Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
M Florence Small Trust C/O Ley & Young PC
990EZ • Fiscal year 2013 • EIN 04-6034609
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
94th percentile
Higher debt load relative to revenue than 94% of similar nonprofits.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 51.7% of source-year revenue.
Asset Growth
41st percentile
Faster asset growth than 41% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Balance Sheet
Assets
Down$259,143
Down $5,281 (-2.0%) from 2012
Net Assets
Down$251,387
Down $3,510 (-1.4%) from 2012
Liabilities
Down$7,756
Down $1,771 (-19%) from 2012
Revenue And Expenses
Revenue
Down$10,843
Down $1,479 (-12%) from 2012
Expenses
Down$14,353
Down $1,039 (-6.8%) from 2012
Net Income
Down-$3,510
Down $440 (-14%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- May 6, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $10,843
Mission and Program Overview
Mission
To provide grants to support harvard university
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUPPORT OF HARVARD UNIVERSITY | $7,756 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SARAH CHASE LEY YOUNG PC | Trustee | PT | $5,609 | - | $5,609 |
Filing and Contact Details
Filer
- EIN
- 04-6034609
- Phone
- 6172049600
Signing Officer
- Name
- Sarah Chase
- Title
- Trustee
- Phone
- 6172049600
- Signed
- 2014-05-06
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- John Mcgonagle
- Phone
- 7812373339
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: investment interest. Amount: 1,844. Description: dividends. Amount: 8,270. Description: dividends. Amount: 701. Description: basis adjustment on frontier. Amount: 28. Total included on form 990-ez, line 4: 10,843.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: university. Grantee name: harvard university. Grantee address: university hall cambridge, ma 02138. Grantee relationship: none. Property description: cash. Date of gift: 02/10/14. Amount given: 7,756.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: state filing fee. Amount: 35. Description: basis adjustment on regal entertainment. Amount: 93. Total to form 990-ez, line 16: 128.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: grant payable. Beg. Of year amount: 9,527. End of year amount: 7,756.”
Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | SARAH CHASE LEY & YOUNG |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6172049600 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 115 BROAD STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | BOSTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 02110 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 264424 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 259143 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3510 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 860 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 264424 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 259143 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 7756 |
| IRS990EZ/GrossReceiptsAmt | 0 | 10843 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 10843 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 254897 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 251387 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 254897 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 251387 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 5609 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SARAH CHASE LEY YOUNG PC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 128 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE GRANTS TO SUPPORT HARVARD UNIVERSITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUPPORT OF HARVARD UNIVERSITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 7756 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 5609 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9527 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 7756 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 14353 |
| IRS990EZ/TotalRevenueAmt | 0 | 10843 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 042103580 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 7756 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1 | 0 | HARVARD UNIVERSITY |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd | 0 | 1 |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 7756 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT INTEREST. AMOUNT: 1,844. DESCRIPTION: DIVIDENDS. AMOUNT: 8,270. DESCRIPTION: DIVIDENDS. AMOUNT: 701. DESCRIPTION: BASIS ADJUSTMENT ON FRONTIER. AMOUNT: 28. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 10,843. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: UNIVERSITY. GRANTEE NAME: HARVARD UNIVERSITY. GRANTEE ADDRESS: UNIVERSITY HALL CAMBRIDGE, MA 02138. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/10/14. AMOUNT GIVEN: 7,756. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: STATE FILING FEE. AMOUNT: 35. DESCRIPTION: BASIS ADJUSTMENT ON REGAL ENTERTAINMENT. AMOUNT: 93. TOTAL TO FORM 990-EZ, LINE 16: 128. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: GRANT PAYABLE. BEG. OF YEAR AMOUNT: 9,527. END OF YEAR AMOUNT: 7,756. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SARAH CHASE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6172049600 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-05-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | M FLORENCE SMALL TRUST CO LEY & YOUNG PC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MFLO |
| ReturnHeader/Filer/EIN | 0 | 046034609 |
| ReturnHeader/Filer/PhoneNum | 0 | 6172049600 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 115 BROAD STREET 4TH FLOOR |
| ReturnHeader/Filer/USAddress/City | 0 | BOSTON |
| ReturnHeader/Filer/USAddress/State | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 02110 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 042536173 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | LIVINGSTON & HAYNES PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 40 GROVE STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | WELLESLEY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 024827711 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7812373339 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-05-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN MCGONAGLE |
| ReturnHeader/ReturnTs | 0 | 2014-05-08T14:56:26-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $259,143
- Liabilities
- $7,756
- Net assets
- $251,387
- Revenue
- $10,843
- Expenses
- $14,353
- Net income
- -$3,510