Civic Intelligence

Matthew B Winthrop Charitable Trust

990PF • Fiscal year 2012 • EIN 13-2989761

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 03, 2012

Organization Profile
45 School St 5th Floor02108-3204
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

83rd percentile

$160

Higher top officer pay than 83% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

57th percentile

2.7%

Faster asset growth than 57% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$66,976

Up $1,736 (+2.7%) from 2011

Net Assets

Up

$66,976

Up $1,736 (+2.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,491

Up $10 (+0.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$150K$100K$50K$0Assets 2011: $65,240Liabilities 2011: $0Net Assets 2011: $65,2402011Assets 2012: $66,976Liabilities 2012: $0Net Assets 2012: $66,9762012Assets 2013: $101,781Liabilities 2013: $0Net Assets 2013: $101,7812013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2012

Assets$66,976
Liabilities$0
Net Assets$66,976
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2011: $3,4812011Expenses 2012: $3,4912012Revenue 2013: $41,088Expenses 2013: $6,283Net Income 2013: $34,8052013Revenue 2014: $35,787Expenses 2014: $137,570Net Income 2014: -$101,7832014

Highlighted filing

2012

Revenue-
Expenses$3,491
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 3, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN WINTHROPTrustee Pt-$160-$160
MATTHEW B WINTHROPTrustee Pt-$0--
PETER P BROWNTrustee Pt-$0--
Filing and Contact Details

Filer

EIN
13-2989761
Raw XML Appendix340 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11150 SH STERICYCLE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12150 SH UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13FEDERATED INSTITUTION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1450 SHS CATERPILLAR INC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MATTHEW B WINTHROP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOHN WINTHROP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PETER P BROWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE PT
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IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions00
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus027455
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover033798
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01441
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MGMT FEE TO WELCH &
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01441
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0132989761
ReturnHeader/Filer/Name/BusinessNameLine10MATTHEW B WINTHROP CHARITABLE TRUST
ReturnHeader/Filer/NameControl0WINT
ReturnHeader/Filer/Phone06175231635
ReturnHeader/Filer/USAddress/AddressLine1045 SCHOOL ST 5TH FLOOR
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021083204
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-10-03
ReturnHeader/Officer/Name0PETER P BROWN
ReturnHeader/Officer/Phone06175231635
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-10-03
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WELCH & FORBES LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1045 SCHOOL STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021083204
ReturnHeader/Preparer/Phone06175231635
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-11T10:18:46-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,976
Liabilities
$0
Net assets
$66,976
Revenue
-
Expenses
$3,491
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.36$1.38$1.02
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.41$0.06$0.35
2012Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.03