Civic Intelligence

Winthrop Charities

990EZ • Fiscal year 2014 • EIN 04-3482791

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 08, 2015

Organization ProfileN/A
28 Thornton StreetWinthrop, MA 02152

(781) 444-6111

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-61%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-69%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$127,138

Down $14,421 (-10%) from 2013

Net Assets

Down

$127,138

Down $14,421 (-10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$23,623

Down $53,470 (-69%) from 2013

Expenses

Up

$38,044

Up $10,419 (+38%) from 2013

Net Income

Down

-$14,421

Down $63,889 (-129%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$200K$150K$100K$50K$0Assets 2010: $99,403Liabilities 2010: $0Net Assets 2010: $99,4032010Assets 2011: $101,622Net Assets 2011: $101,6222011Assets 2012: $92,091Net Assets 2012: $92,0912012Assets 2013: $141,559Liabilities 2013: $0Net Assets 2013: $141,5592013Assets 2014: $127,138Liabilities 2014: $0Net Assets 2014: $127,1382014Assets 2015: $90,868Liabilities 2015: $0Net Assets 2015: $90,8682015Assets 2016: $86,582Liabilities 2016: $0Net Assets 2016: $86,5822016Assets 2017: $106,320Liabilities 2017: $0Net Assets 2017: $106,3202017Assets 2018: $96,405Liabilities 2018: $0Net Assets 2018: $96,4052018Assets 2019: $122,102Liabilities 2019: $0Net Assets 2019: $122,1022019Assets 2020: $139,169Liabilities 2020: $0Net Assets 2020: $139,1692020Assets 2021: $164,876Liabilities 2021: $0Net Assets 2021: $164,8762021Assets 2022: $184,700Liabilities 2022: $0Net Assets 2022: $184,7002022Assets 2024: $194,238Net Assets 2024: $194,2382024

Highlighted filing

2014

Assets$127,138
Liabilities$0
Net Assets$127,138
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $30,234Expenses 2010: $37,664Net Income 2010: -$7,4302010Revenue 2011: $55,617Expenses 2011: $53,398Net Income 2011: $2,2192011Revenue 2012: $61,969Expenses 2012: $71,500Net Income 2012: -$9,5312012Revenue 2013: $77,093Expenses 2013: $27,625Net Income 2013: $49,4682013Revenue 2014: $23,623Expenses 2014: $38,044Net Income 2014: -$14,4212014Revenue 2015: $6,870Expenses 2015: $43,140Net Income 2015: -$36,2702015Revenue 2016: $24,472Expenses 2016: $28,758Net Income 2016: -$4,2862016Revenue 2017: $38,826Expenses 2017: $19,088Net Income 2017: $19,7382017Revenue 2018: $36,253Expenses 2018: $46,168Net Income 2018: -$9,9152018Revenue 2019: $66,340Expenses 2019: $40,643Net Income 2019: $25,6972019Revenue 2020: $47,725Expenses 2020: $30,658Net Income 2020: $17,0672020Revenue 2021: $75,220Expenses 2021: $49,513Net Income 2021: $25,7072021Revenue 2022: $118,062Expenses 2022: $98,238Net Income 2022: $19,8242022Revenue 2024: $92,907Expenses 2024: $73,031Net Income 2024: $19,8762024

Highlighted filing

2014

Revenue$23,623
Expenses$38,044
Net Income-$14,421
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 8, 2015
Return Version
2014v5.0
Gross Receipts
$33,881
Mission and Program Overview

Mission

To provide equipment for special needs programs such as the special olympics. To provide sporting equipment for underpriviliged children and financial support to organizations providing medical assistance.

