Civic Intelligence

William E Schrafft and Bertha E Schrafft Charitable Trust

990PF • Fiscal year 2011 • EIN 04-6065605

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 14, 2012

77 Summer St 8th Floor02110
Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2011 filings • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

64th percentile

$48,000

Higher top officer pay than 64% of similar nonprofits.

2011 filings • $25M-$50M nonprofits • Source year 2011

Asset Growth

8th percentile

-8.9%

Faster asset growth than 8% of similar nonprofits.

2011 filings • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$29,427,835

Down $2,874,285 (-8.9%) from 2010

Net Assets

Down

$29,361,996

Down $2,839,169 (-8.8%) from 2010

Liabilities

Down

$65,839

Down $35,116 (-35%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,949,749

Up $325,845 (+20%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2011

Assets$29,427,835
Liabilities$65,839
Net Assets$29,361,996

Operations Trend

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

2011

Revenue-
Expenses$1,949,749
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen FaulknerExecutive DirectorPT$48,000-$48,000
Arthur ParkerTrusteePT$16,000-$16,000
Lavinia B ChaseTrustee-$14,000-$14,000
Kristen J McCormackTrustee-$14,000-$14,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAssociated Grant MakersSummer FundPublic CharityBoston, MA, US$90,000
Paid GrantGordon CollegeScholarship/Urban Studies ProgramPublic CharityWenham, MA, US$35,000
Paid GrantNeighborhood House Charter SchoolCreative Arts ProgramPublic CharityDorchester, MA, US$32,000
Paid GrantRegis CollegeScholarshipPublic CharityWeston, MA, US$32,000
Paid GrantCommunity Charter School of CambridgeCollege Applications ProgramPublic CharityCambridge, MA, US$30,000
Paid GrantInstitute of Contemporary Art IncTeen Education ProgramPublic CharityBoston, MA, US$30,000
Paid GrantNew England AquariumEducation ProgramPublic CharityBoston, MA, US$30,000
Paid GrantBoys & Girls Clubs of BostonOperatingPublic CharityBoston, MA, US$25,000
Paid GrantBreakthrough CambridgeSummer Academic Enrichment ProgramPublic CharityCambridge, MA, US$25,000
Paid GrantCatholic Schools FoundationInner-City Scholarship FundPublic CharityBoston, MA, US$25,000
Paid GrantCristo Rey Boston High SchoolUnrestrictedPublic CharityRoxbury, MA, US$25,000
Paid GrantSave the Harbor Save the BayYouth Environmental Education ProgramPublic CharityBoston, MA, US$25,000
Paid GrantWinsor SchoolScholarshipPublic CharityBoston, MA, US$25,000
Paid GrantWomen's Express IncTeen VoicesPublic CharityBoston, MA, US$23,000
Paid GrantBenjamin Franklin Institute of TechnologyThird Semester ProgramPublic CharityBoston, MA, US$20,000
Paid GrantBig Sister Association of Greater BostonOperatingPublic CharityBoston, MA, US$20,000
Paid GrantBoston Arts AcademyOperatingPublic CharityBoston, MA, US$20,000
Paid GrantBoston BalletCity Dance ProgramPublic CharityBoston, MA, US$20,000
Paid GrantBoston Children's ChorusOperatingPublic CharityBoston, MA, US$20,000
Paid GrantBoston Children's MuseumSponsored Visits/Educational KitsPublic CharityBoston, MA, US$20,000
Paid GrantCitizens Schools IncStem Apprentices in BostonPublic CharityBoston, MA, US$20,000
Paid GrantCity on a Hill Charter PublicCoach Corps Tutorial ProgramPublic CharityBoston, MA, US$20,000
Paid GrantCity YearWhole School, Whole Child InitiativePublic CharityBoston, MA, US$20,000
Paid GrantCommonwealth SchoolScholarhsipPublic CharityBoston, MA, US$20,000
Paid GrantEarthen VesselsAfter School ProgramPublic CharityCambridge, MA, US$20,000
