Civic Intelligence

The Phoenix Legacy Trust Co Stephen Mindich

990PF • Fiscal year 2020 • EIN 04-6933778

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization Profile
26 Jennifer CircleNeedham, MA 02494

(617) 596-6000

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

57th percentile

0.00x

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

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

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

89th percentile

87%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

99th percentile

862%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$28,385

Up $13,243 (+87%) from 2019

Net Assets

Up

$28,385

Up $13,243 (+87%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Up

$14,947

Up $13,394 (+862%) from 2019

Expenses

Down

$1,704

Down $283 (-14%) from 2019

Net Income

Up

$13,243

Up $13,677 (+3151%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2020

Assets$28,385
Liabilities$0
Net Assets$28,385
Open 2020 Filing

Operations Trend

Revenue Growth99th 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

2020

Revenue$14,947
Expenses$1,704
Net Income$13,243
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
The Phoenix Legacy Trust
EIN
04-6933778
Phone
6175966000
Address
26 JENNIFER CIRCLE, NEEDHAM, MA 02494

Signing Officer

Name
Bradley M Mindich
Title
Trustee
Phone
6175966000
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Larry B Parness CPA
Address
595 HOPE STREET, PROVIDENCE, RI 02906
Preparer
Larry B Parness
Phone
4014540900
Raw XML Appendix273 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX PAID
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0714
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0714
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0965
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0965
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY M MINDICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175966000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHOENIX LEGACY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BRADLEY M MINDICH
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0046933778
ReturnHeader/Filer/PhoneNum06175966000
ReturnHeader/Filer/USAddress/AddressLine1Txt026 JENNIFER CIRCLE
ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002494
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050409511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARRY B PARNESS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0595 HOPE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002906
ReturnHeader/PreparerPersonGrp/PhoneNum04014540900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY B PARNESS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-29T04:49:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRADLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MINDICH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$28,385
Liabilities
$0
Net assets
$28,385
Revenue
$14,947
Expenses
$1,704
Net income
$13,243
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