Civic Intelligence

The Open Charitable Trust

990PF • Fiscal year 2014 • EIN 46-1639459

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization Profile
C/O Gw Wade 93 Worcester StreetWellesley, MA 02481

(781) 239-1188

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-88%

Higher net margin than 7% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-4.6%

Faster asset growth than 34% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$226,581

Down $11,012 (-4.6%) from 2013

Net Assets

Down

$226,581

Down $11,012 (-4.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Up

$12,479

Up $6,481 (+108%) from 2013

Expenses

Down

$23,463

Down $44,818 (-66%) from 2013

Net Income

Up

-$10,984

Up $51,299 (+82%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2012: $300,000Liabilities 2012: $0Net Assets 2012: $300,0002012Assets 2013: $237,593Liabilities 2013: $0Net Assets 2013: $237,5932013Assets 2014: $226,581Liabilities 2014: $0Net Assets 2014: $226,5812014Assets 2015: $142,738Liabilities 2015: $531Net Assets 2015: $142,2072015Assets 2016: $241,195Liabilities 2016: $0Net Assets 2016: $241,1952016Assets 2017: $118,909Liabilities 2017: $0Net Assets 2017: $118,9092017Assets 2018: $68,965Liabilities 2018: $0Net Assets 2018: $68,9652018Assets 2019: $704,636Liabilities 2019: $0Net Assets 2019: $704,6362019Assets 2020: $638,757Liabilities 2020: $3,213Net Assets 2020: $635,5442020Assets 2021: $628,604Liabilities 2021: $0Net Assets 2021: $628,6042021Assets 2022: $575,291Liabilities 2022: $0Net Assets 2022: $575,2912022Assets 2023: $569,744Liabilities 2023: $0Net Assets 2023: $569,7442023Assets 2024: $519,180Liabilities 2024: $0Net Assets 2024: $519,1802024

Highlighted filing

2014

Assets$226,581
Liabilities$0
Net Assets$226,581
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500KExpenses 2012: $02012Revenue 2013: $5,998Expenses 2013: $68,281Net Income 2013: -$62,2832013Revenue 2014: $12,479Expenses 2014: $23,463Net Income 2014: -$10,9842014Revenue 2015: $4,388Expenses 2015: $88,728Net Income 2015: -$84,3402015Revenue 2016: $117,325Expenses 2016: $18,351Net Income 2016: $98,9742016Revenue 2017: $5,912Expenses 2017: $128,169Net Income 2017: -$122,2572017Revenue 2018: $10,211Expenses 2018: $60,293Net Income 2018: -$50,0822018Revenue 2019: $752,943Expenses 2019: $66,979Net Income 2019: $685,9642019Revenue 2020: $32,346Expenses 2020: $101,447Net Income 2020: -$69,1012020Revenue 2021: $92,449Expenses 2021: $88,498Net Income 2021: $3,9512021Revenue 2022: $40,772Expenses 2022: $96,806Net Income 2022: -$56,0342022Revenue 2023: $32,431Expenses 2023: $38,154Net Income 2023: -$5,7232023Revenue 2024: $41,637Expenses 2024: $92,195Net Income 2024: -$50,5582024

Highlighted filing

2014

Revenue$12,479
Expenses$23,463
Net Income-$10,984
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A BATSON JRTrustee-$0--
JUDY A BATSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Open Charitable Trust
EIN
46-1639459
Phone
7812391188
Address
C/O GW WADE 93 WORCESTER STREET, WELLESLEY, MA 02481

Signing Officer

Name
James Batson
Title
Trustee
Phone
7812391188
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
GW & Wade LLC
Address
93 Worcester St, Wellesley, MA 02481-3609
Preparer
Robert F Bodio Jr
Phone
7812391188
Raw XML Appendix324 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES A BATSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDY A BATSON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Boston Rescue Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Campus Crusade for Christ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Grace Point Community Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3World Vision
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt039 Kingston Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 Lake Hart Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2800 Turnpike Street 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt334834 Weyerhaeuser Way South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Orlando
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2North Andover
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Federal Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201845
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020395
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/AppliedToCurrentYearAmt011309
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt048880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057966
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt048880
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020395
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09086
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057966
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048880
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt028
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN MARKET VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02376
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GWW ASSET MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02376
TaxesSchedule/TaxesDetail/Amt0172
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0172
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812391188
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OPEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0461639459
ReturnHeader/Filer/PhoneNum07812391188
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O GW WADE 93 WORCESTER STREET
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261101800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GW & Wade LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt093 Worcester St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wellesley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024813609
ReturnHeader/PreparerPersonGrp/PhoneNum07812391188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert F Bodio Jr
ReturnHeader/ReturnTs02015-05-15T12:03:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,581
Liabilities
$0
Net assets
$226,581
Revenue
$12,479
Expenses
$23,463
Net income
-$10,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.00$5.19$0.42$0.92$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.32$0.38$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$0.41$0.97$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$0.92$0.88$0.04
2020Detailed filing. Detailed filing data is available for this year.$6.39$0.03$6.36$0.32$1.01$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.00$7.05$7.53$0.67$6.86
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.10$0.60$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.06$1.28$1.22
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.17$0.18$0.99
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.04$0.89$0.84
2014Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.12$0.23$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.06$0.68$0.62
2012Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.00