Civic Intelligence

Caroline Blanton Thayer Charitable Trust #95-114770

EIN 04-6676539 • Boston, MA

Hemenway Barnes Llp PO Box 961209Boston, MA 02196-1209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$28,707

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

71%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,972,429

Up $101,680 (+3.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$2,972,429

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin74th percentile

Revenue

Up

$405,297

Up $167,969 (+71%) from 2023

Expenses

Down

$305,857

Down $26,755 (-8.0%) from 2023

Net Income

Up

$99,440

Up $194,724 (+204%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,828,929Liabilities 2011: $02011Assets 2012: $2,797,956Liabilities 2012: $02012Assets 2013: $2,747,187Liabilities 2013: $02013Assets 2014: $2,771,895Liabilities 2014: $02014Assets 2015: $2,624,679Liabilities 2015: $02015Assets 2017: $2,813,861Liabilities 2017: $0Net Assets 2017: $2,813,8612017Assets 2018: $2,742,139Liabilities 2018: $0Net Assets 2018: $2,742,1392018Assets 2019: $2,777,910Liabilities 2019: $12019Assets 2020: $2,900,485Liabilities 2020: $12020Assets 2021: $3,046,143Liabilities 2021: $1Net Assets 2021: $3,046,1432021Assets 2022: $2,953,000Liabilities 2022: $12022Assets 2023: $2,870,749Liabilities 2023: $12023Assets 2024: $2,972,429Liabilities 2024: $0Net Assets 2024: $2,972,4292024

Highlighted filing

2024

Assets$2,972,429
Liabilities$0
Net Assets$2,972,429
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $179,757Expenses 2011: $264,894Net Income 2011: -$85,1372011Revenue 2012: $234,084Expenses 2012: $265,057Net Income 2012: -$30,9732012Revenue 2013: $222,216Expenses 2013: $272,985Net Income 2013: -$50,7692013Revenue 2014: $307,863Expenses 2014: $288,905Net Income 2014: $18,9582014Revenue 2015: $141,450Expenses 2015: $297,748Net Income 2015: -$156,2982015Revenue 2017: $425,174Expenses 2017: $301,728Net Income 2017: $123,4462017Revenue 2018: $231,175Expenses 2018: $303,606Net Income 2018: -$72,4312018Revenue 2019: $339,426Expenses 2019: $303,547Net Income 2019: $35,8792019Revenue 2020: $421,715Expenses 2020: $298,847Net Income 2020: $122,8682020Revenue 2021: $471,896Expenses 2021: $319,553Net Income 2021: $152,3432021Revenue 2022: $218,976Expenses 2022: $318,346Net Income 2022: -$99,3702022Revenue 2023: $237,328Expenses 2023: $332,612Net Income 2023: -$95,2842023Revenue 2024: $405,297Expenses 2024: $305,857Net Income 2024: $99,4402024

Highlighted filing

2024

Revenue$405,297
Expenses$305,857
Net Income$99,440
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,972,429
Liabilities
$0
Net assets
$2,972,429
Revenue
$405,297
Expenses
$305,857
Net income
$99,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.41$0.31$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.00$0.24$0.33$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$0.22$0.32$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$0.47$0.32$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$0.42$0.30$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$0.34$0.30$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.23$0.30$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.43$0.30$0.12
2015Summary only. Only limited summary data is available for this year.$2.62$0.00$0.14$0.30$0.16
2014Summary only. Only limited summary data is available for this year.$2.77$0.00$0.31$0.29$0.02
2013Summary only. Only limited summary data is available for this year.$2.75$0.00$0.22$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$0.23$0.27$0.03
2011Summary only. Only limited summary data is available for this year.$2.83$0.00$0.18$0.26$0.09
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J PUZOTrustee-$24,756-$24,756
HELEN T CHAPELLTrustee-$0--
MILLICENT S THAYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Caroline Blanton Thayer Charitable Trust
EIN
04-6676539
Phone
6172277940
Address
HEMENWAY BARNES LLP PO BOX 961209, BOSTON, MA 02196-1209

Signing Officer

Name
Michael J Puzo
Title
Trustee
Phone
6172277940
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Albana Sula
Phone
6172277940
Raw XML AppendixShowing 400 of 677 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN FRIENDS SERVICE COMMITTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BROAD RIVER GREENWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COHASSET CENTRAL CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COHASSET LIBRARY TRUST INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5DESTINATION CLEVELAND COUNTY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FOOD BANK OF WESTERN MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GARDNER-WEBB UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8GEORGE & IDA WOOD BLANTON ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GLOBAL FUND FOR WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10GREATER BOSTON FOOD BANK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20PARTNERS IN HEALTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22PEACE DEVELOPMENT FUND SOUTHERN REGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23SMITH COLLEGE HELEN R THAYER SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24SOCIAL SERVICE LEAGUE OF COHASSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25SOUTH SHORE CONSERVATORY OF MUSIC INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27ST FRANCIS HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28THE BANKER'S HOUSE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29UNITARIAN UNIVERSALIST ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30UNITED METHODIST AGY FOR THE RETARDED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31WESTFIELD ATHENAEUM
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