Civic Intelligence

Frank and Marie Hamilton Charitable Fund 08-01-91

990PF • Fiscal year 2020 • EIN 23-7667824

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
125A Seminary Road No 133Auburndale, MA 02446

(617) 244-0139

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-159%

Higher net margin than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$466,969

No earlier filing loaded for comparison.

Net Assets

$466,969

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

$4,241

No earlier filing loaded for comparison.

Expenses

$10,987

No earlier filing loaded for comparison.

Net Income

-$6,746

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2020: $466,969Liabilities 2020: $0Net Assets 2020: $466,9692020Assets 2021: $456,081Liabilities 2021: $0Net Assets 2021: $456,0812021Assets 2022: $405,498Liabilities 2022: $0Net Assets 2022: $405,4982022Assets 2023: $375,125Liabilities 2023: $0Net Assets 2023: $375,1252023Assets 2024: $323,505Liabilities 2024: $0Net Assets 2024: $323,5052024

Highlighted filing

2020

Assets$466,969
Liabilities$0
Net Assets$466,969
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2020: $4,241Expenses 2020: $10,987Net Income 2020: -$6,7462020Revenue 2021: $7,871Expenses 2021: $18,759Net Income 2021: -$10,8882021Revenue 2022: $10,559Expenses 2022: $61,142Net Income 2022: -$50,5832022Revenue 2023: $11,302Expenses 2023: $41,675Net Income 2023: -$30,3732023Revenue 2024: $12,459Expenses 2024: $64,079Net Income 2024: -$51,6202024

Highlighted filing

2020

Revenue$4,241
Expenses$10,987
Net Income-$6,746
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEROME KAPLANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Frank and Marie Hamilton Charitable
EIN
23-7667824
Phone
6172440139
Address
125A SEMINARY ROAD NO 133, AUBURNDALE, MA 02446

Signing Officer

Name
Jerome Kaplan
Title
Trustee
Phone
6172440139
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Prague & Company Pc
Address
15 WALNUT STREET STE 150, WELLESLEY, MA 02481
Preparer
Andrew P Prague CPA
Phone
7812375555
Raw XML Appendix286 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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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0212
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEROME KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172440139
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK AND MARIE HAMILTON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0237667824
ReturnHeader/Filer/PhoneNum06172440139
ReturnHeader/Filer/USAddress/AddressLine1Txt0125A SEMINARY ROAD NO 133
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 WALNUT STREET STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812375555
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW P PRAGUE CPA
ReturnHeader/ReturnTs02021-11-15T20:43:38-06:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$466,969
Liabilities
$0
Net assets
$466,969
Revenue
$4,241
Expenses
$10,987
Net income
-$6,746
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.12$0.64$0.52
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.11$0.42$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.11$0.61$0.51
2021Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.08$0.19$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.04$0.11$0.07