Civic Intelligence

E Mauran & Julia O Beal Charitable Tr

990PF • Fiscal year 2021 • EIN 04-6183688

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 27, 2022

Organization Profile
62 Walnut Street Floor 2Wellesley, MA 02481

(781) 237-0123

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

7th percentile

-68%

Higher net margin than 7% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

48th percentile

5.6%

Faster asset growth than 48% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$509,022

Up $26,969 (+5.6%) from 2020

Net Assets

Up

$509,022

Up $26,969 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin7th percentile

Revenue

Up

$17,365

Up $24,956 (+329%) from 2020

Expenses

Down

$29,228

Down $354 (-1.2%) from 2020

Net Income

Up

-$11,863

Up $25,310 (+68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2011: $461,972Liabilities 2011: $02011Assets 2012: $454,681Liabilities 2012: $02012Assets 2013: $506,557Liabilities 2013: $02013Assets 2014: $513,178Liabilities 2014: $1Net Assets 2014: $513,1782014Assets 2015: $498,368Liabilities 2015: $12015Assets 2017: $449,986Liabilities 2017: $0Net Assets 2017: $449,9862017Assets 2018: $447,738Liabilities 2018: $0Net Assets 2018: $447,7382018Assets 2019: $472,948Liabilities 2019: $1Net Assets 2019: $472,9482019Assets 2020: $482,053Liabilities 2020: $0Net Assets 2020: $482,0532020Assets 2021: $509,022Liabilities 2021: $0Net Assets 2021: $509,0222021Assets 2022: $362,494Liabilities 2022: $1Net Assets 2022: $362,4942022Assets 2023: $342,700Liabilities 2023: $12023Assets 2024: $326,030Liabilities 2024: $0Net Assets 2024: $326,0302024

Highlighted filing

2021

Assets$509,022
Liabilities$0
Net Assets$509,022
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $40,356Expenses 2011: $30,508Net Income 2011: $9,8482011Revenue 2012: $23,602Expenses 2012: $30,893Net Income 2012: -$7,2912012Revenue 2013: $83,447Expenses 2013: $31,571Net Income 2013: $51,8762013Revenue 2014: $40,085Expenses 2014: $33,464Net Income 2014: $6,6212014Revenue 2015: $17,928Expenses 2015: $32,738Net Income 2015: -$14,8102015Revenue 2017: $18,814Expenses 2017: $30,059Net Income 2017: -$11,2452017Revenue 2018: $32,895Expenses 2018: $30,801Net Income 2018: $2,0942018Revenue 2019: $13,453Expenses 2019: $30,310Net Income 2019: -$16,8572019Revenue 2020: -$7,591Expenses 2020: $29,582Net Income 2020: -$37,1732020Revenue 2021: $17,365Expenses 2021: $29,228Net Income 2021: -$11,8632021Revenue 2022: $7,245Expenses 2022: $31,136Net Income 2022: -$23,8912022Revenue 2023: $8,449Expenses 2023: $28,243Net Income 2023: -$19,7942023Revenue 2024: $9,816Expenses 2024: $26,469Net Income 2024: -$16,6532024

Highlighted filing

2021

Revenue$17,365
Expenses$29,228
Net Income-$11,863
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET H BEALS CO CAPITAL FORMATITrustee-$0--
CAPITAL FORMATION GROUPAgent For Trustee-$0--
Filing and Contact Details

Filer

Filer Name
E Mauran & J Beals Charitable Trust
EIN
04-6183688
Phone
7812370123
Address
62 WALNUT STREET FLOOR 2, WELLESLEY, MA 02481

Signing Officer

Name
Margaret H Beals
Title
Trustee
Phone
7812370123
Signed
2022-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Melanson Pc
Address
10 NEW ENGLAND BUSINESS CENTER, DRIVE, ANDOVER, MA 01810
Preparer
Alyssa Simard CPA
Phone
9787490005
Raw XML Appendix314 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01383
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0490630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0490630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt09364
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt074162
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012352
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05013
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt056
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05013
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt027442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-531
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-531
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142317
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SCHWAB BROKERAGE ACCOUNT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08001
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11863
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt038832
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0509022
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0482053
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0509022
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024573
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024573
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024573
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024745
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0172
IRS990PF/DistributableAmountGrp/TotalTaxAmt0172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0172
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0509022
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0358635
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018370
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0502435
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012470
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0489965
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07537
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024745
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0494898
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARGARET H BEALS CO CAPITAL FORMATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAPITAL FORMATION GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1AGENT FOR TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt062 WALNUT STREET FLOOR 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt162 WALNUT STREET FLOOR 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
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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
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAPITAL FORMATION GROUP INC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07812370123
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt062 WALNUT STREET FLOOR 2
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WELLESLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002481
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS MAY BE MADE ONLY TO CHARITABLE ORGANIZATIONS CONNECTED WITH CULTURAL PERFORMING ARTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LIBRARY CREATIVE DRAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022741
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024573
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022741
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET H BEALS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812370123
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E MAURAN & J BEALS CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CAPITAL FORMATION GROUP
ReturnHeader/Filer/BusinessNameControlTxt0EMAU
ReturnHeader/Filer/EIN0046183688
ReturnHeader/Filer/PhoneNum07812370123
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020354851
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001810
ReturnHeader/PreparerPersonGrp/PhoneNum09787490005
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALYSSA SIMARD CPA
ReturnHeader/ReturnTs02022-04-27T12:26:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGARET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEALS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$509,022
Liabilities
$0
Net assets
$509,022
Revenue
$17,365
Expenses
$29,228
Net income
-$11,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.10$0.26$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.00$0.08$0.28$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.07$0.31$0.24
2021Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.17$0.29$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.08$0.30$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.13$0.30$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.33$0.31$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.00$4.50$0.19$0.30$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.98$0.00$0.18$0.33$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.40$0.33$0.07
2013Summary only. Only limited summary data is available for this year.$5.07$0.00$0.83$0.32$0.52
2012Summary only. Only limited summary data is available for this year.$4.55$0.00$0.24$0.31$0.07
2011Summary only. Only limited summary data is available for this year.$4.62$0.00$0.40$0.31$0.10
Peer Organizations

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