Civic Intelligence

Jordan L Shapiro Charitable Trust

990PF • Fiscal year 2011 • EIN 04-6797086

Jan 01, 2011 to Dec 31, 2011 • Filed on May 22, 2012

Organization Profile
300 First Avenue02494
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

74th percentile

9.7%

Faster asset growth than 74% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$728,032

Up $64,211 (+9.7%) from 2010

Net Assets

Up

$728,032

Up $64,211 (+9.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$41,268

Up $1,733 (+4.4%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$800K$600K$400K$200K$0Assets 2010: $663,821Liabilities 2010: $0Net Assets 2010: $663,8212010Assets 2011: $728,032Liabilities 2011: $0Net Assets 2011: $728,0322011Assets 2012: $689,485Liabilities 2012: $12012Assets 2013: $660,133Liabilities 2013: $0Net Assets 2013: $660,1332013Assets 2014: $630,039Liabilities 2014: $0Net Assets 2014: $630,0392014Assets 2015: $345,159Liabilities 2015: $0Net Assets 2015: $345,1592015Assets 2016: $268,427Liabilities 2016: $0Net Assets 2016: $268,4272016Assets 2017: $181,809Liabilities 2017: $0Net Assets 2017: $181,8092017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2011

Assets$728,032
Liabilities$0
Net Assets$728,032
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2010: $39,5352010Expenses 2011: $41,2682011Revenue 2012: $6,820Expenses 2012: $45,367Net Income 2012: -$38,5472012Revenue 2013: $11,285Expenses 2013: $40,637Net Income 2013: -$29,3522013Revenue 2014: $10,842Expenses 2014: $40,936Net Income 2014: -$30,0942014Revenue 2015: -$38,255Expenses 2015: $246,687Net Income 2015: -$284,9422015Revenue 2016: $5,311Expenses 2016: $82,101Net Income 2016: -$76,7902016Revenue 2017: $13,474Expenses 2017: $100,092Net Income 2017: -$86,6182017Revenue 2018: $0Expenses 2018: $181,809Net Income 2018: -$181,8092018

Highlighted filing

2011

Revenue-
Expenses$41,268
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 22, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKyle W Shapiro FoundationGeneral Charitable Purposes501(c)(3)Needham, MA, US$30,000
Paid GrantNational MS SocietyGeneral Charitable Purposes501(c)(3)Waltham, MA, US$3,000
Paid GrantSisters Of Notre DameGeneral Charitable Purposes501(c)(3)Boston, MA, US$1,000
Paid GrantAlzheimers AssociationGeneral Charitable Purposes501(c)(3)Barnstable, MA, US$1,000
Paid GrantWGBHGeneral Charitable Purposes501(c)(3)Boston, MA, US$1,000
Paid GrantSamaritans IncGeneral Charitable Purposes501(c)(3)Boston, MA, US$1,000
Paid GrantYarmouth Firefighters Relief AssoGeneral Charitable Purposes501(c)(3) or equivYarmouth, MA, US$1,000
Paid GrantTemple EmmanuelGeneral Charitable Purposes501(c)(3)Worcester, MA, US$500
Paid GrantVOSHGeneral Charitable Purposes501(c)(3)Lake Mary, FL, US$500
Paid GrantBailey's Team for Autism ResearchGeneral Charitable Purposes501(c)(3)Cambridge, MA, US$500
Paid GrantJewish Healthcare Center IncGeneral Charitable Purposes501(c)(3)Worcester, MA, US$500
Paid GrantTruro Rescue SquadGeneral Charitable Purposes501(c)(3) or equivTruro, MA, US$500
Filing and Contact Details

Filer

EIN
04-6797086
Raw XML Appendix400 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/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10National MS Society
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Sisters Of Notre Dame
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Temple Emmanuel
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Alzheimers Association
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14WGBH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15VOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Bailey's Team for Autism Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17Jewish Healthcare Center Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18Kyle W Shapiro Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19Samaritans Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110Truro Rescue Squad
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111Yarmouth Firefighters Relief Asso
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10501(c)(3) or equiv
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11501(c)(3) or equiv
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10101 A First Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11133 Dorchester St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12280 May St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO Box 953
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141 Guest St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15111 Linda Lane
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16955 Massachusetts Ave Suite 201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17Salisbury St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1855 Kingsbury St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1941 West Street 4th Floor
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110PO Box 2013
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11196 Old Main Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Waltham
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Worcester
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Barnstable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Lake Mary
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Cambridge
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Worcester
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Needham
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10Truro
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11Yarmouth
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002451
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102127
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode201602
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302630
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402135
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode5327464208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode602139
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode701609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode802492
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode902111
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode10026663013
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1102664
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear040500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear028571
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028571
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear109026
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2025892
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3019623
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear067238
IRS990PF/UndistributedIncome/ExcessFromCurrentYear012697
IRS990PF/UndistributedIncome/ExcessFromYear109026
IRS990PF/UndistributedIncome/ExcessFromYear2025892
IRS990PF/UndistributedIncome/ExcessFromYear3019623
IRS990PF/UndistributedIncome/QualifyingDistributions041268
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus012697
IRS990PF/UndistributedIncome/TotalCorpus067238
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover054541
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount00
OtherDecreasesSchedule/OtherDecreases/Amount16
OtherDecreasesSchedule/OtherDecreases/Amount2100
OtherDecreasesSchedule/OtherDecreases/Description0Book Tax Differences
OtherDecreasesSchedule/OtherDecreases/Description1Magellan Midstream Partners LP Book Tax Difference
OtherDecreasesSchedule/OtherDecreases/Description2Other
OtherExpensesSchedule/OtherExpenses/Description0Filing fee Mass
OtherExpensesSchedule/OtherExpenses/Description1Bank fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps035
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps118
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks118
OtherIncomeSchedule2/OtherIncome/Description0Magellan Midstream Partners, L.P.
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0795
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0795
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/Amount0600
TaxesSchedule/Taxes/Amount1115
TaxesSchedule/Taxes/Category0Tax on investment income
TaxesSchedule/Taxes/Category1Foreign Taxes
TaxesSchedule/Taxes/DisbursementsCharitablePrps0600
TaxesSchedule/Taxes/DisbursementsCharitablePrps1115
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046797086
ReturnHeader/Filer/Name/BusinessNameLine10Jordan L Shapiro Charitable Trust
ReturnHeader/Filer/NameControl0JORD
ReturnHeader/Filer/Phone07814496500
ReturnHeader/Filer/USAddress/AddressLine10300 First Avenue
ReturnHeader/Filer/USAddress/City0Needham
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002494
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-22
ReturnHeader/Officer/Name0Jordan L Shapiro
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02012-05-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Stephen J O'Connor
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10300 First Avenue
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Needham
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002494
ReturnHeader/Preparer/Name0Stephen O'Connor
ReturnHeader/Preparer/Phone07817072540
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-22T18:13:22-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$728,032
Liabilities
$0
Net assets
$728,032
Revenue
-
Expenses
$41,268
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$0.00$1.82$1.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.13$1.00$0.87
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.05$0.82$0.77
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.45$0.00$3.45$0.38$2.47$2.85
2014Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.11$0.41$0.30
2013Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.11$0.41$0.29
2012Summary only. Only limited summary data is available for this year.$6.89$0.00$0.07$0.45$0.39
2011Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.41
2010Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.40