Civic Intelligence

Thayer Academy Charitable Trust

990 • Fiscal year 2018 • EIN 20-6770243

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization ProfileN/A
745 Washington StreetBraintree, MA 02184

(781) 664-2510

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$173,951

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 712.7% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

22nd percentile

-7.1%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$890,775

Down $68,375 (-7.1%) from 2017

Net Assets

Down

$890,775

Down $68,375 (-7.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin11th percentile

Revenue

Down

$24,406

Down $25,698 (-51%) from 2017

Expenses

Up

$30,548

Up $1,048 (+3.6%) from 2017

Net Income

Down

-$6,142

Down $26,746 (-130%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $379,495Liabilities 2010: $0Net Assets 2010: $379,4952010Assets 2011: $508,593Liabilities 2011: $0Net Assets 2011: $508,5932011Assets 2012: $775,576Liabilities 2012: $0Net Assets 2012: $775,5762012Assets 2013: $864,210Liabilities 2013: $0Net Assets 2013: $864,2102013Assets 2014: $870,441Liabilities 2014: $0Net Assets 2014: $870,4412014Assets 2015: $836,758Liabilities 2015: $0Net Assets 2015: $836,7582015Assets 2016: $844,139Liabilities 2016: $0Net Assets 2016: $844,1392016Assets 2017: $959,150Liabilities 2017: $0Net Assets 2017: $959,1502017Assets 2018: $890,775Liabilities 2018: $0Net Assets 2018: $890,7752018Assets 2019: $1,035,783Liabilities 2019: $0Net Assets 2019: $1,035,7832019Assets 2020: $1,215,351Liabilities 2020: $0Net Assets 2020: $1,215,3512020Assets 2021: $1,426,554Liabilities 2021: $0Net Assets 2021: $1,426,5542021Assets 2022: $1,061,469Liabilities 2022: $0Net Assets 2022: $1,061,4692022Assets 2023: $1,248,252Liabilities 2023: $0Net Assets 2023: $1,248,2522023Assets 2024: $1,516,694Liabilities 2024: $0Net Assets 2024: $1,516,6942024

Highlighted filing

2018

Assets$890,775
Liabilities$0
Net Assets$890,775
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$100K$0-$100KRevenue 2010: $62Expenses 2010: $17,743Net Income 2010: -$17,6812010Expenses 2011: $21,0002011Expenses 2012: $28,1162012Revenue 2013: $116,085Expenses 2013: $22,425Net Income 2013: $93,6602013Revenue 2014: $17,067Expenses 2014: $30,947Net Income 2014: -$13,8802014Revenue 2015: $11,571Expenses 2015: $33,119Net Income 2015: -$21,5482015Revenue 2016: $12,894Expenses 2016: $29,983Net Income 2016: -$17,0892016Revenue 2017: $50,104Expenses 2017: $29,500Net Income 2017: $20,6042017Revenue 2018: $24,406Expenses 2018: $30,548Net Income 2018: -$6,1422018Revenue 2019: $20,057Expenses 2019: $33,240Net Income 2019: -$13,1832019Revenue 2020: $47,075Expenses 2020: $0Net Income 2020: $47,0752020Revenue 2021: $56,628Expenses 2021: $0Net Income 2021: $56,6282021Revenue 2022: $57,253Expenses 2022: $138,778Net Income 2022: -$81,5252022Revenue 2023: $32,294Expenses 2023: $57,344Net Income 2023: -$25,0502023Revenue 2024: $41,464Expenses 2024: $0Net Income 2024: $41,4642024

Highlighted filing

2018

Revenue$24,406
Expenses$30,548
Net Income-$6,142
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$24,406
Mission and Program Overview

Mission

The trust is organized to benefit and support the thayer faculty sabbatical program of trustees of thayer academy, a 501(c)(3) organization.

The trust is organized to benefit and support the thayer faculty sabbatical program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$689,353$632,820▼ $56,533
Cash and Non-Interest-Bearing Accounts$4,040$339▼ $3,701
Total Assets$959,150$890,775▼ $68,375
Other Assets Total$265,757$257,616▼ $8,141
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$959,150$890,775▼ $68,375
Total Net Assets Fund Balance$959,150$890,775▼ $68,375
Total Liabilities and Net Assets / Fund Balance$959,150$890,775▼ $68,375

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$257,616--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleOtherTotal
Julaine McinnisTrustee$148,261$148,261

Board Members and Trustees

NameTitle
Jay M CashmanTrustee
Steven D ComolettiTrustee
William Stephenson Term EndedTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$24,406
Other Revenue
$0
Change in Net Assets
$-6,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,548
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,548--$30,548
Total Functional Expenses$30,548$0$0$30,548
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Thayer AcademyBraintree, MA501(c)(3)Faculty Sabbaticals$30,548
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The organization did not document the meeting held or written actions undertaken by the governing body.”

