Civic Intelligence

Heney Charitable Trust

990PF • Fiscal year 2021 • EIN 04-3113143

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
33 Hunt StreetWeymouth, MA 02188-1518

(617) 542-8155

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

19th percentile

-3.7%

Faster asset growth than 19% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

99%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$610,580

Down $23,391 (-3.7%) from 2020

Net Assets

Down

$610,580

Down $23,391 (-3.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin8th percentile

Revenue

Up

$48,857

Up $24,323 (+99%) from 2020

Expenses

Up

$72,248

Up $7,058 (+11%) from 2020

Net Income

Up

-$23,391

Up $17,265 (+42%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2021

Assets$610,580
Liabilities$0
Net Assets$610,580
Open 2021 Filing

Operations Trend

Revenue Growth83rd 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

2021

Revenue$48,857
Expenses$72,248
Net Income-$23,391
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK MACCALLUMTrustee-$0--
JOHN J HENEYTrustee-$0--
MARY HENEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heney Charitable Trust
EIN
04-3113143
Phone
6175428155
Address
33 HUNT STREET, WEYMOUTH, MA 02188-1518

Signing Officer

Name
John J Heney
Title
Trustee
Phone
6175428155
Signed
2022-11-15
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 Appendix279 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053825
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09580
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055091
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063405
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01266
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09580
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODUCTS PARTERS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-499
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06611
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11058
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FIDUCIARY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01058
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06611
TaxesSchedule/TaxesDetail/Amt0532
TaxesSchedule/TaxesDetail/Amt1308
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0308
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0532
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN J HENEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175428155
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HENE
ReturnHeader/Filer/EIN0043113143
ReturnHeader/Filer/PhoneNum06175428155
ReturnHeader/Filer/USAddress/AddressLine1Txt033 HUNT STREET
ReturnHeader/Filer/USAddress/CityNm0WEYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021881518
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/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PROVOST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T20:13:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$610,580
Liabilities
$0
Net assets
$610,580
Revenue
$48,857
Expenses
$72,248
Net income
-$23,391
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
2021Detailed filing. Detailed filing data is available for this year.$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