Civic Intelligence

Spooner John and Susan Charitable Trust

990PF • Fiscal year 2017 • EIN 04-6878983

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization Profile
101 Chestnut StreetBoston, MA 02108

(617) 589-3232

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

24th percentile

-12%

Higher net margin than 24% 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

28th percentile

-9.5%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$61,034

Down $6,440 (-9.5%) from 2016

Net Assets

Down

$61,034

Down $6,440 (-9.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin24th percentile

Revenue

Up

$55,620

Up $18,404 (+49%) from 2016

Expenses

Up

$62,060

Up $39,129 (+171%) from 2016

Net Income

Down

-$6,440

Down $20,725 (-145%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$150K$100K$50K$0Assets 2010: $62,056Liabilities 2010: $2,270Net Assets 2010: $59,7862010Assets 2011: $62,790Liabilities 2011: $2,2702011Assets 2012: $78,917Liabilities 2012: $2,270Net Assets 2012: $76,6472012Assets 2013: $75,032Liabilities 2013: $1Net Assets 2013: $75,0312013Assets 2014: $76,779Liabilities 2014: $0Net Assets 2014: $76,7792014Assets 2015: $53,189Liabilities 2015: $0Net Assets 2015: $53,1892015Assets 2016: $67,474Liabilities 2016: $0Net Assets 2016: $67,4742016Assets 2017: $61,034Liabilities 2017: $0Net Assets 2017: $61,0342017Assets 2018: $95,576Liabilities 2018: $0Net Assets 2018: $95,5762018Assets 2019: $88,044Liabilities 2019: $0Net Assets 2019: $88,0442019Assets 2020: $129,225Liabilities 2020: $0Net Assets 2020: $129,2252020Assets 2021: $127,348Liabilities 2021: $0Net Assets 2021: $127,3482021Assets 2022: $130,788Liabilities 2022: $0Net Assets 2022: $130,7882022Assets 2023: $122,963Liabilities 2023: $0Net Assets 2023: $122,9632023Assets 2024: $98,692Liabilities 2024: $1,500Net Assets 2024: $97,1922024

Highlighted filing

2017

Assets$61,034
Liabilities$0
Net Assets$61,034
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $23,4642010Revenue 2011: $10,044Expenses 2011: $9,310Net Income 2011: $7342011Expenses 2012: $16,3072012Revenue 2013: $69,152Expenses 2013: $70,768Net Income 2013: -$1,6162013Revenue 2014: $226,123Expenses 2014: $224,376Net Income 2014: $1,7472014Revenue 2015: $98,691Expenses 2015: $122,281Net Income 2015: -$23,5902015Revenue 2016: $37,216Expenses 2016: $22,931Net Income 2016: $14,2852016Revenue 2017: $55,620Expenses 2017: $62,060Net Income 2017: -$6,4402017Revenue 2018: $101,709Expenses 2018: $67,167Net Income 2018: $34,5422018Revenue 2019: $75,855Expenses 2019: $83,387Net Income 2019: -$7,5322019Revenue 2020: $85,070Expenses 2020: $43,889Net Income 2020: $41,1812020Revenue 2021: $88,288Expenses 2021: $90,165Net Income 2021: -$1,8772021Revenue 2022: $51,926Expenses 2022: $48,486Net Income 2022: $3,4402022Revenue 2023: $25,010Expenses 2023: $32,835Net Income 2023: -$7,8252023Revenue 2024: $1,264Expenses 2024: $27,035Net Income 2024: -$25,7712024

Highlighted filing

2017

Revenue$55,620
Expenses$62,060
Net Income-$6,440
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SPOONERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Spooner John and Susan Charitable Trust
EIN
04-6878983
Phone
6175893232
Address
101 CHESTNUT STREET, BOSTON, MA 02108

Signing Officer

Name
John Spooner
Title
Trustee
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Alkon & Levine PC
Address
29 Crafts St Ste 510, Newton, MA 02458-1274
Preparer
Theresa Houck
Phone
6179696630
Raw XML Appendix351 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/RecipientRelationshipTxt8NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1264 HUNTINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2124 MOUNT AUBURN ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4890 COMMONWEALTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt675 FRANCIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7155 WATER STREET 206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt818 MARBURY TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt94 FANEUIL SOUTH MARKET BLDG 3RD FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1023 UNION STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHESTNUT HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BROOKLUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8JAMAICA PLAIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd902109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1004614
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02331
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0117444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0221022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt066691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012709
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012709
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0480522
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058169
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0117444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0221022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt066691
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058169
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0493231
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0435062
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt0275
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SPOONER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPOONER JOHN AND SUSAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SPOO
ReturnHeader/Filer/EIN0046878983
ReturnHeader/Filer/PhoneNum06175893232
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 CHESTNUT STREET
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042727028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alkon & Levine PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 Crafts St Ste 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024581274
ReturnHeader/PreparerPersonGrp/PhoneNum06179696630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theresa Houck
ReturnHeader/ReturnTs02018-05-03T12:38:47-07:00
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
$61,034
Liabilities
$0
Net assets
$61,034
Revenue
$55,620
Expenses
$62,060
Net income
-$6,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.01$0.27$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.25$0.33$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.52$0.48$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.88$0.90$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.85$0.44$0.41
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.76$0.83$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.02$0.67$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.56$0.62$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.37$0.23$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.99$1.22$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$2.26$2.24$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.69$0.71$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.77$0.16
2011Summary only. Only limited summary data is available for this year.$0.63$0.02$0.10$0.09$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.62$0.02$0.60$0.23