Civic Intelligence

Alice E Sias Trust UW T-15172 FBO Lahey Clinic Foundation

990 • Fiscal year 2017 • EIN 04-6423231

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization ProfileN/A
1 Lincoln Street Ssfc 31Boston, MA 02111-2900

(617) 664-4331

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

22nd percentile

$30,971

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

41st percentile

1.4%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,984,476

Up $80,962 (+1.4%) from 2016

Net Assets

Up

$5,984,476

Up $80,962 (+1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin78th percentile

Revenue

Up

$415,578

Up $464,853 (+943%) from 2016

Expenses

Up

$334,616

Up $10,473 (+3.2%) from 2016

Net Income

Up

$80,962

Up $454,380 (+122%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,767,391Liabilities 2010: $0Net Assets 2010: $5,767,3912010Assets 2011: $5,609,938Liabilities 2011: $0Net Assets 2011: $5,609,9382011Assets 2012: $6,132,590Liabilities 2012: $0Net Assets 2012: $6,132,5902012Assets 2013: $6,099,109Liabilities 2013: $0Net Assets 2013: $6,099,1092013Assets 2014: $6,288,229Liabilities 2014: $0Net Assets 2014: $6,288,2292014Assets 2015: $6,276,932Liabilities 2015: $0Net Assets 2015: $6,276,9322015Assets 2016: $5,903,514Liabilities 2016: $0Net Assets 2016: $5,903,5142016Assets 2017: $5,984,476Liabilities 2017: $0Net Assets 2017: $5,984,4762017Assets 2018: $6,054,080Liabilities 2018: $0Net Assets 2018: $6,054,0802018Assets 2019: $6,047,616Liabilities 2019: $0Net Assets 2019: $6,047,6162019Assets 2020: $5,871,689Liabilities 2020: $0Net Assets 2020: $5,871,6892020Assets 2021: $6,447,132Liabilities 2021: $0Net Assets 2021: $6,447,1322021Assets 2022: $6,747,382Liabilities 2022: $0Net Assets 2022: $6,747,3822022Assets 2023: $6,757,968Liabilities 2023: $0Net Assets 2023: $6,757,9682023Assets 2024: $6,884,925Liabilities 2024: $0Net Assets 2024: $6,884,9252024

Highlighted filing

2017

Assets$5,984,476
Liabilities$0
Net Assets$5,984,476
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $332,6292010Expenses 2011: $326,2022011Expenses 2012: $313,0922012Revenue 2013: $267,209Expenses 2013: $300,689Net Income 2013: -$33,4802013Revenue 2014: $508,842Expenses 2014: $319,722Net Income 2014: $189,1202014Revenue 2015: $312,540Expenses 2015: $323,837Net Income 2015: -$11,2972015Revenue 2016: -$49,275Expenses 2016: $324,143Net Income 2016: -$373,4182016Revenue 2017: $415,578Expenses 2017: $334,616Net Income 2017: $80,9622017Revenue 2018: $415,545Expenses 2018: $345,941Net Income 2018: $69,6042018Revenue 2019: $334,398Expenses 2019: $340,862Net Income 2019: -$6,4642019Revenue 2020: $169,985Expenses 2020: $345,912Net Income 2020: -$175,9272020Revenue 2021: $943,883Expenses 2021: $368,440Net Income 2021: $575,4432021Revenue 2022: $682,069Expenses 2022: $381,819Net Income 2022: $300,2502022Revenue 2023: $393,041Expenses 2023: $382,455Net Income 2023: $10,5862023Revenue 2024: $538,903Expenses 2024: $411,946Net Income 2024: $126,9572024

Highlighted filing

2017

Revenue$415,578
Expenses$334,616
Net Income$80,962
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Gross Receipts
$1,539,911
Mission and Program Overview

Mission

Support for sias laboratories

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,903,514$5,984,476▲ $80,962
Investments in Publicly Traded Securities$5,761,089$5,744,593▼ $16,496
Savings and Temporary Cash Investments$140,842$237,795▲ $96,953
Cash and Non-Interest-Bearing Accounts$1,583$2,088▲ $505
Total Assets$5,903,514$5,984,476▲ $80,962
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,903,514$5,984,476▲ $80,962
Total Liabilities and Net Assets / Fund Balance$5,903,514$5,984,476▲ $80,962
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
-Trustee$30,971$30,971
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$415,578
Other Revenue
$0
Change in Net Assets
$80,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$303,575
Salaries, Compensation, and Employee Benefits$30,971
Other Expenses$70
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$303,575--$303,575
Current Officers, Directors, Trustees, and Key Employees-$30,971-$30,971
All Other Expenses-$70-$70
Total Functional Expenses$303,575$31,041$0$334,616
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lahey Clinic FoundationBurlington, MA501(c)(3)Support for Sias Laboratories$303,575
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Explanation for Form 990, Page 7, Part VII, Column (D)

“Consistent with the instructions for this section the amount paid to the institutional trustee is being reported here although there was no requirement to report compensation to an institutional trustee on a form w-2 or 1099-misc.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“There is no governing body or committees. State street global advisors tr co is the institutional trustee responsible for administering the trust per the governing document (the trust was created under the will of alice sias) which specifically states that the income of the trust is to be paid to lahey clinic foundation, inc. (formerly brooks hospital) for the support of the sias labs”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“THERE ARE NO COMMITTEES”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“There is no governing body. The form 990 is prepared and reviewed by the tax department of state street global advisors tr co which is the institutional trustee.”

