Civic Intelligence

William E Schrafft and Bertha E Schrafft Charitable Trust

990PF • Fiscal year 2020 • EIN 04-6065605

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 22, 2021

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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.12x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$45,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

52nd percentile

6.2%

Faster asset growth than 52% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-44%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$44,892,071

Up $2,606,544 (+6.2%) from 2019

Net Assets

Up

$44,704,185

Up $2,559,746 (+6.1%) from 2019

Liabilities

Up

$187,886

Up $46,798 (+33%) from 2019

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin10th percentile

Revenue

Down

$1,560,232

Down $1,235,985 (-44%) from 2019

Expenses

Up

$2,320,458

Up $22,247 (+1.0%) from 2019

Net Income

Down

-$760,226

Down $1,258,232 (-253%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2020

Assets$44,892,071
Liabilities$187,886
Net Assets$44,704,185
Open 2020 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

2020

Revenue$1,560,232
Expenses$2,320,458
Net Income-$760,226
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay22nd 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
2021-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Shabshelowitz & Company CPAs
Address
263 Walnut Street, Fall River, MA 02720
Preparer
Andrew Shabshelowitz
Phone
5086722182
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40522513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41416610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42578892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43464293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44266568
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47159811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48588916
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54354756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55437121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56345669
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64431023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65189140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66277116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67196032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68153855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69295191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0400 shares of Alphabet Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17682 shares of Altria Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2387 shares of Amazon.com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm315351 shares of Apple
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44334 shares of Berkshire Hathaway B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5844 shares of Blackrock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66349 shares of Chevron
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73021 shares of Cinn Financial Corp Ohio
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88758 shares of Cisco Systems
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94033 shares of Coca Cola
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101400 shares of Danaher Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112832 shares of Diageco Plc New SPSD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125156 shares of Dominion Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131630 shares of Ecolab
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144960 shares of Eog Res Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151960 shares of Facebook Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163240 shares of Fortive Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm177452 shares of Intel
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183560 shares of Lowes Companies Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1910765 shares of Merck
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203752 shares of Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm212241 shares of Norfolk Southern Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223897 shares of Paychex
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2310406 shares of Pfizer
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241550 shares of Salesforce Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251830 shares of Steris Plc United Kingdom
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261500 shares of Verisk Analytics Inc CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2716709 shares of Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm282775 shares of Visa Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm295060 shares of Abbvie Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301030 shares of Adobie Systems Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311800 shares of American Tower Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32750 shares of Costco Whls Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm332757 shares of Crown Castle REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34200 shares of Equinix Inc New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351400 shares of Estee Lauder Companies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm365670 shares of Mondelez Intl Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37855 shares of OReilly Automotive
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm383486 shares of Philip Morris Intl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm392656 shares of Target Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401490 shares of United Health Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm415400 shares of Nextera Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm423800 shares of Qualcomm Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm434340 shares of Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441740 shares of Broadbridge Finl Solutions Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452000 shares of Renaissancre Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm467649 shares of Fastenal Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm476395 shares of Franklin Resources Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm483742 shares of Johnson and Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492920 shares of Nestle SA Sponsored ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm503955 shares of Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm513067 shares of United Parcel Service CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm522500 shares of Fidelity Natl Info Svcs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm532400 shares of First Rep Bk San Fran
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541980 shares of Iqvia Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553440 shares of JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm564390 shares of Lamb Weston Hldgs Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm572000 shares of Paypal Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581600 shares of Pepsico
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591500 shares of Watsco Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm601559 shares of Air Prod Chemical Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm617651 shares of Comcast Corp Special Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm622500 shares of Fiserv Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63750 shares of MSCI Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm645353 shares of Nintendo Ltd ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm652800 shares of Otis Worldwide
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661200 shares of Public Storage Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67800 shares of Stryker Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681500 shares of Waste Connections Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm692900 shares of Xylem Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0506246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1856466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2584113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3824625
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Harmony Partners Fund I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Harmony Partners Fund II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Harmony Partners Fund III
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt023800
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt018000
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01929
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02018574
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02018574
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017620
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt063109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017620
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt045489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt063109

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,892,071
Liabilities
$187,886
Net assets
$44,704,185
Revenue
$1,560,232
Expenses
$2,320,458
Net income
-$760,226
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