Civic Intelligence

Haven Trust

990PF • Fiscal year 2022 • EIN 04-6053996

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization Profile
50 Congress Street 800Boston, MA 02109

(617) 227-8660

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

100th percentile

6648%

Faster asset growth than 100% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

310677%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,338,098

Up $6,244,166 (+6648%) from 2021

Net Assets

Up

$6,338,098

Up $6,244,166 (+6648%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin97th percentile

Revenue

Up

$6,255,950

Up $6,253,937 (+310677%) from 2021

Expenses

Down

$11,784

Down $15,536 (-57%) from 2021

Net Income

Up

$6,244,166

Up $6,269,473 (+24774%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

2022

Assets$6,338,098
Liabilities$0
Net Assets$6,338,098
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

2022

Revenue$6,255,950
Expenses$11,784
Net Income$6,244,166
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE LEWIS THRU 592022Trustee-$0--
NATHANIEL JEPPSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Haven Trust
EIN
04-6053996
Phone
6172278660
Address
50 CONGRESS STREET 800, BOSTON, MA 02109

Signing Officer

Name
Matthew Megargel
Title
Trustee
Phone
6172278660
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
75 STATE STREET, BOSTON, MA 02109
Preparer
Erin Couture
Phone
6177237900
Raw XML Appendix298 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05313
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE LEWIS THRU 592022
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt150 CONGRESS STREET ROOM 800
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06255064
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL TAX SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04040
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW MEGARGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172278660
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAVEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HAVE
ReturnHeader/Filer/EIN0046053996
ReturnHeader/Filer/PhoneNum06172278660
ReturnHeader/Filer/USAddress/AddressLine1Txt050 CONGRESS STREET 800
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
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/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN COUTURE
ReturnHeader/ReturnTs02023-05-15T10:17:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEGARGEL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,338,098
Liabilities
$0
Net assets
$6,338,098
Revenue
$6,255,950
Expenses
$11,784
Net income
$6,244,166
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
2022Detailed filing. Detailed filing data is available for this year.$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