Civic Intelligence

Haven Trust

990PF • Fiscal year 2019 • EIN 04-6053996

Jan 01, 2019 to Dec 31, 2019 • Filed on May 19, 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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-48%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k 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 / Assets59th percentile

Assets

Down

$15,792

Down $934,922 (-98%) from 2015

Net Assets

$15,792

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$203,650

Down $238,243 (-54%) from 2015

Expenses

Down

$301,627

Down $54,472 (-15%) from 2015

Net Income

Down

-$97,977

Down $183,771 (-214%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2011: $26,192Liabilities 2011: $02011Assets 2012: $116,765Liabilities 2012: $02012Assets 2013: $136,740Liabilities 2013: $02013Assets 2014: $864,920Liabilities 2014: $02014Assets 2015: $950,714Liabilities 2015: $02015Assets 2019: $15,792Liabilities 2019: $0Net Assets 2019: $15,7922019Assets 2020: $119,239Liabilities 2020: $0Net Assets 2020: $119,2392020Assets 2021: $93,932Liabilities 2021: $0Net Assets 2021: $93,9322021Assets 2022: $6,338,098Liabilities 2022: $0Net Assets 2022: $6,338,0982022Assets 2023: $11,474,349Liabilities 2023: $0Net Assets 2023: $11,474,3492023Assets 2024: $11,528,026Liabilities 2024: $0Net Assets 2024: $11,528,0262024

Highlighted filing

2019

Assets$15,792
Liabilities$0
Net Assets$15,792
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $71,176Expenses 2011: $88,387Net Income 2011: -$17,2112011Revenue 2012: $242,135Expenses 2012: $151,562Net Income 2012: $90,5732012Revenue 2013: $233,391Expenses 2013: $213,416Net Income 2013: $19,9752013Revenue 2014: $1,157,460Expenses 2014: $429,280Net Income 2014: $728,1802014Revenue 2015: $441,893Expenses 2015: $356,099Net Income 2015: $85,7942015Revenue 2019: $203,650Expenses 2019: $301,627Net Income 2019: -$97,9772019Revenue 2020: $261,602Expenses 2020: $158,155Net Income 2020: $103,4472020Revenue 2021: $2,013Expenses 2021: $27,320Net Income 2021: -$25,3072021Revenue 2022: $6,255,950Expenses 2022: $11,784Net Income 2022: $6,244,1662022Revenue 2023: $5,339,296Expenses 2023: $203,045Net Income 2023: $5,136,2512023Revenue 2024: $155,447Expenses 2024: $101,770Net Income 2024: $53,6772024

Highlighted filing

2019

Revenue$203,650
Expenses$301,627
Net Income-$97,977
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 19, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE LEWISTrustee-$0--
WILLIAM THORNDIKE THRU 6102019Trustee-$0--
NATHANIEL JEPPSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Haven Trust
EIN
04-6053996
In Care Of
% SALTONSTALL & CO
Phone
6172278660
Address
50 CONGRESS STREET Suite ROOM 800, BOSTON, MA 02109

Signing Officer

Name
George Lewis
Title
trustee
Phone
6177237900
Signed
2020-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
75 State Street, Boston, MA 02109
Preparer
Curtis Young
Phone
6177237900
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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM THORNDIKE THRU 6102019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NATHANIEL JEPPSON
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SALTONSTALL & CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172278660
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HAVEN TRUST-ATTN GEORGE LEWIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06172278660
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt050 CONGRESS STREET ROOM 800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002109
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEORGE LEWIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0288950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002109
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0288950
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06673
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0179417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0267869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0449023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0287664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0404505
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0404505
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01475701
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0291728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0179417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0267869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0449023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0287664
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0298401
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0291728
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01880206
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01588478
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE LEWIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt050 CONGRESS STREET ROOM 800
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002109
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0207089
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0207089
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly Traded Securities
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt088
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt088
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL TAX SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01375
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06177237900
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAVEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HAVE
ReturnHeader/Filer/EIN0046053996
ReturnHeader/Filer/InCareOfNm0% SALTONSTALL & CO
ReturnHeader/Filer/PhoneNum06172278660
ReturnHeader/Filer/USAddress/AddressLine1Txt050 CONGRESS STREET Suite ROOM 800
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 State Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177237900
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Curtis Young
ReturnHeader/ReturnTs02020-07-07T20:03:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$15,792
Liabilities
$0
Net assets
$15,792
Revenue
$203,650
Expenses
$301,627
Net income
-$97,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.00$11.5$0.16$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$5.34$0.20$5.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$6.26$0.01$6.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.03$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.26$0.16$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.20$0.30$0.10
2015Summary only. Only limited summary data is available for this year.$0.95$0.00$0.44$0.36$0.09
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$1.16$0.43$0.73
2013Summary only. Only limited summary data is available for this year.$0.14$0.00$0.23$0.21$0.02
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.24$0.15$0.09
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.07$0.09$0.02