Civic Intelligence

Jordan L Shapiro Charitable Trust

990PF • Fiscal year 2017 • EIN 04-6797086

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 04, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-643%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-32%

Faster asset growth than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

154%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$181,809

Down $86,618 (-32%) from 2016

Net Assets

Down

$181,809

Down $86,618 (-32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$13,474

Up $8,163 (+154%) from 2016

Expenses

Up

$100,092

Up $17,991 (+22%) from 2016

Net Income

Down

-$86,618

Down $9,828 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2017

Assets$181,809
Liabilities$0
Net Assets$181,809
Open 2017 Filing

Operations Trend

Revenue Growth94th 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

2017

Revenue$13,474
Expenses$100,092
Net Income-$86,618
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew ShapiroTrustee-$0--
Joseph ShapiroTrustee-$0--
Gail ShapiroTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jordan L Shapiro Charitable Trust
EIN
04-6797086
Phone
7817072540
Address
300 First Avenue, Needham, MA 02494

Signing Officer

Name
Andrew Shapiro
Title
Trustee
Signed
2018-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Stephen J O'Connor
Address
300 First Avenue, Needham, MA 02494
Preparer
Stephen J O'Connor
Phone
7817072540
Raw XML Appendix289 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Gail Shapiro
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016113
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt066836
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0218911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014558
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014558
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0391328
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt083979
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt066836
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0218911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010527
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100092
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt083979
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0405886
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0321907
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fee - Mass
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt239
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt239
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Shapiro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jordan L Shapiro Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JORD
ReturnHeader/Filer/EIN0046797086
ReturnHeader/Filer/PhoneNum07817072540
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 First Avenue
ReturnHeader/Filer/USAddress/CityNm0Needham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002494
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE23C303789124E5346391841722B1D81886AC55
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE23C303789124E5346391841722B1D81886AC55
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.9.127.237
ReturnHeader/FilingSecurityInformation/IPDt02018-09-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:12:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen J O'Connor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 First Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Needham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002494
ReturnHeader/PreparerPersonGrp/PhoneNum07817072540
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J O'Connor
ReturnHeader/ReturnTs02018-09-04T01:30:35-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$181,809
Liabilities
$0
Net assets
$181,809
Revenue
$13,474
Expenses
$100,092
Net income
-$86,618
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
2017Detailed filing. Detailed filing data is available for this year.$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