Civic Intelligence

Margaret M Miller Tr UW Art 22 FBO Cheverus High School

990 • Fiscal year 2014 • EIN 04-6677701

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 25, 2015

Organization ProfileN/A
319 Concord RoadWeston, MA 02493

(617) 607-2812

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

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

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

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

Net Margin

3rd percentile

-95%

Higher net margin than 3% 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

12th percentile

-7.2%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$8,532,310

Down $660,705 (-7.2%) from 2013

Net Assets

Down

$8,522,416

Down $477,271 (-5.3%) from 2013

Liabilities

Down

$9,894

Down $183,434 (-95%) from 2013

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin3rd percentile

Revenue

Up

$612,945

Up $66,853 (+12%) from 2013

Expenses

Up

$1,196,332

Up $517,966 (+76%) from 2013

Net Income

Down

-$583,387

Down $451,113 (-341%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,227,313Liabilities 2010: $360,645Net Assets 2010: $8,866,6682010Assets 2011: $7,805,507Liabilities 2011: $307,479Net Assets 2011: $7,498,0282011Assets 2012: $8,159,930Liabilities 2012: $206,706Net Assets 2012: $7,953,2242012Assets 2013: $9,193,015Liabilities 2013: $193,328Net Assets 2013: $8,999,6872013Assets 2014: $8,532,310Liabilities 2014: $9,894Net Assets 2014: $8,522,4162014Assets 2015: $7,835,747Liabilities 2015: $130,354Net Assets 2015: $7,705,3932015Assets 2016: $7,803,970Liabilities 2016: $148,622Net Assets 2016: $7,655,3482016Assets 2017: $8,537,333Liabilities 2017: $5,622Net Assets 2017: $8,531,7112017Assets 2018: $8,007,180Liabilities 2018: $119,241Net Assets 2018: $7,887,9392018Assets 2019: $8,596,941Liabilities 2019: $27,103Net Assets 2019: $8,569,8382019Assets 2020: $9,175,348Liabilities 2020: $63,788Net Assets 2020: $9,111,5602020Assets 2021: $10,469,487Liabilities 2021: $0Net Assets 2021: $10,469,4872021Assets 2022: $9,679,932Liabilities 2022: $0Net Assets 2022: $9,679,9322022Assets 2023: $9,822,941Liabilities 2023: $0Net Assets 2023: $9,822,9412023Assets 2024: $10,039,429Liabilities 2024: $0Net Assets 2024: $10,039,4292024Assets 2025: $10,612,470Liabilities 2025: $0Net Assets 2025: $10,612,4702025

Highlighted filing

2014

Assets$8,532,310
Liabilities$9,894
Net Assets$8,522,416
Open 2014 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $852,5232010Expenses 2011: $859,6972011Revenue 2012: $1,158,323Expenses 2012: $704,509Net Income 2012: $453,8142012Revenue 2013: $546,092Expenses 2013: $678,366Net Income 2013: -$132,2742013Revenue 2014: $612,945Expenses 2014: $1,196,332Net Income 2014: -$583,3872014Revenue 2015: $338,441Expenses 2015: $567,297Net Income 2015: -$228,8562015Revenue 2016: $298,554Expenses 2016: $530,036Net Income 2016: -$231,4822016Revenue 2017: $316,457Expenses 2017: $551,361Net Income 2017: -$234,9042017Revenue 2018: $436,651Expenses 2018: $571,047Net Income 2018: -$134,3962018Revenue 2019: $373,168Expenses 2019: $551,112Net Income 2019: -$177,9442019Revenue 2020: $139,548Expenses 2020: $576,120Net Income 2020: -$436,5722020Revenue 2021: $728,235Expenses 2021: $575,132Net Income 2021: $153,1032021Revenue 2022: $412,567Expenses 2022: $548,853Net Income 2022: -$136,2862022Revenue 2023: $384,807Expenses 2023: $561,855Net Income 2023: -$177,0482023Revenue 2024: $616,593Expenses 2024: $558,771Net Income 2024: $57,8222024Revenue 2025: $457,193Expenses 2025: $515,395Net Income 2025: -$58,2022025

