Civic Intelligence

Margaret a Congleton Charitable Trust

EIN 46-6605685 • Boston, MA

Lwc 230 Congress St 12flBoston, MA 02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

32nd percentile

-9.8%

Higher net margin than 32% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$343

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

<$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-6.9%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-48%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$123,654

Down $9,120 (-6.9%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Net Assets

Down

$123,654

Down $9,120 (-6.9%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin32nd percentile

Revenue

Down

$93,036

Down $86,194 (-48%) from 2015

Expenses

Up

$102,156

Up $276 (+0.3%) from 2015

Net Income

Down

-$9,120

Down $86,470 (-112%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $55,424Liabilities 2014: $1Net Assets 2014: $55,4242014Assets 2015: $132,774Liabilities 2015: $1Net Assets 2015: $132,7742015Assets 2016: $123,654Liabilities 2016: $0Net Assets 2016: $123,6542016

Highlighted filing

2016

Assets$123,654
Liabilities$0
Net Assets$123,654
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $55,424Expenses 2014: $0Net Income 2014: $55,4242014Revenue 2015: $179,230Expenses 2015: $101,880Net Income 2015: $77,3502015Revenue 2016: $93,036Expenses 2016: $102,156Net Income 2016: -$9,1202016

Highlighted filing

2016

Revenue$93,036
Expenses$102,156
Net Income-$9,120
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,654
Liabilities
$0
Net assets
$123,654
Revenue
$93,036
Expenses
$102,156
Net income
-$9,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.93$1.02$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.79$1.02$0.77
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.55$0.00$0.55
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GILBERT M RODDY JRTrustee-$343-$343
WILLIAM B PERKINSTrustee-$343-$343
GRETCHEN C WOODRUFFTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Margaret a Congleton Charitable Trust
EIN
46-6605685
Phone
6175236535
Address
LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110

Signing Officer

Name
Gilbert M Roddy Jr
Title
Trustee
Phone
6175236531
Signed
2017-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Christopher Harris
Phone
6175236531
Raw XML Appendix328 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06424
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt092920
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0187602
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt094682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt092920
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101106
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt094682
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0187602
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt092920
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MARGARET A CONGLETON TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1WILLIAM H CONGLETON GST EXEMPT QTIP TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2WILLIAM H CONGLETON GST NON-EXEMPT QTIP TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O LWC 230 CONGRESS STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O LWC 230 CONGRESS STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2C/O LWC 230 CONGRESS STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd202110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06505
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1148
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt286293
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMM OF MA FORM PC ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LORING WOLCOTT & COOLIDGE TAX PREP FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LWC FIDUCIARY ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1500
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GILBERT M RODDY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175236531
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET A CONGLETON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0U/AGR DATED 2/12/2007
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0466605685
ReturnHeader/Filer/PhoneNum06175236535
ReturnHeader/Filer/USAddress/AddressLine1Txt0LWC 230 CONGRESS ST 12FL
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId032641203ABFE70BF8A980BE62F58D9DE0308589E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId032641203ABFE70BF8A980BE62F58D9DE0308589E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.46.226.178
ReturnHeader/FilingSecurityInformation/IPDt02017-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:39:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273396508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORING WOLCOTT & COOLIDGE TRUST LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 CONGRESS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102437
ReturnHeader/PreparerPersonGrp/PhoneNum06175236531
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER HARRIS
ReturnHeader/ReturnTs02017-05-01T08:21:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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