Civic Intelligence

Charles Sanders Trust UW

990PF • Fiscal year 2019 • EIN 04-6022091

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization Profile
50 CONGRESS STREET Suite ROOM 800Boston, MA 02109

(617) 227-8660

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

2nd percentile

-377%

Higher net margin than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$250

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,811,648

Down $410,335 (-9.7%) from 2015

Net Assets

$3,811,648

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$81,655

Down $333,626 (-80%) from 2015

Expenses

Up

$389,413

Up $136 (+0.0%) from 2015

Net Income

Down

-$307,758

Down $333,762 (-1284%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,518,140Liabilities 2011: $02011Assets 2012: $3,580,809Liabilities 2012: $02012Assets 2013: $3,825,771Liabilities 2013: $02013Assets 2014: $4,298,721Liabilities 2014: $02014Assets 2015: $4,221,983Liabilities 2015: $02015Assets 2019: $3,811,648Liabilities 2019: $0Net Assets 2019: $3,811,6482019Assets 2020: $3,609,670Liabilities 2020: $0Net Assets 2020: $3,609,6702020Assets 2021: $3,718,319Liabilities 2021: $0Net Assets 2021: $3,718,3192021Assets 2022: $3,852,147Liabilities 2022: $0Net Assets 2022: $3,852,1472022Assets 2023: $3,703,356Liabilities 2023: $0Net Assets 2023: $3,703,3562023Assets 2024: $3,991,295Liabilities 2024: $0Net Assets 2024: $3,991,2952024

Highlighted filing

2019

Assets$3,811,648
Liabilities$0
Net Assets$3,811,648
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $143,528Expenses 2011: $329,886Net Income 2011: -$186,3582011Revenue 2012: $389,059Expenses 2012: $326,390Net Income 2012: $62,6692012Revenue 2013: $606,294Expenses 2013: $361,332Net Income 2013: $244,9622013Revenue 2014: $861,443Expenses 2014: $388,493Net Income 2014: $472,9502014Revenue 2015: $415,281Expenses 2015: $389,277Net Income 2015: $26,0042015Revenue 2019: $81,655Expenses 2019: $389,413Net Income 2019: -$307,7582019Revenue 2020: $188,575Expenses 2020: $390,941Net Income 2020: -$202,3662020Revenue 2021: $526,703Expenses 2021: $420,733Net Income 2021: $105,9702021Revenue 2022: $614,186Expenses 2022: $480,358Net Income 2022: $133,8282022Revenue 2023: $335,390Expenses 2023: $484,181Net Income 2023: -$148,7912023Revenue 2024: $727,971Expenses 2024: $440,032Net Income 2024: $287,9392024

Highlighted filing

2019

Revenue$81,655
Expenses$389,413
Net Income-$307,758
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE LEWISTrustee-$250-$250
DUDLEY H WILLISTrustee-$250-$250
NEIL THOMPSONTrustee-$250-$250
RICHARD BYRDTrustee-$250-$250
MATTHEW MEGARGELTrustee-$250-$250
G WEST SALTONSTALLTrustee-$250-$250
A WEBB IIITrustee (Thru 3/1/19)-$0--
Filing and Contact Details

Filer

Filer Name
Charles Sanders Trust Uw
EIN
04-6022091
In Care Of
% SALTONSTALL & CO LLP
Phone
6172278660
Address
50 CONGRESS STREET Suite ROOM 800, BOSTON, MA 02109

Signing Officer

Name
Matthew Megargel
Title
Trustee
Phone
6172278660
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
75 State Street, Boston, MA 02109
Preparer
Curtis Young
Phone
6177237900
Raw XML AppendixShowing 400 of 421 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4250
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2A WEBB III
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RICHARD BYRD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MATTHEW MEGARGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6G WEST SALTONSTALL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt350 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt450 CONGRESS STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt650 CONGRESS STREET
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SALTONSTALL & CO LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172278660
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0339305
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt034590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029815
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0138960
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08831
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029815
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02775
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02775
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03945
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt048343
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt037723
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0220505
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05665
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03049
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01016
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0774
TaxesSchedule/TaxesDetail/Amt170
TaxesSchedule/TaxesDetail/Amt22500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt070
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0774
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW MEGARGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172278660
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES SANDERS TRUST UW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O G WEST SALTONSTALL
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0046022091
ReturnHeader/Filer/InCareOfNm0% SALTONSTALL & CO LLP
ReturnHeader/Filer/PhoneNum06172278660
ReturnHeader/Filer/USAddress/AddressLine1Txt050 CONGRESS STREET Suite ROOM 800
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,811,648
Liabilities
$0
Net assets
$3,811,648
Revenue
$81,655
Expenses
$389,413
Net income
-$307,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.73$0.44$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.34$0.48$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.61$0.48$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.53$0.42$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.19$0.39$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.08$0.39$0.31
2015Summary only. Only limited summary data is available for this year.$4.22$0.00$0.42$0.39$0.03
2014Summary only. Only limited summary data is available for this year.$4.30$0.00$0.86$0.39$0.47
2013Summary only. Only limited summary data is available for this year.$3.83$0.00$0.61$0.36$0.24
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.39$0.33$0.06
2011Summary only. Only limited summary data is available for this year.$3.52$0.00$0.14$0.33$0.19