Civic Intelligence

Sara'S Fund

990PF • Fiscal year 2012 • EIN 02-0607464

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 25, 2013

PO Box 7002303-0070
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

37th percentile

-4.0%

Faster asset growth than 37% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$119,832

Down $4,945 (-4.0%) from 2011

Net Assets

Down

$119,766

Down $4,940 (-4.0%) from 2011

Liabilities

Down

$66

Down $5 (-7.0%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$9,748

Up $1,635 (+20%) from 2011

Net Income

-

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.

$200K$150K$100K$50K$0Assets 2010: $129,532Liabilities 2010: $81Net Assets 2010: $129,4512010Assets 2011: $124,777Liabilities 2011: $71Net Assets 2011: $124,7062011Assets 2012: $119,832Liabilities 2012: $66Net Assets 2012: $119,7662012Assets 2013: $122,543Liabilities 2013: $230Net Assets 2013: $122,3132013Assets 2014: $118,375Liabilities 2014: $90Net Assets 2014: $118,2852014Assets 2015: $107,879Liabilities 2015: $44Net Assets 2015: $107,8352015Assets 2016: $103,639Liabilities 2016: $66Net Assets 2016: $103,5732016Assets 2017: $98,412Liabilities 2017: $74Net Assets 2017: $98,3382017Assets 2018: $91,766Liabilities 2018: $69Net Assets 2018: $91,6972018Assets 2019: $89,489Liabilities 2019: $89Net Assets 2019: $89,4002019Assets 2020: $88,452Liabilities 2020: $123Net Assets 2020: $88,3292020Assets 2021: $109,610Liabilities 2021: $4242021Assets 2022: $106,303Liabilities 2022: $225Net Assets 2022: $106,0782022Assets 2023: $113,397Liabilities 2023: $3072023Assets 2024: $161,505Liabilities 2024: $891Net Assets 2024: $160,6142024

Highlighted filing

2012

Assets$119,832
Liabilities$66
Net Assets$119,766

Operations Trend

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $9,0312010Expenses 2011: $8,1132011Expenses 2012: $9,7482012Revenue 2013: $12,569Expenses 2013: $10,022Net Income 2013: $2,5472013Revenue 2014: $4,465Expenses 2014: $8,493Net Income 2014: -$4,0282014Revenue 2015: $1,122Expenses 2015: $11,563Net Income 2015: -$10,4412015Revenue 2016: $5,029Expenses 2016: $9,785Net Income 2016: -$4,7562016Revenue 2017: $5,716Expenses 2017: $10,756Net Income 2017: -$5,0402017Revenue 2018: $3,660Expenses 2018: $10,301Net Income 2018: -$6,6412018Revenue 2019: $7,189Expenses 2019: $9,486Net Income 2019: -$2,2972019Revenue 2020: $8,460Expenses 2020: $9,531Net Income 2020: -$1,0712020Revenue 2021: $36,837Expenses 2021: $15,980Net Income 2021: $20,8572021Revenue 2022: $10,117Expenses 2022: $13,225Net Income 2022: -$3,1082022Revenue 2023: $22,199Expenses 2023: $15,187Net Income 2023: $7,0122023Revenue 2024: $63,927Expenses 2024: $16,403Net Income 2024: $47,5242024

Highlighted filing

2012

Revenue-
Expenses$9,748
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 25, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen Reed WainwrightTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTufts University School of Dental MedicineExempt PurposePublic UniversityBoston, MA, US$6,200
Filing and Contact Details

Filer

EIN
02-0607464
Raw XML AppendixShowing 400 of 405 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue025000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV025492
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0MB Finl Bk-2.4%-11/14/14 (25K)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01742
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15909
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24737
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue311002
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue42485
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue52813
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue74814
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AT&T Inc (100 & 200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2Blackrock Credit Alloc Inc Tr IV (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3Bristol Myers Squibb (400)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4Enterprise Products Ptns LP (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5Gallagher (Arthur J) & Co (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6General Electric Co (300)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7Healthcare Realty Trust Inc (100 & 200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8Leggett & Platt Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9Lilly (Eli) & Co (100 & 150)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10Merck & Co Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11Microchip Technology Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12Olin Corp (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13Pfizer Inc (100 & 200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14Pinnacle West Cap Corp (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15Royal Dutch Shell PLC (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16RR Donnelley & Sons Co (300)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17Seagate Technology PLC (200)
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Standard Bk & Tr CD-2.2%-11/2012 (20K)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Alliance Resource Partners LP (100)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Kraft Foods Inc (100)
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Stephen Reed Wainwright
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05082303030
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO Box 70
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Brockton
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0023030070
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount06200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Exempt Purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Tufts University School of Dental Medicine
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10One Kneeland Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002111
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06200
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear046
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear106154
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted06598
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06200
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY06552
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear06154
LegalFeesSchedule/LegalFees/Amount01910
LegalFeesSchedule/LegalFees/Category0Wainwright SR, PC
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome01910
OtherExpensesSchedule/OtherExpenses/Description0Postage & Copies
OtherExpensesSchedule/OtherExpenses/Description1MA Filing Fee
OtherExpensesSchedule/OtherExpenses/Description2Newspaper Public Notice
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome024
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome135
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome248
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks024
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks135
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks248
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome096
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1884
OtherIncomeSchedule2/OtherIncome/Description0UBTI - Alliance Resource Partners LP
OtherIncomeSchedule2/OtherIncome/Description1PTP Alliance Resource Partners
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome096
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1884
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks096
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1884
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue036
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue135
OtherLiabilitiesSchedule/OtherLiabilities/Description0Federal Excise Tax
OtherLiabilitiesSchedule/OtherLiabilities/Description1MA Filing Fee
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue031
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue135
TaxesSchedule/Taxes/Amount031
TaxesSchedule/Taxes/Category0Federal Excise Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0020607464
ReturnHeader/Filer/Name/BusinessNameLine10Sara's Fund
ReturnHeader/Filer/NameControl0SARA
ReturnHeader/Filer/Phone05082303030
ReturnHeader/Filer/USAddress/AddressLine10PO Box 70
ReturnHeader/Filer/USAddress/City0Brockton
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0023030070
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-25
ReturnHeader/Officer/Name0Stephen R Wainwright
ReturnHeader/Officer/Phone05082303030
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/EIN0263351640
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Watson Napoli Wilde & Barrett
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1025 Garden Park STE 4
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Braintree
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021847549
ReturnHeader/Preparer/Name0Russell G Wilde CPA
ReturnHeader/Preparer/Phone07815356070

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.64$0.16$0.48
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$0.22$0.15$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.10$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$0.37$0.16$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.08$0.10$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.10$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.06$0.11$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.10$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.01$0.12$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.04$0.08$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.22$0.13$0.10$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.29$0.09