Civic Intelligence

William E Schrafft and Bertha E Schrafft Charitable Trust

990PF • Fiscal year 2019 • EIN 04-6065605

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 26, 2020

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

0.05x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

19th percentile

$45,000

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-34%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$42,285,527

Up $5,907,104 (+16%) from 2018

Net Assets

Up

$42,144,439

Up $5,860,838 (+16%) from 2018

Liabilities

Up

$141,088

Up $46,266 (+49%) from 2018

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin73rd percentile

Revenue

Down

$2,796,217

Down $1,424,878 (-34%) from 2018

Expenses

Up

$2,298,211

Up $90,219 (+4.1%) from 2018

Net Income

Down

$498,006

Down $1,515,097 (-75%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

Assets$42,285,527
Liabilities$141,088
Net Assets$42,144,439
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$2,796,217
Expenses$2,298,211
Net Income$498,006
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 26, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen FaulknerExecutive DirectorPT$45,000-$45,000
Arthur ParkerTrusteePT$17,000-$17,000
Lavinia B ChaseTrustee-$15,000-$15,000
Kristen J McCormackTrustee-$15,000-$15,000
Joseph CorradoTrusteePT$15,000-$15,000
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
2020-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Shabshelowitz & Co CPAs
Address
263 Walnut Street, Fall River, MA 02720
Preparer
Andrew Shabshelowitz
Phone
5086722182
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14475 shares of Altria Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2387 shares of Amazon.com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36218 shares of Apple
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43729 shares of Berkshire Hathaway B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5844 shares of Blackrock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66100 shares of CVS Health
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78913 shares of Carnival Corp Paired
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84834 shares of Chevron
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93021 shares of Cinn Financial Corp Ohio
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108758 shares of Cisco Systems
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114350 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 SPSD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155156 shares of Dominion Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161630 shares of Ecolab
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172460 shares of Eog Res Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181960 shares of Facebook Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm193240 shares of Fortive Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm207452 shares of Intel
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm219156 shares of Kinder Morgan Inc Del
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223560 shares of Lowes Companies Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2310765 shares of Merck
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm242552 shares of Microsoft
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm252241 shares of Norfolk Southern Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm263897 shares of Paychex
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2710406 shares of Pfizer
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm282000 shares of Salesforce Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm292205 shares of Steris Plc United Kingdom
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302615 shares of United Technologies Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm312375 shares of Verisk Analytics Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3215130 shares of Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm332775 shares of Visa Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm348899 shares of Wells Fargo Co New Del
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm355060 shares of Abbvie Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361240 shares of Adobie Systems Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371800 shares of American Tower Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm385460 shares of CDK Global Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391200 shares of Costco Whls Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402757 shares of Crown Castle REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm411845 shares of Estee Lauder
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm425670 shares of Mondelez Intl Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43855 shares of OReilly Automotive
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441496 shares of Philip Morris Intl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452656 shares of Target Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461490 shares of United Health Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47100 shares of Booking Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482315 shares of Nextera Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm493800 shares of Qualcomm Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm504340 shares of Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511740 shares of Broadbridge Finl Solutions Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm522340 shares of Renaissancre Hdlgs Ltd Pfd 5.75 Ser F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5311744 shares of Fastenal Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm546395 shares of Franklin Res Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm552762 shares of Johnson and Johnson Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm562442 shares of Nestle SA Rep RG Sh Adr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm573038 shares of Paccar Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm583381 shares of Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm593067 shares of United Parcel Service CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm606508 shares of Delta Air Lines
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm612000 shares of Fidelity Natl Info Svcs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621400 shares of First Rep Bk San Fran
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631980 shares of Iqvia Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm643440 shares of JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm654390 shares of Lamb Weston Hldgs Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661700 shares of Paypal Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm672700 shares of Pepsico
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm684130 shares of Schlumberger Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691150 shares of Walt Disney Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701100 shares of Watsco Inc
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Filings

Displayed year

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

Open filing
Assets
$42,285,527
Liabilities
$141,088
Net assets
$42,144,439
Revenue
$2,796,217
Expenses
$2,298,211
Net income
$498,006
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