Civic Intelligence

Summer Roy Kates Charitable Trust

990PF • Fiscal year 2019 • EIN 81-2865402

Jan 01, 2019 to Dec 31, 2019

Boston, MA
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.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

7th percentile

-62%

Higher net margin than 7% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$12,761,985

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$427,039

No earlier filing loaded for comparison.

Expenses

$691,644

No earlier filing loaded for comparison.

Net Income

-$264,605

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2019: $12,761,985Liabilities 2019: $02019Assets 2020: $12,438,839Liabilities 2020: $1Net Assets 2020: $12,438,8392020Assets 2021: $11,798,985Liabilities 2021: $1Net Assets 2021: $11,798,9852021Assets 2022: $11,099,789Liabilities 2022: $1Net Assets 2022: $11,099,7892022Assets 2023: $10,796,927Liabilities 2023: $1Net Assets 2023: $10,796,9272023Assets 2024: $10,977,579Liabilities 2024: $0Net Assets 2024: $10,977,5792024

Highlighted filing

2019

Assets$12,761,985
Liabilities$0
Net Assets-

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2019: $427,039Expenses 2019: $691,644Net Income 2019: -$264,6052019Revenue 2020: $344,383Expenses 2020: $667,529Net Income 2020: -$323,1462020Revenue 2021: $465,125Expenses 2021: $1,104,979Net Income 2021: -$639,8542021Revenue 2022: $502,616Expenses 2022: $1,201,862Net Income 2022: -$699,2462022Revenue 2023: $680,103Expenses 2023: $982,965Net Income 2023: -$302,8622023Revenue 2024: $1,222,457Expenses 2024: $1,041,782Net Income 2024: $180,6752024

Highlighted filing

2019

Revenue$427,039
Expenses$691,644
Net Income-$264,605
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings