Civic Intelligence

The Phoenix Legacy Trust Co Stephen Mindich

990PF • Fiscal year 2014 • EIN 04-6933778

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile
22 Beacon Heights DriveNewton, MA 02459

(617) 968-6500

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$18,151

Up $1,106 (+6.5%) from 2013

Net Assets

Up

$18,151

Up $1,106 (+6.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin72nd percentile

Revenue

Up

$7,198

Up $682 (+10%) from 2013

Expenses

Down

$6,092

Down $79 (-1.3%) from 2013

Net Income

Up

$1,106

Up $761 (+221%) from 2013

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 2010: $134,326Liabilities 2010: $0Net Assets 2010: $134,3262010Assets 2011: $110,112Liabilities 2011: $0Net Assets 2011: $110,1122011Assets 2012: $110,414Liabilities 2012: $0Net Assets 2012: $110,4142012Assets 2013: $17,045Liabilities 2013: $0Net Assets 2013: $17,0452013Assets 2014: $18,151Liabilities 2014: $0Net Assets 2014: $18,1512014Assets 2015: $18,065Liabilities 2015: $0Net Assets 2015: $18,0652015Assets 2016: $16,528Liabilities 2016: $0Net Assets 2016: $16,5282016Assets 2017: $16,372Liabilities 2017: $0Net Assets 2017: $16,3722017Assets 2018: $15,576Liabilities 2018: $0Net Assets 2018: $15,5762018Assets 2019: $15,142Liabilities 2019: $0Net Assets 2019: $15,1422019Assets 2020: $28,385Liabilities 2020: $0Net Assets 2020: $28,3852020Assets 2021: $28,592Liabilities 2021: $0Net Assets 2021: $28,5922021Assets 2022: $12,686Liabilities 2022: $0Net Assets 2022: $12,6862022Assets 2023: $21,633Liabilities 2023: $0Net Assets 2023: $21,6332023Assets 2024: $8,083Liabilities 2024: $0Net Assets 2024: $8,0832024

Highlighted filing

2014

Assets$18,151
Liabilities$0
Net Assets$18,151
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

$40K$20K$0-$20KExpenses 2010: $9272010Expenses 2011: $1,7782011Expenses 2012: $8572012Revenue 2013: $6,516Expenses 2013: $6,171Net Income 2013: $3452013Revenue 2014: $7,198Expenses 2014: $6,092Net Income 2014: $1,1062014Revenue 2015: $1,369Expenses 2015: $1,455Net Income 2015: -$862015Revenue 2016: $24,564Expenses 2016: $26,101Net Income 2016: -$1,5372016Revenue 2017: $1,319Expenses 2017: $1,475Net Income 2017: -$1562017Revenue 2018: $1,471Expenses 2018: $2,267Net Income 2018: -$7962018Revenue 2019: $1,553Expenses 2019: $1,987Net Income 2019: -$4342019Revenue 2020: $14,947Expenses 2020: $1,704Net Income 2020: $13,2432020Revenue 2021: $1,766Expenses 2021: $1,559Net Income 2021: $2072021Revenue 2022: $7,759Expenses 2022: $23,665Net Income 2022: -$15,9062022Revenue 2023: $13,370Expenses 2023: $4,423Net Income 2023: $8,9472023Revenue 2024: $13,536Expenses 2024: $27,086Net Income 2024: -$13,5502024

Highlighted filing

2014

Revenue$7,198
Expenses$6,092
Net Income$1,106
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN M MINDICHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Phoenix Legacy Trust Co Stephen Mindich
EIN
04-6933778
Phone
6179686500
Address
22 BEACON HEIGHTS DRIVE, NEWTON, MA 02459

Signing Officer

Name
Stephen M Mindich
Title
Trustee
Phone
6179686500
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
501 PROVIDENCE HIGHWAY, NORWOOD, MA 02062
Preparer
Mark Ravera CPA
Phone
6174472700
Raw XML Appendix275 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/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01629
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02379
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01629
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0750
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02379
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01629
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01092
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01092
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN M MINDICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179686500
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHOENIX LEGACY TRUST CO STEPHEN MINDICH
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0046933778
ReturnHeader/Filer/PhoneNum06179686500
ReturnHeader/Filer/USAddress/AddressLine1Txt022 BEACON HEIGHTS DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002459
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 PROVIDENCE HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002062
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK RAVERA CPA
ReturnHeader/ReturnTs02015-05-12T12:48:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,151
Liabilities
$0
Net assets
$18,151
Revenue
$7,198
Expenses
$6,092
Net income
$1,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.14$0.27$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.13$0.04$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.08$0.24$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.02$0.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.15$0.02$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.02$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.25$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.07$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.07$0.06$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.01