Civic Intelligence

Joseph and Julia Miglin Charitable Scholarship Trust

990PF • Fiscal year 2017 • EIN 47-3752922

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

Organization Profile
670 Pearl StreetBrockton, MA 02301

(508) 586-5793

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$52,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

32nd percentile

-0.7%

Faster asset growth than 32% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,480,499

Down $50,384 (-0.7%) from 2016

Net Assets

Up

$7,590,499

Up $59,616 (+0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin82nd percentile

Revenue

Down

$182,187

Down $153,978 (-46%) from 2016

Expenses

Down

$125,369

Down $14,325 (-10%) from 2016

Net Income

Down

$56,818

Down $139,653 (-71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $7,325,800Liabilities 2015: $0Net Assets 2015: $7,325,8002015Assets 2016: $7,530,883Liabilities 2016: $0Net Assets 2016: $7,530,8832016Assets 2017: $7,480,499Liabilities 2017: $0Net Assets 2017: $7,590,4992017Assets 2018: $7,342,317Liabilities 2018: $0Net Assets 2018: $7,342,3172018Assets 2019: $7,342,275Liabilities 2019: $0Net Assets 2019: $7,342,2752019Assets 2020: $7,289,328Liabilities 2020: $585Net Assets 2020: $7,288,7432020Assets 2021: $7,156,615Liabilities 2021: $0Net Assets 2021: $7,156,6152021Assets 2022: $6,896,538Liabilities 2022: $1,966Net Assets 2022: $6,894,5722022Assets 2023: $6,699,802Liabilities 2023: $190Net Assets 2023: $6,699,6122023Assets 2024: $6,553,519Liabilities 2024: $0Net Assets 2024: $6,553,5192024

Highlighted filing

2017

Assets$7,480,499
Liabilities$0
Net Assets$7,590,499
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $7,025,875Expenses 2015: $978Net Income 2015: $7,024,8972015Revenue 2016: $336,165Expenses 2016: $139,694Net Income 2016: $196,4712016Revenue 2017: $182,187Expenses 2017: $125,369Net Income 2017: $56,8182017Revenue 2018: $136,909Expenses 2018: $275,091Net Income 2018: -$138,1822018Revenue 2019: $343,179Expenses 2019: $343,221Net Income 2019: -$422019Revenue 2020: $290,824Expenses 2020: $344,356Net Income 2020: -$53,5322020Revenue 2021: $469,914Expenses 2021: $602,627Net Income 2021: -$132,7132021Revenue 2022: $297,978Expenses 2022: $560,021Net Income 2022: -$262,0432022Revenue 2023: $408,756Expenses 2023: $603,716Net Income 2023: -$194,9602023Revenue 2024: $467,842Expenses 2024: $613,935Net Income 2024: -$146,0932024

Highlighted filing

2017

Revenue$182,187
Expenses$125,369
Net Income$56,818
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANICE E CLARKTrusteePT$52,000-$52,000
JENNIFER D DUTRATrusteePT$12,000-$12,000
DAVID PHILLIPSTrusteePT$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Joseph and Julia Miglin
EIN
47-3752922
Phone
5085865793
Address
670 PEARL STREET, BROCKTON, MA 02301

Signing Officer

Name
Janice E Clark
Title
Trustee
Phone
5085865793
Signed
2018-04-25
Discuss with paid preparer
Yes

Preparer

Firm
James E Holmgren CPA Pc
Address
410 BELMONT ST, BROCKTON, MA 02301
Preparer
James E Holmgren CPA
Phone
5085887772
Raw XML Appendix335 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/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2MAKE A WISH FUNDATON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3FLOATING HOSPITAL FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4MCCARTHY CARE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5ST JUDES HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt5PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt6PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0MULTI SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 338
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt151 BLOSSOM ST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt21 BULLFINCH PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt3755 WASHINGTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt47 SERVICE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt5262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt6VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0EASTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4EAST SANDWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm5MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm6VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd002356
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd102114
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd202114
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd302111
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd402537
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd602301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0110000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040365
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0420720
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040365
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0380355
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02798
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUTMENT TO COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt030540
TaxesSchedule/TaxesDetail/Amt03917
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03917
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE E CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05085865793
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH AND JULIA MIGLIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0473752922
ReturnHeader/Filer/PhoneNum05085865793
ReturnHeader/Filer/USAddress/AddressLine1Txt0670 PEARL STREET
ReturnHeader/Filer/USAddress/CityNm0BROCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C07F386D848F82B4587EF1A79800FFD39F358A40
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C07F386D848F82B4587EF1A79800FFD39F358A40
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.25.214.93
ReturnHeader/FilingSecurityInformation/IPDt02018-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:00:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042982948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES E HOLMGREN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0410 BELMONT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002301
ReturnHeader/PreparerPersonGrp/PhoneNum05085887772
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E HOLMGREN CPA
ReturnHeader/ReturnTs02018-04-26T14:00:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,480,499
Liabilities
$0
Net assets
$7,590,499
Revenue
$182,187
Expenses
$125,369
Net income
$56,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.47$0.61$0.15
2023Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.41$0.60$0.19
2022Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.89$0.30$0.56$0.26
2021Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.47$0.60$0.13
2020Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.29$0.34$0.05
2019Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.34$0.34$0.00
2018Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.14$0.28$0.14
2017Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.59$0.18$0.13$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.34$0.14$0.20
2015Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$7.03$0.00$7.02
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00