Civic Intelligence

Phyllis Anthony Charitable Trust

990PF • Fiscal year 2020 • EIN 32-6175794

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

9th percentile

-86%

Higher net margin than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

12th percentile

-7.1%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-54%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,281,341

Down $174,573 (-7.1%) from 2019

Net Assets

Down

$2,281,341

Down $174,573 (-7.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$203,049

Down $236,871 (-54%) from 2019

Expenses

Up

$377,622

Up $109,699 (+41%) from 2019

Net Income

Down

-$174,573

Down $346,570 (-201%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th 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 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

2020

Assets$2,281,341
Liabilities$0
Net Assets$2,281,341
Open 2020 Filing

Operations Trend

Revenue Growth9th 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 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

2020

Revenue$203,049
Expenses$377,622
Net Income-$174,573
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
2021-04-21
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 Appendix331 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/DisbursementsCharitablePrpsAmt10
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1125
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS J KATES
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,281,341
Liabilities
$0
Net assets
$2,281,341
Revenue
$203,049
Expenses
$377,622
Net income
-$174,573
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
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