Program Services

DescriptionGrantsExpenses
TO PROVIDE EQUIPMENT FOR SPECIAL NEEDS PROGRAMS SUCH AS THE SPECIAL OLYMPICS. TO PROVIDE SPORTING EQUIPMENT FOR UNDERPRIVILEGED CHILDREN AND FINANCIAL SUPPORT TO ORGANIZATIONS PROVIDING MEDICAL ASSISTANCE. TO PROVIDE SCHOLARSHIPS TO UNDERPRIVILEDGED CHILDREN TO ENABLE THEM TO PARTICIPATE IN SPORTS PROGRAMS.$36,020$36,020
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL ERUZIONETrusteePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Comedy Night$27,708$27,708-$27,708
Total Events$27,708$27,708$10,258$17,450
Filing and Contact Details

Filer

Filer Name
Winthrop Charities Trust
EIN
04-3482791
Phone
7814446111
Address
28 THORNTON STREET, WINTHROP, MA 02152

Signing Officer

Name
Michael Eruzione
Title
Trustee
Phone
7814446111
Signed
2015-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Amichetti Deluca & Co Pc
Address
128 CARNEGIE ROW SUITE 104, NORWOOD, MA 02062-4648
Preparer
Robert Boodman
Phone
7812559669
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“To fulfill exempt purpose various various none 36020.”

Form 990EZ, Part I, Line 16

“Fees 35. Office expenses 1589.”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MIKE ERUZIONE
IRS990EZ/BooksInCareOfDetail/PhoneNum07814446111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028 THORNTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINTHROP
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002152
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0141559
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0127138
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06103
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14421
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt027708
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036020
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt033881
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt070
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0141559
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0141559
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127138
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL ERUZIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01624
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EQUIPMENT FOR SPECIAL NEEDS PROGRAMS SUCH AS THE SPECIAL OLYMPICS. TO PROVIDE SPORTING EQUIPMENT FOR UNDERPRIVILIGED CHILDREN AND FINANCIAL SUPPORT TO ORGANIZATIONS PROVIDING MEDICAL ASSISTANCE.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE EQUIPMENT FOR SPECIAL NEEDS PROGRAMS SUCH AS THE SPECIAL OLYMPICS. TO PROVIDE SPORTING EQUIPMENT FOR UNDERPRIVILEGED CHILDREN AND FINANCIAL SUPPORT TO ORGANIZATIONS PROVIDING MEDICAL ASSISTANCE. TO PROVIDE SCHOLARSHIPS TO UNDERPRIVILEDGED CHILDREN TO ENABLE THEM TO PARTICIPATE IN SPORTS PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036020
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010258
IRS990EZ/SpecialEventsNetIncomeLossAmt017450
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038044
IRS990EZ/TotalProgramServiceExpensesAmt036020
IRS990EZ/TotalRevenueAmt023623
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: OTHER INCOME 2011: 1500. 2012: 1500.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0211021
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0264
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0450
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt049
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt087
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0450
IRS990ScheduleA/InvestmentIncomeCYPct00.00210
IRS990ScheduleA/InvestmentIncomePYPct00.00890
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01500
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98390
IRS990ScheduleA/PublicSupportPY509Pct00.97920
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0211021
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06103
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060419
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029970
IRS990ScheduleA/Total509Grp/TotalAmt0211021
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0214471
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010258
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COMEDY NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010258
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027708
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO FULFILL EXEMPT PURPOSE VARIOUS VARIOUS NONE 36020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FEES 35. OFFICE EXPENSES 1589.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ERUZIONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814446111
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINTHROP CHARITIES TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0043482791
ReturnHeader/Filer/PhoneNum07814446111
ReturnHeader/Filer/USAddress/AddressLine1Txt028 THORNTON STREET
ReturnHeader/Filer/USAddress/CityNm0WINTHROP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMICHETTI DELUCA & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 CARNEGIE ROW SUITE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0020624648
ReturnHeader/PreparerPersonGrp/PhoneNum07812559669
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT BOODMAN
ReturnHeader/ReturnTs02015-10-13T13:20:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,138
Liabilities
$0
Net assets
$127,138
Revenue
$23,623
Expenses
$38,044
Net income
-$14,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.93$0.73$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.18$0.98$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.75$0.50$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.48$0.31$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.66$0.41$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.36$0.46$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.39$0.19$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.24$0.29$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.43$0.36
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.24$0.38$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.77$0.28$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.92$0.62$0.72$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$1.02$0.56$0.53$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.30$0.38$0.07