Civic Intelligence

Boston Chapter Cpcu Trust

990PF • Fiscal year 2022 • EIN 04-6392433

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 25, 2023

Organization Profile
156 State StreetBoston, MA 02109-2505

(508) 273-8831

Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

83rd percentile

0.10x

Higher debt load relative to revenue than 83% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

55th percentile

7.0%

Higher net margin than 55% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

47th percentile

-0.9%

Faster asset growth than 47% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-29%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$44,258

Down $384 (-0.9%) from 2021

Net Assets

Up

$43,626

Up $424 (+1.0%) from 2021

Liabilities

Down

$632

Down $808 (-56%) from 2021

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin55th percentile

Revenue

Down

$6,049

Down $2,418 (-29%) from 2021

Expenses

Up

$5,625

Up $107 (+1.9%) from 2021

Net Income

Down

$424

Down $2,525 (-86%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2022

Assets$44,258
Liabilities$632
Net Assets$43,626
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

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

2022

Revenue$6,049
Expenses$5,625
Net Income$424
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE WARNERTrustee-$0--
MEGAN ECKSTROMTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP AWARDIAndover, MA, US$2,000
Paid Grant-SCHOLARSHIP AWARDILexington, MA, US$2,000
Filing and Contact Details

Filer

Filer Name
Boston Chapter Cpcu Trust
EIN
04-6392433
Address
156 STATE STREET, Boston, MA 02109-2505

Signing Officer

Name
Megan Eckstrom
Title
Trustee
Phone
5082738831
Signed
2023-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Kevin M Kilcoyne CPA
Address
160 Old Derby Street STE 114, Hingham, MA 02043
Preparer
Kevin M Kilcoyne
Phone
7817400082
Raw XML Appendix296 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/AdjustedNetIncomeAmt0993
AccountingFeesSchedule/AccountingFeesDetail/Amt0993
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0993
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0685
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt05364
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06049
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06049
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0993
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0993
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0993
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05364
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0685
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0685
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0685
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09218
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05364
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0464
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06049
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06049
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02007-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MUTUAL FUNDS CAPITAL GAINS DISTRIB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY BALANCED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY BALANCED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIDELITY BALANCED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05364
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0424
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt043626
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt043202
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt043626
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt047585
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt043202
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt044642
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt044258
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt047585
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01440
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0632
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt043626
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt044642
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt044258
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt047585
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01440
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt044642
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt044258
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt043202
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt043626
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt054470
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt054453
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0817
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02683
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt053653
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt054470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMIE WARNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MEGAN ECKSTROM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt043 SPRINGFIELD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19 OAK RIDGE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Somerville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1North Easton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt004
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt107
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt208
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDEND INC USED TO PROVIDE SCHOLARSHIPS TO NEEDY STUDENTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1MISC INCOME USED TO PROVIDE SCHOLARSHIPS TO NEEDY STUDENTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2GAIN ON STOCKS TO PROVIDE SCHOLARSHIPS TO NEEDY STUDENTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MEGAN ECKSTROM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09 OAK RIDGE DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0North Easton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002356
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05082738831
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SCHOLARSHIP APPLICATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHRISTOPHER LYNCH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06174132013
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0CO THE INSURANCE LIBRARY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Boston
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002109
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SPOUSE OR DEPENDENT OF MEMBER IN GOOD STANDING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY 15 2022
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SYDNEY GREGORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PETER DILLMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05 EMBASSY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141 HILLCREST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Andover
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102420
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt229
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt229
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt229
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01440
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BOSTON CPCU
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0632
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt071
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt197
TaxesSchedule/TaxesDetail/Amt071
TaxesSchedule/TaxesDetail/Amt197
TaxesSchedule/TaxesDetail/CategoryTxt02020 FEDERAL 990 TAX
TaxesSchedule/TaxesDetail/CategoryTxt12021 FEDREAL 990 TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt071
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt197
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN ECKSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05082738831
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOSTON CHAPTER CPCU TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOST
ReturnHeader/Filer/EIN0046392433
ReturnHeader/Filer/USAddress/AddressLine1Txt0156 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021092505
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042928660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kevin M Kilcoyne CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 Old Derby Street STE 114
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002043
ReturnHeader/PreparerPersonGrp/PhoneNum07817400082
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin M Kilcoyne
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-27T09:05:17-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ECKSTROM
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,258
Liabilities
$632
Net assets
$43,626
Revenue
$6,049
Expenses
$5,625
Net income
$424
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