Form 990, Page 6, Part VI, Line 18

“Upon request at our office located at 1 lincoln st., ssfc 31, boston, ma during regular business hours 9:00 - 5:00”

Form 990, Page 6, Part VI, Line 19

“Upon request at our office located at 1 lincoln st., ssfc31, boston, ma during regular business hours between 9:00 - 5:00”

Form 990, Page 7, Part VII, Section A

“NONE”

Filing and Contact Details

Filer

Filer Name
Trust Uw Alice E Sias 52-010063
EIN
04-6423231
Phone
6176644331
Address
1 LINCOLN STREET SSFC 31, BOSTON, MA 02111-2900

Signing Officer

Name
State Street Global Advisors Tr Co
Title
Trustee
Phone
6176644331
Signed
2018-05-01

Organization Details

Principal Officer
Sean Curran
Formed
1943
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Raw XML Appendix382 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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IRS990/GrantsToOrganizationsInd0true
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt05761089
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01124333
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/OtherExpensesGrp/Desc2PROBATE FILING FEE
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SEAN CURRAN
IRS990/ProfessionalFundraisingInd0false
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IRS990/QuidProQuoContributionsInd0false
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0AN ANNUAL MEETING IS HELD BETWEEN THE TRUSTEE AND LAHEY CLINIC FOUNDAT ION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THIS TRUST WAS CREATED UNDER THE WILL OF ALICE SIAS WHO DIED IN 1943. THERE HAVE BEEN NO ADDTIONAL CONTRIBUTIONS. THE TRUST STATES THAT ALL INCOME IS TO BE DISTRIBUTED EACH YEAR TO LAHEY CLINIC FOUNDATION, A HO SPITAL DESCRIBED IN SECTION 170(b)(1)(A)(iii), FOR THE MAINTENANCE OF THE SIAS LABS. THE TRUSTEE PROVIDES THE FINANCIAL INFORMATION FOR THIS TRUST TO LAHEY DURING THEIR ANNUAL MEETING
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TERM INCOME SHALL MEAN FOR EACH CALENDAR YEAR A FIXED 4.5% OF THE FAIR MARKET VALUE OF THE ASSETS OF THIS TRUST, BASED ON A ROLLING FAIR MARKET VALUE AVERAGE OF THE TRUST ASSETS ON THE LAST BUSINESS DAY OF EACH OF THE FIVE PREVIOUS TAXABLE YEARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE TRUSTEE FOLLOWS LAHEY'S INVESTMENT POLICIES. ALSO, IN 2004 LAHEY E XERCISED THEIR POWER TO REQUEST THAT THE TRUSTEE APPLY FOR A DOCTRINE OF DEVIATION WITH THE PROBATE COURT TO REDEFINE INCOME. SEE EXPLANATI ON UNDER PART V, LINE 1 FOR HOW INCOME IS REDEFINED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SUPPORTING ORGANIZATIONS, SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V TYPE III NON-FUNCTIONALLY INTEGRATED 509(A)(3) LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V TYPE III NON-FUNCTIONALLY INTEGRATED 509(A)(3) LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D ALL TYPE III SUPPORTING ORG. LINE 3
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IRS990ScheduleI/RecipientTable/CashGrantAmt0303575
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONSISTENT WITH THE INSTRUCTIONS FOR THIS SECTION THE AMOUNT PAID TO THE INSTITUTIONAL TRUSTEE IS BEING REPORTED HERE ALTHOUGH THERE WAS NO REQUIREMENT TO REPORT COMPENSATION TO AN INSTITUTIONAL TRUSTEE ON A FORM W-2 OR 1099-MISC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO GOVERNING BODY OR COMMITTEES. STATE STREET GLOBAL ADVISORS TR CO IS THE INSTITUTIONAL TRUSTEE RESPONSIBLE FOR ADMINISTERING THE TRUST PER THE GOVERNING DOCUMENT (THE TRUST WAS CREATED UNDER THE WILL OF ALICE SIAS) WHICH SPECIFICALLY STATES THAT THE INCOME OF THE TRUST IS TO BE PAID TO LAHEY CLINIC FOUNDATION, INC. (FORMERLY BROOKS HOSPITAL) FOR THE SUPPORT OF THE SIAS LABS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO GOVERNING BODY. THE FORM 990 IS PREPARED AND REVIEWED BY THE TAX DEPARTMENT OF STATE STREET GLOBAL ADVISORS TR CO WHICH IS THE INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST AT OUR OFFICE LOCATED AT 1 LINCOLN ST., SSFC 31, BOSTON, MA DURING REGULAR BUSINESS HOURS 9:00 - 5:00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST AT OUR OFFICE LOCATED AT 1 LINCOLN ST., SSFC31, BOSTON, MA DURING REGULAR BUSINESS HOURS BETWEEN 9:00 - 5:00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NONE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 7, PART VII, COLUMN (D)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET GLOBAL ADVISORS TR CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06176644331
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.250.112.194
ReturnHeader/ReturnTs02018-05-09T09:00:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,984,476
Liabilities
$0
Net assets
$5,984,476
Revenue
$415,578
Expenses
$334,616
Net income
$80,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.88$0.00$6.88$0.54$0.41$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.39$0.38$0.01
2022Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.68$0.38$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$0.94$0.37$0.58
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.87$0.00$5.87$0.17$0.35$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.33$0.34$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.00$6.05$0.42$0.35$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.42$0.33$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.05$0.32$0.37
2015Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.31$0.32$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.29$0.00$6.29$0.51$0.32$0.19
2013Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.27$0.30$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$0.00$6.13$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.61$0.00$5.61$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.00$5.77$0.33