Civic Intelligence

Trustees of the John Greenleaf Whittier Homestead

990PF • Fiscal year 2018 • EIN 04-6047193

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 03, 2019

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.14x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-38%

Higher net margin than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

29th percentile

-3.4%

Faster asset growth than 29% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,094,810

Down $38,730 (-3.4%) from 2017

Net Assets

Down

$1,090,146

Down $41,343 (-3.7%) from 2017

Liabilities

Up

$4,664

Up $2,613 (+127%) from 2017

Revenue

Up

$33,316

Up $3,685 (+12%) from 2017

Expenses

Down

$45,938

Down $4,606 (-9.1%) from 2017

Net Income

Up

-$12,622

Up $8,291 (+40%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,094,810
Liabilities$4,664
Net Assets$1,090,146

Operations Trend

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

2018

Revenue$33,316
Expenses$45,938
Net Income-$12,622
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 3, 2019
Return Version
2017v2.3
Compensation and Service Providers

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--
WES DAVISTrustee-$0--
KALEIGH PARETrustee-$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
2019-07-03

Preparer

Firm
BLINN FARRELL & COMPANY CPA'S
Address
60 BAILEY BOULEVARD, HAVERHILL, MA 01830
Preparer
Nelson D Blinn CPA
Phone
9783728518
Raw XML AppendixShowing 400 of 744 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt53521
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt620011
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt125000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt28071
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt33868
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt43482
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt520359
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22017-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32017-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42017-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52017-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-13529
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26045
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-1321
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-39
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5348
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0762128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0762128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt057847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt174375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt217165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1STRUCTURED PRODUCTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CLOSE END FUNDS & EXCHANGE TRADED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt057847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt174375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt217165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt028119
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05706
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-13529
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt0-382
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07263
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt0300
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionCd06
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt04000
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0222
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt045610
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-13911
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt031699
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02870
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02870
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0672
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01617
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt01871
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt04891
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04891
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028119
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028119
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12622
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt0-382
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0-382
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt01489
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt061455
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07263
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07263
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-7823
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt037017
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt010590
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt010590
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt06235
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt06235
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0522
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03105
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03265
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0534
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0534
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0742
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0-82
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt05633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt037046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt045938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt040276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033316
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt05633
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt037046
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03259
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0672
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12622
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt028721
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01118867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01131489
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01090146
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048800
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048800
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048800
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049540
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0740
IRS990PF/DistributableAmountGrp/TotalTaxAmt0740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0750
IRS990PF/FMVAssetsEOYAmt01094810
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01269
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt04132
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012936
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08168
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08168

Document Assets

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Filings

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
Peer Organizations

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