Form 990, Part VI, Section A, Line 8B

“The organization did not document the meeting held or written actions undertaken by the governing body.”

Form 990, Part VI, Section B, Line 11B

“A complete copy of the final form 990 is distributed to all trustees prior to its filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization will make governing documents, conflict of interest policies, form 990, and financial statements available for public inspection upon request for the same period of disclosure as set forth in section 6104(d). In addition, the form 990 is available via guidestar and the massachusetts attorney general office's website.”

Filing and Contact Details

Filer

Filer Name
Thayer Academy Charitable Trust
EIN
20-6770243
Phone
7816642510
Address
745 WASHINGTON STREET, BRAINTREE, MA 02184

Signing Officer

Name
Julaine Mcinnis
Title
Trustee
Phone
7816642510
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julaine Mcinnis
Formed
2005
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Blum Shapiro & Company Pc
Address
ONE INTERNATIONAL PLACE 16TH FLOOR, BOSTON, MA 02110
Preparer
Laura J Kenney
Phone
6177170831
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“Trustees of thayer academy, a 501(c)(3) organization.”

FORM 990, PART XI, LINE 9:

“Life annuity unrealized loss -8,141.”

Raw XML Appendix386 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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IRS990/BooksInCareOfDetail/PhoneNum07816642510
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0745 WASHINGTON STREET
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0890775
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-54092
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt0-8141
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BUSINESS MANAGER FOR THAYER ACADEMY SERVES AS A TRUSTEE FOR THE THAYER ACADEMY TRUST AND THEREFORE HAS A VOICE IN THE TRUST'S INVESTMENT POLICIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST IS ORGANIZED TO BENEFIT AND SUPPORT THAYER ACADEMY, THE INVESTMENTS AND MONEY HELD IN THE TRUST ARE FOR THAYER ACADEMY'S FACULTY SABBATICAL PROGRAM. EACH YEAR THE TRUST DISTRIBUTES A CERTAIN AMOUNT AS CALCULATED AND SPECIFIED IN THE TRUST'S DOCUMENTS TO THAYER ACADEMY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2A SABBATICAL PROGRAM IS NECESSARY TO ENSURE THE ABILITY OF THE FACULTY TO PROVIDE A QUALITY EDUCATION TO STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE INSURANCE ANNUITY
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS SET UP TO SUPPORT THE THAYER ACADEMY FACULTY SABBATICAL PROGRAM. THEREFORE, ALL GRANTS OR FUND TRANSFERS ARE FOR THE SOLE USE OF THAYER ACADEMY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM STEPHENSON TERM ENDED
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0173951
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES OF THAYER ACADEMY, A 501(C)(3) ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DID NOT DOCUMENT THE MEETING HELD OR WRITTEN ACTIONS UNDERTAKEN BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DID NOT DOCUMENT THE MEETING HELD OR WRITTEN ACTIONS UNDERTAKEN BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COMPLETE COPY OF THE FINAL FORM 990 IS DISTRIBUTED TO ALL TRUSTEES PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL OFFICE'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIFE ANNUITY UNREALIZED LOSS -8,141.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TRUSTEES OF THAYER ACADEMY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042105781
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0745 WASHINGTON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BRAINTREE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002184
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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/TotalAssetsBOYAmt0959150
IRS990/TotalAssetsEOYAmt0890775
IRS990/TotalAssetsGrp/BOYAmt0959150
IRS990/TotalAssetsGrp/EOYAmt0890775
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030548
IRS990/TotalFunctionalExpensesGrp/TotalAmt030548
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0959150
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0890775
IRS990/TotalOtherCompensationAmt045798
IRS990/TotalProgramServiceExpensesAmt030548
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024406
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024406
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0959150
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0890775
IRS990/TotReportableCompRltdOrgAmt0276414
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0959150
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0890775
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0745 WASHINGTON STREET
IRS990/USAddress/CityNm0BRAINTREE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002184
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULAINE MCINNIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07816642510
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THAYER ACADEMY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O THAYER ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0THAY
ReturnHeader/Filer/EIN0206770243
ReturnHeader/Filer/PhoneNum07816642510
ReturnHeader/Filer/USAddress/AddressLine1Txt0745 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0BRAINTREE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002184
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09F3B9057DC4C1AB93FF6CCB85D8B21EC61D194BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0212D4AA7D86991E97AAA9C7923B382683810470F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.251.63.131
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:32:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061009205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUM SHAPIRO & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06177170831
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA J KENNEY
ReturnHeader/ReturnTs02019-05-14T11:15:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$890,775
Liabilities
$0
Net assets
$890,775
Revenue
$24,406
Expenses
$30,548
Net income
-$6,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.04$0.00$0.04
2023Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.03$0.06$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.06$0.14$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.06$0.00$0.06
2020Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.05$0.00$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.02$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.03$0.01
2017Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.05$0.03$0.02
2016Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.01$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.01$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.12$0.02$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.00$0.02$0.02