Civic Intelligence

Warren J Plaut Charitable Trust

990 • Fiscal year 2015 • EIN 04-6609717

Jun 01, 2014 to May 31, 2015 • Filed on Feb 20, 2016

Organization Profile
640 Page BoulevardSpringfield, MA 01104

(413) 827-0301

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$27,255

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

17th percentile

-25%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$69,817

Down $23,420 (-25%) from 2014

Net Assets

Down

$66,290

Down $25,119 (-27%) from 2014

Liabilities

Up

$3,527

Up $1,699 (+93%) from 2014

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin19th percentile

Revenue

Up

$174,257

Up $70,658 (+68%) from 2014

Expenses

Up

$199,376

Up $96,636 (+94%) from 2014

Net Income

Down

-$25,119

Down $25,978 (-3024%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$200K$150K$100K$50K$0Assets 2011: $106,029Liabilities 2011: $499Net Assets 2011: $105,5302011Assets 2012: $118,199Liabilities 2012: $938Net Assets 2012: $117,2612012Assets 2013: $91,274Liabilities 2013: $724Net Assets 2013: $90,5502013Assets 2014: $93,237Liabilities 2014: $1,828Net Assets 2014: $91,4092014Assets 2015: $69,817Liabilities 2015: $3,527Net Assets 2015: $66,2902015Assets 2016: $44,291Liabilities 2016: $787Net Assets 2016: $43,5042016Assets 2017: $63,939Liabilities 2017: $1,172Net Assets 2017: $62,7672017Assets 2018: $195,773Liabilities 2018: $1,256Net Assets 2018: $194,5172018Assets 2019: $8,933Liabilities 2019: $0Net Assets 2019: $8,9332019Assets 2020: $17,144Liabilities 2020: $0Net Assets 2020: $17,1442020Assets 2021: $45,278Liabilities 2021: $0Net Assets 2021: $45,2782021Assets 2022: $65,994Liabilities 2022: $0Net Assets 2022: $65,9942022Assets 2023: $69,132Liabilities 2023: $0Net Assets 2023: $69,1322023Assets 2025: $33,431Liabilities 2025: $0Net Assets 2025: $33,4312025

Highlighted filing

2015

Assets$69,817
Liabilities$3,527
Net Assets$66,290
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $68,8752011Expenses 2012: $86,9392012Revenue 2013: $53,932Expenses 2013: $80,643Net Income 2013: -$26,7112013Revenue 2014: $103,599Expenses 2014: $102,740Net Income 2014: $8592014Revenue 2015: $174,257Expenses 2015: $199,376Net Income 2015: -$25,1192015Revenue 2016: $111,161Expenses 2016: $133,947Net Income 2016: -$22,7862016Revenue 2017: $115,087Expenses 2017: $95,824Net Income 2017: $19,2632017Revenue 2018: $319,235Expenses 2018: $187,485Net Income 2018: $131,7502018Revenue 2019: $46,619Expenses 2019: $232,203Net Income 2019: -$185,5842019Revenue 2020: $41,277Expenses 2020: $33,066Net Income 2020: $8,2112020Revenue 2021: $46,677Expenses 2021: $18,543Net Income 2021: $28,1342021Revenue 2022: $54,876Expenses 2022: $34,160Net Income 2022: $20,7162022Revenue 2023: $38,909Expenses 2023: $35,771Net Income 2023: $3,1382023Revenue 2025: $305,004Expenses 2025: $439,850Net Income 2025: -$134,8462025

Highlighted filing

2015

Revenue$174,257
Expenses$199,376
Net Income-$25,119
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Feb 20, 2016
Return Version
2014v6.0
Gross Receipts
$174,257
Mission and Program Overview

Mission

Charitable and educational

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,391$37,158▼ $3,233
Savings and Temporary Cash Investments$52,846$30,809▼ $22,037
Accounts Receivable-$1,850-
Total Assets$93,237$69,817▼ $23,420
Liabilities
Accounts Payable and Accrued Expenses$1,828$3,527▲ $1,699
Total Liabilities$1,828$3,527▲ $1,699
Net Assets / Fund Balance
Unrestricted Net Assets$91,409$66,290▼ $25,119
Total Net Assets Fund Balance$91,409$66,290▼ $25,119
Total Liabilities and Net Assets / Fund Balance$93,237$69,817▼ $23,420
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jon WeissmanSecretaryPT$27,255$27,255

Board Members and Trustees

NameTitle
Roberta KrausePresident
Betty WrightTrustee
Edward CollinsTrustee
Elsye CannTrustee
Joan GrenierTrustee
Kathryn PayneTrustee
Pam LukasikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$170,385
Program Service Revenue
$3,600
Investment Income
$222
Other Revenue
$50
All Other Contributions
$151,705
Change in Net Assets
$-25,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$144,401
Other Expenses$49,975
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$101,621--$101,621
Current Officers, Directors, Trustees, and Key Employees$27,255--$27,255
Fees for Services Other$16,958--$16,958
Occupancy$12,886--$12,886
Payroll Taxes$11,625--$11,625
Office Expenses$5,192--$5,192
Grants to Domestic Individuals$5,000--$5,000
Other Employee Benefits$3,900--$3,900
Travel$3,630--$3,630
Insurance$1,109--$1,109
Conferences and Meetings$913--$913
Payments to Affiliates$560--$560
Fees for Services Accounting-$428-$428
Advertising$399--$399
Other Expenses$235$70-$235
Total Functional Expenses$198,878$498$0$199,376
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Jon weissman and joan grenier are related by marriage”

Form 990 governing body review Part VI line 11

“The governing body reviewed the return for completeness prior to submission”

CEO executive director top management comp Part VI line 15A

“The executive board of the fund that has the employee determines the compensation”

Other officer or key employee compensation Part VI line 15B

“The executive board of the fund that has the employee determinesthe compensation”

Governing documents etc available to public Part VI line 19

“The governing documents are available for review by the public upon request”

Filing and Contact Details

Filer

Filer Name
Warren J Plaut Charitable Trust
EIN
04-6609717
Address
640 PAGE BOULEVARD, SPRINGFIELD, MA 01104

Signing Officer

Name
Jon Weissman
Title
Secretary
Phone
4138270301
Signed
2016-02-20
Discuss with paid preparer
No

Organization Details

Formed
1988
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
11

Preparer

Firm
Accountaides Inc
Address
425 UNION STREET STE C7, West Springfield, MA 01089
Preparer
Theresa H Robertson
Phone
4137393411
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt041015
IRS990ScheduleA/OtherIncome509Grp/TotalAmt041415
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IRS990ScheduleA/PublicSupportCY509Pct00.91780
IRS990ScheduleA/PublicSupportPY509Pct00.90000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0173071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0103249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111642
IRS990ScheduleA/Total509Grp/TotalAmt0497719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0173593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0103598
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112528
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/DirectContactLegislatorsInd0true
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0true
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0true
IRS990ScheduleC/VolunteersInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JON WEISSMAN AND JOAN GRENIER ARE RELATED BY MARRIAGE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY REVIEWED THE RETURN FOR COMPLETENESS PRIOR TO SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE BOARD OF THE FUND THAT HAS THE EMPLOYEE DETERMINES THE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE BOARD OF THE FUND THAT HAS THE EMPLOYEE DETERMINESTHE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0170385
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0498
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0198878
IRS990/TotalFunctionalExpensesGrp/TotalAmt0199376
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt03527
IRS990/TotalLiabilitiesGrp/BOYAmt01828
IRS990/TotalLiabilitiesGrp/EOYAmt03527
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0198878
IRS990/TotalProgramServiceRevenueAmt03600
IRS990/TotalReportableCompFromOrgAmt027255
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03872
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174257
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt093237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt069817
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt03630
IRS990/TravelGrp/TotalAmt03630
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt091409
IRS990/UnrestrictedNetAssetsGrp/EOYAmt066290
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JON WEISSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04138270301
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN J PLAUT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0046609717
ReturnHeader/Filer/USAddress/AddressLine1Txt0640 PAGE BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042832894
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTAIDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 UNION STREET STE C7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001089
ReturnHeader/PreparerPersonGrp/PhoneNum04137393411
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA H ROBERTSON
ReturnHeader/ReturnTs02016-04-15T10:38:10-04:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,817
Liabilities
$3,527
Net assets
$66,290
Revenue
$174,257
Expenses
$199,376
Net income
-$25,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$3.05$4.40$1.35
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.39$0.36$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.55$0.34$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.47$0.19$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.41$0.33$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.47$2.32$1.86
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.95$3.19$1.87$1.32
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$1.15$0.96$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.44$1.11$1.34$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.04$0.66$1.74$1.99$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$1.04$1.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.01$0.91$0.54$0.81$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.17$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.69
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits