Civic Intelligence

The James L Bildner Charitable Trust

990PF • Fiscal year 2022 • EIN 47-7332454

Nov 01, 2021 to Oct 31, 2022 • Filed on Sep 18, 2023

Organization Profile
5 Boardman AveManchester, MA 01944

(617) 807-5000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

88th percentile

55%

Higher net margin than 88% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

9.3%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,507,031

Up $350,574 (+16%) from 2021

Net Assets

Up

$2,507,031

Up $350,574 (+16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

Up

$635,930

Up $54,093 (+9.3%) from 2021

Expenses

Up

$285,356

Up $130,691 (+84%) from 2021

Net Income

Down

$350,574

Down $76,598 (-18%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $962,536Liabilities 2017: $0Net Assets 2017: $962,5362017Assets 2018: $947,716Liabilities 2018: $0Net Assets 2018: $947,7162018Assets 2019: $853,471Liabilities 2019: $0Net Assets 2019: $853,4712019Assets 2020: $1,729,285Liabilities 2020: $0Net Assets 2020: $1,729,2852020Assets 2021: $2,156,457Liabilities 2021: $0Net Assets 2021: $2,156,4572021Assets 2022: $2,507,031Liabilities 2022: $0Net Assets 2022: $2,507,0312022Assets 2023: $2,816,760Liabilities 2023: $0Net Assets 2023: $2,816,7602023Assets 2024: $2,913,308Liabilities 2024: $0Net Assets 2024: $2,913,3082024

Highlighted filing

2022

Assets$2,507,031
Liabilities$0
Net Assets$2,507,031
Open 2022 Filing

Operations Trend

Revenue Growth58th percentile

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

$1.0M$500K$0-$500KRevenue 2017: $3,262Expenses 2017: $177,718Net Income 2017: -$174,4562017Revenue 2018: $158,889Expenses 2018: $160,198Net Income 2018: -$1,3092018Revenue 2019: $20,932Expenses 2019: $96,387Net Income 2019: -$75,4552019Revenue 2020: $915,249Expenses 2020: $43,765Net Income 2020: $871,4842020Revenue 2021: $581,837Expenses 2021: $154,665Net Income 2021: $427,1722021Revenue 2022: $635,930Expenses 2022: $285,356Net Income 2022: $350,5742022Revenue 2023: $372,153Expenses 2023: $63,676Net Income 2023: $308,4772023Revenue 2024: $163,683Expenses 2024: $67,135Net Income 2024: $96,5482024

Highlighted filing

2022

Revenue$635,930
Expenses$285,356
Net Income$350,574
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Sep 18, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L BILDNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The James L Bildner Charitable Trust
EIN
47-7332454
Phone
6178075000
Address
5 BOARDMAN AVE, MANCHESTER, MA 01944

Signing Officer

Name
James L Bildner
Title
Trustee
Phone
6178075000
Signed
2023-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
14 SYLVAN WAY, PARSIPPANY, NJ 07054-3801
Preparer
Lori Rothe Yokobosky CPA
Phone
9732283500
Raw XML Appendix343 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 L BILDNER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12301 FLORA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2MASSACHUSETTS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3890 COMMONWEALTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011167
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/AppliedToCurrentYearAmt053385
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt048435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt078185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0242388
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt048435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0193953
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0103197
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt078185
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053385
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0297150
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0345585
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0202250
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PROGRAM-RELATED INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0242250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0242250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PASSTHROUGH EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1269522
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1269522
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0362086
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASSTHROUGH INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0362086
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0362086
TaxesSchedule/TaxesDetail/Amt0482
TaxesSchedule/TaxesDetail/CategoryTxt0IRS USA TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L BILDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178075000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES L BILDNER CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JAMES L BILDNER TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0477332454
ReturnHeader/Filer/PhoneNum06178075000
ReturnHeader/Filer/USAddress/AddressLine1Txt05 BOARDMAN AVE
ReturnHeader/Filer/USAddress/CityNm0MANCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001944
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 SYLVAN WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARSIPPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070543801
ReturnHeader/PreparerPersonGrp/PhoneNum09732283500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI ROTHE YOKOBOSKY CPA
ReturnHeader/ReturnTs02023-09-18T10:57:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BILDNER
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,507,031
Liabilities
$0
Net assets
$2,507,031
Revenue
$635,930
Expenses
$285,356
Net income
$350,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.16$0.07$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.37$0.06$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.64$0.29$0.35
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.58$0.15$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.92$0.04$0.87
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.10$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.16$0.16$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.00$0.18$0.17
Peer Organizations

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