Civic Intelligence

John E Rosenthal Charitable Trust

990PF • Fiscal year 2017 • EIN 22-2775612

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 21, 2018

Organization Profile
12 BroadwayBeverly, MA 01915

(617) 965-2200

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

98th percentile

451%

Faster asset growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$921

Up $754 (+451%) from 2016

Net Assets

Up

$921

Up $889 (+2778%) from 2016

Liabilities

Down

$0

Down $135 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$1,135

Up $1,135 from 2016

Expenses

Flat

$246

Flat from 2016

Net Income

Up

$889

Up $1,135 (+461%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.0M$500K$0Assets 2011: $1,417Liabilities 2011: $1352011Assets 2012: $1,211Liabilities 2012: $1352012Assets 2013: $990Liabilities 2013: $1352013Assets 2014: $769Liabilities 2014: $135Net Assets 2014: $6342014Assets 2015: $413Liabilities 2015: $135Net Assets 2015: $2782015Assets 2016: $167Liabilities 2016: $135Net Assets 2016: $322016Assets 2017: $921Liabilities 2017: $0Net Assets 2017: $9212017Assets 2018: $665Liabilities 2018: $0Net Assets 2018: $6652018Assets 2019: $100,409Liabilities 2019: $0Net Assets 2019: $100,4092019Assets 2020: $135,112Liabilities 2020: $0Net Assets 2020: $135,1122020Assets 2021: $945,145Liabilities 2021: $0Net Assets 2021: $945,1452021Assets 2022: $829,759Liabilities 2022: $0Net Assets 2022: $829,7592022Assets 2023: $722,215Liabilities 2023: $722023Assets 2024: $712,878Liabilities 2024: $0Net Assets 2024: $712,8782024

Highlighted filing

2017

Assets$921
Liabilities$0
Net Assets$921
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $0Expenses 2011: $180Net Income 2011: -$1802011Revenue 2012: $0Expenses 2012: $206Net Income 2012: -$2062012Revenue 2013: $0Expenses 2013: $221Net Income 2013: -$2212013Revenue 2014: $0Expenses 2014: $221Net Income 2014: -$2212014Revenue 2015: $0Expenses 2015: $356Net Income 2015: -$3562015Revenue 2016: $0Expenses 2016: $246Net Income 2016: -$2462016Revenue 2017: $1,135Expenses 2017: $246Net Income 2017: $8892017Revenue 2018: $0Expenses 2018: $256Net Income 2018: -$2562018Revenue 2019: $100,000Expenses 2019: $256Net Income 2019: $99,7442019Revenue 2020: $120,000Expenses 2020: $85,297Net Income 2020: $34,7032020Revenue 2021: $1,013,286Expenses 2021: $203,253Net Income 2021: $810,0332021Revenue 2022: $56,366Expenses 2022: $127,143Net Income 2022: -$70,7772022Revenue 2023: -$2,017Expenses 2023: $116,199Net Income 2023: -$118,2162023Revenue 2024: $19,160Expenses 2024: $43,425Net Income 2024: -$24,2652024

Highlighted filing

2017

Revenue$1,135
Expenses$246
Net Income$889
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 21, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN E ROSENTHALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John E Rosenthal Charitable Trust
EIN
22-2775612
Phone
6179652200
Address
12 BROADWAY, BEVERLY, MA 01915

Signing Officer

Name
John E Rosenthal
Title
Trustee
Phone
6179652200
Signed
2018-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Pkf Pc
Address
300 CROWN COLONY DRIVE SUITE 400, QUINCY, MA 02169
Preparer
George B Janes
Phone
6174220007
Raw XML Appendix263 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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ReturnHeader/FilingSecurityInformation/IPTm007:31:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043138777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 CROWN COLONY DRIVE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06174220007
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE B JANES
ReturnHeader/ReturnTs02018-03-07T07:21:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$921
Liabilities
$0
Net assets
$921
Revenue
$1,135
Expenses
$246
Net income
$889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.02$0.04$0.02
2023Summary only. Only limited summary data is available for this year.$0.72$0.00$0.00$0.12$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.06$0.13$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$1.01$0.20$0.81
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.12$0.09$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.10$0.00$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00