Civic Intelligence

Trust UW Mildred Everett Divinity

990PF • Fiscal year 2020 • EIN 04-6279912

Oct 01, 2019 to Sep 30, 2020 • Filed on Nov 03, 2020

Organization Profile
Nutter Mcclennen Fishllp Pob 51400Boston, MA 02205-8982

(617) 439-2498

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-136%

Higher net margin than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$325,834

Down $33,177 (-9.2%) from 2015

Net Assets

$325,834

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Down

$18,870

Down $44,398 (-70%) from 2015

Expenses

Up

$44,619

Up $6,932 (+18%) from 2015

Net Income

Down

-$25,749

Down $51,330 (-201%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $341,644Liabilities 2011: $02011Assets 2012: $327,634Liabilities 2012: $02012Assets 2013: $349,434Liabilities 2013: $02013Assets 2014: $333,796Liabilities 2014: $02014Assets 2015: $359,011Liabilities 2015: $02015Assets 2020: $325,834Liabilities 2020: $0Net Assets 2020: $325,8342020Assets 2021: $294,992Liabilities 2021: $12021Assets 2022: $349,584Liabilities 2022: $1Net Assets 2022: $349,5842022Assets 2023: $317,500Liabilities 2023: $12023Assets 2025: $294,587Liabilities 2025: $0Net Assets 2025: $294,5872025

Highlighted filing

2020

Assets$325,834
Liabilities$0
Net Assets$325,834
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $45,163Expenses 2011: $36,187Net Income 2011: $8,9762011Revenue 2012: $18,678Expenses 2012: $32,688Net Income 2012: -$14,0102012Revenue 2013: $55,058Expenses 2013: $33,258Net Income 2013: $21,8002013Revenue 2014: $22,867Expenses 2014: $38,505Net Income 2014: -$15,6382014Revenue 2015: $63,268Expenses 2015: $37,687Net Income 2015: $25,5812015Revenue 2020: $18,870Expenses 2020: $44,619Net Income 2020: -$25,7492020Revenue 2021: $18,156Expenses 2021: $48,998Net Income 2021: -$30,8422021Revenue 2022: $108,769Expenses 2022: $54,177Net Income 2022: $54,5922022Revenue 2023: $39,697Expenses 2023: $71,781Net Income 2023: -$32,0842023Revenue 2025: $37,062Expenses 2025: $55,569Net Income 2025: -$18,5072025

Highlighted filing

2020

Revenue$18,870
Expenses$44,619
Net Income-$25,749
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS P JALKUT ESQTrustee-$0--
PETER R BROWN ESQTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust Uw Mildred Everett Divinity
EIN
04-6279912
Phone
6174392498
Address
NUTTER MCCLENNEN FISHLLP POB 51400, BOSTON, MA 02205-8982

Signing Officer

Name
Thomas P Jalkut
Title
Trustee
Phone
6174392498
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Nutter Mcclennen & Fish Llp
Address
SEAPORT WEST 155 SEAPORT BLVD, BOSTON, MA 02210-2604
Phone
6174392503
Raw XML Appendix329 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049713
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt053217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0150919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0666265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt024961
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-25749
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0325834
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0351583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0325834
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt039984
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039984
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt039984
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt040197
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0213
IRS990PF/DistributableAmountGrp/TotalTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0213
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0844887
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0258491
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0258491
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0500
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0816173
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0111837
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0704336
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012243
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt040197
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0816173
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS P JALKUT ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER R BROWN ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O NUTTER MCCLENNEN FISH LLP PO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O NUTTER MCCLENNEN FISH LLP PO
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06174392000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HARVARD DIVINITY SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06174955761
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt045 FRANCIS AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0YES - SEE STATEMENT ATTACHED - SUPPLEMENTARY INFORMATION
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ReturnHeader/ReturnTs02020-12-01T04:20:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$325,834
Liabilities
$0
Net assets
$325,834
Revenue
$18,870
Expenses
$44,619
Net income
-$25,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.37$0.56$0.19
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$0.40$0.72$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$1.09$0.54$0.55
2021Detailed filing. Detailed filing data is available for this year.$2.95$0.00$0.18$0.49$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.19$0.45$0.26
2015Summary only. Only limited summary data is available for this year.$3.59$0.00$0.63$0.38$0.26
2014Summary only. Only limited summary data is available for this year.$3.34$0.00$0.23$0.39$0.16
2013Summary only. Only limited summary data is available for this year.$3.49$0.00$0.55$0.33$0.22
2012Summary only. Only limited summary data is available for this year.$3.28$0.00$0.19$0.33$0.14
2011Summary only. Only limited summary data is available for this year.$3.42$0.00$0.45$0.36$0.09
Peer Organizations

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