Civic Intelligence

Margaret a Congleton Charitable Trust U/Agr Dated 2/12/2007

990PF • Fiscal year 2015 • EIN 46-6605685

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
Lwc 230 Congress St 12flBoston, MA 02110

(617) 523-6535

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$245

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

94th percentile

140%

Faster asset growth than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

223%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$132,774

Up $77,350 (+140%) from 2014

Net Assets

Up

$132,774

Up $77,350 (+140%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin89th percentile

Revenue

Up

$179,230

Up $123,806 (+223%) from 2014

Expenses

Up

$101,880

Up $101,880 from 2014

Net Income

Up

$77,350

Up $21,926 (+40%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$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

2015

Assets$132,774
Liabilities$1
Net Assets$132,774
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$179,230
Expenses$101,880
Net Income$77,350
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GILBERT M RODDY JRTrustee-$245-$245
WILLIAM B PERKINSTrustee-$245-$245
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
2016-05-10
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 Appendix304 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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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/TotalContributionsAmt04807
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1398
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2174021
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMM OF MA FORM PC ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1355
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LORING WOLCOTT & COOLIDGE TAX PREP FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LWC FIDUCIARY ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1355
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GILBERT M RODDY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175236531
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
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/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/ReturnTs02016-05-12T10:47:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,774
Liabilities
$1
Net assets
$132,774
Revenue
$179,230
Expenses
$101,880
Net income
$77,350
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