Civic Intelligence

The Somerset Club Charitable Trust

990PF • Fiscal year 2014 • EIN 04-6112332

Apr 01, 2013 to Mar 31, 2014 • Filed on Jul 02, 2014

Organization Profile
42 Beacon StreetBoston, MA 02108

(617) 227-1731

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

63rd percentile

9.2%

Higher net margin than 63% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

181%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$154,924

Up $9,504 (+6.5%) from 2013

Net Assets

Up

$151,424

Up $10,619 (+7.5%) from 2013

Liabilities

Down

$3,500

Down $1,115 (-24%) from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin63rd percentile

Revenue

Up

$8,750

Up $5,635 (+181%) from 2013

Expenses

Up

$7,948

Up $4,833 (+155%) from 2013

Net Income

Up

$802

Up $802 from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2011: $128,075Liabilities 2011: $3,700Net Assets 2011: $124,3752011Assets 2012: $132,383Liabilities 2012: $4,132Net Assets 2012: $128,2512012Assets 2013: $145,420Liabilities 2013: $4,615Net Assets 2013: $140,8052013Assets 2014: $154,924Liabilities 2014: $3,500Net Assets 2014: $151,4242014Assets 2015: $165,738Liabilities 2015: $5,078Net Assets 2015: $160,6602015Assets 2016: $161,946Liabilities 2016: $8,391Net Assets 2016: $153,5552016Assets 2017: $180,213Liabilities 2017: $12,959Net Assets 2017: $167,2542017Assets 2019: $182,397Liabilities 2019: $26,683Net Assets 2019: $155,7142019Assets 2020: $178,027Liabilities 2020: $26,718Net Assets 2020: $151,3092020Assets 2021: $224,594Liabilities 2021: $26,718Net Assets 2021: $197,8762021Assets 2022: $254,680Liabilities 2022: $26,718Net Assets 2022: $227,9622022Assets 2023: $209,424Liabilities 2023: $26,718Net Assets 2023: $182,7062023Assets 2024: $230,293Liabilities 2024: $0Net Assets 2024: $230,2932024Assets 2025: $243,031Liabilities 2025: $6,051Net Assets 2025: $236,9802025

Highlighted filing

2014

Assets$154,924
Liabilities$3,500
Net Assets$151,424
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$100K$50K$0-$50KExpenses 2011: $2,2332011Expenses 2012: $2,6322012Revenue 2013: $3,115Expenses 2013: $3,115Net Income 2013: $02013Revenue 2014: $8,750Expenses 2014: $7,948Net Income 2014: $8022014Revenue 2015: $8,579Expenses 2015: $8,599Net Income 2015: -$202015Revenue 2016: $10,103Expenses 2016: $6,864Net Income 2016: $3,2392016Revenue 2017: $9,014Expenses 2017: $6,304Net Income 2017: $2,7102017Revenue 2019: $16,375Expenses 2019: $15,986Net Income 2019: $3892019Revenue 2020: $18,839Expenses 2020: $3,068Net Income 2020: $15,7712020Revenue 2021: $14,204Expenses 2021: $14,828Net Income 2021: -$6242021Revenue 2022: $53,111Expenses 2022: $17,453Net Income 2022: $35,6582022Revenue 2023: -$2,164Expenses 2023: $30,835Net Income 2023: -$32,9992023Revenue 2024: $70,643Expenses 2024: $11,354Net Income 2024: $59,2892024Revenue 2025: $5,202Expenses 2025: $13,551Net Income 2025: -$8,3492025

Highlighted filing

2014

Revenue$8,750
Expenses$7,948
Net Income$802
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jul 2, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD L SKATESPresident-$0--
R JEFFREY LYMANSecretary-$0--
HOWARD BICKNELL HODGSON JRTreasurer-$0--
Filing and Contact Details

Filer

EIN
04-6112332
Phone
6172271731

Signing Officer

Name
Howard B Hodgson Jr
Title
Treasurer
Phone
6172271731
Signed
2014-07-02
Discuss with paid preparer
Yes

