Civic Intelligence

Sadie Ethel Macdonald Charitable Trust Uwill

990 • Fiscal year 2017 • EIN 30-6172646

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization ProfileN/A
1 Lincoln Street Ssfc 31Boston, MA 02111-2900

(617) 664-3888

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$1,756

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

44th percentile

1.1%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

369%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$885,159

Up $9,619 (+1.1%) from 2016

Net Assets

Up

$885,159

Up $9,619 (+1.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin74th percentile

Revenue

Up

$58,219

Up $45,812 (+369%) from 2016

Expenses

Down

$48,600

Down $1,691 (-3.4%) from 2016

Net Income

Up

$9,619

Up $47,503 (+125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $851,836Liabilities 2011: $0Net Assets 2011: $851,8362011Assets 2012: $850,476Liabilities 2012: $0Net Assets 2012: $850,4762012Assets 2013: $851,426Liabilities 2013: $0Net Assets 2013: $851,4262013Assets 2014: $911,519Liabilities 2014: $0Net Assets 2014: $911,5192014Assets 2015: $913,424Liabilities 2015: $0Net Assets 2015: $913,4242015Assets 2016: $875,540Liabilities 2016: $0Net Assets 2016: $875,5402016Assets 2017: $885,159Liabilities 2017: $0Net Assets 2017: $885,1592017Assets 2018: $923,113Liabilities 2018: $0Net Assets 2018: $923,1132018Assets 2019: $927,859Liabilities 2019: $0Net Assets 2019: $927,8592019Assets 2020: $976,219Liabilities 2020: $0Net Assets 2020: $976,2192020Assets 2021: $1,054,633Liabilities 2021: $0Net Assets 2021: $1,054,6332021Assets 2022: $1,033,831Liabilities 2022: $0Net Assets 2022: $1,033,8312022Assets 2023: $1,044,620Liabilities 2023: $0Net Assets 2023: $1,044,6202023Assets 2024: $1,078,132Liabilities 2024: $0Net Assets 2024: $1,078,1322024

Highlighted filing

2017

Assets$885,159
Liabilities$0
Net Assets$885,159
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $63,2912011Expenses 2012: $37,8542012Revenue 2013: $38,394Expenses 2013: $37,444Net Income 2013: $9502013Revenue 2014: $111,559Expenses 2014: $51,466Net Income 2014: $60,0932014Revenue 2015: $53,028Expenses 2015: $51,123Net Income 2015: $1,9052015Revenue 2016: $12,407Expenses 2016: $50,291Net Income 2016: -$37,8842016Revenue 2017: $58,219Expenses 2017: $48,600Net Income 2017: $9,6192017Revenue 2018: $91,296Expenses 2018: $53,342Net Income 2018: $37,9542018Revenue 2019: $56,331Expenses 2019: $51,585Net Income 2019: $4,7462019Revenue 2020: $101,799Expenses 2020: $53,439Net Income 2020: $48,3602020Revenue 2021: $132,743Expenses 2021: $54,329Net Income 2021: $78,4142021Revenue 2022: $22,884Expenses 2022: $43,686Net Income 2022: -$20,8022022Revenue 2023: $91,674Expenses 2023: $80,885Net Income 2023: $10,7892023Revenue 2024: $92,830Expenses 2024: $59,318Net Income 2024: $33,5122024

Highlighted filing

2017

Revenue$58,219
Expenses$48,600
Net Income$9,619
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Gross Receipts
$223,928
Mission and Program Overview

Mission

To provide financial support to shriners hospital boston, ma

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$875,540$885,159▲ $9,619
Investments in Publicly Traded Securities$868,694$871,633▲ $2,939
Savings and Temporary Cash Investments$6,846$13,526▲ $6,680
Total Assets$875,540$885,159▲ $9,619
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$875,540$885,159▲ $9,619
Total Liabilities and Net Assets / Fund Balance$875,540$885,159▲ $9,619
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
-Trustee$1,756$1,756
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$58,219
Other Revenue
$0
Change in Net Assets
$9,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,230
Salaries, Compensation, and Employee Benefits$1,756
Other Expenses$614
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,230--$46,230
Current Officers, Directors, Trustees, and Key Employees$263$1,493-$1,756
Other Expenses$35$71-$71
Total Functional Expenses$46,528$2,072$0$48,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shriners Hospitals for ChildrenBoston, MA501(c)(3)Financial Support$46,230
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VII, Section A

“Estimate of average hours per week devoted to related organizations is o”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The macdonald sadie ethel charitable trust u/will is governed in accordance with its trust document. There is no governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Because there is no governing body there are no committees with authority to act on behalf of a governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The form 990 is prepared and reviewed by the charitable tax group of state street bank and trust co. It is signed by the manager of the charitable tax group before filing with the irs.”

