Civic Intelligence

Stephen Phillips Memorial Charitable Trust

EIN 23-7235347

View Organization Page

C/O Lwc 230 Congress Street02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2013

Net Margin

99th percentile

104%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2013

Top Officer Pay

100th percentile

$209,010

Higher top officer pay than 100% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $7,762,029 (-100%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

Down

$0

Down $7,762,029 (-100%) from 2012

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

-$96,415

No earlier filing loaded for comparison.

Expenses

Down

$4,017

Down $4,090,645 (-100%) from 2012

Net Income

-$100,432

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $50,666,513Liabilities 2010: $403,612Net Assets 2010: $50,262,9012010Assets 2011: $48,703,668Liabilities 2011: $375,521Net Assets 2011: $48,328,1472011Assets 2012: $7,762,029Liabilities 2012: $0Net Assets 2012: $7,762,0292012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,763,6912010Expenses 2011: $3,946,2522011Expenses 2012: $4,094,6622012Revenue 2013: -$96,415Expenses 2013: $4,017Net Income 2013: -$100,4322013

Highlighted filing

2013

Revenue-$96,415
Expenses$4,017
Net Income-$100,432
Open 2013 Filing

Filings

Most recent year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$96,415
Expenses
$4,017
Net income
-$100,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$0.00$0.10
2012Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$4.09
2011Detailed filing. Detailed filing data is available for this year.$48.7$0.38$48.3$3.95
2010Detailed filing. Detailed filing data is available for this year.$50.7$0.40$50.3$3.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 23, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE COOLIDGETrustee-$0--
DR RICHARD F GROSSTrustee-$0--
JOHN H FINLEY IVTrustee-$0--
ROBERT M RANDOLPHTrustee-$0--
BARBARA W ILERExecutive Director-$0--
Filing and Contact Details

Filer

EIN
23-7235347
Phone
6175236531

Signing Officer

Name
Lawrence Coolidge
Title
Trustee
Phone
6175236531
Signed
2014-06-23
Discuss with paid preparer
Yes

Preparer

Preparer
Alfonso Perillo
Phone
6172276161
Raw XML Appendix322 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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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt07678768
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0$7,661,597 OF INVESTMENTS IN PRIVATE LIMITED LIABILITY COMPANIES AND LIMITED PARTNERSHIPS, IN ADDITION TO $16,356 TAX REFUND FROM FORM 990PF, $598 TAX REFUND FROM FORM 990T AND $217 TAX REFUND FROM THE MASSACHUSETTS FORM M-990T-62.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine10C/O LWC 230 CONGRESS STREET
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A-FINAL RETURN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NA-FINAL RETURN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09787442111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10PO BOX 870
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0SALEM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode001970
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A-FINAL RETURN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A-FINAL RETURN
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0171315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0171315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0604095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0237922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0284348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0449610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0171315
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01404660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0604095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0237922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0284348
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0278295
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01404660
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01575975
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0IN OCTOBER 2012, THE TRUSTEES UNANIMOUSLY VOTED TO TRANSFER THE TRUST'S ASSETS TO A COMMONLY-CONTROLLED NON-OPERATING PRIVATE FOUNDATION ORGANIZED AS A NON-PROFIT CORPORATION UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. PURSUANT TO ARTICLE THIRD OF THE STEPHEN PHILLIPS MEMORIAL CHARITABLE TRUST ESTABLISHED ON MARCH 5, 1973, THE TRUSTEES TRANSFERRED ALL TRUST ASSETS TO THE STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FUND, INC. BETWEEN OCTOBER, 2012 AND JUNE, 2013 AND THEREBY ASSENTED TO THE TERMINATION OF THE TRUST, EFFECTIVE DECEMBER 31, 2013. ATTACHED IS THE ASSENT TO TERMINATION SIGNED BY ALL OF THE TRUSTEES.
OtherDecreasesSchedule/OtherDecreasesDetail/Amount07661597
OtherDecreasesSchedule/OtherDecreasesDetail/Description0DISTRIBUTION TO COMMONLY-CONTROLLED NON-OPERATING PRIVATE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03630
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03630
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02494
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASSTHROUGH INCOME REPORTED ON SEAMANS GLOBAL INCOME PREFERRED 6% FUND K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02494
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02494
TaxesSchedule/TaxesDetail/Amt0387
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON INVESTMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0387
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE COOLIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175236531
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10STEPHEN PHILLIPS MEMORIAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0237235347
ReturnHeader/Filer/PhoneNum06175236531
ReturnHeader/Filer/USAddress/AddressLine10C/O LWC 230 CONGRESS STREET
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042442519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EDELSTEIN AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFONSO PERILLO
ReturnHeader/ReturnTs02014-06-26T13:52:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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