Civic Intelligence

Jordan L Shapiro Charitable Trust

990PF • Fiscal year 2013 • EIN 04-6797086

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 14, 2014

Organization Profile
300 First AvenueNeedham, MA 02494

(781) 707-2540

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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

3rd percentile

-260%

Higher net margin than 3% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

24th percentile

-4.3%

Faster asset growth than 24% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

85th percentile

65%

Faster revenue growth than 85% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$660,133

Down $29,352 (-4.3%) from 2012

Net Assets

$660,133

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin3rd percentile

Revenue

Up

$11,285

Up $4,465 (+65%) from 2012

Expenses

Down

$40,637

Down $4,730 (-10%) from 2012

Net Income

Up

-$29,352

Up $9,195 (+24%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2013

Assets$660,133
Liabilities$0
Net Assets$660,133
Open 2013 Filing

Operations Trend

Revenue Growth85th percentile

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

2013

Revenue$11,285
Expenses$40,637
Net Income-$29,352
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 14, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKyle W Shapiro FoundationGeneral Charitable PurposesPCNeedham, MA, US$30,000
Paid GrantNational MS SocietyGeneral Charitable PurposesPCWaltham, MA, US$3,000
Paid GrantSisters Of Notre DameGeneral Charitable PurposesPCBoston, MA, US$1,000
Paid GrantAlzheimers AssociationGeneral Charitable PurposesPCBarnstable, MA, US$1,000
Paid GrantWGBHGeneral Charitable PurposesPCBoston, MA, US$1,000
Paid GrantSamaritans IncGeneral Charitable PurposesPCBoston, MA, US$1,000
Paid GrantYarmouth Firefighters & Relief Association IncGeneral Charitable Purposes501c3 or equivYarmouth, MA, US$1,000
Paid GrantBailey's Team for Autism ResearchGeneral Charitable PurposesPCCambridge, MA, US$500
Paid GrantJewish Healthcare Center IncGeneral Charitable PurposesPCWorcester, MA, US$500
Paid GrantTruro Rescue SquadGeneral Charitable Purposes501c3 or equivTruro, MA, US$500
Paid GrantCape Cod FoundationGeneral Charitable PurposesPCYarmouth Port, MA, US$500
Paid GrantVOSHGeneral Charitable PurposesPCLake Mary, FL, US$250
Paid GrantHanover Baptist ChurchGeneral Charitable PurposesPCHanover, MA, US$250
Filing and Contact Details

Filer

EIN
04-6797086
Phone
7817072540

Signing Officer

Name
Jordan Shapiro
Title
Trustee
Signed
2014-10-14
Discuss with paid preparer
Yes

Preparer

Preparer
Stephen O'Connor
Phone
7817072540
Raw XML Appendix358 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/BusinessNameLine11Sisters Of Notre Dame
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15Bailey's Team for Autism Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16Jewish Healthcare Center Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17Kyle W Shapiro Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine18Samaritans Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine19Truro Rescue Squad
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine110Yarmouth Firefighters & Relief Association Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine111Cape Cod Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine112Hanover Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501c3 or equiv
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10501c3 or equiv
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10101 A First Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11133 Dorchester St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO Box 953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine131 Guest St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14111 Linda Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15955 Massachusetts Ave Suite 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine16Salisbury St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1755 Kingsbury St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1841 West Street 4th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine19PO Box 2013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11096 Old Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111259 Willow St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112580 Webster St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Waltham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Barnstable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Lake Mary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6Worcester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7Needham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City9Truro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City10Yarmouth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City11Yarmouth Port
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City12Hanover
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State9MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State10MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State11MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State12MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002451
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode202630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode302135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode4327464208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode502139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode601609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode702492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode802111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode9026663013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1002664
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode11026751762
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1202339
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030110
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012697
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019623
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019623
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072700
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025892
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040637
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010527
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt092323
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt081796
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fee - Mass
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016
TaxesSchedule/TaxesDetail/Amt084
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt084
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jordan Shapiro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Jordan L Shapiro Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JORD
ReturnHeader/Filer/EIN0046797086
ReturnHeader/Filer/PhoneNum07817072540
ReturnHeader/Filer/USAddress/AddressLine10300 First Avenue
ReturnHeader/Filer/USAddress/City0Needham
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Stephen J O'Connor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10300 First Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Needham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002494
ReturnHeader/PreparerPersonGrp/PhoneNum07817072540
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen O'Connor
ReturnHeader/ReturnTs02014-10-14T12:11:50-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$660,133
Liabilities
$0
Net assets
$660,133
Revenue
$11,285
Expenses
$40,637
Net income
-$29,352
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