Civic Intelligence

Thomas & Johannah Farrey Charitable Trust

990PF • Fiscal year 2016 • EIN 04-6902515

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

C/O 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

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$5,692

Down $1,050 (-16%) from 2015

Net Assets

Down

$5,692

Down $1,050 (-16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$0

Down $3,000 (-100%) from 2015

Expenses

Down

$1,150

Down $1,585 (-58%) from 2015

Net Income

Down

-$1,150

Down $1,415 (-534%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$5,692
Liabilities$0
Net Assets$5,692

Operations Trend

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

2016

Revenue$0
Expenses$1,150
Net Income-$1,150
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

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

Filer

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

Signing Officer

Name
Thomas B Farrey Iii
Title
Trustee
Phone
5087566288
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNOR MALONEY & CO CPA'S
Address
446 MAIN STREET, WORCESTER, MA 01608-2370
Preparer
Robert V Maloney
Phone
5087576391
Raw XML Appendix297 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/TotalGrantOrContriPdDurYrAmt01150
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0315
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09110
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09110
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012840
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02286
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06586
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0835
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021950
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021115
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS B FARREY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087566288
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS & JOHANNAH FARREY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0046902515
ReturnHeader/Filer/PhoneNum05087566288
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BURNS FARREY 446 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001608
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05900B0E4790F8C475781F833DA2752A6D26AF28A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.44.130.26
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:58:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042595327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR MALONEY & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0446 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0016082370
ReturnHeader/PreparerPersonGrp/PhoneNum05087576391
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT V MALONEY
ReturnHeader/ReturnTs02017-11-15T15:22:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

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