Civic Intelligence

The Delphic Trust

990 • Fiscal year 2015 • EIN 13-6085147

Aug 01, 2014 to Jul 31, 2015 • Filed on Jun 07, 2016

Organization ProfileN/A
Choate LLP PO Box 961019Boston, MA 02196

(617) 248-4760

Siviq Scores

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

Liabilities / Assets

68th percentile

0.49x

Higher debt load relative to assets than 68% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

11.66x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2015

Net Margin

7th percentile

-106%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2015 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2015

Asset Growth

45th percentile

-1.6%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-37%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$1,737,169

Down $27,987 (-1.6%) from 2014

Net Assets

Down

$888,431

Down $27,987 (-3.1%) from 2014

Liabilities

Flat

$848,738

Flat from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin7th percentile

Revenue

Down

$72,803

Down $43,218 (-37%) from 2014

Expenses

Down

$150,035

Down $2,328 (-1.5%) from 2014

Net Income

Down

-$77,232

Down $40,890 (-113%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $729,383Liabilities 2011: $0Net Assets 2011: $729,3832011Assets 2012: $1,058,985Liabilities 2012: $416,392Net Assets 2012: $642,5932012Assets 2013: $1,419,731Liabilities 2013: $850,000Net Assets 2013: $569,7312013Assets 2014: $1,765,156Liabilities 2014: $848,738Net Assets 2014: $916,4182014Assets 2015: $1,737,169Liabilities 2015: $848,738Net Assets 2015: $888,4312015Assets 2016: $1,711,441Liabilities 2016: $848,738Net Assets 2016: $862,7032016Assets 2017: $1,699,160Liabilities 2017: $848,738Net Assets 2017: $850,4222017Assets 2018: $1,848,329Liabilities 2018: $858,738Net Assets 2018: $989,5912018Assets 2019: $1,863,206Liabilities 2019: $858,738Net Assets 2019: $1,004,4682019Assets 2020: $1,935,161Liabilities 2020: $858,738Net Assets 2020: $1,076,4232020Assets 2021: $1,887,172Liabilities 2021: $858,738Net Assets 2021: $1,028,4342021Assets 2022: $1,750,902Liabilities 2022: $858,738Net Assets 2022: $892,1642022Assets 2023: $1,715,618Liabilities 2023: $858,738Net Assets 2023: $856,8802023Assets 2024: $1,704,376Liabilities 2024: $858,738Net Assets 2024: $845,6382024Assets 2025: $1,689,231Liabilities 2025: $858,738Net Assets 2025: $830,4932025

Highlighted filing

2015

Assets$1,737,169
Liabilities$848,738
Net Assets$888,431
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

$400K$200K$0-$200KRevenue 2011: $365,309Expenses 2011: $166,557Net Income 2011: $198,7522011Revenue 2012: $80,084Expenses 2012: $166,873Net Income 2012: -$86,7892012Revenue 2013: $52,550Expenses 2013: $123,828Net Income 2013: -$71,2782013Revenue 2014: $116,021Expenses 2014: $152,363Net Income 2014: -$36,3422014Revenue 2015: $72,803Expenses 2015: $150,035Net Income 2015: -$77,2322015Revenue 2016: $137,607Expenses 2016: $174,494Net Income 2016: -$36,8872016Revenue 2017: $141,267Expenses 2017: $167,123Net Income 2017: -$25,8562017Revenue 2018: $243,378Expenses 2018: $153,387Net Income 2018: $89,9912018Revenue 2019: $134,042Expenses 2019: $166,586Net Income 2019: -$32,5442019Revenue 2020: $204,094Expenses 2020: $157,072Net Income 2020: $47,0222020Revenue 2021: $47,582Expenses 2021: $153,860Net Income 2021: -$106,2782021Revenue 2022: $63,635Expenses 2022: $146,842Net Income 2022: -$83,2072022Revenue 2023: $45,891Expenses 2023: $141,639Net Income 2023: -$95,7482023Revenue 2024: $112,431Expenses 2024: $187,724Net Income 2024: -$75,2932024Revenue 2025: $83,111Expenses 2025: $125,969Net Income 2025: -$42,8582025

Highlighted filing

2015

Revenue$72,803
Expenses$150,035
Net Income-$77,232
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Jun 7, 2016
Return Version
2014v6.0
Gross Receipts
$101,074
Mission and Program Overview

Mission

To hold real and personal property for the Delphic Club, a college fraternity, and incur related conservational expenses.

College fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,297,814$1,257,963▼ $39,851
Cap Stk Tr Prin Current Funds$941,621$911,282▼ $30,339
Investments in Publicly Traded Securities$461,971$271,654▼ $190,317
Investments Other Securities-$186,888-
Savings and Temporary Cash Investments$5,371$20,664▲ $15,293
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-25,203$-22,851▲ $2,352
Total Assets$1,765,156$1,737,169▼ $27,987
Liabilities
Mortgage Notes Payable Secured by Investment Property$848,738$848,738→ $0
Total Liabilities$848,738$848,738→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$916,418$888,431▼ $27,987
Total Liabilities and Net Assets / Fund Balance$1,765,156$1,737,169▼ $27,987

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,239,713$275,468$1,515,181
Other Land Buildings$18,250$48,183$66,433
Other Securities$99,627--
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Guilliaem AertsenTrustee
Lief D RosenblattTrustee
Todd GoodwinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$27,350
Program Service Revenue
$0
Investment Income
$45,453
Other Revenue
$0
All Other Contributions
$350
Change in Net Assets
$-77,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,035
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$60,163
Depreciation Depletion---$39,851
Interest---$39,078
Fees for Service Investment Mgmnt Fees---$7,839
Other Expenses---$2,875
Fees for Services Legal---$229
Total Functional Expenses$0$0$0$150,035
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The annual Forms 990 and 990-T (and state Form M-990-T) are provided to one of the three trustees, Guilliaem Aertsen (appointed 10/12/11) for his review and signature prior to the forms being filed. Copies are also provided to the other trustees, Todd Goodwin and Lief D Rosenblatt, to review prior to the returns being filed with the respective taxing authorities.”

Form 990, Part VI, Section C, line 19

“Upon Request”

Form 990, Part VII

“Lief D. Rosenblatt - 16D East 72nd St., New York, NY 10021. Todd Goodwin - 600 Madison Avenue, New York, NY 10022.”

Filing and Contact Details

Filer

Filer Name
The Delphic Trust
EIN
13-6085147
Phone
6172484760
Address
Choate LLP PO Box 961019, Boston, MA 02196

Signing Officer

Name
Guilliaem Aertsen
Title
Trustee
Phone
6172484760
Signed
2016-06-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Guilliaem Aertsen
Formed
1926
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 02110
Preparer
Nicholas E Porto
Phone
6172484760
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Insurance Claims Proceeds 24,403.”

Raw XML Appendix313 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The annual Forms 990 and 990-T (and state Form M-990-T) are provided to one of the three trustees, Guilliaem Aertsen (appointed 10/12/11) for his review and signature prior to the forms being filed. Copies are also provided to the other trustees, Todd Goodwin and Lief D Rosenblatt, to review prior to the returns being filed with the respective taxing authorities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Lief D. Rosenblatt - 16D East 72nd St., New York, NY 10021. Todd Goodwin - 600 Madison Avenue, New York, NY 10022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance Claims Proceeds 24,403.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Delphic Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042122207
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Guilliaem Aertsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172484760
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Delphic Trust
ReturnHeader/Filer/BusinessNameControlTxt0DELP
ReturnHeader/Filer/EIN0136085147
ReturnHeader/Filer/PhoneNum06172484760
ReturnHeader/Filer/USAddress/AddressLine1Txt0Choate LLP PO Box 961019
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002196
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172484760
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02016-06-15T10:26:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,737,169
Liabilities
$848,738
Net assets
$888,431
Revenue
$72,803
Expenses
$150,035
Net income
-$77,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.86$0.83$0.08$0.13$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.86$0.85$0.11$0.19$0.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.86$0.86$0.05$0.14$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.86$0.89$0.06$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.86$1.03$0.05$0.15$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.86$1.08$0.20$0.16$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.86$1.00$0.13$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.86$0.99$0.24$0.15$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.85$0.85$0.14$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.85$0.86$0.14$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.85$0.89$0.07$0.15$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.85$0.92$0.12$0.15$0.04
2013Summary only. Only limited summary data is available for this year.$1.42$0.85$0.57$0.05$0.12$0.07
2012Summary only. Only limited summary data is available for this year.$1.06$0.42$0.64$0.08$0.17$0.09
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.37$0.17$0.20