Civic Intelligence

Frank and Marie Hamilton Charitable Fund 08-01-91

990PF • Fiscal year 2021 • EIN 23-7667824

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile
125A Seminary Road 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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-138%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

86%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$456,081

Down $10,888 (-2.3%) from 2020

Net Assets

Down

$456,081

Down $10,888 (-2.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$7,871

Up $3,630 (+86%) from 2020

Expenses

Up

$18,759

Up $7,772 (+71%) from 2020

Net Income

Down

-$10,888

Down $4,142 (-61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2021

Assets$456,081
Liabilities$0
Net Assets$456,081
Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

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

2021

Revenue$7,871
Expenses$18,759
Net Income-$10,888
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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 133, AUBURNDALE, MA 02446

Signing Officer

Name
Jerome Kaplan
Title
Trustee
Phone
6172440139
Signed
2022-05-11
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 Appendix276 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/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172440139
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
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 133
ReturnHeader/Filer/USAddress/CityNm0AUBURNDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002446
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043107805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRAGUE & COMPANY PC
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/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW P PRAGUE CPA
ReturnHeader/ReturnTs02022-05-13T09:56:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEROME
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAPLAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$456,081
Liabilities
$0
Net assets
$456,081
Revenue
$7,871
Expenses
$18,759
Net income
-$10,888
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