Civic Intelligence

Ellen R Cohen Charitable Trust

990PF • Fiscal year 2016 • EIN 04-6955867

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
34 Monadnock RoadNewton, MA 02467

(617) 969-8799

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-163%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

24th percentile

-4.4%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,918,375

Down $178,846 (-4.4%) from 2015

Net Assets

Down

$3,918,375

Down $178,846 (-4.4%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Down

$109,608

Down $211,470 (-66%) from 2015

Expenses

Down

$288,454

Down $23,988 (-7.7%) from 2015

Net Income

Down

-$178,846

Down $187,482 (-2171%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,507,808Liabilities 2010: $0Net Assets 2010: $4,507,8082010Assets 2011: $4,257,880Liabilities 2011: $0Net Assets 2011: $4,257,8802011Assets 2012: $4,172,909Liabilities 2012: $0Net Assets 2012: $4,172,9092012Assets 2013: $4,298,651Liabilities 2013: $1Net Assets 2013: $4,298,6512013Assets 2014: $4,088,585Liabilities 2014: $0Net Assets 2014: $4,088,5852014Assets 2015: $4,097,221Liabilities 2015: $1Net Assets 2015: $4,097,2212015Assets 2016: $3,918,375Liabilities 2016: $0Net Assets 2016: $3,918,3752016Assets 2017: $3,649,638Liabilities 2017: $0Net Assets 2017: $3,649,6382017Assets 2018: $3,679,861Liabilities 2018: $0Net Assets 2018: $3,679,8612018Assets 2019: $3,719,628Liabilities 2019: $1Net Assets 2019: $3,719,6282019Assets 2020: $3,559,266Liabilities 2020: $0Net Assets 2020: $3,559,2662020Assets 2021: $3,348,367Liabilities 2021: $1Net Assets 2021: $3,348,3672021Assets 2022: $3,385,666Liabilities 2022: $1Net Assets 2022: $3,385,6662022Assets 2023: $3,131,325Liabilities 2023: $12023Assets 2024: $2,885,407Liabilities 2024: $0Net Assets 2024: $2,885,4072024

Highlighted filing

2016

Assets$3,918,375
Liabilities$0
Net Assets$3,918,375
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $186,3202010Expenses 2011: $414,5382011Expenses 2012: $288,1252012Revenue 2013: $427,025Expenses 2013: $294,390Net Income 2013: $132,6352013Revenue 2014: $134,698Expenses 2014: $344,764Net Income 2014: -$210,0662014Revenue 2015: $321,078Expenses 2015: $312,442Net Income 2015: $8,6362015Revenue 2016: $109,608Expenses 2016: $288,454Net Income 2016: -$178,8462016Revenue 2017: $172,505Expenses 2017: $441,242Net Income 2017: -$268,7372017Revenue 2018: $367,569Expenses 2018: $337,346Net Income 2018: $30,2232018Revenue 2019: $378,394Expenses 2019: $338,627Net Income 2019: $39,7672019Revenue 2020: $227,413Expenses 2020: $387,775Net Income 2020: -$160,3622020Revenue 2021: $165,101Expenses 2021: $376,000Net Income 2021: -$210,8992021Revenue 2022: $435,078Expenses 2022: $397,779Net Income 2022: $37,2992022Revenue 2023: $167,944Expenses 2023: $422,285Net Income 2023: -$254,3412023Revenue 2024: $336,299Expenses 2024: $582,217Net Income 2024: -$245,9182024

Highlighted filing

2016

Revenue$109,608
Expenses$288,454
Net Income-$178,846
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN R COHENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ellen R Cohen Charitable Trust
EIN
04-6955867
Phone
6179698799
Address
34 MONADNOCK ROAD, NEWTON, MA 02467

Signing Officer

Name
Ellen R Cohen
Title
Trustee
Phone
6179698799
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
Theodore S Samet CPA
Phone
6177311222
Raw XML Appendix336 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/CategoryTxt0SAMET
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01125
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO REGULATION SECTION 53.4942(A)-3(D)(2), THE ELLEN R. COHEN CHARITABLE TRUST HEREBY ELECTS TO TREAT $22,191 OF QUALIFYING DISTRIBUTIONS MADE DURING THE FISCAL YEAR ENDING DECEMBER 31, 2012 AS BEING MADE OUT OF CORPUS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0205 PORTLAND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt180 GEORGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102155
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
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/AppliedToCurrentYearAmt0251195
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0251435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0129786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0240
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0129546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079580
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040998
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010373
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0251195
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0209126
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0209366
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ELLEN COHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt034 MONADNOCK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002467
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02320
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ORDINARY LOSS FROM PTP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt032629
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1132
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032629
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22670
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt1703
TaxesSchedule/TaxesDetail/CategoryTxt0MA FORM PC FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt070
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1703
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN R COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179698799
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLEN R COHEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COHE
ReturnHeader/Filer/EIN0046955867
ReturnHeader/Filer/PhoneNum06179698799
ReturnHeader/Filer/USAddress/AddressLine1Txt034 MONADNOCK ROAD
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002467
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DCF5D26E353CD5BD38A74F7DCC1CF14105AB723D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C54DFFD86B9156DE69D75A963D0F955E0116338
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.166.42.113
ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:56:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042894325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAMET & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESTNUT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024672111
ReturnHeader/PreparerPersonGrp/PhoneNum06177311222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THEODORE S SAMET CPA
ReturnHeader/ReturnTs02017-05-11T13:44:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,918,375
Liabilities
$0
Net assets
$3,918,375
Revenue
$109,608
Expenses
$288,454
Net income
-$178,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.34$0.58$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$0.17$0.42$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.44$0.40$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.17$0.38$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.23$0.39$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.00$3.72$0.38$0.34$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.37$0.34$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.17$0.44$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.11$0.29$0.18
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.10$0.00$4.10$0.32$0.31$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.13$0.34$0.21
2013Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.43$0.29$0.13
2012Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.29
2011Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.41
2010Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.19