Civic Intelligence

Thomas & Johannah Farrey Charitable Trust

990PF • Fiscal year 2020 • EIN 04-6902515

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

Organization Profile
CO Burns Farrey 446 Main StreetWorcester, MA 01608

(508) 756-6288

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

34th percentile

-4.8%

Faster asset growth than 34% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,252

Down $215 (-4.8%) from 2019

Net Assets

Down

$4,252

Down $215 (-4.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,500 (-100%) from 2019

Expenses

Down

$215

Down $1,840 (-90%) from 2019

Net Income

Up

-$215

Up $340 (+61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$15K$10K$5.0K$0Assets 2011: $10,089Liabilities 2011: $0Net Assets 2011: $10,0892011Assets 2012: $6,947Liabilities 2012: $0Net Assets 2012: $6,9472012Assets 2013: $6,612Liabilities 2013: $0Net Assets 2013: $6,6122013Assets 2014: $6,477Liabilities 2014: $0Net Assets 2014: $6,4772014Assets 2015: $6,742Liabilities 2015: $0Net Assets 2015: $6,7422015Assets 2016: $5,692Liabilities 2016: $0Net Assets 2016: $5,6922016Assets 2017: $5,457Liabilities 2017: $0Net Assets 2017: $5,4572017Assets 2018: $5,022Liabilities 2018: $0Net Assets 2018: $5,0222018Assets 2019: $4,467Liabilities 2019: $0Net Assets 2019: $4,4672019Assets 2020: $4,252Liabilities 2020: $0Net Assets 2020: $4,2522020Assets 2021: $4,037Liabilities 2021: $0Net Assets 2021: $4,0372021Assets 2022: $3,822Liabilities 2022: $0Net Assets 2022: $3,8222022Assets 2023: $3,642Liabilities 2023: $0Net Assets 2023: $3,6422023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$4,252
Liabilities$0
Net Assets$4,252
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10K$5.0K$0-$5.0KExpenses 2011: $9,1852011Expenses 2012: $6,6422012Revenue 2013: $2,000Expenses 2013: $2,335Net Income 2013: -$3352013Revenue 2014: $360Expenses 2014: $495Net Income 2014: -$1352014Revenue 2015: $3,000Expenses 2015: $2,735Net Income 2015: $2652015Revenue 2016: $0Expenses 2016: $1,150Net Income 2016: -$1,1502016Revenue 2017: $0Expenses 2017: $235Net Income 2017: -$2352017Revenue 2018: $0Expenses 2018: $435Net Income 2018: -$4352018Revenue 2019: $1,500Expenses 2019: $2,055Net Income 2019: -$5552019Revenue 2020: $0Expenses 2020: $215Net Income 2020: -$2152020Revenue 2021: $0Expenses 2021: $215Net Income 2021: -$2152021Revenue 2022: $0Expenses 2022: $215Net Income 2022: -$2152022Revenue 2023: $0Expenses 2023: $180Net Income 2023: -$1802023Revenue 2024: $0Expenses 2024: $3,642Net Income 2024: -$3,6422024

Highlighted filing

2020

Revenue$0
Expenses$215
Net Income-$215
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS B FARREY IIITrustee-$0--
JOHANNAH E FARREYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas & Johannah Farrey Charitable
EIN
04-6902515
Phone
5087566288
Address
CO BURNS FARREY 446 MAIN STREET, WORCESTER, MA 01608

Signing Officer

Name
Thomas B Farrey Iii
Title
Trustee
Phone
5087566288
Signed
2021-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Raw XML Appendix239 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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ReturnHeader/ReturnTs02021-05-03T16:12:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FARREY III
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,252
Liabilities
$0
Net assets
$4,252
Revenue
$0
Expenses
$215
Net income
-$215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$3.64$3.64
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.00$0.18$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.00$0.22$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.00$0.22$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.00$0.22$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$1.50$2.06$0.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.00$0.44$0.44
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.46$0.00$5.46$0.00$0.24$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.00$1.15$1.15
2015Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$3.00$2.74$0.27
2014Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.36$0.50$0.14
2013Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$2.00$2.34$0.34
2012Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$6.64
2011Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$9.19
Peer Organizations

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