Civic Intelligence

Cathedral Preservation Trust Fund

990 • Fiscal year 2023 • EIN 04-6867409

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 22, 2024

Organization ProfileN/A
162 Goddard AvenueBrookline, MA 02445

(617) 731-6633

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

84th percentile

32%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,558,287

Up $626,767 (+32%) from 2022

Net Assets

Up

$2,558,287

Up $626,767 (+32%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Down

$27,739

Down $145,962 (-84%) from 2022

Expenses

Down

$14,861

Down $44,412 (-75%) from 2022

Net Income

Down

$12,878

Down $101,550 (-89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $635,888Liabilities 2011: $0Net Assets 2011: $635,8882011Assets 2012: $712,221Liabilities 2012: $0Net Assets 2012: $712,2212012Assets 2013: $843,643Liabilities 2013: $0Net Assets 2013: $843,6432013Assets 2014: $893,662Liabilities 2014: $0Net Assets 2014: $893,6622014Assets 2015: $861,970Liabilities 2015: $0Net Assets 2015: $861,9702015Assets 2016: $917,088Liabilities 2016: $0Net Assets 2016: $917,0882016Assets 2018: $1,007,304Liabilities 2018: $0Net Assets 2018: $1,007,3042018Assets 2019: $1,125,881Liabilities 2019: $0Net Assets 2019: $1,125,8812019Assets 2020: $1,298,841Liabilities 2020: $0Net Assets 2020: $1,298,8412020Assets 2021: $1,712,885Liabilities 2021: $0Net Assets 2021: $1,712,8852021Assets 2022: $1,931,520Liabilities 2022: $0Net Assets 2022: $1,931,5202022Assets 2023: $2,558,287Liabilities 2023: $0Net Assets 2023: $2,558,2872023Assets 2024: $2,825,883Liabilities 2024: $0Net Assets 2024: $2,825,8832024Assets 2025: $2,995,411Liabilities 2025: $0Net Assets 2025: $2,995,4112025

Highlighted filing

2023

Assets$2,558,287
Liabilities$0
Net Assets$2,558,287
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $8,087Expenses 2011: $12,030Net Income 2011: -$3,9432011Revenue 2012: $83,419Expenses 2012: $7,086Net Income 2012: $76,3332012Revenue 2013: $161,545Expenses 2013: $30,122Net Income 2013: $131,4232013Revenue 2014: $56,021Expenses 2014: $6,002Net Income 2014: $50,0192014Revenue 2015: $21,219Expenses 2015: $31,662Net Income 2015: -$10,4432015Revenue 2016: $37,652Expenses 2016: $10,235Net Income 2016: $27,4172016Revenue 2018: $63,538Expenses 2018: $41,046Net Income 2018: $22,4922018Revenue 2019: $89,203Expenses 2019: $88,852Net Income 2019: $3512019Revenue 2020: $133,636Expenses 2020: $51,335Net Income 2020: $82,3012020Revenue 2021: $42,433Expenses 2021: $28,141Net Income 2021: $14,2922021Revenue 2022: $173,701Expenses 2022: $59,273Net Income 2022: $114,4282022Revenue 2023: $27,739Expenses 2023: $14,861Net Income 2023: $12,8782023Revenue 2024: $283,634Expenses 2024: $109,667Net Income 2024: $173,9672024Revenue 2025: $135,752Expenses 2025: $65,568Net Income 2025: $70,1842025

Highlighted filing

2023

Revenue$27,739
Expenses$14,861
Net Income$12,878
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 22, 2024
Return Version
2023v4.0
Gross Receipts
$208,617
Mission and Program Overview

Mission

An nbsp;endowment nbsp;fund nbsp;to nbsp;maintian nbsp;and nbsp;renovate nbsp;the nbsp;boston nbsp;ma nbsp;greek nbsp;orthodox nbsp;greek nbsp;orthodox nbsp;cathedral nbsp;and nbsp;to nbsp;provide nbsp;other nbsp;assistance nbsp;to nbsp;the nbsp;cathedral nbsp;and nbsp;its nbsp;members

Endowment fund to maintain and renovate the boston, ma greek orthodox cathedral and to provide other assistance to the cathedral and its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,931,519$2,558,287▲ $626,768
Pd in Cap Srpls Land Bldg Eqp Fund$1,931,519$2,558,287▲ $626,768
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,931,519$2,558,287▲ $626,768
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,931,519$2,558,287▲ $626,768
Total Liabilities and Net Assets / Fund Balance$1,931,519$2,558,287▲ $626,768
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
John GeorgountzosPresident
Kamen MadjarovDirector
Mary ClearyDirector
Euripides DalmaniersTrustee
Chris AfenudisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27,739
Other Revenue
$0
Change in Net Assets
$12,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,861
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$12,261-$12,261
Grants to Domestic Individuals$2,000--$2,000
Fees for Services Accounting-$600-$600
Total Functional Expenses$2,000$12,861$0$14,861
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 35% controlled entity
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

Part VI, Section B, Line 11B

“The 990 is reviewed by the board of trustees at a board meeting.”

Filing and Contact Details

Filer

Filer Name
Cathedral Preservation Trust Fund
EIN
04-6867409
Phone
6177316633
Address
162 GODDARD AVENUE, BROOKLINE, MA 02445

Signing Officer

Name
John Georgountzos
Title
Trustee
Phone
6177316633
Signed
2024-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Georgountzos
Formed
2003
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Christopher J Trakas CPA
Address
50 MEADOWVIEW ROAD, MILTON, MA 02186
Preparer
Christopher J Trakas
Phone
6176975555
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“Funds that have been transferred in from the boston, ma greek orthodox cathedral.”

Raw XML Appendix295 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.

Path#Value
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300404996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTOPHER J TRAKAS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 MEADOWVIEW ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002186
ReturnHeader/PreparerPersonGrp/PhoneNum06176975555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J TRAKAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-12T14:30:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GEORGOUNTZOS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,558,287
Liabilities
$0
Net assets
$2,558,287
Revenue
$27,739
Expenses
$14,861
Net income
$12,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.14$0.07$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.28$0.11$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.03$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17$0.06$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.13$0.05$0.08
2019Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.09$0.09$0.00
2018Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.06$0.04$0.02
2016Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.04$0.01$0.03
2015Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.02$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.06$0.01$0.05
2013Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.16$0.03$0.13
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.08$0.01$0.08
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.01$0.01$0.00