Civic Intelligence

Heney Charitable Trust

990PF • Fiscal year 2019 • EIN 04-3113143

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

3rd percentile

-206%

Higher net margin than 3% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

23rd percentile

-4.5%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$671,136

Down $31,688 (-4.5%) from 2018

Net Assets

Down

$671,136

Down $31,688 (-4.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin3rd percentile

Revenue

Down

$18,000

Down $32,371 (-64%) from 2018

Expenses

Up

$55,088

Up $836 (+1.5%) from 2018

Net Income

Down

-$37,088

Down $33,207 (-856%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$671,136
Liabilities$0
Net Assets$671,136
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$18,000
Expenses$55,088
Net Income-$37,088
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES H LOWELL 2NDTrustee-$0--
MARY HENEYTrustee-$0--
MARK MACCALLUMTrustee-$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
Mary Heney
Title
Trustee
Phone
6174220064
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Barneke and Anderson Llp
Address
211 CONGRESS ST SUITE 730, BOSTON, MA 02110-2432
Preparer
Michael Provost CPA
Phone
6175428155
Raw XML Appendix306 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES H LOWELL 2ND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK MACCALLUM
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LOWELL BLAKE & ASSOCIATES INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174220064
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt046500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE SCHEDULE
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/TotalGrantOrContriPdDurYrAmt046500
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/AppliedToCurrentYearAmt024993
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt026262
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047300
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051255
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022307
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026262
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WESTERN GAS PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENTERPRISE PRODUCTS PARTERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2WESTERN MIDSTREAM PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-870
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-60
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05400
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05539
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02216
TaxesSchedule/TaxesDetail/Amt0692
TaxesSchedule/TaxesDetail/Amt1472
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0472
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0692
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY HENEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174220064
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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/AtSubmissionCreationDeviceId05B3F5C0973EE24C7562307035A1DAB95030A24F4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B3F5C0973EE24C7562307035A1DAB95030A24F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.79.153.249
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:37:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 CONGRESS ST SUITE 730
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102432
ReturnHeader/PreparerPersonGrp/PhoneNum06175428155
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PROVOST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T15:37:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$671,136
Liabilities
$0
Net assets
$671,136
Revenue
$18,000
Expenses
$55,088
Net income
-$37,088
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
2019Detailed filing. Detailed filing data is available for this year.$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