Civic Intelligence

Isabella M Weld Trust Dated 3311910

990 • Fiscal year 2014 • EIN 04-6016348

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 31, 2015

Organization ProfileN/A
Choate LLP PO Box 961019Boston, MA 02196

(617) 248-5000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

$1,426,381

No earlier filing loaded for comparison.

Net Assets

$1,426,381

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin84th percentile

Revenue

$70,959

No earlier filing loaded for comparison.

Expenses

$43,443

No earlier filing loaded for comparison.

Net Income

$27,516

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,426,381Liabilities 2014: $0Net Assets 2014: $1,426,3812014Assets 2015: $1,292,747Liabilities 2015: $0Net Assets 2015: $1,292,7472015Assets 2016: $1,426,929Liabilities 2016: $0Net Assets 2016: $1,426,9292016Assets 2017: $1,586,693Liabilities 2017: $0Net Assets 2017: $1,586,6932017Assets 2018: $1,685,749Liabilities 2018: $0Net Assets 2018: $1,685,7492018Assets 2019: $1,666,998Liabilities 2019: $0Net Assets 2019: $1,666,9982019Assets 2020: $1,926,352Liabilities 2020: $0Net Assets 2020: $1,926,3522020Assets 2021: $2,362,078Liabilities 2021: $0Net Assets 2021: $2,362,0782021Assets 2022: $1,779,158Liabilities 2022: $0Net Assets 2022: $1,779,1582022Assets 2023: $2,012,845Liabilities 2023: $0Net Assets 2023: $2,012,8452023Assets 2024: $2,618,523Liabilities 2024: $0Net Assets 2024: $2,618,5232024Assets 2025: $2,843,533Liabilities 2025: $0Net Assets 2025: $2,843,5332025

Highlighted filing

2014

Assets$1,426,381
Liabilities$0
Net Assets$1,426,381
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $70,959Expenses 2014: $43,443Net Income 2014: $27,5162014Revenue 2015: $42,116Expenses 2015: $46,100Net Income 2015: -$3,9842015Revenue 2016: $64,255Expenses 2016: $19,966Net Income 2016: $44,2892016Revenue 2017: $125,242Expenses 2017: $75,326Net Income 2017: $49,9162017Revenue 2018: $173,528Expenses 2018: $48,050Net Income 2018: $125,4782018Revenue 2019: $101,787Expenses 2019: $48,619Net Income 2019: $53,1682019Revenue 2020: $173,415Expenses 2020: $44,571Net Income 2020: $128,8442020Revenue 2021: $196,247Expenses 2021: $49,013Net Income 2021: $147,2342021Revenue 2022: $281,455Expenses 2022: $49,277Net Income 2022: $232,1782022Revenue 2023: $61,309Expenses 2023: $45,482Net Income 2023: $15,8272023Revenue 2024: $177,025Expenses 2024: $37,088Net Income 2024: $139,9372024Revenue 2025: $680,157Expenses 2025: $116,239Net Income 2025: $563,9182025

Highlighted filing

2014

Revenue$70,959
Expenses$43,443
Net Income$27,516
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jul 31, 2015
Return Version
2013v4.0
Gross Receipts
$140,069
Mission and Program Overview

Mission

To provide funds to President & Fellows of Harvard College (Harvard), Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard.

To provide funds to Harvard University, Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,064,203$1,411,099▲ $346,896
Investments Other Securities$657,764$880,650▲ $222,886
Investments in Publicly Traded Securities$390,456$480,445▲ $89,989
Savings and Temporary Cash Investments$28,787$65,286▲ $36,499
Rtn Earn Endowment Incm Other Fnds$12,804$15,282▲ $2,478
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,077,007$1,426,381▲ $349,374
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,077,007$1,426,381▲ $349,374
Total Liabilities and Net Assets / Fund Balance$1,077,007$1,426,381▲ $349,374

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$309,056--
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Cornelia R StreeterTrustee
Ian H GardinerTrustee
Karen Weltchek MuellerTrustee
William A LowellTrustee
William N BancroftTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$70,959
Other Revenue
$0
Change in Net Assets
$27,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$18,443
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Fees for Service Investment Mgmnt Fees$4,427$13,280-$17,707
Other Expenses$35$701-$35
Total Functional Expenses$29,462$13,981$0$43,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-2103580-501(c)(3)Weld Boat House upkeep and operations.$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“A trustee of the Isabella M. Weld Trust Dated 3/31/1910 receives a copy of the required tax return filings to review and approve before they are signed and subsequently filed with the appropriate tax authorities. Copies are also provided to all of the other Trustees for their comments before filing.”

Form 990, Part VI, Section C, line 19

“Upon request.”

Filing and Contact Details

Filer

EIN
04-6016348
Phone
6172485000

Signing Officer

Name
William A Lowell
Title
Trustee
Phone
6172485000
Signed
2015-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William A Lowell
Formed
1910
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Nicholas E Porto
Phone
8002447444
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Adjustment for income timing differences 96. Reversal of 2013 Dividends received in 2014 -11.”

Form 990, Part X:

“The presentation of the balance sheet has been adjusted in the current year to reflect the book value of investments presented at their fair market value.”

Raw XML Appendix322 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc2Vanguard FTSE Developed Markets ETF - 7,775 SHS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Trustees are required by the terms of the trust to provide funds to Harvard University, Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard University. The Trustees annually request and receive a detailed list of the operating expenses of the Weld Boat House and the Rowing Program.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A trustee of the Isabella M. Weld Trust Dated 3/31/1910 receives a copy of the required tax return filings to review and approve before they are signed and subsequently filed with the appropriate tax authorities. Copies are also provided to all of the other Trustees for their comments before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Adjustment for income timing differences 96. Reversal of 2013 Dividends received in 2014 -11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The presentation of the balance sheet has been adjusted in the current year to reflect the book value of investments presented at their fair market value.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part X:
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ReturnHeader/Filer/BusinessNameControlTxt0WELD
ReturnHeader/Filer/EIN0046016348
ReturnHeader/Filer/PhoneNum06172485000
ReturnHeader/Filer/USAddress/AddressLine10Choate LLP PO Box 961019
ReturnHeader/Filer/USAddress/City0Boston
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002196
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode004112
ReturnHeader/PreparerPersonGrp/PhoneNum08002447444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02015-08-03T07:30:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,426,381
Liabilities
$0
Net assets
$1,426,381
Revenue
$70,959
Expenses
$43,443
Net income
$27,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.68$0.12$0.56
2024Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.18$0.04$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.06$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.28$0.05$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.20$0.05$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17$0.04$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.17$0.05$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.13$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.06$0.02$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.04$0.03