Civic Intelligence

The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc

990PF • Fiscal year 2024 • EIN 04-6886743

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 11, 2024

Organization Profile
1010 Harrison AvenueBoston, MA 02119-2540

(617) 541-1400

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

6.1%

Faster asset growth than 62% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

74%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$110,402

Up $6,391 (+6.1%) from 2023

Net Assets

Up

$110,402

Up $6,391 (+6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Up

$16,628

Up $7,049 (+74%) from 2023

Expenses

Down

$10,237

Down $1,074 (-9.5%) from 2023

Net Income

Up

$6,391

Up $8,123 (+469%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2012: $98,701Liabilities 2012: $02012Assets 2013: $100,985Liabilities 2013: $02013Assets 2014: $103,743Liabilities 2014: $02014Assets 2015: $102,199Liabilities 2015: $02015Assets 2016: $106,734Liabilities 2016: $02016Assets 2020: $103,522Liabilities 2020: $02020Assets 2021: $107,306Liabilities 2021: $0Net Assets 2021: $107,3062021Assets 2022: $105,743Liabilities 2022: $0Net Assets 2022: $105,7432022Assets 2023: $104,011Liabilities 2023: $0Net Assets 2023: $104,0112023Assets 2024: $110,402Liabilities 2024: $0Net Assets 2024: $110,4022024Assets 2025: $115,746Liabilities 2025: $0Net Assets 2025: $115,7462025

Highlighted filing

2024

Assets$110,402
Liabilities$0
Net Assets$110,402
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$20K$10K$0-$10KRevenue 2012: $3,953Expenses 2012: $12,277Net Income 2012: -$8,3242012Revenue 2013: $3,198Expenses 2013: $914Net Income 2013: $2,2842013Revenue 2014: $3,685Expenses 2014: $927Net Income 2014: $2,7582014Revenue 2015: $6,418Expenses 2015: $7,962Net Income 2015: -$1,5442015Revenue 2016: $9,498Expenses 2016: $4,963Net Income 2016: $4,5352016Revenue 2020: $5,245Expenses 2020: $9,223Net Income 2020: -$3,9782020Revenue 2021: $13,329Expenses 2021: $9,545Net Income 2021: $3,7842021Revenue 2022: $8,735Expenses 2022: $10,298Net Income 2022: -$1,5632022Revenue 2023: $9,579Expenses 2023: $11,311Net Income 2023: -$1,7322023Revenue 2024: $16,628Expenses 2024: $10,237Net Income 2024: $6,3912024Revenue 2025: $16,007Expenses 2025: $10,663Net Income 2025: $5,3442025

Highlighted filing

2024

Revenue$16,628
Expenses$10,237
Net Income$6,391
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE HILFERTYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Louis Jacobs Charitable Trust Co
EIN
04-6886743
Phone
6175411400
Address
1010 HARRISON AVENUE, BOSTON, MA 02119-2540

Signing Officer

Name
Joanne Hilferty
Title
Trustee
Phone
6175411400
Signed
2024-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Eag New England LLC
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Raw XML Appendix264 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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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE HILFERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175411400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LOUIS JACOBS CHARITABLE TRUST CO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MORGAN MEMORIAL GOODWILL INDUSTRIES INC
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0046886743
ReturnHeader/Filer/PhoneNum06175411400
ReturnHeader/Filer/USAddress/AddressLine1Txt01010 HARRISON AVENUE
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021192540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0992277914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EAG NEW ENGLAND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE BORGONZI
ReturnHeader/ReturnTs02024-10-11T08:47:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,402
Liabilities
$0
Net assets
$110,402
Revenue
$16,628
Expenses
$10,237
Net income
$6,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.16$0.11$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.17$0.10$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.13$0.10$0.04
2020Summary only. Only limited summary data is available for this year.$1.04$0.00$0.05$0.09$0.04
2016Summary only. Only limited summary data is available for this year.$1.07$0.00$0.09$0.05$0.05
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$0.06$0.08$0.02
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.04$0.01$0.03
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$0.03$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.04$0.12$0.08