Form 990, Page 6, Part VI, Line 19

“The governing document and forms 990 will be available to the public upon request, during regular business hours, at the offices of state street bank and trust co. State street bank and trust co. Is located at one lincoln street, boston, ma 02111-2900. Telephone 617-664-3888.”

Form 990, Page 7, Part VII, Section A

“There are no individual trustees to devote time to related organizations”

Filing and Contact Details

Filer

Filer Name
Sadie Ethel Macdonald Charitable Trust
EIN
30-6172646
Phone
6176643888
Address
1 LINCOLN STREET SSFC 31, BOSTON, MA 02111-2900

Signing Officer

Name
State Street Bank Trust Co
Title
Trustee
Phone
6176643888
Signed
2018-05-09

Organization Details

Formed
2008
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Column D Reportable Compensation Form the Organization (W-2/1099-misc)

“Consistent with the instructions for this section the amount paid to the institutional trustee is being reported here although there was no requirement to report compensation to an institutional trustee on a form w-2 or 1099-misc.”

Raw XML Appendix393 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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IRS990ScheduleI/RecipientTable/CashGrantAmt046230
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHRINERS HOSPITALS FOR CHILDREN
IRS990ScheduleI/RecipientTable/RecipientEIN0042121377
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002114
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH ITS TRUST DOCUMENT THIS ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO SHRINERS HOSPITAL BOSTON, MA
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONSISTENT WITH THE INSTRUCTIONS FOR THIS SECTION THE AMOUNT PAID TO THE INSTITUTIONAL TRUSTEE IS BEING REPORTED HERE ALTHOUGH THERE WAS NO REQUIREMENT TO REPORT COMPENSATION TO AN INSTITUTIONAL TRUSTEE ON A FORM W-2 OR 1099-MISC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MACDONALD SADIE ETHEL CHARITABLE TRUST U/WILL IS GOVERNED IN ACCORDANCE WITH ITS TRUST DOCUMENT. THERE IS NO GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BECAUSE THERE IS NO GOVERNING BODY THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS PREPARED AND REVIEWED BY THE CHARITABLE TAX GROUP OF STATE STREET BANK AND TRUST CO. IT IS SIGNED BY THE MANAGER OF THE CHARITABLE TAX GROUP BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENT AND FORMS 990 WILL BE AVAILABLE TO THE PUBLIC UPON REQUEST, DURING REGULAR BUSINESS HOURS, AT THE OFFICES OF STATE STREET BANK AND TRUST CO. STATE STREET BANK AND TRUST CO. IS LOCATED AT ONE LINCOLN STREET, BOSTON, MA 02111-2900. TELEPHONE 617-664-3888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE ARE NO INDIVIDUAL TRUSTEES TO DEVOTE TIME TO RELATED ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1COLUMN D REPORTABLE COMPENSATION FORM THE ORGANIZATION (W-2/1099-MISC)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042121377
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt051 BLOSSOM STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BOSTON
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt046230
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SHRINERS HOSPITAL BOSTON MA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
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IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0885159
IRS990/TotalAssetsGrp/BOYAmt0875540
IRS990/TotalAssetsGrp/EOYAmt0885159
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046528
IRS990/TotalFunctionalExpensesGrp/TotalAmt048600
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0875540
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0885159
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt046528
IRS990/TotalReportableCompFromOrgAmt01756
IRS990/TotalRevenueGrp/ExclusionAmt058219
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt058219
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0875540
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0885159
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 LINCOLN STREET
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0021112900
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06176643888
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SADIE ETHEL MACDONALD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SADI
ReturnHeader/Filer/EIN0306172646
ReturnHeader/Filer/PhoneNum06176643888
ReturnHeader/Filer/USAddress/AddressLine1Txt01 LINCOLN STREET SSFC 31
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021112900
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08EF82A289B035A2FA4156474E4F6D371FA1C2D79
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08EF82A289B035A2FA4156474E4F6D371FA1C2D79
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.250.85.195
ReturnHeader/ReturnTs02018-05-10T15:00:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$885,159
Liabilities
$0
Net assets
$885,159
Revenue
$58,219
Expenses
$48,600
Net income
$9,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.09$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.02$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.05$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.10$0.05$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.09$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.11$0.05$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.04$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.06