Civic Intelligence

William E Schrafft and Bertha E Schrafft Charitable Trust

990PF • Fiscal year 2018 • EIN 04-6065605

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 11, 2019

Organization Profile
2 Liberty Square 5th FloorBoston, MA 02109

(617) 338-4624

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

17th percentile

0.02x

Higher debt load relative to revenue than 17% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

18th percentile

$44,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

24th percentile

-2.8%

Faster asset growth than 24% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$36,378,423

Down $1,056,199 (-2.8%) from 2017

Net Assets

Down

$36,283,601

Down $994,812 (-2.7%) from 2017

Liabilities

Down

$94,822

Down $61,387 (-39%) from 2017

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

Up

$4,221,095

Up $1,658,553 (+65%) from 2017

Expenses

Up

$2,207,992

Up $64,451 (+3.0%) from 2017

Net Income

Up

$2,013,103

Up $1,594,102 (+380%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$60M$40M$20M$0Assets 2010: $32,302,120Liabilities 2010: $100,955Net Assets 2010: $32,201,1652010Assets 2011: $29,427,835Liabilities 2011: $65,839Net Assets 2011: $29,361,9962011Assets 2012: $31,281,798Liabilities 2012: $102,807Net Assets 2012: $31,178,9912012Assets 2013: $36,107,062Liabilities 2013: $149,036Net Assets 2013: $35,958,0262013Assets 2014: $36,331,252Liabilities 2014: $163,255Net Assets 2014: $36,167,9972014Assets 2015: $34,565,824Liabilities 2015: $102,505Net Assets 2015: $34,463,3192015Assets 2016: $34,026,664Liabilities 2016: $96,429Net Assets 2016: $33,930,2352016Assets 2017: $37,434,622Liabilities 2017: $156,209Net Assets 2017: $37,278,4132017Assets 2018: $36,378,423Liabilities 2018: $94,822Net Assets 2018: $36,283,6012018Assets 2019: $42,285,527Liabilities 2019: $141,088Net Assets 2019: $42,144,4392019Assets 2020: $44,892,071Liabilities 2020: $187,886Net Assets 2020: $44,704,1852020Assets 2021: $51,009,453Liabilities 2021: $255,916Net Assets 2021: $50,753,5372021Assets 2022: $41,877,533Liabilities 2022: $136,124Net Assets 2022: $41,741,4092022Assets 2023: $44,500,085Liabilities 2023: $181,036Net Assets 2023: $44,319,0492023Assets 2024: $47,553,512Liabilities 2024: $32,864Net Assets 2024: $47,520,6482024

Highlighted filing

2018

Assets$36,378,423
Liabilities$94,822
Net Assets$36,283,601
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,623,9042010Expenses 2011: $1,949,7492011Expenses 2012: $1,791,8622012Revenue 2013: $4,627,891Expenses 2013: $2,249,417Net Income 2013: $2,378,4742013Revenue 2014: $1,866,619Expenses 2014: $2,180,311Net Income 2014: -$313,6922014Revenue 2015: $3,275,997Expenses 2015: $2,012,013Net Income 2015: $1,263,9842015Revenue 2016: $1,860,732Expenses 2016: $2,119,304Net Income 2016: -$258,5722016Revenue 2017: $2,562,542Expenses 2017: $2,143,541Net Income 2017: $419,0012017Revenue 2018: $4,221,095Expenses 2018: $2,207,992Net Income 2018: $2,013,1032018Revenue 2019: $2,796,217Expenses 2019: $2,298,211Net Income 2019: $498,0062019Revenue 2020: $1,560,232Expenses 2020: $2,320,458Net Income 2020: -$760,2262020Revenue 2021: $3,696,747Expenses 2021: $2,473,628Net Income 2021: $1,223,1192021Revenue 2022: $1,849,069Expenses 2022: $2,409,204Net Income 2022: -$560,1352022Revenue 2023: $1,908,228Expenses 2023: $2,516,734Net Income 2023: -$608,5062023Revenue 2024: $16,468,761Expenses 2024: $2,755,465Net Income 2024: $13,713,2962024

Highlighted filing

2018

Revenue$4,221,095
Expenses$2,207,992
Net Income$2,013,103
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen FaulknerExecutive DirectorPT$44,000-$44,000
Arthur ParkerTrusteePT$16,000-$16,000
Lavinia B ChaseTrustee-$14,000-$14,000
Kristen J McCormackTrustee-$14,000-$14,000
Joseph CorradoTrusteePT$14,000-$14,000
Filing and Contact Details

Filer

Filer Name
William E Schrafft and Bertha E Schrafft Charitable Trust
EIN
04-6065605
Phone
6173384624
Address
2 Liberty Square 5th Floor, Boston, MA 02109

