Civic Intelligence

Boston Chapter Cpcu Trust

990PF • Fiscal year 2023 • EIN 04-6392433

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

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

74th percentile

0.03x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.34x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-35%

Higher net margin than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-1.5%

Faster asset growth than 46% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-45%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$43,577

Down $681 (-1.5%) from 2022

Net Assets

Down

$42,449

Down $1,177 (-2.7%) from 2022

Liabilities

Up

$1,128

Up $496 (+78%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin17th percentile

Revenue

Down

$3,319

Down $2,730 (-45%) from 2022

Expenses

Down

$4,496

Down $1,129 (-20%) from 2022

Net Income

Down

-$1,177

Down $1,601 (-378%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$43,577
Liabilities$1,128
Net Assets$42,449
Open 2023 Filing

Operations Trend

Revenue Growth13th 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

2023

Revenue$3,319
Expenses$4,496
Net Income-$1,177
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSELYN GARCIATrustee-$0--
MEGAN ECKSTROMTrustee-$0--
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
2024-05-03
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 Appendix266 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/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03319
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03319
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt048345
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt048312
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0725
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02381
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt047620
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt048345
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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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
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0CO THE INSURANCE LIBRARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08000
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1400
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0632
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BOSTON CPCU
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01128
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt061
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL 990 TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN ECKSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05082738831
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin M Kilcoyne
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T07:09:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ECKSTROM
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,577
Liabilities
$1,128
Net assets
$42,449
Revenue
$3,319
Expenses
$4,496
Net income
-$1,177
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