Preparer

Preparer
Edward C Nickles
Phone
6177539985
Raw XML Appendix318 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt05948
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2102499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DWS CASH INVESTMENT TRUST - 45.750 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DWS CORE PLUS INCOME FUND - 4,740.214 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DWS CORE EQUITY FUND - 4,429.494 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2102499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08750
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08750
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05948
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0802
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07948
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05948
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0802
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09817
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0151424
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0140805
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0151424
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt096
IRS990PF/FMVAssetsEOYAmt0154924
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04615
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03500
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt058
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0995
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0995
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0145362
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0153929
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0153929
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0145420
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0154924
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0154924
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0145420
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0154924
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0140805
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0151424
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0140805
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0151424
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0145783
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0903
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0144880
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02187
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07180
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0143596
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0145783
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RONALD L SKATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1R JEFFREY LYMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HOWARD BICKNELL HODGSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1042 BEACON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1142 BEACON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1242 BEACON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode102108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode202108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt07180
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt015353
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt03115
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt02633
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt02425
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt06103
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt013050
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt02648
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt02238
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt02061
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01974-09-10
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt02000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt09947
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt03115
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt02632
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt02200
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt02632
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt02200
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt017086
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt04352
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt04101
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt03846
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03084
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.021390
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0143596
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0123047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0115387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0102434
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.106828
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02000
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALLEN EPPICH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1042 BEACON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode002108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172271731
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0RELIEF TO ONE INDIVIDUAL WHO HAS RENDERED SERVICE TO THE CLUB OR IS IMMEDIATE FAMILY TO THOSE WHO HAVE RENDERED SERVICE AND ARE IN FINANCIAL NEED. SEE PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER DESCRIBING THE NATURE OF PRESENT ASSOCIATION OF SERVICE TO THE CLUB AND THE PURPOSE OF THE REQUEST FOR A GRANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TRUSTEES OF THE SOMERSET CLUB CHARI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06172271731
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1042 BEACON STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode002108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RELIEF OF PERSONS WHO ARE RENDERING OR HAVE RENDERED SERVICE TO THE SOMERSET CLUB AND THEIR IMMEDIATE FAMILY WHO ARE IN NEED OF FINANCIAL ASSISTANCE DUE TO OLD AGE, SICKNESS, ACCIDENT, INJURY, OR MISFORTUNE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL ASSISTANCE DUE TO SPINAL CONDITIONS WHICH LIMITS THE AMOUNT OF HOURS THE EMPLOYEE CAN WORK.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10MICHAEL CAMPBELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0CURRENT EMPLOYEE OF CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1029 JAQUES STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SOMERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002145
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine10THE SOMERSET CLUB
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0SOCIAL CLUB
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0MAINTAINS BOOKS FOR THE TRUST AND THE TRUST PROVIDES RELIEF TO THOSE IN NEED WHO HAVE RENDERED SERVICE TO THE CLUB OR ARE IMMEDIATE FAMILY TO THOSE CLUB EMPLOYEES.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01c
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine10THE SOMERSET CLUB
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0MAINTAINING THE BOOKS OF THE TRUST AND SHARING A FACILITY AT NO COST (AMOUNT IN COLUMN (B) IS ESTIMATED FAIR MARKET VALUE OF SERVICE)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherIncreasesSchedule/OtherIncreasesDetail/Amount09817
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ASC 958 ADJUSTMENT RE: FYE 3/31/14
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD B HODGSON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06172271731
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE SOMERSET CLUB CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0046112332
ReturnHeader/Filer/PhoneNum06172271731
ReturnHeader/Filer/USAddress/AddressLine1042 BEACON STREET
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043138777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PKF PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10225 FRANKLIN ST 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002110
ReturnHeader/PreparerPersonGrp/PhoneNum06177539985
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD C NICKLES
ReturnHeader/ReturnTs02014-07-28T14:54:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,924
Liabilities
$3,500
Net assets
$151,424
Revenue
$8,750
Expenses
$7,948
Net income
$802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.06$2.37$0.05$0.14$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.71$0.11$0.59
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.27$1.83$0.02$0.31$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.27$2.28$0.53$0.17$0.36
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.27$1.98$0.14$0.15$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.27$1.51$0.19$0.03$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.27$1.56$0.16$0.16$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.13$1.67$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.08$1.54$0.10$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.05$1.61$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.04$1.51$0.09$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.05$1.41$0.03$0.03$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.04$1.28$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.28$0.04$1.24$0.02