Civic Intelligence

Ponn Family Foundation C/O Stephen Wilchins

990PF • Fiscal year 2016 • EIN 01-0658230

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization Profile
20 William StreetWellesley, MA 02481-4110

(781) 235-5500

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.06x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

3.99x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

2nd percentile

-626%

Higher net margin than 2% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

15th percentile

-9.2%

Faster asset growth than 15% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-74%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$804,220

Down $81,833 (-9.2%) from 2015

Net Assets

Down

$752,862

Down $79,571 (-9.6%) from 2015

Liabilities

Down

$51,358

Down $2,262 (-4.2%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin2nd percentile

Revenue

Down

$12,867

Down $37,002 (-74%) from 2015

Expenses

Up

$93,360

Up $25,941 (+38%) from 2015

Net Income

Down

-$80,493

Down $62,943 (-359%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$1.0M$500K$0Assets 2011: $945,752Liabilities 2011: $34,4702011Assets 2012: $910,956Liabilities 2012: $34,4702012Assets 2013: $944,293Liabilities 2013: $34,470Net Assets 2013: $909,8232013Assets 2014: $904,564Liabilities 2014: $54,582Net Assets 2014: $849,9822014Assets 2015: $886,053Liabilities 2015: $53,620Net Assets 2015: $832,4332015Assets 2016: $804,220Liabilities 2016: $51,358Net Assets 2016: $752,8622016Assets 2017: $763,613Liabilities 2017: $47,250Net Assets 2017: $716,3632017Assets 2018: $852,771Liabilities 2018: $32,365Net Assets 2018: $820,4062018Assets 2021: $830,576Liabilities 2021: $41,978Net Assets 2021: $788,5982021Assets 2023: $737,822Liabilities 2023: $42,880Net Assets 2023: $694,9422023Assets 2024: $703,883Liabilities 2024: $42,880Net Assets 2024: $661,0032024

Highlighted filing

2016

Assets$804,220
Liabilities$51,358
Net Assets$752,862
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100KRevenue 2011: $41,893Expenses 2011: $57,293Net Income 2011: -$15,4002011Revenue 2012: $54,900Expenses 2012: $88,243Net Income 2012: -$33,3432012Revenue 2013: $89,076Expenses 2013: $55,383Net Income 2013: $33,6932013Revenue 2014: $5,959Expenses 2014: $65,340Net Income 2014: -$59,3812014Revenue 2015: $49,869Expenses 2015: $67,419Net Income 2015: -$17,5502015Revenue 2016: $12,867Expenses 2016: $93,360Net Income 2016: -$80,4932016Revenue 2017: $41,360Expenses 2017: $79,101Net Income 2017: -$37,7412017Revenue 2018: $160,637Expenses 2018: $61,594Net Income 2018: $99,0432018Revenue 2021: $118,221Expenses 2021: $86,711Net Income 2021: $31,5102021Revenue 2023: $24,461Expenses 2023: $87,161Net Income 2023: -$62,7002023Revenue 2024: $48,519Expenses 2024: $82,458Net Income 2024: -$33,9392024

Highlighted filing

2016

Revenue$12,867
Expenses$93,360
Net Income-$80,493
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY PONNTrustee-$0--
STEPHEN WILCHINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ponn Family Foundation
EIN
01-0658230
Phone
7812355500
Address
20 WILLIAM STREET, WELLESLEY, MA 02481-4110

Signing Officer

Name
Stephen Wilchins
Title
Trustee
Phone
7812355500
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Kauffman & Davis Pc
Address
50 CONGRESS ST SUITE 330, BOSTON, MA 02109
Preparer
Philip J Davis CPA
Phone
6177426555
Raw XML Appendix363 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SOLD 4,000 SHS PIMCO CREDIT ASSO. RETURN INST
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME FROM SECURITIES AND DIVIDENDS AND CONTRIBUTIONS SUPPORT THE FOUNDATIONS ACTIVITY
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt020 WILLIAM STREETSUITE 130
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WELLESLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002481
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEPHEN NWILCHINS
IRS990PF/StatementsRegardingActyGrp/PhoneNum07812355500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055779
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTEDUNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055779
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt055779
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055779
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052924
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt055779
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt018868
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt018868
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01555
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt14472
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH IN TRANSIT-DIVDS REC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM PONN CHAR.TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14472
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt14472
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKERAGE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MARGIN INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010653
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1104
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt26
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010653
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0921
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DIV DISTRIBUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TAX EXEMPT INT.INCOME
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt033620
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt120000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO CLIENT FUND A/C
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DUE TO FIDELITY CHARITABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt031358
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt120000
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN WILCHINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812355500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PONN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STEPHEN WILCHINS
ReturnHeader/Filer/BusinessNameControlTxt0PONN
ReturnHeader/Filer/EIN0010658230
ReturnHeader/Filer/PhoneNum07812355500
ReturnHeader/Filer/USAddress/AddressLine1Txt020 WILLIAM STREET
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024814110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C1889F56CEC1ACD58FC822D6FD3F31D74A57106B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId060799601F5B88C63F31EE57CF05FF633094D6363
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.78.241.253
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:43:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042759944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFFMAN & DAVIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 CONGRESS ST SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177426555
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP J DAVIS CPA
ReturnHeader/ReturnTs02017-11-15T15:22:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$804,220
Liabilities
$51,358
Net assets
$752,862
Revenue
$12,867
Expenses
$93,360
Net income
-$80,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.04$0.43$6.61$0.49$0.82$0.34
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.43$6.95$0.24$0.87$0.63
2021Detailed filing. Detailed filing data is available for this year.$8.31$0.42$7.89$1.18$0.87$0.32
2018Detailed filing. Detailed filing data is available for this year.$8.53$0.32$8.20$1.61$0.62$0.99
2017Detailed filing. Detailed filing data is available for this year.$7.64$0.47$7.16$0.41$0.79$0.38
2016Detailed filing. Detailed filing data is available for this year.$8.04$0.51$7.53$0.13$0.93$0.80
2015Detailed filing. Detailed filing data is available for this year.$8.86$0.54$8.32$0.50$0.67$0.18
2014Detailed filing. Detailed filing data is available for this year.$9.05$0.55$8.50$0.06$0.65$0.59
2013Detailed filing. Detailed filing data is available for this year.$9.44$0.34$9.10$0.89$0.55$0.34
2012Summary only. Only limited summary data is available for this year.$9.11$0.34$0.55$0.88$0.33
2011Summary only. Only limited summary data is available for this year.$9.46$0.34$0.42$0.57$0.15