Civic Intelligence

Annie J Maccoll Charitable Trust

990 • Fiscal year 2017 • EIN 04-6891630

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 06, 2018

Organization ProfileN/A
400 S Ocean Blvd 109Palm Beach, FL 33480

(617) 875-3167

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$14,008

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

65th percentile

8.7%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,449,140

Up $115,655 (+8.7%) from 2016

Net Assets

Up

$1,449,140

Up $115,655 (+8.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Up

$81,073

Up $30,652 (+61%) from 2016

Expenses

Up

$34,524

Up $15,789 (+84%) from 2016

Net Income

Up

$46,549

Up $14,863 (+47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,050,495Liabilities 2011: $635Net Assets 2011: $1,049,8602011Assets 2012: $1,115,128Liabilities 2012: $0Net Assets 2012: $1,115,1282012Assets 2013: $1,270,560Liabilities 2013: $0Net Assets 2013: $1,270,5602013Assets 2014: $1,329,095Liabilities 2014: $0Net Assets 2014: $1,329,0952014Assets 2015: $1,238,969Liabilities 2015: $0Net Assets 2015: $1,238,9692015Assets 2016: $1,333,485Liabilities 2016: $0Net Assets 2016: $1,333,4852016Assets 2017: $1,449,140Liabilities 2017: $0Net Assets 2017: $1,449,1402017Assets 2018: $1,342,859Liabilities 2018: $0Net Assets 2018: $1,342,8592018Assets 2019: $1,582,091Liabilities 2019: $0Net Assets 2019: $1,582,0912019Assets 2020: $1,639,223Liabilities 2020: $0Net Assets 2020: $1,639,2232020Assets 2021: $1,773,123Liabilities 2021: $0Net Assets 2021: $1,773,1232021Assets 2022: $1,602,492Liabilities 2022: $0Net Assets 2022: $1,602,4922022Assets 2023: $1,830,482Liabilities 2023: $0Net Assets 2023: $1,830,4822023Assets 2024: $2,176,655Liabilities 2024: $0Net Assets 2024: $2,176,6552024

Highlighted filing

2017

Assets$1,449,140
Liabilities$0
Net Assets$1,449,140
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $36,989Expenses 2011: $34,386Net Income 2011: $2,6032011Revenue 2012: $44,559Expenses 2012: $17,109Net Income 2012: $27,4502012Revenue 2013: $32,247Expenses 2013: $18,383Net Income 2013: $13,8642013Revenue 2014: $61,580Expenses 2014: $19,070Net Income 2014: $42,5102014Revenue 2015: $43,392Expenses 2015: $18,540Net Income 2015: $24,8522015Revenue 2016: $50,421Expenses 2016: $18,735Net Income 2016: $31,6862016Revenue 2017: $81,073Expenses 2017: $34,524Net Income 2017: $46,5492017Revenue 2018: $56,194Expenses 2018: $35,214Net Income 2018: $20,9802018Revenue 2019: $103,272Expenses 2019: $50,528Net Income 2019: $52,7442019Revenue 2020: $68,732Expenses 2020: $50,592Net Income 2020: $18,1402020Revenue 2021: $53,975Expenses 2021: $36,541Net Income 2021: $17,4342021Revenue 2022: $51,196Expenses 2022: $36,995Net Income 2022: $14,2012022Revenue 2023: $47,878Expenses 2023: $52,440Net Income 2023: -$4,5622023Revenue 2024: $75,169Expenses 2024: $42,842Net Income 2024: $32,3272024

Highlighted filing

2017

Revenue$81,073
Expenses$34,524
Net Income$46,549
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 6, 2018
Return Version
2017v2.2
Gross Receipts
$387,884
Mission and Program Overview

Mission

Provide funds for scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,267,095$1,386,705▲ $119,610
Savings and Temporary Cash Investments$66,003$61,520▼ $4,483
Total Assets$1,333,485$1,449,140▲ $115,655
Other Assets Total$387$915▲ $528
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,333,485$1,449,140▲ $115,655
Total Net Assets Fund Balance$1,333,485$1,449,140▲ $115,655
Total Liabilities and Net Assets / Fund Balance$1,333,485$1,449,140▲ $115,655
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Barry a KeanTrustee$14,008$14,008
Catherine C HortonTrustee$1,556$1,556
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$81,073
Other Revenue
$0
Change in Net Assets
$46,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,564
Grants and Similar Amounts Paid$15,000
Other Expenses$3,960
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$15,564-$15,564
Grants to Domestic Orgs$15,000--$15,000
Fees for Services Accounting-$3,240-$3,240
Other Expenses-$29-$29
Total Functional Expenses$15,000$19,524$0$34,524
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New England Conservatory of MusicBoston, MA3Scholoarship Funds$15,000
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 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

Form 990, Page 6, Part VI, Line 11B

“Return reviewed by trustee barry kean before signing and filing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Annie J Maccoll Charitable Trust
EIN
04-6891630
Phone
6178753167
Address
400 S OCEAN BLVD 109, PALM BEACH, FL 33480

Signing Officer

Name
Barry a Kean
Title
Trustee
Phone
7818492040
Signed
2018-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry a Kean
Formed
1998
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Worthington Hughes & Hoar Pc
Address
400 W CUMMINGS PARK STE 3000, WOBURN, MA 01801-6592
Preparer
Stephen J Hoar
Phone
7813053534
Raw XML Appendix343 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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IRS990/TotalReportableCompFromOrgAmt015564
IRS990/TotalRevenueGrp/ExclusionAmt039786
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043383
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt081073
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-2096
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01333485
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01449140
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01333485
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01449140
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 S OCEAN BLVD 109
IRS990/USAddress/CityNm0PALM BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033480
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY A KEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07818492040
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE J MACCOLL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0046891630
ReturnHeader/Filer/PhoneNum06178753167
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 S OCEAN BLVD 109
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01292CEF98CCEA5BC8A4BB0F2B61B687C67AECF05
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01292CEF98CCEA5BC8A4BB0F2B61B687C67AECF05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.95.164.137
ReturnHeader/FilingSecurityInformation/IPDt02018-03-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:04:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472399509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WORTHINGTON HUGHES & HOAR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 W CUMMINGS PARK STE 3000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018016592
ReturnHeader/PreparerPersonGrp/PhoneNum07813053534
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN J HOAR
ReturnHeader/ReturnTs02018-03-17T14:04:33-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,449,140
Liabilities
$0
Net assets
$1,449,140
Revenue
$81,073
Expenses
$34,524
Net income
$46,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.08$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.05$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.05$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.07$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.03$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05$0.02$0.03
2015Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.04$0.02$0.02
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.06$0.02$0.04
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.04$0.02$0.03
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.04$0.03$0.00