Civic Intelligence

Phyllis Anthony Charitable Trust

990PF • Fiscal year 2017 • EIN 32-6175794

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 11, 2018

Organization Profile
1280 Soldiers Field RoadBoston, MA 02135

(617) 726-7250

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

157%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,024,171

Up $94,970 (+3.2%) from 2016

Net Assets

Up

$3,024,171

Up $94,970 (+3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin71st percentile

Revenue

Up

$618,512

Up $378,237 (+157%) from 2016

Expenses

Down

$523,542

Down $130,714 (-20%) from 2016

Net Income

Up

$94,970

Up $508,951 (+123%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,745,542Liabilities 2013: $0Net Assets 2013: $3,745,5422013Assets 2014: $3,560,558Liabilities 2014: $0Net Assets 2014: $3,560,5582014Assets 2015: $3,343,182Liabilities 2015: $0Net Assets 2015: $3,343,1822015Assets 2016: $2,929,201Liabilities 2016: $0Net Assets 2016: $2,929,2012016Assets 2017: $3,024,171Liabilities 2017: $0Net Assets 2017: $3,024,1712017Assets 2018: $2,283,917Liabilities 2018: $0Net Assets 2018: $2,283,9172018Assets 2019: $2,455,914Liabilities 2019: $0Net Assets 2019: $2,455,9142019Assets 2020: $2,281,341Liabilities 2020: $0Net Assets 2020: $2,281,3412020Assets 2021: $1,967,485Liabilities 2021: $0Net Assets 2021: $1,967,4852021Assets 2022: $1,962,509Liabilities 2022: $0Net Assets 2022: $1,962,5092022

Highlighted filing

2017

Assets$3,024,171
Liabilities$0
Net Assets$3,024,171
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2013: $182,891Expenses 2013: $537,954Net Income 2013: -$355,0632013Revenue 2014: $342,367Expenses 2014: $527,351Net Income 2014: -$184,9842014Revenue 2015: $310,659Expenses 2015: $528,035Net Income 2015: -$217,3762015Revenue 2016: $240,275Expenses 2016: $654,256Net Income 2016: -$413,9812016Revenue 2017: $618,512Expenses 2017: $523,542Net Income 2017: $94,9702017Revenue 2018: $288,715Expenses 2018: $1,028,969Net Income 2018: -$740,2542018Revenue 2019: $439,920Expenses 2019: $267,923Net Income 2019: $171,9972019Revenue 2020: $203,049Expenses 2020: $377,622Net Income 2020: -$174,5732020Revenue 2021: $108,190Expenses 2021: $422,046Net Income 2021: -$313,8562021Revenue 2022: $497,353Expenses 2022: $502,329Net Income 2022: -$4,9762022

Highlighted filing

2017

Revenue$618,512
Expenses$523,542
Net Income$94,970
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE SHAPIROTrustee-$0--
EVELYN PLESSTrustee-$0--
DRUMMOND PIKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phyllis Anthony Charitable Trust
EIN
32-6175794
Phone
6177267250
Address
1280 SOLDIERS FIELD ROAD, BOSTON, MA 02135

Signing Officer

Name
Jane Shapiro
Title
Trustee
Phone
6177267250
Signed
2018-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Starr Finer Starr Llp
Address
1280 SOLDIERS FIELD ROAD, BOSTON, MA 02135-1096
Preparer
Louis J Kates
Phone
6177832500
Raw XML Appendix342 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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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 43
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEVERLY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001915
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum09789216202
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JANE SHAPIRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRIDGING PEACE CO TIDES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 29903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0JANE SHAPIRO
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
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/AppliedToCurrentYearAmt0177952
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0177952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0426889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0279886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0272063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0274089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0148015
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0148015
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01574975
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0322048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0426889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0279886
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0272063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0274089
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0322048
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01722990
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01400942
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020918
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020918
TaxesSchedule/TaxesDetail/Amt0107
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0107
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177267250
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS ANTHONY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0326175794
ReturnHeader/Filer/PhoneNum06177267250
ReturnHeader/Filer/USAddress/AddressLine1Txt01280 SOLDIERS FIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002135
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09390CC8322E8098C1B6EDEC19CB17FB2B85B6D1D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09390CC8322E8098C1B6EDEC19CB17FB2B85B6D1D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.255.149.137
ReturnHeader/FilingSecurityInformation/IPDt02018-04-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:40:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042160648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STARR FINER STARR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01280 SOLDIERS FIELD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021351096
ReturnHeader/PreparerPersonGrp/PhoneNum06177832500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS J KATES
ReturnHeader/ReturnTs02018-04-16T15:31:28-05:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,024,171
Liabilities
$0
Net assets
$3,024,171
Revenue
$618,512
Expenses
$523,542
Net income
$94,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.50$0.50$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.11$0.42$0.31
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.20$0.38$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.44$0.27$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.29$1.03$0.74
2017Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.62$0.52$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.24$0.65$0.41
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.31$0.53$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.34$0.53$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.18$0.54$0.36