Civic Intelligence

The Cooperative Charitable Trust

990PF • Fiscal year 2024 • EIN 22-2672819

Sep 01, 2023 to Aug 31, 2024 • Filed on Jan 14, 2025

Organization Profile
96 Russell AvenueWatertown, MA 02472-3455

(617) 926-5834

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

34th percentile

-0.9%

Faster asset growth than 34% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

50%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,100,549

Down $9,531 (-0.9%) from 2023

Net Assets

Down

$1,100,549

Down $9,531 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin6th percentile

Revenue

Up

$44,390

Up $14,742 (+50%) from 2023

Expenses

Up

$78,461

Up $16,334 (+26%) from 2023

Net Income

Down

-$34,071

Down $1,592 (-4.9%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,218,880Liabilities 2011: $02011Assets 2012: $1,186,136Liabilities 2012: $0Net Assets 2012: $1,186,1362012Assets 2013: $1,143,941Liabilities 2013: $02013Assets 2014: $1,118,562Liabilities 2014: $02014Assets 2015: $1,096,120Liabilities 2015: $02015Assets 2020: $1,091,851Liabilities 2020: $0Net Assets 2020: $1,091,8512020Assets 2021: $1,073,911Liabilities 2021: $0Net Assets 2021: $1,073,9112021Assets 2022: $1,099,067Liabilities 2022: $0Net Assets 2022: $1,099,0672022Assets 2023: $1,110,080Liabilities 2023: $0Net Assets 2023: $1,110,0802023Assets 2024: $1,100,549Liabilities 2024: $0Net Assets 2024: $1,100,5492024Assets 2025: $1,106,496Liabilities 2025: $0Net Assets 2025: $1,106,4962025

Highlighted filing

2024

Assets$1,100,549
Liabilities$0
Net Assets$1,100,549
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$100K$50K$0-$50KRevenue 2011: $19,047Expenses 2011: $56,655Net Income 2011: -$37,6082011Expenses 2012: $59,5862012Revenue 2013: $29,984Expenses 2013: $72,179Net Income 2013: -$42,1952013Revenue 2014: $47,871Expenses 2014: $73,250Net Income 2014: -$25,3792014Revenue 2015: $43,699Expenses 2015: $66,140Net Income 2015: -$22,4412015Revenue 2020: $29,308Expenses 2020: $65,722Net Income 2020: -$36,4142020Revenue 2021: $26,222Expenses 2021: $70,020Net Income 2021: -$43,7982021Revenue 2022: $39,277Expenses 2022: $60,069Net Income 2022: -$20,7922022Revenue 2023: $29,648Expenses 2023: $62,127Net Income 2023: -$32,4792023Revenue 2024: $44,390Expenses 2024: $78,461Net Income 2024: -$34,0712024Revenue 2025: $40,246Expenses 2025: $64,829Net Income 2025: -$24,5832025

Highlighted filing

2024

Revenue$44,390
Expenses$78,461
Net Income-$34,071
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT L GIELTrustee-$0--
SUE-ELLEN HERSHMAN-TCHEREPNINTrustee-$0--
MARGARET A LUNDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Cooperative Charitable Trust
EIN
22-2672819
Phone
6179265834
Address
96 RUSSELL AVENUE, WATERTOWN, MA 02472-3455

Signing Officer

Name
Sue-ellen Hershman-tcherepnin
Title
Trustee
Phone
6179265834
Signed
2025-01-14
Discuss with paid preparer
Yes

Preparer

Firm
Walter Opanasets
Address
23 Old Valley Rd, Braintree, MA 02184
Preparer
Walter Opanasets
Phone
7818484370
Raw XML Appendix324 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SUE-ELLEN HERSHMAN-TCHEREPNIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06179242430
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt096 RUSSELL AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WATERTOWN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002472
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT L GIEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt074422
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FORUM EXPENSESTO ENCOURAGE EMPLOYEEOWNED BUSINESSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FORUM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A/
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O 96 RUSSELL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WATERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002472
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074422
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04380
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04380
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt090638
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt074422
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08245
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074422
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt074422
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt055495
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt095018
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020596
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt057671
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt055495
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024540
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN INCOME PART IV
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02069
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02069
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt135
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE-ELLEN HERSHMAN-TCHEREPNIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179265834
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COOPERATIVE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COOP
ReturnHeader/Filer/EIN0222672819
ReturnHeader/Filer/PhoneNum06179265834
ReturnHeader/Filer/USAddress/AddressLine1Txt096 RUSSELL AVENUE
ReturnHeader/Filer/USAddress/CityNm0WATERTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024723455
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454094510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER OPANASETS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 Old Valley Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Braintree
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002184
ReturnHeader/PreparerPersonGrp/PhoneNum07818484370
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER OPANASETS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-16T13:35:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,100,549
Liabilities
$0
Net assets
$1,100,549
Revenue
$44,390
Expenses
$78,461
Net income
-$34,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.06$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.03$0.07$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.07$0.04
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.04$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$0.05$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$0.03$0.07$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06
2011Summary only. Only limited summary data is available for this year.$1.22$0.00$0.02$0.06$0.04