Paid GrantEpiphany School IncOperatingPublic CharityDorchester, MA, US$20,000
Paid GrantJFY NetworksOperatingPublic CharityBoston, MA, US$20,000
Paid GrantLasell CollegeScholarshipPublic CharityNewton, MA, US$20,000
Paid GrantMerrimack Valley HabitatUnrestrictedPublic CharityLawrence, MA, US$20,000
Paid GrantMITSTEM ProgramPublic CharityCambridge, MA, US$20,000
Paid GrantOld Sturbridge VillageLeveling the Playing Field ProgramPublic CharitySturbridge, MA, US$20,000
Paid GrantPlanned Parent League of MAGet Real ProgramPublic CharityBoston, MA, US$20,000
Paid GrantROCAYouth Star ProgramPublic CharityChelsea, MA, US$20,000
Paid GrantZumixHands-On Music Education ProgramPublic CharityEast Boston, MA, US$20,000
Paid GrantArtists for HumanityArts Micro-EnterprisePublic CharityBoston, MA, US$18,000
Paid GrantBridge Over Troubled WatersEducation & Career Development ProgramPublic CharityBoston, MA, US$18,000
Paid GrantCambridge School VolunteersOperatingPublic CharityCambridge, MA, US$18,000
Paid GrantBoston Archdiocesan Choir SchoolScholarshipPublic CharityCambridge, MA, US$17,000
Paid GrantCollege Bound DorchesterArt a la CartePublic CharityDorchester, MA, US$17,000
Paid GrantHandel & Hayden SocietyEducational Outreach ProgramPublic CharityBoston, MA, US$17,000
Paid GrantBig Brothers Big Sisters of Mass BayOperatingPublic CharityBoston, MA, US$15,000
Paid GrantBird Street Community CenterYouth Workforce Development ProgramPublic CharityDorchester, MA, US$15,000
Paid GrantBoston Conservatory of MusicScholarshipPublic CharityBoston, MA, US$15,000
Paid GrantBoston Symphony OrchestraDays in the ArtsPublic CharityBoston, MA, US$15,000
Paid GrantBottom Line IncOperatingPublic CharityJamaica Plain, MA, US$15,000
Paid GrantBoys & Girls Clubs of DorchesterOperatingPublic CharityDorchester, MA, US$15,000
Paid GrantCommunity Music Center of BostonIntensive Study ProgramPublic CharityBoston, MA, US$15,000
Paid GrantGirl Scouts of Eastern MassachusettsFAB FactorPublic CharityBoston, MA, US$15,000
Paid GrantHaley House Bakery Cafe & Training ProgramTake Back the KitchenPublic CharityBoston, MA, US$15,000
Paid GrantHyde Square Task Force IncOperatingPublic CharityJamaica Plain, MA, US$15,000
Paid GrantInquilinois Boricuous en AccionIBA's Cacique Youth Learning CenterPublic CharityBoston, MA, US$15,000
Paid GrantIsabella Stewart Gardner MuseumSchool Partnership ProgramPublic CharityBoston, MA, US$15,000
Paid GrantNew Bedford Whaling MuseumUnrestrictedPublic CharityNew Bedford, MA, US$15,000
Paid GrantNortheastern UniversityBalfour ProgramPublic CharityBoston, MA, US$15,000
Paid GrantPlimoth PlantationUnrestrictedPublic CharityPlymouth, MA, US$15,000
Paid GrantThe Food ProjectLocal Youth ProgramsPublic CharityLincoln, MA, US$15,000
Paid GrantTrinity Boston FoundationTrinity Education for Excellence ProgramPublic CharityBoston, MA, US$15,000
Paid GrantTrustees of Reservation Westport Land TrustUnrestrictedPublic CharityWestport, MA, US$15,000
Paid GrantUnitarian Universalist Urban MinestryRoxbury Youth ProgramsPublic CharityRoxbury Cross MA, MA, US$15,000
Paid GrantUnited South End SettlementsChildren's Art CentrePublic CharityBoston, MA, US$15,000
Paid GrantEdward Brooke Charter SchoolUnrestrictedPublic CharityRoslindale, MA, US$12,000
Paid GrantGenerations IncorporatedClassroom Literacy ProgramPublic CharityBoston, MA, US$12,000
Paid GrantSimmons CollegeUnrestrictedPublic CharityBoston, MA, US$12,000
Paid GrantSociedad LatinaMusic Clubhouse ProgramPublic CharityBoston, MA, US$12,000
Paid GrantWheelock CollegeUnrestrictedPublic CharityBoston, MA, US$12,000
