Civic Intelligence

The Mary P Barton Charitable Foundation

990PF • Fiscal year 2021 • EIN 04-3478593

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

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

(781) 581-4275

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

73rd percentile

34%

Higher net margin than 73% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$43,216

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

44th percentile

5.0%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

87%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,059,615

Up $193,627 (+5.0%) from 2020

Net Assets

Up

$4,059,615

Up $193,627 (+5.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin73rd percentile

Revenue

Up

$424,209

Up $197,370 (+87%) from 2020

Expenses

Up

$280,141

Up $26,058 (+10%) from 2020

Net Income

Up

$144,068

Up $171,312 (+629%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2009: $2,662Liabilities 2009: $02009Assets 2010: $2,545Liabilities 2010: $02010Assets 2011: $2,687Liabilities 2011: $02011Assets 2012: $2,687Liabilities 2012: $0Net Assets 2012: $2,6872012Assets 2013: $1,994Liabilities 2013: $0Net Assets 2013: $1,9942013Assets 2014: $1,126Liabilities 2014: $0Net Assets 2014: $1,1262014Assets 2015: $721Liabilities 2015: $0Net Assets 2015: $7212015Assets 2016: $5,365Liabilities 2016: $0Net Assets 2016: $5,3652016Assets 2017: $5,037Liabilities 2017: $0Net Assets 2017: $5,0372017Assets 2019: $3,868,162Liabilities 2019: $02019Assets 2020: $3,865,988Liabilities 2020: $0Net Assets 2020: $3,865,9882020Assets 2021: $4,059,615Liabilities 2021: $0Net Assets 2021: $4,059,6152021Assets 2022: $5,749,705Liabilities 2022: $0Net Assets 2022: $5,749,7052022Assets 2023: $5,760,957Liabilities 2023: $0Net Assets 2023: $5,760,9572023Assets 2024: $5,783,090Liabilities 2024: $0Net Assets 2024: $5,783,0902024

Highlighted filing

2021

Assets$4,059,615
Liabilities$0
Net Assets$4,059,615
Open 2021 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2009: $22Expenses 2009: $0Net Income 2009: $222009Revenue 2010: $12Expenses 2010: $129Net Income 2010: -$1172010Revenue 2011: $142Expenses 2011: $0Net Income 2011: $1422011Expenses 2012: $02012Revenue 2013: $12Expenses 2013: $705Net Income 2013: -$6932013Revenue 2014: $17Expenses 2014: $885Net Income 2014: -$8682014Revenue 2015: $10Expenses 2015: $415Net Income 2015: -$4052015Revenue 2016: $5,004Expenses 2016: $360Net Income 2016: $4,6442016Revenue 2017: $2Expenses 2017: $330Net Income 2017: -$3282017Revenue 2019: $88,219Expenses 2019: $86,568Net Income 2019: $1,6512019Revenue 2020: $226,839Expenses 2020: $254,083Net Income 2020: -$27,2442020Revenue 2021: $424,209Expenses 2021: $280,141Net Income 2021: $144,0682021Revenue 2022: $1,985,720Expenses 2022: $319,942Net Income 2022: $1,665,7782022Revenue 2023: $311,106Expenses 2023: $320,543Net Income 2023: -$9,4372023Revenue 2024: $356,504Expenses 2024: $397,221Net Income 2024: -$40,7172024

Highlighted filing

2021

Revenue$424,209
Expenses$280,141
Net Income$144,068
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EASTERN BANK TRUSTEETrustee-$43,216-$43,216
Filing and Contact Details

Filer

Filer Name
The Mary P Barton Charitable Foundation
EIN
04-3478593
Phone
7815814275
Address
265 FRANKLIN ST BOS-301, BOSTON, MA 02110

Signing Officer

Name
James Bonfanti
Title
Vice President
Phone
7815814275
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7320367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt74103524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7561966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7661851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7752045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt092571
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0331638
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0424209
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0424209
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0331638
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021608
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021608
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt043216
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0190000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0190000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt091864
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt092571
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0144068
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01603687
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0331638
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0380621
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt019916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt039833
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0907
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0232009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0280141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0423502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0424209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042009
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042881
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt090141
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-18

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Filings

Displayed year

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

Open filing
Assets
$4,059,615
Liabilities
$0
Net assets
$4,059,615
Revenue
$424,209
Expenses
$280,141
Net income
$144,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.36$0.40$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.31$0.32$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$1.99$0.32$1.67
2021Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.42$0.28$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.23$0.25$0.03
2019Summary only. Only limited summary data is available for this year.$3.87$0.00$0.09$0.09$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.01$0.00$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2009Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00