Civic Intelligence

The Delphic Trust

990 • Fiscal year 2017 • EIN 13-6085147

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 05, 2017

Organization ProfileN/A
c/o R James 225 Franklin St No 2200Boston, MA 02110

(617) 897-8981

Siviq Scores

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

Liabilities / Assets

68th percentile

0.50x

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

2017 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

6.01x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2017

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2017

Asset Growth

47th percentile

-0.7%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

2.7%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$1,699,160

Down $12,281 (-0.7%) from 2016

Net Assets

Down

$850,422

Down $12,281 (-1.4%) from 2016

Liabilities

Flat

$848,738

Flat from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin20th percentile

Revenue

Up

$141,267

Up $3,660 (+2.7%) from 2016

Expenses

Down

$167,123

Down $7,371 (-4.2%) from 2016

Net Income

Up

-$25,856

Up $11,031 (+30%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2017

Assets$1,699,160
Liabilities$848,738
Net Assets$850,422
Open 2017 Filing

Operations Trend

Revenue Growth54th 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

2017

Revenue$141,267
Expenses$167,123
Net Income-$25,856
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 5, 2017
Return Version
2016v3.0
Gross Receipts
$142,096
Mission and Program Overview

Mission

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

The Delphic Trust's purpose is to hold real and personal property for the Delphic Club, a college fraternity, and incur related conservational expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,271,908$1,232,639▼ $39,269
Cap Stk Tr Prin Current Funds$911,282$911,282→ $0
Investments Other Securities$179,877$274,347▲ $94,470
Investments in Publicly Traded Securities$233,476$151,752▼ $81,724
Savings and Temporary Cash Investments$26,180$40,422▲ $14,242
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-48,579$-60,860▼ $12,281
Total Assets$1,711,441$1,699,160▼ $12,281
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$862,703$850,422▼ $12,281
Total Liabilities and Net Assets / Fund Balance$1,711,441$1,699,160▼ $12,281

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,216,389$355,094$1,571,483
Other Land Buildings$16,250$50,183$66,433
Other Securities$100,062--
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Guilliaem AertsenTrustee
Lief D RosenblattTrustee
Sanjay PatelTrustee
Todd GoodwinTrustee (part year)
Revenue and Support

Revenue Composition

Contributions and Grants
$110,485
Program Service Revenue
$0
Investment Income
$30,782
Other Revenue
$0
All Other Contributions
$98,985
Change in Net Assets
$-25,856
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,123
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---$44,257
Depreciation Depletion---$41,269
Interest---$36,071
Insurance---$25,787
Fees for Services Accounting---$9,750
Fees for Service Investment Mgmnt Fees---$5,339
Other Expenses---$4,650
Total Functional Expenses$0$0$0$167,123
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 11B

“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, Sanjay Patel 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”

Filing and Contact Details

Filer

Filer Name
The Delphic Trust
EIN
13-6085147
Phone
6178978981
Address
c/o R James 225 Franklin St No 2200, Boston, MA 02110

Signing Officer

Name
Guilliaem Aertsen
Title
Trustee
Phone
6178978981
Signed
2017-12-05
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
175 FEDERAL STREET SUITE 970, BOSTON, MA 02110
Preparer
Nicholas E Porto
Phone
6175563900
Raw XML Appendix337 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, Sanjay Patel and Lief D Rosenblatt, to review prior to the returns being filed with the respective taxing authorities.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Historical preservation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0167123
IRS990/TotalGrossUBIAmt030782
IRS990/TotalLiabilitiesBOYAmt0848738
IRS990/TotalLiabilitiesEOYAmt0848738
IRS990/TotalLiabilitiesGrp/BOYAmt0848738
IRS990/TotalLiabilitiesGrp/EOYAmt0848738
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0862703
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0850422
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141267
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt030782
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01711441
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01699160
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0c/o R James 225 Franklin St No 2200
IRS990/USAddress/CityNm0Boston
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002110
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Guilliaem Aertsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06178978981
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Delphic Trust
ReturnHeader/Filer/BusinessNameControlTxt0DELP
ReturnHeader/Filer/EIN0136085147
ReturnHeader/Filer/PhoneNum06178978981
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o R James 225 Franklin St No 2200
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE7C1EA16D8AAA5622960641DD82C01E60BE7149
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02CC4C4610C7CE537855CCDE76D04A8640C960E3E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.105.168.164
ReturnHeader/FilingSecurityInformation/IPDt02017-12-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:03:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER NEWMAN & NOYES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 FEDERAL STREET SUITE 970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06175563900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02017-12-07T13:52:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,699,160
Liabilities
$848,738
Net assets
$850,422
Revenue
$141,267
Expenses
$167,123
Net income
-$25,856
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
2017Detailed filing. Detailed filing data is available for this year.$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