Civic Intelligence

Heney Charitable Trust

990PF • Fiscal year 2016 • EIN 04-3113143

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
141 Tremont Street 200Boston, MA 02111-1209

(617) 422-0064

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

1st percentile

-1049%

Higher net margin than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

21st percentile

-6.1%

Faster asset growth than 21% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$726,131

Down $46,852 (-6.1%) from 2015

Net Assets

Down

$726,131

Down $46,852 (-6.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

Down

$4,468

Down $41,106 (-90%) from 2015

Expenses

Down

$51,320

Down $5,512 (-9.7%) from 2015

Net Income

Down

-$46,852

Down $35,594 (-316%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.0M$500K$0Assets 2011: $869,311Liabilities 2011: $02011Assets 2012: $827,761Liabilities 2012: $02012Assets 2013: $798,799Liabilities 2013: $0Net Assets 2013: $798,7992013Assets 2014: $784,241Liabilities 2014: $0Net Assets 2014: $784,2412014Assets 2015: $772,983Liabilities 2015: $0Net Assets 2015: $772,9832015Assets 2016: $726,131Liabilities 2016: $0Net Assets 2016: $726,1312016Assets 2017: $703,124Liabilities 2017: $0Net Assets 2017: $703,1242017Assets 2018: $702,824Liabilities 2018: $0Net Assets 2018: $702,8242018Assets 2019: $671,136Liabilities 2019: $0Net Assets 2019: $671,1362019Assets 2020: $633,971Liabilities 2020: $0Net Assets 2020: $633,9712020Assets 2021: $610,580Liabilities 2021: $0Net Assets 2021: $610,5802021Assets 2022: $547,710Liabilities 2022: $0Net Assets 2022: $547,7102022Assets 2023: $648,354Liabilities 2023: $0Net Assets 2023: $648,3542023Assets 2024: $745,588Liabilities 2024: $0Net Assets 2024: $745,5882024

Highlighted filing

2016

Assets$726,131
Liabilities$0
Net Assets$726,131
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$200K$100K$0-$100KRevenue 2011: $77,098Expenses 2011: $54,194Net Income 2011: $22,9042011Revenue 2012: $15,158Expenses 2012: $56,708Net Income 2012: -$41,5502012Revenue 2013: $20,086Expenses 2013: $57,426Net Income 2013: -$37,3402013Revenue 2014: $37,319Expenses 2014: $57,594Net Income 2014: -$20,2752014Revenue 2015: $45,574Expenses 2015: $56,832Net Income 2015: -$11,2582015Revenue 2016: $4,468Expenses 2016: $51,320Net Income 2016: -$46,8522016Revenue 2017: $31,759Expenses 2017: $54,766Net Income 2017: -$23,0072017Revenue 2018: $50,371Expenses 2018: $54,252Net Income 2018: -$3,8812018Revenue 2019: $18,000Expenses 2019: $55,088Net Income 2019: -$37,0882019Revenue 2020: $24,534Expenses 2020: $65,190Net Income 2020: -$40,6562020Revenue 2021: $48,857Expenses 2021: $72,248Net Income 2021: -$23,3912021Revenue 2022: $50,131Expenses 2022: $60,001Net Income 2022: -$9,8702022Revenue 2023: $94,720Expenses 2023: $59,632Net Income 2023: $35,0882023Revenue 2024: $159,241Expenses 2024: $62,007Net Income 2024: $97,2342024

Highlighted filing

2016

Revenue$4,468
Expenses$51,320
Net Income-$46,852
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES H LOWELL 2NDTrustee-$0--
MARY HENEYTrustee-$0--
CARRIE ENDRIESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heney Charitable Trust
EIN
04-3113143
Phone
6174220064
Address
141 TREMONT STREET 200, BOSTON, MA 02111-1209

Signing Officer

Name
James H Lowell 2nd
Title
Trustee
Phone
6174220064
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Barneke and Anderson Llp
Address
211 CONGRESS STREET, BOSTON, MA 02110-2432
Preparer
James P Randall CPA
Phone
6175428155
Raw XML Appendix289 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0408821
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES H LOWELL 2ND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY HENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CARRIE ENDRIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08409
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037267
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043031
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045676
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034622
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037267
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt127
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WESTERN GAS PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENTERPRISE PRODUCTS PARTERS,
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0334
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt185
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04350
TaxesSchedule/TaxesDetail/Amt0442
TaxesSchedule/TaxesDetail/Amt1166
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0166
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0442
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H LOWELL 2ND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174220064
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LOWELL BLAKE & ASSOCIATES INC
ReturnHeader/Filer/BusinessNameControlTxt0HENE
ReturnHeader/Filer/EIN0043113143
ReturnHeader/Filer/PhoneNum06174220064
ReturnHeader/Filer/USAddress/AddressLine1Txt0141 TREMONT STREET 200
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021111209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A5EE9CEA8F4D932A898A400680CE20942AEEA2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A5EE9CEA8F4D932A898A400680CE20942AEEA2D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 CONGRESS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102432
ReturnHeader/PreparerPersonGrp/PhoneNum06175428155
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P RANDALL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T16:06:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$726,131
Liabilities
$0
Net assets
$726,131
Revenue
$4,468
Expenses
$51,320
Net income
-$46,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$1.59$0.62$0.97
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.48$0.00$6.48$0.95$0.60$0.35
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.50$0.60$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.00$6.11$0.49$0.72$0.23
2020Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.25$0.65$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.71$0.00$6.71$0.18$0.55$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$0.00$7.03$0.50$0.54$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$0.00$7.03$0.32$0.55$0.23
2016Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.04$0.51$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.00$7.73$0.46$0.57$0.11
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.84$0.00$7.84$0.37$0.58$0.20
2013Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.20$0.57$0.37
2012Summary only. Only limited summary data is available for this year.$8.28$0.00$0.15$0.57$0.42
2011Summary only. Only limited summary data is available for this year.$8.69$0.00$0.77$0.54$0.23