Highlighted filing

2014

Revenue$612,945
Expenses$1,196,332
Net Income-$583,387
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 25, 2015
Return Version
2014v5.0
Gross Receipts
$4,866,671
Mission and Program Overview

Mission

Charitable trust supporting religious and educational activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,992,771$8,527,385▼ $465,386
Accounts Receivable$195,328$0▼ $195,328
Cash and Non-Interest-Bearing Accounts$4,916$4,925▲ $9
Total Assets$9,193,015$8,532,310▼ $660,705
Liabilities
Accounts Payable and Accrued Expenses$193,328$9,894▼ $183,434
Total Liabilities$193,328$9,894▼ $183,434
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,858,780$6,858,780→ $0
Temporarily Rstr Net Assets$2,140,907$1,663,636▼ $477,271
Total Net Assets Fund Balance$8,999,687$8,522,416▼ $477,271
Total Liabilities and Net Assets / Fund Balance$9,193,015$8,532,310▼ $660,705

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$8,999,688-▲ $719,061-$8,522,417
2013$7,953,224$193,327▲ $1,531,503-$8,999,688
2012$7,498,028$85,057▲ $1,074,648-$7,953,224
2011$8,866,668-▼ $508,943-$7,498,028
2010$8,609,149-▲ $1,110,042-$8,866,668
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$612,945
Other Revenue
$0
Change in Net Assets
$-583,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,098,602
Other Expenses$97,730
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,098,602--$1,098,602
Fees for Service Investment Mgmnt Fees-$97,730-$97,730
Total Functional Expenses$1,098,602$97,730$0$1,196,332
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cheverus High SchoolPortland, ME501 (c)(3)Benefit Cheverus High School$896,222
The Society of Jesus of New EnglandWatertown, MAChapter 180 S. 10Transfer of Funds$202,380
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
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

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

“The trustees review matters of the trust generally as part of the board meetings of the related organization.”

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

“The trustees review matters of the trust generally as part of the board meetings of the related organization.”

Form 990, Part VI, Section B, Line 11

“The related organization's treasurer reports to the trustees on all matters related to the trust.”

Form 990, Part VI, Section C, Line 19

“The society of jesus of new england makes the 990 available to the public through a common website. 990's are also available upon request.”

Filing and Contact Details

Filer

Filer Name
Margaret M Miller Trust
EIN
04-6677701
Phone
6176072812
Address
319 CONCORD ROAD, WESTON, MA 02493

Signing Officer

Name
Michael Mcfarland Sj
Title
Treasurer
Phone
6176072812
Signed
2015-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mcfarland Sj
Formed
1991
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
21 EAST MAIN STREET, WESTBORO, MA 01581
Preparer
Thomas F Muldoon CPA
Phone
5083669100
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is used to support the cheverus high school and the society of jesus of new england.”

