin St Bos-301Boston, MA 02110

(781) 581-4292

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

5th percentile

-254%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

78th percentile

$146

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

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

Asset Growth

28th percentile

-6.8%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

39th percentile

-7.1%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$55,053

Down $4,029 (-6.8%) from 2020

Net Assets

Down

$55,053

Down $4,029 (-6.8%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Down

$977

Down $75 (-7.1%) from 2020

Expenses

Down

$3,455

Down $3,568 (-51%) from 2020

Net Income

Up

-$2,478

Up $3,493 (+58%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$100K$50K$0Assets 2011: $98,808Liabilities 2011: $02011Assets 2012: $97,839Liabilities 2012: $02012Assets 2013: $91,425Liabilities 2013: $02013Assets 2014: $88,394Liabilities 2014: $02014Assets 2015: $82,684Liabilities 2015: $02015Assets 2019: $65,133Liabilities 2019: $1Net Assets 2019: $65,1332019Assets 2020: $59,082Liabilities 2020: $1Net Assets 2020: $59,0822020Assets 2021: $55,053Liabilities 2021: $0Net Assets 2021: $55,0532021

Highlighted filing

2021

Assets$55,053
Liabilities$0
Net Assets$55,053
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $3,461Expenses 2011: $5,818Net Income 2011: -$2,3572011Revenue 2012: $2,814Expenses 2012: $3,784Net Income 2012: -$9702012Revenue 2013: $1,522Expenses 2013: $7,811Net Income 2013: -$6,2892013Revenue 2014: $642Expenses 2014: $4,358Net Income 2014: -$3,7162014Revenue 2015: $885Expenses 2015: $6,287Net Income 2015: -$5,4022015Revenue 2019: $1,240Expenses 2019: $4,055Net Income 2019: -$2,8152019Revenue 2020: $1,052Expenses 2020: $7,023Net Income 2020: -$5,9712020Revenue 2021: $977Expenses 2021: $3,455Net Income 2021: -$2,4782021

Highlighted filing

2021

Revenue$977
Expenses$3,455
Net Income-$2,478
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EASTERN BANKTrustee-$146-$146
Filing and Contact Details

Filer

Filer Name
Catherine & John a Macdonald Fund
EIN
04-3085498
Phone
7815814292
Address
265 FRANKLIN ST BOS-301, BOSTON, MA 02110

Signing Officer

Name
James Bonfanti
Title
Vice President
Phone
7815814292
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
Raw XML Appendix314 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110281
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt410791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FEDERAL FARM CREDIT BANK 2.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FEDERAL FARM CREDIT BANK 2.47
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEDERAL HOME LOAN BANK 3% 03/2
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FHLB 3% 09/10/2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6US TREASURY N/B 2.75% 11/15/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FHLB 2.375% 03/14/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FHLB 3% 09/10/2021
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010000. FHLB 3% 09/10/2021
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0599
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01718
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01542
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02493
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06791
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07172
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01551
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK VALUE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01229
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0615
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0615
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/Amt14
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BONFANTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07815814292
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHERINE & JOHN A MACDONALD FUND
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0043085498
ReturnHeader/Filer/PhoneNum07815814292
ReturnHeader/Filer/USAddress/AddressLine1Txt0265 FRANKLIN ST BOS-301
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 CLARENDON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06175650553
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J GARAND
ReturnHeader/ReturnTs02022-05-09T16:00:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
$55,053
Liabilities
$0
Net assets
$55,053
Revenue
$977
Expenses
$3,455
Net income
-$2,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.
2021Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$0.98$3.46$2.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.1$0.00$59.1$1.05$7.02$5.97
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.1$0.00$65.1$1.24$4.06$2.82
2015Summary only. Only limited summary data is available for this year.$82.7$0.00$0.89$6.29$5.40
2014Summary only. Only limited summary data is available for this year.$88.4$0.00$0.64$4.36$3.72
2013Summary only. Only limited summary data is available for this year.$91.4$0.00$1.52$7.81$6.29
2012Summary only. Only limited summary data is available for this year.$97.8$0.00$2.81$3.78$0.97
2011Summary only. Only limited summary data is available for this year.$98.8$0.00$3.46$5.82$2.36