Civic Intelligence

The Delphic Trust

990 • Fiscal year 2019 • EIN 13-6085147

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 04, 2019

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

70th percentile

0.46x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

6.41x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-24%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Asset Growth

62nd percentile

0.8%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-45%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$1,863,206

Up $14,877 (+0.8%) from 2018

Net Assets

Up

$1,004,468

Up $14,877 (+1.5%) from 2018

Liabilities

Flat

$858,738

Flat from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin19th percentile

Revenue

Down

$134,042

Down $109,336 (-45%) from 2018

Expenses

Up

$166,586

Up $13,199 (+8.6%) from 2018

Net Income

Down

-$32,544

Down $122,535 (-136%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2019

Assets$1,863,206
Liabilities$858,738
Net Assets$1,004,468
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$134,042
Expenses$166,586
Net Income-$32,544
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 4, 2019
Return Version
2018v3.1
Gross Receipts
$134,042
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$1,236,235$1,227,772▼ $8,463
Cap Stk Tr Prin Current Funds$911,282$911,282→ $0
Investments Other Securities$215,538$345,826▲ $130,288
Investments in Publicly Traded Securities$261,294$159,177▼ $102,117
Savings and Temporary Cash Investments$135,262$130,431▼ $4,831
Rtn Earn Endowment Incm Other Fnds$78,309$93,186▲ $14,877
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,848,329$1,863,206▲ $14,877
Liabilities
Mortgage Notes Payable Secured by Investment Property$848,738$848,738→ $0
Other Liabilities$10,000$10,000→ $0
Total Liabilities$858,738$858,738→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$989,591$1,004,468▲ $14,877
Total Liabilities and Net Assets / Fund Balance$1,848,329$1,863,206▲ $14,877

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,213,522$437,682$1,651,204
Other Land Buildings$14,250$52,183$66,433
Other Securities$105,690--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Guilliaem AertsenTrustee
Lief D RosenblattTrustee
Sanjay PatelTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$119,745
Program Service Revenue
$0
Investment Income
$14,297
Other Revenue
$0
All Other Contributions
$119,745
Change in Net Assets
$-32,544
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$154,940
Grants and Similar Amounts Paid$11,646
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$45,423
Depreciation Depletion---$42,884
Interest---$38,000
Insurance---$14,944
Grants to Domestic Orgs---$11,646
Fees for Services Accounting---$7,750
Office Expenses---$3,433
Other Expenses---$35
Total Functional Expenses$0$0$0$166,586
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Delphic ClubCambridge, MA501(c)(7)Funding for stewardship expenses$11,646
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$10,000
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
2019-12-04
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 04112
Preparer
Nicholas E Porto
Phone
2078792100
Raw XML Appendix350 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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IRS990/OtherExpensesGrp/Desc0Unrelated Business Inco
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Funding for stewardship expenses
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Delphic Club
IRS990ScheduleI/RecipientTable/RecipientEIN0042122207
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09 Linden Street
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Trust only awards grants to the Delphic Club, a 501(c)(7) tax-exempt entity of which the Club is closely affiliated.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon Request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Delphic Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Friends of Harvard Square
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0College fraternity
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Historical preservation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09 Linden Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1225 Franklin Street Suite 2200
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01848329
IRS990/TotalAssetsEOYAmt01863206
IRS990/TotalAssetsGrp/BOYAmt01848329
IRS990/TotalAssetsGrp/EOYAmt01863206
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0119745
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0166586
IRS990/TotalGrossUBIAmt014297
IRS990/TotalLiabilitiesBOYAmt0858738
IRS990/TotalLiabilitiesEOYAmt0858738
IRS990/TotalLiabilitiesGrp/BOYAmt0858738
IRS990/TotalLiabilitiesGrp/EOYAmt0858738
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01004468
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0134042
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt014297
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01848329
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01863206
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Guilliaem Aertsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06178978981
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-04
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
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ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC8AE4E166BFDF24A7972DDCC457CE4FCF4C8ABA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId086AD5A998A217BD7885303F5109AB5202568ED7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.105.168.164
ReturnHeader/FilingSecurityInformation/IPDt02019-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:00:33
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/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum02078792100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02019-12-11T06:55:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,863,206
Liabilities
$858,738
Net assets
$1,004,468
Revenue
$134,042
Expenses
$166,586
Net income
-$32,544
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
2019Detailed filing. Detailed filing data is available for this year.$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