Civic Intelligence

Caputo Family Charitable Foundation Trust

990PF • Fiscal year 2015 • EIN 04-6915044

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile
C/O The Colony Group 2 Atlantic AveBoston, MA 02110

(617) 723-8200

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-49%

Higher net margin than 11% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$91,101

Down $790 (-0.9%) from 2014

Net Assets

Down

$91,101

Down $790 (-0.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Up

$20,307

Up $5,048 (+33%) from 2014

Expenses

Up

$30,295

Up $2,660 (+9.6%) from 2014

Net Income

Up

-$9,988

Up $2,388 (+19%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $13,209Liabilities 2010: $0Net Assets 2010: $13,2092010Assets 2011: $7,719Liabilities 2011: $0Net Assets 2011: $7,7192011Assets 2012: $101,219Liabilities 2012: $0Net Assets 2012: $101,2192012Assets 2013: $93,490Liabilities 2013: $0Net Assets 2013: $93,4902013Assets 2014: $91,891Liabilities 2014: $0Net Assets 2014: $91,8912014Assets 2015: $91,101Liabilities 2015: $0Net Assets 2015: $91,1012015Assets 2016: $84,322Liabilities 2016: $0Net Assets 2016: $84,3222016Assets 2017: $2,086,066Liabilities 2017: $0Net Assets 2017: $2,086,0662017Assets 2018: $1,975,684Liabilities 2018: $0Net Assets 2018: $1,975,6842018Assets 2019: $1,889,796Liabilities 2019: $0Net Assets 2019: $1,889,7962019Assets 2020: $1,749,354Liabilities 2020: $0Net Assets 2020: $1,749,3542020Assets 2021: $1,887,861Liabilities 2021: $0Net Assets 2021: $1,887,8612021Assets 2022: $1,736,475Liabilities 2022: $0Net Assets 2022: $1,736,4752022Assets 2023: $1,748,870Liabilities 2023: $0Net Assets 2023: $1,748,8702023Assets 2024: $1,741,476Liabilities 2024: $0Net Assets 2024: $1,741,4762024

Highlighted filing

2015

Assets$91,101
Liabilities$0
Net Assets$91,101
Open 2015 Filing

Operations Trend

Revenue Growth82nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $5,1252010Expenses 2011: $5,4942011Expenses 2012: $1252012Revenue 2013: $7,399Expenses 2013: $22,720Net Income 2013: -$15,3212013Revenue 2014: $15,259Expenses 2014: $27,635Net Income 2014: -$12,3762014Revenue 2015: $20,307Expenses 2015: $30,295Net Income 2015: -$9,9882015Revenue 2016: $25,554Expenses 2016: $32,334Net Income 2016: -$6,7802016Revenue 2017: $2,101,897Expenses 2017: $99,550Net Income 2017: $2,002,3472017Revenue 2018: $37,054Expenses 2018: $148,011Net Income 2018: -$110,9572018Revenue 2019: $62,830Expenses 2019: $147,917Net Income 2019: -$85,0872019Revenue 2020: $7,419Expenses 2020: $145,890Net Income 2020: -$138,4712020Revenue 2021: $163,289Expenses 2021: $23,262Net Income 2021: $140,0272021Revenue 2022: $1,869Expenses 2022: $150,857Net Income 2022: -$148,9882022Revenue 2023: $30,900Expenses 2023: $18,016Net Income 2023: $12,8842023Revenue 2024: $92,430Expenses 2024: $97,496Net Income 2024: -$5,0662024

Highlighted filing

2015

Revenue$20,307
Expenses$30,295
Net Income-$9,988
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR G CAPUTOTrustee-$0--
MARGARET M CAPUTOTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMERCYMOUNT COUNTRY DAY SCHOOLGENERALPUBLICCUMBERLAND, RI, US$30,000
Filing and Contact Details

Filer

Filer Name
Caputo Family Charitable
EIN
04-6915044
Phone
6177238200
Address
C/O THE COLONY GROUP 2 ATLANTIC AVE, BOSTON, MA 02110

Signing Officer

Name
Arthur G Caputo
Title
Trustee
Phone
5084733222
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
The Colony Group
Address
2 ATLANTIC AVENUE, BOSTON, MA 02110
Preparer
Elisabeth Talbot
Phone
6177238200
Raw XML Appendix308 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/RecipientBusinessName/BusinessNameLine1Txt0MERCYMOUNT COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035 WRENTHAM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CUMBERLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002864
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt029383
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0963
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0963
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01975
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0514
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0743
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0617
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02938
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02321
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0430
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT FOR PRIOR YEARS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09628
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0STEP UP IN BASIS OF DONATED STOCK SOLD IN 2014
TaxesSchedule/TaxesDetail/Amt0260
TaxesSchedule/TaxesDetail/CategoryTxt0IRS PAYMENT 2015
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR G CAPUTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05084733222
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPUTO FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CAPU
ReturnHeader/Filer/EIN0046915044
ReturnHeader/Filer/PhoneNum06177238200
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE COLONY GROUP 2 ATLANTIC AVE
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900751149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE COLONY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 ATLANTIC AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06177238200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELISABETH TALBOT
ReturnHeader/ReturnTs02016-05-16T12:07:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,101
Liabilities
$0
Net assets
$91,101
Revenue
$20,307
Expenses
$30,295
Net income
-$9,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.00$0.15$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.16$0.02$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.01$0.15$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.06$0.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.04$0.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$2.10$0.10$2.00
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.03$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.02$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.02$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01