Paid GrantAppalacian Mountain ClubYouth Opportunities ProgramPublic CharityBoston, MA, US$10,000
Paid GrantBELLSummer ProgramPublic CharityDorchester, MA, US$10,000
Paid GrantBerklee College of MusicScholarshipPublic CharityBoston, MA, US$10,000
Paid GrantBoston Chinatown NeighborhoodOak Street Youth CenterPublic CharityBoston, MA, US$10,000
Paid GrantBoston Employment ServicesOperatingPublic CharityDorchester, MA, US$10,000
Paid GrantCantata SingersClassroom CantatasPublic CharityCambridge, MA, US$10,000
Paid GrantElizabeth Seton AcademyUnrestrictedPublic CharityDorchester, MA, US$10,000
Paid GrantFuture ChefsOperatingPublic CharityWaltham, MA, US$10,000
Paid GrantHale Reservation IncUnrestrictedPublic CharityWestwood, MA, US$10,000
Paid GrantJose Mateo's Ballet TheaterDance for the CommonwealthPublic CharityCambridge, MA, US$10,000
Paid GrantManomet Center for Conservation SciencesUnrestrictedPublic CharityManomet, MA, US$10,000
Paid GrantMattapoisett Land TrustUnrestrictedPublic CharityMattapoisett, MA, US$10,000
Paid GrantMedia and Tech Charter High SchoolMatch Corps Fellowship ProgramPublic CharityBoston, MA, US$10,000
Paid GrantMil Milagros GoulstonUnrestrictedPublic CharityBoston, MA, US$10,000
Paid GrantMuseum of Fine Arts-BostonUnrestrictedPublic CharityBoston, MA, US$10,000
Paid GrantStrong Women Strong GirlsOperatingPublic CharityBoston, MA, US$10,000
Paid GrantTeach for America-Greater BostonAccelerating Impact in Boston's Turnaround SchoolsPublic CharityBoston, MA, US$10,000
Paid GrantTenacity IncOperatingPublic CharityBoston, MA, US$10,000
Paid GrantThe Steppingstone FoundationCollege Success AcademyPublic CharityBoston, MA, US$10,000
Paid GrantThompson Island Outward BoundConnections ProgramPublic CharityBoston, MA, US$10,000
Paid GrantUSS Constitution MuseumPreserving the American ExperiencePublic CharityBoston, MA, US$10,000
Paid GrantViatnemese Amer Initiative for DevFamily and YouthPublic CharityDorchester, MA, US$10,000
Paid GrantAmerican Scores New EnglandYouth Development ProgramPublic CharityDorchester, MA, US$8,000
Paid GrantSquashbusters IncAfter School Educational Enrichment ProgramPublic CharityRoxbury Crossing, MA, US$7,000
Paid GrantBoston Center for the ArtsMorpheusUnrestrictedPublic CharityBoston, MA, US$5,000
Paid GrantCity SproutsSummer Youth ProjectPublic CharityCambridge, MA, US$5,000
Paid GrantCodman Academy Charter PublicUnrestrictedPublic CharityDorchester, MA, US$5,000
Paid GrantFirst Night BostonFirst Night Neighborhood NetworkPublic CharityBoston, MA, US$5,000
Paid GrantHopefoundUnrestrictedPublic CharityBoston, MA, US$5,000
Paid GrantParaclete Center IncFourth Grade ExpansionPublic CharitySo Boston, MA, US$5,000
Paid GrantTechmissionTechMission BostonPublic CharityBoston, MA, US$5,000
Paid GrantSacred Heart SchoolUnrestrictedPublic CharityRoslindale, MA, US$3,000
Paid GrantBoston Harbor AssociationUnrestrictedPublic CharityBoston, MA, US$2,500
Paid GrantMIT Hobby ShopWoodworkingPublic CharityCambridge, MA, US$2,500
Paid GrantBoston Education FundersSupportPublic CharityBoston, MA, US$1,000
Filing and Contact Details

Filer

EIN
04-6065605
Raw XML AppendixShowing 400 of 1,442 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock556200 US Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock561545 Union Pacific
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock575585 United Technologies Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5825775 Ishares MSCI EAFE Index
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5910650 SPDR S&P 500 Eft Tr
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Filings

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