Civic Intelligence

The Walker Adams Charitable Trust

990PF • Fiscal year 2020 • EIN 04-6949245

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 10, 2021

280 Beacon St Ste 55Boston, MA 02116

(508) 785-2051

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-59%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

60th percentile

7.0%

Faster asset growth than 60% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,317,369

Up $85,929 (+7.0%) from 2019

Net Assets

Up

$1,317,369

Up $85,929 (+7.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$44,029

Down $100,549 (-70%) from 2019

Expenses

Down

$70,181

Down $914 (-1.3%) from 2019

Net Income

Down

-$26,152

Down $99,635 (-136%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $987,962Liabilities 2011: $0Net Assets 2011: $987,9622011Assets 2012: $1,069,546Liabilities 2012: $12012Assets 2013: $1,266,829Liabilities 2013: $0Net Assets 2013: $1,266,8292013Assets 2014: $1,183,328Liabilities 2014: $0Net Assets 2014: $1,183,3282014Assets 2015: $1,080,059Liabilities 2015: $0Net Assets 2015: $1,080,0592015Assets 2016: $1,113,895Liabilities 2016: $0Net Assets 2016: $1,113,8952016Assets 2017: $1,247,771Liabilities 2017: $0Net Assets 2017: $1,247,7712017Assets 2018: $1,093,533Liabilities 2018: $0Net Assets 2018: $1,093,5332018Assets 2019: $1,231,440Liabilities 2019: $0Net Assets 2019: $1,231,4402019Assets 2020: $1,317,369Liabilities 2020: $0Net Assets 2020: $1,317,3692020Assets 2021: $1,386,484Liabilities 2021: $0Net Assets 2021: $1,386,4842021Assets 2022: $1,092,847Liabilities 2022: $0Net Assets 2022: $1,092,8472022Assets 2023: $1,186,286Liabilities 2023: $0Net Assets 2023: $1,186,2862023Assets 2024: $1,226,008Liabilities 2024: $0Net Assets 2024: $1,226,0082024

Highlighted filing

2020

Assets$1,317,369
Liabilities$0
Net Assets$1,317,369

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $66,3042011Revenue 2012: $7,923Expenses 2012: $64,652Net Income 2012: -$56,7292012Revenue 2013: $58,151Expenses 2013: $68,851Net Income 2013: -$10,7002013Revenue 2014: $45,759Expenses 2014: $71,978Net Income 2014: -$26,2192014Revenue 2015: $80,403Expenses 2015: $70,622Net Income 2015: $9,7812015Revenue 2016: $29,365Expenses 2016: $64,237Net Income 2016: -$34,8722016Revenue 2017: $144,424Expenses 2017: $70,972Net Income 2017: $73,4522017Revenue 2018: $94,862Expenses 2018: $71,264Net Income 2018: $23,5982018Revenue 2019: $144,578Expenses 2019: $71,095Net Income 2019: $73,4832019Revenue 2020: $44,029Expenses 2020: $70,181Net Income 2020: -$26,1522020Revenue 2021: $126,066Expenses 2021: $90,167Net Income 2021: $35,8992021Revenue 2022: $31,227Expenses 2022: $75,131Net Income 2022: -$43,9042022Revenue 2023: $72,914Expenses 2023: $73,556Net Income 2023: -$6422023Revenue 2024: $103,752Expenses 2024: $78,010Net Income 2024: $25,7422024

Highlighted filing

2020

Revenue$44,029
Expenses$70,181
Net Income-$26,152
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 10, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHARINE A WALKERTrustee-$0--
NANCY KARIN MOSKALTrustee-$0--
COURTNEY A WALKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Walker Adams Charitable Trust
EIN
04-6949245
Address
280 BEACON ST STE 55, BOSTON, MA 02116

Signing Officer

Name
Katharine a Walker
Title
Trustee
Phone
5087852051
Signed
2021-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Moriarty & Associates Pc
Address
144 GOULD ST STE 205, NEEDHAM, MA 02494
Preparer
Michael P Moriarty CPA
Phone
6178522214
Raw XML Appendix359 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt645 FRANKLIN ST 3RD FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt729 HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060000
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0322400
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03907
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX PAID
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0115988
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0COMMONWEALTH OF MASSACHUSETTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHARINE A WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087852051
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALKER ADAMS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0046949245
ReturnHeader/Filer/USAddress/AddressLine1Txt0280 BEACON ST STE 55
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851572996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORIARTY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0144 GOULD ST STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002494
ReturnHeader/PreparerPersonGrp/PhoneNum06178522214
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P MORIARTY CPA
ReturnHeader/ReturnTs02021-12-14T17:42:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHARINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALKER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.10$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.13$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.14$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.14$0.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.01$0.06$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07
Peer Organizations

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