Civic Intelligence

Boston Charitable Trust Fund City of Boston Trust Office

990 • Fiscal year 2014 • EIN 04-6528581

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

Organization ProfileNA
City Hall No M-5Boston, MA 02201

(617) 635-4140

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.99x

Higher debt load relative to assets than 92% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

477.03x

Higher debt load relative to revenue than 100% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

1st percentile

-334%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

6th percentile

-15%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-3.2%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$5,164,404

Down $924,982 (-15%) from 2013

Net Assets

Down

$39,246

Down $35,928 (-48%) from 2013

Liabilities

Down

$5,125,158

Down $889,054 (-15%) from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$10,744

Down $358 (-3.2%) from 2013

Expenses

Down

$46,672

Down $81,305 (-64%) from 2013

Net Income

Up

-$35,928

Up $80,947 (+69%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,686,242Liabilities 2010: $5,287,980Net Assets 2010: $398,2622010Assets 2011: $5,175,978Liabilities 2011: $4,887,580Net Assets 2011: $288,3982011Assets 2012: $6,220,030Liabilities 2012: $6,027,981Net Assets 2012: $192,0492012Assets 2013: $6,089,386Liabilities 2013: $6,014,212Net Assets 2013: $75,1742013Assets 2014: $5,164,404Liabilities 2014: $5,125,158Net Assets 2014: $39,2462014Assets 2015: $6,760,835Liabilities 2015: $6,733,297Net Assets 2015: $27,5382015Assets 2016: $5,776,634Liabilities 2016: $5,749,383Net Assets 2016: $27,2512016Assets 2017: $479,615Liabilities 2017: $449,081Net Assets 2017: $30,5342017Assets 2018: $485,206Liabilities 2018: $450,816Net Assets 2018: $34,3902018Assets 2019: $495,630Liabilities 2019: $452,133Net Assets 2019: $43,4972019Assets 2020: $13,199,861Liabilities 2020: $2,328,233Net Assets 2020: $10,871,6282020Assets 2021: $1,173,216Liabilities 2021: $457,841Net Assets 2021: $715,3752021Assets 2022: $722,934Liabilities 2022: $452,552Net Assets 2022: $270,3822022Assets 2023: $754,346Liabilities 2023: $456,429Net Assets 2023: $297,9172023Assets 2024: $792,408Liabilities 2024: $456,619Net Assets 2024: $335,7892024Assets 2025: $672,943Liabilities 2025: $456,358Net Assets 2025: $216,5852025

Highlighted filing

2014

Assets$5,164,404
Liabilities$5,125,158
Net Assets$39,246
Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

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

$40M$20M$0-$20MExpenses 2010: $25,9052010Revenue 2011: $15,134Expenses 2011: $124,998Net Income 2011: -$109,8642011Expenses 2012: $121,1672012Revenue 2013: $11,102Expenses 2013: $127,977Net Income 2013: -$116,8752013Revenue 2014: $10,744Expenses 2014: $46,672Net Income 2014: -$35,9282014Revenue 2015: $9,617Expenses 2015: $21,325Net Income 2015: -$11,7082015Revenue 2016: $15,249Expenses 2016: $15,536Net Income 2016: -$2872016Revenue 2017: $4,396Expenses 2017: $1,113Net Income 2017: $3,2832017Revenue 2018: $6,595Expenses 2018: $2,739Net Income 2018: $3,8562018Revenue 2019: $16,120Expenses 2019: $7,013Net Income 2019: $9,1072019Revenue 2020: $31,296,432Expenses 2020: $20,468,301Net Income 2020: $10,828,1312020Revenue 2021: $4,494,143Expenses 2021: $14,650,396Net Income 2021: -$10,156,2532021Revenue 2022: $52,908Expenses 2022: $497,900Net Income 2022: -$444,9922022Revenue 2023: $32,625Expenses 2023: $5,089Net Income 2023: $27,5362023Revenue 2024: $39,359Expenses 2024: $1,487Net Income 2024: $37,8722024Revenue 2025: $23,185Expenses 2025: $142,389Net Income 2025: -$119,2042025

Highlighted filing

2014

Revenue$10,744
Expenses$46,672
Net Income-$35,928
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$10,744
Mission and Program Overview

