Civic Intelligence

Isabella M Weld Trust Dated 3311910

990 • Fiscal year 2015 • EIN 04-6016348

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 02, 2016

Organization ProfileN/A
Choate LLP POBox 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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

26th percentile

-9.5%

Higher net margin than 26% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

12th percentile

-9.4%

Faster asset growth than 12% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,292,747

Down $133,634 (-9.4%) from 2014

Net Assets

Down

$1,292,747

Down $133,634 (-9.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin26th percentile

Revenue

Down

$42,116

Down $28,843 (-41%) from 2014

Expenses

Up

$46,100

Up $2,657 (+6.1%) from 2014

Net Income

Down

-$3,984

Down $31,500 (-114%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2015

Assets$1,292,747
Liabilities$0
Net Assets$1,292,747
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

2015

Revenue$42,116
Expenses$46,100
Net Income-$3,984
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 2, 2016
Return Version
2014v6.0
Gross Receipts
$488,948
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$1,411,099$1,281,736▼ $129,363
Investments Other Securities$880,650$817,565▼ $63,085
Investments in Publicly Traded Securities$480,445$423,447▼ $56,998
Savings and Temporary Cash Investments$65,286$51,735▼ $13,551
Rtn Earn Endowment Incm Other Fnds$15,282$11,011▼ $4,271
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,426,381$1,292,747▼ $133,634
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,426,381$1,292,747▼ $133,634
Total Liabilities and Net Assets / Fund Balance$1,426,381$1,292,747▼ $133,634

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$88,991--
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
$42,116
Other Revenue
$0
Change in Net Assets
$-3,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$21,100
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$4,466$13,399-$17,865
Fees for Services Accounting$1,600$1,600-$3,200
Other Expenses$35--$35
Total Functional Expenses$31,101$14,999$0$46,100
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard UniversityCambridge, MA501(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 A, line 7A

“In the event of a vacancy, or vacancies, in the Board of Trustees, the Trustees in office must obtain written approval by the supported organization, President and Fellows of Harvard College, to fill such vacancy or vacancies as may be necessary to constitute a board of five trustees.”

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

Filer Name
Isabella M Weld Trust Dated 3311910
EIN
04-6016348
Phone
6172485000
Address
Choate LLP POBox 961019, Boston, MA 02196

Signing Officer

Name
William A Lowell
Title
Trustee
Phone
6172485000
Signed
2016-02-02
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

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Nicholas E Porto
Phone
8002447444
Raw XML Appendix338 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/Desc1Vanguard FTSE Developed Markets ETF - 4,595 SHS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Artisan International Value Fund - 2,634.10 SHS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MFS International Value Fund - 2,545.52 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In the event of a vacancy, or vacancies, in the Board of Trustees, the Trustees in office must obtain written approval by the supported organization, President and Fellows of Harvard College, to fill such vacancy or vacancies as may be necessary to constitute a board of five trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A 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/ExplanationTxt2Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01426381
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01292747
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt031101
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt042116
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042116
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01426381
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01292747
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0Choate LLP POBox 961019
IRS990/USAddress/CityNm0Boston
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002196
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William A Lowell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172485000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Isabella M Weld Trust Dated 3311910
ReturnHeader/Filer/BusinessNameControlTxt0WELD
ReturnHeader/Filer/EIN0046016348
ReturnHeader/Filer/PhoneNum06172485000
ReturnHeader/Filer/USAddress/AddressLine1Txt0Choate LLP POBox 961019
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002196
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum08002447444
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02016-02-09T12:19:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,292,747
Liabilities
$0
Net assets
$1,292,747
Revenue
$42,116
Expenses
$46,100
Net income
-$3,984
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