Raw XML AppendixShowing 400 of 474 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SOCIETY OF JESUS OF NEW ENGLAND (THE PROVINCE) IS THE SOLE TRUSTEE OF THE TRUST AND IT MANAGES THE OPERATIONS OF THE TRUST. THE TRUST'S INVESTMENTS ARE HELD BY THE FOUNDATION TRUST AND WERE PREVIOUSLY HELD AND MANAGED BY THE PROVINCE. THE FOUNDATION TRUST AWARDS GRANTS TO THE PROVINCE FOR OPERATIONS IN ACCORDANCE WITH RESTRICTIONS THAT WERE ORIGINALLY PLACED ON THESE FUNDS PRIOR TO THE FUNDS BEING TRANSFERRED FROM THE PROVINCE TO THE FOUNDATION TRUST. BASED ON THESE FACTS, THE PROVINCE IS DEEMED TO HAVE A SIGNIFICANT VOICE IN THE TRUST'S INVESTMENT POLICIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt08628677
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt08445289
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0302004
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0295585
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt08760078
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt08573897
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0302004
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0295585
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046677701
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1042104399
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc15
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0896222
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1202380
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHEVERUS HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE SOCIETY OF JESUS OF NEW ENGLAND
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01098602
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt097730
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08999688
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08522417
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01098602
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0719061
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt018040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07953224
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0193327
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08999688
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0660326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01531503
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt037811
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07498028
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt085057
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07953224
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0666698
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01074648
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt041007
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08866668
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07498028
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0818690
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-508943
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt034933
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08609149
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08866668
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0817590
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01110042
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.80470
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS USED TO SUPPORT THE CHEVERUS HIGH SCHOOL AND THE SOCIETY OF JESUS OF NEW ENGLAND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.19530
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0896222
IRS990ScheduleI/RecipientTable/CashGrantAmt1202380
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1CHAPTER 180 S. 10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BENEFIT CHEVERUS HIGH SCHOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TRANSFER OF FUNDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHEVERUS HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE SOCIETY OF JESUS OF NEW ENGLAND
IRS990ScheduleI/RecipientTable/RecipientEIN0046677701
IRS990ScheduleI/RecipientTable/RecipientEIN1042104399
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0267 OCEAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt185 SCHOOL STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WATERTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102472
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW MATTERS OF THE TRUST GENERALLY AS PART OF THE BOARD MEETINGS OF THE RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES REVIEW MATTERS OF THE TRUST GENERALLY AS PART OF THE BOARD MEETINGS OF THE RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RELATED ORGANIZATION'S TREASURER REPORTS TO THE TRUSTEES ON ALL MATTERS RELATED TO THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SOCIETY OF JESUS OF NEW ENGLAND MAKES THE 990 AVAILABLE TO THE PUBLIC THROUGH A COMMON WEBSITE. 990'S ARE ALSO AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0THE SOCIETY OF JESUS OF NEW ENGLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1CHEVERUS HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2FOUNDATION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE SOCIETY OF JESUS OF NEW ENGLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CHEVERUS HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2THE FOUNDATION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042104399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1046677701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2462695793
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CATHOLIC MEN'S RELIGIOUS ORDER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CATHOLIC HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2INVESTMENT MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 11A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt085 SCHOOL STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1267 OCEAN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt239 EAST 83RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WATERTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002472
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd104103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd210028
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0896222
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1202380
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CHEVERUS HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE SOCIETY OF JESUS OF NEW ENGLAND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,532,310
Liabilities
$9,894
Net assets
$8,522,416
Revenue
$612,945
Expenses
$1,196,332
Net income
-$583,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.46$0.52$0.06
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.62$0.56$0.06
2023Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$0.38$0.56$0.18
2022Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.41$0.55$0.14
2021Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.73$0.58$0.15
2020Detailed filing. Detailed filing data is available for this year.$9.18$0.06$9.11$0.14$0.58$0.44
2019Detailed filing. Detailed filing data is available for this year.$8.60$0.03$8.57$0.37$0.55$0.18
2018Detailed filing. Detailed filing data is available for this year.$8.01$0.12$7.89$0.44$0.57$0.13
2017Detailed filing. Detailed filing data is available for this year.$8.54$0.01$8.53$0.32$0.55$0.23
2016Detailed filing. Detailed filing data is available for this year.$7.80$0.15$7.66$0.30$0.53$0.23
2015Detailed filing. Detailed filing data is available for this year.$7.84$0.13$7.71$0.34$0.57$0.23
2014Detailed filing. Detailed filing data is available for this year.$8.53$0.01$8.52$0.61$1.20$0.58
2013Detailed filing. Detailed filing data is available for this year.$9.19$0.19$9.00$0.55$0.68$0.13
2012Summary only. Only limited summary data is available for this year.$8.16$0.21$7.95$1.16$0.70$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.81$0.31$7.50$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$0.36$8.87$0.85