Civic Intelligence

Samaritan Charitable Society of Salem Inc

990PF • Fiscal year 2021 • EIN 04-6062897

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
PO Box 8644Salem, MA 01970

(617) 513-9041

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

-0.4%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$217,262

Down $2,240 (-1.0%) from 2020

Net Assets

Down

$217,262

Down $2,240 (-1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin21st percentile

Revenue

Down

$24,251

Down $92 (-0.4%) from 2020

Expenses

Up

$28,463

Up $11,367 (+66%) from 2020

Net Income

Down

-$4,212

Down $11,459 (-158%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$400K$300K$200K$100K$0Assets 2011: $186,934Liabilities 2011: $02011Assets 2012: $185,301Liabilities 2012: $02012Assets 2013: $192,303Liabilities 2013: $02013Assets 2014: $191,415Liabilities 2014: $0Net Assets 2014: $191,4152014Assets 2015: $189,787Liabilities 2015: $0Net Assets 2015: $189,7872015Assets 2016: $191,420Liabilities 2016: $0Net Assets 2016: $191,4202016Assets 2017: $204,921Liabilities 2017: $0Net Assets 2017: $204,9212017Assets 2018: $197,023Liabilities 2018: $0Net Assets 2018: $197,0232018Assets 2019: $206,560Liabilities 2019: $0Net Assets 2019: $206,5602019Assets 2020: $219,502Liabilities 2020: $0Net Assets 2020: $219,5022020Assets 2021: $217,262Liabilities 2021: $0Net Assets 2021: $217,2622021Assets 2022: $245,935Liabilities 2022: $0Net Assets 2022: $245,9352022Assets 2023: $285,073Liabilities 2023: $0Net Assets 2023: $285,0732023Assets 2024: $306,565Liabilities 2024: $0Net Assets 2024: $306,5652024

Highlighted filing

2021

Assets$217,262
Liabilities$0
Net Assets$217,262
Open 2021 Filing

Operations Trend

Revenue Growth45th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $14,301Expenses 2011: $11,696Net Income 2011: $2,6052011Revenue 2012: $8,516Expenses 2012: $10,149Net Income 2012: -$1,6332012Revenue 2013: $15,858Expenses 2013: $8,856Net Income 2013: $7,0022013Revenue 2014: $8,736Expenses 2014: $9,624Net Income 2014: -$8882014Revenue 2015: $6,157Expenses 2015: $7,785Net Income 2015: -$1,6282015Revenue 2016: $9,507Expenses 2016: $11,064Net Income 2016: -$1,5572016Revenue 2017: $12,459Expenses 2017: $12,947Net Income 2017: -$4882017Revenue 2018: $15,370Expenses 2018: $23,270Net Income 2018: -$7,9002018Revenue 2019: $17,425Expenses 2019: $15,179Net Income 2019: $2,2462019Revenue 2020: $24,343Expenses 2020: $17,096Net Income 2020: $7,2472020Revenue 2021: $24,251Expenses 2021: $28,463Net Income 2021: -$4,2122021Revenue 2022: $29,029Expenses 2022: $24,530Net Income 2022: $4,4992022Revenue 2023: $49,207Expenses 2023: $28,147Net Income 2023: $21,0602023Revenue 2024: $38,967Expenses 2024: $37,001Net Income 2024: $1,9662024

Highlighted filing

2021

Revenue$24,251
Expenses$28,463
Net Income-$4,212
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE ROSEPresidentPT$0--
JEFFREY BEALETreasurerPT$0--
RACHEL LUTTSDirector-$0--
SHELBY HYPESDirector-$0--
GINA MANISCALCOClerk-$0--
JANE DWYERDirector-$0--
PAMELA JENDRYSIKDirector-$0--
JEAN KARAMDirector-$0--
JANET KENDALLDirector-$0--
BETSY MERRYDirector-$0--
DEBRA GLABEAUVice President-$0--
ROBERT STROMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Samaritan Charitable Society of Salem Inc
EIN
04-6062897
Phone
6175139041
Address
PO BOX 8644, SALEM, MA 01970

Signing Officer

Name
Jeffrey Beale
Title
Treasurer
Phone
6175139041
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ellen Rose CPA
Address
15 SOUTH MAIN STREET, IPSWICH, MA 01938
Preparer
Ellen Rose CPA
Phone
9783561008
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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/PersonNm7JEAN KARAM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11ROBERT STROM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10VICE PRESIDENT
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt022832
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NO APPLICATIONS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESIDENTS OF SALEM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019860
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt077779
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019860
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09627
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022832
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022832
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt085489
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062657
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2190
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3743
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4253
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PRINTING & COPYING
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CABOT WEALTH MANAGEMENT INVESTMENT ADVISOR
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt035
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0STATE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY BEALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$217,262
Liabilities
$0
Net assets
$217,262
Revenue
$24,251
Expenses
$28,463
Net income
-$4,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.39$0.37$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.49$0.28$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.29$0.25$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.24$0.28$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.24$0.17$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.17$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.15$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.12$0.13$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.10$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.06$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.09$0.10$0.01
2013Summary only. Only limited summary data is available for this year.$1.92$0.00$0.16$0.09$0.07
2012Summary only. Only limited summary data is available for this year.$1.85$0.00$0.09$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$1.87$0.00$0.14$0.12$0.03