Civic Intelligence

Boston Chapter Cpcu Trust

990PF • Fiscal year 2012 • EIN 04-6392433

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 30, 2013

156 State Street02109-2505
Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$41,583

Down $2,051 (-4.7%) from 2011

Net Assets

Down

$37,086

Down $2,878 (-7.2%) from 2011

Liabilities

Up

$4,497

Up $827 (+23%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$4,827

Down $1,618 (-25%) from 2011

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.

$60K$40K$20K$0Assets 2010: $45,870Liabilities 2010: $1,225Net Assets 2010: $44,6452010Assets 2011: $43,634Liabilities 2011: $3,670Net Assets 2011: $39,9642011Assets 2012: $41,583Liabilities 2012: $4,497Net Assets 2012: $37,0862012Assets 2013: $38,807Liabilities 2013: $5Net Assets 2013: $38,8022013Assets 2014: $40,953Liabilities 2014: $97Net Assets 2014: $40,8562014Assets 2015: $41,257Liabilities 2015: $193Net Assets 2015: $41,0642015Assets 2016: $39,363Liabilities 2016: $270Net Assets 2016: $39,0932016Assets 2017: $39,841Liabilities 2017: $0Net Assets 2017: $39,8412017Assets 2018: $41,476Liabilities 2018: $195Net Assets 2018: $41,2812018Assets 2019: $40,528Liabilities 2019: $442Net Assets 2019: $40,0862019Assets 2020: $41,158Liabilities 2020: $905Net Assets 2020: $40,2532020Assets 2021: $44,642Liabilities 2021: $1,440Net Assets 2021: $43,2022021Assets 2022: $44,258Liabilities 2022: $632Net Assets 2022: $43,6262022Assets 2023: $43,577Liabilities 2023: $1,128Net Assets 2023: $42,4492023Assets 2024: $42,623Liabilities 2024: $74Net Assets 2024: $42,5492024

Highlighted filing

2012

Assets$41,583
Liabilities$4,497
Net Assets$37,086

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2010: $2,6782010Expenses 2011: $6,4452011Expenses 2012: $4,8272012Revenue 2013: $7,053Expenses 2013: $5,337Net Income 2013: $1,7162013Revenue 2014: $7,047Expenses 2014: $4,993Net Income 2014: $2,0542014Revenue 2015: $5,257Expenses 2015: $5,049Net Income 2015: $2082015Revenue 2016: $3,075Expenses 2016: $5,046Net Income 2016: -$1,9712016Revenue 2017: $6,204Expenses 2017: $5,456Net Income 2017: $7482017Revenue 2018: $6,618Expenses 2018: $5,178Net Income 2018: $1,4402018Revenue 2019: $4,021Expenses 2019: $5,216Net Income 2019: -$1,1952019Revenue 2020: $5,615Expenses 2020: $5,448Net Income 2020: $1672020Revenue 2021: $8,467Expenses 2021: $5,518Net Income 2021: $2,9492021Revenue 2022: $6,049Expenses 2022: $5,625Net Income 2022: $4242022Revenue 2023: $3,319Expenses 2023: $4,496Net Income 2023: -$1,1772023Revenue 2024: $5,313Expenses 2024: $5,213Net Income 2024: $1002024

Highlighted filing

2012

Revenue-
Expenses$4,827
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 30, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN BARNETTTrustee-$0--
PAUL OBERLANDERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP-MARSHFIELD, MA, US$2,000
Paid Grant-SCHOLARSHIP-NORTH ANDOVER, MA, US$2,000
Filing and Contact Details

Filer

EIN
04-6392433
Raw XML Appendix346 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.

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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0974
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/Description0NONE
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0843
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ELLEN BARNETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PAUL OBERLANDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10156 STATE STREET
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IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year100
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1MISCELLANEOUS INCOME USED TO PROVIDE SCHOLARSHIPS TO NEEDY STUDENTS
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0THOMAS C RADZIEWICZ
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1024 SCHOOL STREET PO BOX 483
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode002670
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SPOUSE OR DEPENDENT OF MEMBER IN GOOD STANDING
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0BRIAN CADIGAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1JULIA CATALDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10264 HAMPSTEAD WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11518 SALEM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MARSHFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NORTH ANDOVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002050
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101845
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear504000
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear504000
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear04000
IRS990PF/UndistributedIncome/ExcessFromYear404000
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus08000
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover08000
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome035
OtherExpensesSchedule/OtherExpenses/Description0STATE ANNUAL REPORT
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue03670
OtherLiabilitiesSchedule/OtherLiabilities/Description0DUE TO BOSTON CPCU
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue04497
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046392433
ReturnHeader/Filer/Name/BusinessNameLine10BOSTON CHAPTER CPCU TRUST
ReturnHeader/Filer/Name/BusinessNameLine20C/O INS LIBRARY ASSOCIATION
ReturnHeader/Filer/NameControl0BOST
ReturnHeader/Filer/Phone06173305733
ReturnHeader/Filer/USAddress/AddressLine10156 STATE STREET
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021092505
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-30
ReturnHeader/Officer/Name0PAUL OBERLANDER
ReturnHeader/Officer/Phone07818906987
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-04-30
ReturnHeader/PreparerFirm/EIN0042928660
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KEVIN M KILCOYNE CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10160 OLD DERBY STREET SUITE 114
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HINGHAM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002043
ReturnHeader/Preparer/Name0KEVIN M KILCOYNE
ReturnHeader/Preparer/Phone07817400082
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-01T15:23:55-05:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.6$0.07$42.5$5.31$5.21$0.10
2023Detailed filing. Detailed filing data is available for this year.$43.6$1.13$42.4$3.32$4.50$1.18
2022Detailed filing. Detailed filing data is available for this year.$44.3$0.63$43.6$6.05$5.63$0.42
2021Detailed filing. Detailed filing data is available for this year.$44.6$1.44$43.2$8.47$5.52$2.95
2020Detailed filing. Detailed filing data is available for this year.$41.2$0.91$40.3$5.62$5.45$0.17
2019Detailed filing. Detailed filing data is available for this year.$40.5$0.44$40.1$4.02$5.22$1.20
2018Detailed filing. Detailed filing data is available for this year.$41.5$0.20$41.3$6.62$5.18$1.44
2017Detailed filing. Detailed filing data is available for this year.$39.8$0.00$39.8$6.20$5.46$0.75
2016Detailed filing. Detailed filing data is available for this year.$39.4$0.27$39.1$3.08$5.05$1.97
2015Detailed filing. Detailed filing data is available for this year.$41.3$0.19$41.1$5.26$5.05$0.21
2014Detailed filing. Detailed filing data is available for this year.$41.0$0.10$40.9$7.05$4.99$2.05
2013Detailed filing. Detailed filing data is available for this year.$38.8$0.01$38.8$7.05$5.34$1.72
2012Detailed filing. Detailed filing data is available for this year.$41.6$4.50$37.1$4.83
2011Detailed filing. Detailed filing data is available for this year.$43.6$3.67$40.0$6.45
2010Detailed filing. Detailed filing data is available for this year.$45.9$1.23$44.6$2.68