Mission

To fund other charitable organizations which engage in charitable scientific, literary, or educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,088,523$5,042,716▼ $1,045,807
Total Assets$6,089,386$5,164,404▼ $924,982
Other Assets Total$863$121,688▲ $120,825
Liabilities
Other Liabilities$6,013,369$5,122,460▼ $890,909
Accounts Payable and Accrued Expenses$843$2,698▲ $1,855
Total Liabilities$6,014,212$5,125,158▼ $889,054
Net Assets / Fund Balance
Unrestricted Net Assets$75,174$39,246▼ $35,928
Total Net Assets Fund Balance$75,174$39,246▼ $35,928
Total Liabilities and Net Assets / Fund Balance$6,089,386$5,164,404▼ $924,982

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,042,716--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
David SweeneyCollector/treasurer, Ex-of
Richard DepianoSecond Assistant Collector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,744
Other Revenue
$0
Change in Net Assets
$-35,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,672
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$25,479$15,994-$15,994
Fees for Services Accounting-$4,485-$4,485
Fees for Service Investment Mgmnt Fees-$714-$714
Total Functional Expenses$25,479$21,193$0$46,672
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Due Others$5,106,466
Due to the City of Boston$15,994
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Organization is run through the city of boston trust department. The department determines which charities will benefit from investment income from agency funds.”

Form 990, Part VI, Section A, Line 8B

“Organization is run through the city of boston trust department. The department determines which charities will benefit from investment income from agency funds.”

Form 990, Part VI, Section B, Line 11

“The treasurer or assigned employees review the form 990 and all attachments and gives its authorization to file all applicable returns.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available for public inspection upon written request.”

Filing and Contact Details

Filer

EIN
04-6528581
Phone
6176354140

Signing Officer

Name
Vivian Leo
Title
First Assistant Collector/treasurer
Phone
6176354140
Signed
2015-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vivian Leo
Formed
1985
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Robert C Alario
Phone
5087557575
Raw XML Appendix295 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0COLLECTOR/TREASURER, EX-OF
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010744
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/Desc1GENERAL & ADMINSTRATIVE
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IRS990/OtherExpensesGrp/TotalAmt115994
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IRS990/PYOtherExpensesAmt0127977
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IRS990/PYRevenuesLessExpensesAmt0-116875
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS DUE OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO THE CITY OF BOSTON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION IS RUN THROUGH THE CITY OF BOSTON TRUST DEPARTMENT. THE DEPARTMENT DETERMINES WHICH CHARITIES WILL BENEFIT FROM INVESTMENT INCOME FROM AGENCY FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION IS RUN THROUGH THE CITY OF BOSTON TRUST DEPARTMENT. THE DEPARTMENT DETERMINES WHICH CHARITIES WILL BENEFIT FROM INVESTMENT INCOME FROM AGENCY FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER OR ASSIGNED EMPLOYEES REVIEW THE FORM 990 AND ALL ATTACHMENTS AND GIVES ITS AUTHORIZATION TO FILE ALL APPLICABLE RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VIVIAN LEO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIRST ASSISTANT COLLECTOR/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06176354140
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
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ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043344305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROBERT C ALARIO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1034 CEDAR STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001609
ReturnHeader/PreparerPersonGrp/PhoneNum05087557575
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C ALARIO
ReturnHeader/ReturnTs02015-02-12T18:02:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,164,404
Liabilities
$5,125,158
Net assets
$39,246
Revenue
$10,744
Expenses
$46,672
Net income
-$35,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.46$0.22$0.02$0.14$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.46$0.34$0.04$0.00$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.46$0.30$0.03$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.45$0.27$0.05$0.50$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.46$0.72$4.49$14.7$10.2
2020Detailed filing. Detailed filing data is available for this year.$13.2$2.33$10.9$31.3$20.5$10.8
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.45$0.04$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.45$0.03$0.01$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.45$0.03$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.78$5.75$0.03$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.76$6.73$0.03$0.01$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.16$5.13$0.04$0.01$0.05$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$6.01$0.08$0.01$0.13$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$6.03$0.19$0.12
2011Summary only. Only limited summary data is available for this year.$5.18$4.89$0.29$0.02$0.12$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$5.29$0.40$0.03