Civic Intelligence

Trustees of the John Greenleaf Whittier Homestead

990PF • Fiscal year 2017 • EIN 04-6047193

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 07, 2017

Organization Profile
C/O Marcia Rogers 136 Neck RoadWard Hill, MA 01835

(978) 373-3979

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.07x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

7th percentile

-71%

Higher net margin than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

37th percentile

-0.4%

Faster asset growth than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,133,540

Down $4,654 (-0.4%) from 2016

Net Assets

Down

$1,131,489

Down $4,216 (-0.4%) from 2016

Liabilities

Down

$2,051

Down $438 (-18%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin7th percentile

Revenue

Down

$29,631

Down $4,272 (-13%) from 2016

Expenses

Down

$50,544

Down $1,524 (-2.9%) from 2016

Net Income

Down

-$20,913

Down $2,748 (-15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $959,914Liabilities 2011: $1,408Net Assets 2011: $958,5062011Assets 2012: $998,451Liabilities 2012: $1,104Net Assets 2012: $997,3472012Assets 2013: $1,061,761Liabilities 2013: $4,541Net Assets 2013: $1,057,2202013Assets 2014: $1,144,870Liabilities 2014: $2,241Net Assets 2014: $1,142,6292014Assets 2015: $1,127,818Liabilities 2015: $3,212Net Assets 2015: $1,124,6062015Assets 2016: $1,138,194Liabilities 2016: $2,489Net Assets 2016: $1,135,7052016Assets 2017: $1,133,540Liabilities 2017: $2,051Net Assets 2017: $1,131,4892017Assets 2018: $1,094,810Liabilities 2018: $4,664Net Assets 2018: $1,090,1462018Assets 2019: $1,163,679Liabilities 2019: $5,812Net Assets 2019: $1,157,8672019Assets 2020: $1,074,683Liabilities 2020: $6,350Net Assets 2020: $1,068,3332020Assets 2021: $1,261,150Liabilities 2021: $1,633Net Assets 2021: $1,259,5172021Assets 2022: $1,095,029Liabilities 2022: $2,125Net Assets 2022: $1,092,9042022Assets 2023: $1,131,019Liabilities 2023: $2,739Net Assets 2023: $1,128,2802023Assets 2024: $1,252,907Liabilities 2024: $2,402Net Assets 2024: $1,250,5052024Assets 2025: $1,344,700Liabilities 2025: $5,808Net Assets 2025: $1,338,8922025

Highlighted filing

2017

Assets$1,133,540
Liabilities$2,051
Net Assets$1,131,489
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $47,4732011Expenses 2012: $49,2422012Revenue 2013: $40,994Expenses 2013: $45,692Net Income 2013: -$4,6982013Revenue 2014: $69,922Expenses 2014: $43,229Net Income 2014: $26,6932014Revenue 2015: $49,172Expenses 2015: $39,559Net Income 2015: $9,6132015Revenue 2016: $33,903Expenses 2016: $52,068Net Income 2016: -$18,1652016Revenue 2017: $29,631Expenses 2017: $50,544Net Income 2017: -$20,9132017Revenue 2018: $33,316Expenses 2018: $45,938Net Income 2018: -$12,6222018Revenue 2019: $78,481Expenses 2019: $50,080Net Income 2019: $28,4012019Revenue 2020: $93,757Expenses 2020: $58,424Net Income 2020: $35,3332020Revenue 2021: $48,145Expenses 2021: $84,773Net Income 2021: -$36,6282021Revenue 2022: $87,989Expenses 2022: $86,006Net Income 2022: $1,9832022Revenue 2023: $73,626Expenses 2023: $99,935Net Income 2023: -$26,3092023Revenue 2024: $63,025Expenses 2024: $94,499Net Income 2024: -$31,4742024Revenue 2025: $140,535Expenses 2025: $105,137Net Income 2025: $35,3982025

Highlighted filing

2017

Revenue$29,631
Expenses$50,544
Net Income-$20,913
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY J COCOPresident-$0--
ARTHUR H VEASEY IIIV. President-$0--
CINDY D JACKSONSecretary-$0--
MARCIA B ROGERSTreasurer-$0--
ELINOR CAMERON-CURTINTrustee-$0--
GLEN HAMILTONTrustee-$0--
JAMES P CLEARY IIITrustee-$0--
JOAN CRANTONTrustee-$0--
LINDA KOUTOULASTrustee-$0--
MARGARET TOOMEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trustees of the John Greenleaf
EIN
04-6047193
Phone
9783733979
Address
C/O MARCIA ROGERS 136 NECK ROAD, WARD HILL, MA 01835

Signing Officer

Name
Marcia B Rogers
Title
Treasurer
Phone
9783733979
Signed
2017-12-07
Discuss with paid preparer
Yes

Preparer

Firm
BLINN FARRELL & COMPANY CPA'S
Address
60 BAILEY BOULEVARD, HAVERHILL, MA 01830
Preparer
Nelson D Blinn CPA
Phone
9783728518
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IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt0352
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06885
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt0412
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionCd06
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt04800
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0220
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt040376
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-11718
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt028658
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0423
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0973
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt0622
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt04993
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04993
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027636
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027636
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20913
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt0974
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt097967
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06885
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06885
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-11647
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035693
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02196
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02196
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt06273
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt06273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0412
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0540
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0540
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt01610
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01610
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0714
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt05707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040566
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039964
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029631
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt05707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt040566
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04271
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050544
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0423
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20913
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt016697
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01131489
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01135705
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01131489
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048718
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048718
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048718
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049432
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0714
IRS990PF/DistributableAmountGrp/TotalTaxAmt0714
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0714
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0714
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0714
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0553
IRS990PF/FMVAssetsEOYAmt01133540
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01837
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01269
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08781
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012936
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt069375
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt095723
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt095723
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0793771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0798192
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0798192
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt012745
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt012323
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt012323
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0112793
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0226024
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0118224
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0113231
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0113231
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt062418
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt058302
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt058302
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0652
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0782
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt0161275
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt0161275
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01586
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02284
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02284
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt071294
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt040549
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt040549
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01138194
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01133540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01133540
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02489
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02051
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01138194
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01133540
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01135705
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01131489
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0974430
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0970214
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01003705
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059759
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0943946
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015056
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049432
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0988649
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01003705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,133,540
Liabilities
$2,051
Net assets
$1,131,489
Revenue
$29,631
Expenses
$50,544
Net income
-$20,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.34$0.14$0.11$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.09$0.09$0.09$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.05$0.08$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.01$1.07$0.09$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.16$0.08$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.05$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.03$0.05$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.12$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.05$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05