Signing Officer

Name
Arthur Parker
Title
Trustee
Signed
2019-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Shabshelowitz & Co CPA's
Address
263 Walnut St, Fall River, MA 02720
Preparer
Andrew Shabshelowitz
Phone
5086722182
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65346726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66199584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67299125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0600 shares of Alphabet Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14475 shares of Altria Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2437 shares of Amazon.com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36782 shares of Apple
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43912 shares of Berkshire Hathaway B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51224 shares of Blackrock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62735 shares of CVS Health
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78913 shares of Carnival Corp Paired
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84834 shares of Chevron
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94409 shares of Cinn Financial Corp Ohio
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108758 shares of Cisco Systems
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115760 shares of Citigroup
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124033 shares of Coca Cola
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132130 shares of Danaher Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142421 shares of Diageco Plc New Gb Spon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151711 shares of Dominion Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162195 shares of Duke Energy Corp New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172145 shares of Ecolab
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183300 shares of Eog Res Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192500 shares of Facebook Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm204945 shares of Fortive Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211429 shares of General Dynamics
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22967 shares of Hasbro
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm232950 shares of Homefed Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm247452 shares of Intel
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm259156 shares of Kinder Morgan Inc Del
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261815 shares of Laboratory Corp Amer Hldg
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm272156 shares of Lowes Companies Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2811890 shares of Merck
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm292552 shares of Microsoft
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30510 shares of Newmarket Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm312241 shares of Norfolk Southern Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm323897 shares of Paychex
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm338162 shares of Pfizer
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm342340 shares of Renaissancere Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm352670 shares of Salesforce Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm362205 shares of Steris Plc United Kingdom
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm372460 shares of United Technologies Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm382375 shares of Verisk Analytics Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3912930 shares of Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm403375 shares of Visa Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm418835 shares of Wells Fargo Co New Del
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm425060 shares of Abbvie Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431240 shares of Adobie Systems Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442285 shares of American Tower Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm455460 shares of CDK Global Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461720 shares of Costco Whls Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472757 shares of Crown Castle REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48585 shares of Equinix
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492495 shares of Estee Lauder
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm509170 shares of Mondelez Intl Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511085 shares of OReilly Automotive
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521496 shares of Philip Morris Intl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm532656 shares of Target Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541490 shares of United Health
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55130 shares of Booking Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm562315 shares of Nextera Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm576085 shares of Qualcomm Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm586820 shares of Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591740 shares of Broadbridge Finl Solutions Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6010000 shares of Renaissancre Hdlgs Ltd Pfd 5.75 Ser F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm615872 shares of Fastenal Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm626395 shares of Franklin Res Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm632762 shares of Johnson and Johnson Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm642442 shares of Nestle SA Rep RG Sh Adr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm656068 shares of Paccar Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm662112 shares of Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm673067 shares of United Parcel Service CL B
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11150050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21108209
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Harmony Partners Fund II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Harmony Partners Fund III
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,378,423
Liabilities
$94,822
Net assets
$36,283,601
Revenue
$4,221,095
Expenses
$2,207,992
Net income
$2,013,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.6$0.03$47.5$16.5$2.76$13.7
2023Detailed filing. Detailed filing data is available for this year.$44.5$0.18$44.3$1.91$2.52$0.61
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.14$41.7$1.85$2.41$0.56
2021Detailed filing. Detailed filing data is available for this year.$51.0$0.26$50.8$3.70$2.47$1.22
2020Detailed filing. Detailed filing data is available for this year.$44.9$0.19$44.7$1.56$2.32$0.76
2019Detailed filing. Detailed filing data is available for this year.$42.3$0.14$42.1$2.80$2.30$0.50
2018Detailed filing. Detailed filing data is available for this year.$36.4$0.09$36.3$4.22$2.21$2.01
2017Detailed filing. Detailed filing data is available for this year.$37.4$0.16$37.3$2.56$2.14$0.42
2016Detailed filing. Detailed filing data is available for this year.$34.0$0.10$33.9$1.86$2.12$0.26
2015Detailed filing. Detailed filing data is available for this year.$34.6$0.10$34.5$3.28$2.01$1.26
2014Detailed filing. Detailed filing data is available for this year.$36.3$0.16$36.2$1.87$2.18$0.31
2013Detailed filing. Detailed filing data is available for this year.$36.1$0.15$36.0$4.63$2.25$2.38
2012Detailed filing. Detailed filing data is available for this year.$31.3$0.10$31.2$1.79
2011Detailed filing. Detailed filing data is available for this year.$29.4$0.07$29.4$1.95
2010Detailed filing. Detailed filing data is available for this year.$32.3$0.10$32.2$1.62